Tasks, AI & automations
Tasks, AI suggestions and approvals, and automations.
- Meet your AI TeamSee the AI agent for each part of the office, what each one did this week, and choose how far each may go: off, suggest, act with approval, or act on its own within limits.
- Work your office tasksSee the follow-ups waiting for you and your team, finish them, hand them off, and add your own.
- Review AI proposals in ApprovalsApprove, edit, reject or undo what the AI agents and "Ask first" automations propose, and choose how much each agent may do on its own.
- Start from the automation catalogInstall a ready-made automation (reminders, call-back tasks, review alerts, renewals) and switch it on safely.
- Your CSR agent (Cora)What Cora, the AI Team csr agent for Calls, does, what it never does, and how to set it.
- Your Dispatcher agent (Dex)What Dex, the AI Team dispatcher agent for Dispatch, does, what it never does, and how to set it.
- Your Bookkeeper agent (Bea)What Bea, the AI Team bookkeeper agent for Accounting, does, what it never does, and how to set it.
- Your Buyer agent (Byron)What Byron, the AI Team buyer agent for Purchasing, does, what it never does, and how to set it.
- Your Sales coordinator agent (Sage)What Sage, the AI Team sales coordinator agent for Follow Up, does, what it never does, and how to set it.
- Your Analyst agent (Ana)What Ana, the AI Team analyst agent for Reports, does, what it never does, and how to set it.
- Your Marketing coordinator agent (Mara)What Mara, the AI Team marketing coordinator agent for Marketing, does, what it never does, and how to set it.
- Your Pricing manager agent (Percy)What Percy, the AI Team pricing manager agent for Pricebook, does, what it never does, and how to set it.
- Your Office manager agent (Olive)What Olive, the AI Team office manager agent for Tasks, does, what it never does, and how to set it.
- Build and test an automation, and read its runsWrite a When / If / Then automation, choose how it runs, test it, and use run history to see exactly what it did.
- Your Field assistant agent (Fitz)What Fitz, the AI Team field assistant agent for Field, does, what it never does, and how to set it.
- Your Warranty admin agent (Wren)What Wren, the AI Team warranty admin agent for Warranty & Compliance, does, what it never does, and how to set it.
- Match and approve supplier bills with the bills agentPartly availableForward or enter supplier bills, see how they match the purchase order and what was received, approve them, and catch supplier cost increases.
- Ask the business, watch metrics and forecast demandUse Insights to ask questions in plain English, see what needs doing with the dollars at stake, set metric alerts, and spot thin or full weeks ahead.
- AI job summaries, drafts and the pre-job briefUse AI on a job to summarize it, write the job summary or a customer text, check the invoice for missing items, and give technicians a 15-second brief before each visit.
- Coaching: leagues, points, challenges and the shop TVUse Coaching to see fair scorecards, run challenges, reward good work with points and badges, and put a leaderboard on the shop TV.
- AI assists: the optional AI layer, and how to turn it offWhat the AI mark means, where the optional AI helpers appear, and how to switch them off for yourself or for the whole company.
- Inbox AI drawer: summaries, draft replies and rewritesOpen the AI drawer under a conversation to summarize the thread, get a suggested next step, and draft or rewrite a reply that you edit and send yourself.
- Call and lead details: urgency and Book job pre-fillSee what AI read from a call or lead (address, equipment, problem, urgency), sort by urgency if you want, and book a job with the details pre-filled.
- Suggest options: good / better / best drafts from similar sold jobsGet estimate option drafts built from what you've sold on similar jobs and the equipment on file, priced from your pricebook, and add them as a normal estimate.
- Weather heads-up for outdoor jobsAt 5 pm, tomorrow's outdoor jobs are checked against the National Weather Service forecast, and risky ones show on the Dispatch Board.
- Collections call listSee which overdue accounts to call first, with the history behind each one, on Accounting › Billing & Collections.
- Check board and Tighten route on the Dispatch BoardAfter you move appointments, see what the moves created; and preview a shorter visit order for a technician without changing any promised arrival window.
- ⌘K Ask TradesWork: jump to any page, ask about the businessPress ⌘K (Ctrl+K) to go to any page by its TradesWork or ServiceTitan name, and, if you opt in, ask questions about the business with answers that link to the normal screens.
- Describe it: draft an automation from a sentenceDescribe what should happen in plain words and AI fills in the automation editor for you to review, in Ask first mode.