Bill BrownFounder of ServiceTitan Hacks community (9k+ pros) | INC 5000 Contractor | Helping contractors win with AI & Automation

AI That Knows Your Customer’s Whole History 📞🤯

2 Jul 2025

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YouTube dialogue demonstrating an AI integrated with ServiceTitan that can access a customer’s record in real time during calls. The AI pulls customer identity, upcoming appointments, equipment on file, past notes/estimates, and warranty dates to provide instant answers to CSRs, reducing manual lookups and reliance on technician notes.

DSR can go into Service Titan while they're talking to a customer and look up their history. And sometimes if your technician doesn't take good notes, the history is very difficult. That's a whole nother subject. But at least you know, this is an existing customer. This is the last time we've been to their house. Is the estimates they have notes, previous calls, stuff like that. Does your AI have the ability to actually go into Service Titan and look at this information?
Yeah, absolutely. So if you called, it would answer by saying, hi, is this William? And so we, we pull all that information kind of at the very beginning of the call or live during the call as we pull. Do you have any upcoming appointments? When are they. We pull all the equipment they have on file. So if they ask, what's the warranty date on this? The ad will just know immediately in a. In a second. You know, with a human csr, they'd have to go look it up.