The AI receptionist
for ServiceTitan.
Turn calls into booking requests, with available times and the notes your team needs.
SOC 2 Type II · ISO 27001
Our AC isn’t cooling. Tomorrow afternoon?
I’ll request the 1–5 pm window for your office to confirm.
Tomorrow · 1–5 pm
A familiar process.
Less manual re-entry.
Trillet connects caller lookup, availability, booking requests and notes to your ServiceTitan workflow.
- 01MCMike ChenReturning customerCaller record matched
Recognise the caller
- 02Available windowsTue22Wed23Thu241–5 pm
Find an open window
- 03Call notes
- AC not cooling
- Side gate · 2468
- Call on arrival
Keep the details
- 04Booking requestServiceTitan queueOffice confirmation
Ready for your team
Decide how far
the conversation can go.
Start with office approval. Enable direct scheduling when you’re ready.
Be there when
the office can’t.
Keep your number. Forward calls to Trillet and give your team a queue of requests with the details already captured.
Four credentials.
One native connection.
- 1
Get your credentials
Ask your ServiceTitan administrator for credentials from the same tenant and environment, with access to your chosen actions.
- 2
Connect your agent
Open Advanced Settings → Integrations → ServiceTitan. Enter the four credentials and select Verify & Connect.
- 3
Choose the booking rules
Set your booking window, minimum notice, business unit, job type and campaign. The default is 7 days with 2 hours’ notice.
- 4
Set the permissions
Choose office-reviewed requests or direct scheduling. Add your intake questions and escalation instructions.
- 5
Test, then publish
Use a test customer and a number you control. Check the saved request, notes and any scheduled appointment in ServiceTitan before going live.
Your brand.
Your client’s ServiceTitan.
Use Studio or Agency to set up and manage ServiceTitan integrations for your clients. Each client gets their own workspace, connection and booking rules.
View agency platform plans Read the HVAC agency guideServiceTitan integration FAQs.
Have a specific workflow in mind?
Talk it through with usDoes Trillet integrate natively with ServiceTitan?
Yes. Your agency can connect your ServiceTitan tenant and configure the actions your team needs, including caller lookup, availability, booking requests and notes. No middleware is required.
Does the AI book directly into ServiceTitan or send a request?
By default, booking requests await office confirmation. Enable direct scheduling to create a job with an appointment window. Your office still assigns the technician.
Can the AI recognise returning ServiceTitan customers?
Yes, through phone-number matching or optional service-address lookup. A record match is not identity verification; configure additional checks before discussing sensitive information.
Can it check real appointment availability?
Yes. Trillet checks available windows for your business unit and job type, within your booking horizon and minimum notice. Direct scheduling uses the selected window’s exact start and end.
Will gate codes and access instructions reach my team?
Yes. Enable “Save call notes” to attach gate codes, parking instructions and job details to the customer or job established during the call.
Do I need a developer to connect ServiceTitan?
Your agency configures the native connector using credentials and API access supplied by your ServiceTitan administrator. No custom integration is needed for the supported actions.
Can I keep my existing business phone number?
Yes. Use your provider’s call forwarding for after-hours, overflow or all inbound calls. Test the route and caller information before launch.
How do I get pricing for my business?
Speak with your agency about setup, ongoing management and usage for your ServiceTitan deployment. Studio and Agency are platform subscriptions for agencies building services for clients; their prices are not an end-client quote. Contact Trillet to discuss your requirements.
How is customer data handled?
You control the agent’s permissions and recording practices. Trillet is SOC 2 Type II and ISO 27001 certified. HIPAA mode requires an applicable agreement and configuration; enterprise residency options are agreed separately.
Can my agency offer this under our own brand?
Yes. Studio and Agency are designed for agencies to set up and manage services for their clients. Both include white-label branding and the ServiceTitan connector. Each client uses their own authorised tenant connection and booking rules.