14 workflow automations purpose-built on top of FieldEdge — no data leaves your system, no parallel tool for your team to learn.
AI answers missed calls in ServiceTitan via SMS within 60 seconds, books the appointment if the slot exists, and queues a callback if not — missed-call leakage drops 80% and same-day bookings climb. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI optimizes the daily dispatch board in ServiceTitan against tech skills, parts availability, and traffic — windshield time drops, jobs-per-day climbs, no manual re-routing when emergencies hit. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every membership in ServiceTitan, reaches out 60 days before renewal with a personalized renewal offer, books the appointment, and processes payment — renewal rate climbs from 60% to 85%+. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI files warranty claims from ServiceTitan job data, assembles the documentation, submits to the manufacturer portal, and tracks reimbursement — warranty recovery climbs 3–5x. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI drafts the supplement package against ServiceTitan scope and Xactimate pricing, builds the photographic backup, and handles adjuster correspondence — supplement recovery rate climbs from 50% to 90%+. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI pulls permits via municipal APIs, schedules inspections, and tracks status against ServiceTitan jobs — permit-related delays drop, project velocity climbs. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every project across the lead-to-PTO pipeline in ServiceTitan, identifies which stage each project is stuck in, and drafts the unstick action — average install-to-PTO time drops from 90 to 50 days. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI answers missed calls in ServiceTitan via SMS within 60 seconds, books the appointment if the slot exists, and queues a callback if not — missed-call leakage drops 80% and same-day bookings climb. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI optimizes the daily dispatch board in ServiceTitan against tech skills, parts availability, and traffic — windshield time drops, jobs-per-day climbs, no manual re-routing when emergencies hit. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI follows up on every estimate in ServiceTitan on a personalized cadence, answers objections, escalates to a sales manager when ready to close — close rate climbs 20–40%. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI sends personalized review requests post-job from the ServiceTitan closeout, follows up if needed, and routes negative feedback to the owner before it hits Google — review velocity 5x's, map-pack rankings climb. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every membership in ServiceTitan, reaches out 60 days before renewal with a personalized renewal offer, books the appointment, and processes payment — renewal rate climbs from 60% to 85%+. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI tracks every tech's daily performance (close rate, ticket size, follow-on work) in ServiceTitan, surfaces the leading indicators, and drafts coaching prompts — performance gap narrows fast. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
AI screens inbound calls, qualifies the job, books the appointment in ServiceTitan, and only routes complex calls to a human CSR — booking capacity 3x's without adding headcount. Purpose-built for teams running FieldEdge — uses the native API or agent integration so nothing leaves the system of record.
We build custom AI workflows on top of FieldEdge for any repetitive process. Tell us what you'd automate.
