ServiceTitan integration: keep ServiceTitan, add BRIX's AI on top

BRIX connects with ServiceTitan, so you can keep ServiceTitan as your system for dispatch, the price book and technicians, and add BRIX's AI on top to answer calls, follow up leads and open estimates, chase unpaid invoices and keep the books organized. ServiceTitan's own AI Virtual Agent is a Pro product with no published price.

Can BRIX work with ServiceTitan?

Yes. BRIX connects with ServiceTitan. Most shops on ServiceTitan have spent real money and months getting it set up: the price book, membership programs, dispatch board, reporting. Ripping that out to fix a phone or follow-up problem makes no sense. BRIX works alongside it. ServiceTitan stays the system your dispatchers and technicians live in, and BRIX takes on calls, follow-up, collections and bookkeeping help. The exact records that move between them are set up with you during onboarding.

Thinking about leaving ServiceTitan altogether? Read ServiceTitan alternatives, ServiceTitan pricing and BRIX vs. ServiceTitan first.

What does ServiceTitan include?

ServiceTitan sells three core packages, Starter, Essentials and The Works, priced per technician with no prices published. Starter covers dispatching, scheduling, call booking, invoicing and the price book. Essentials adds mobile estimates and payroll management. The Works adds configurable payroll, advanced reporting, commission tracking and customizable memberships.

ServiceTitan's AI Virtual Agent

ServiceTitan's AI Virtual Agent answers customer calls, books jobs by job type, location and required skills using ServiceTitan's capacity and dispatch data, confirms and reschedules existing appointments, and transfers to a person when needed. ServiceTitan says it can work alongside your current phone platform or as part of Contact Center Pro, and that it "only takes 20 minutes to implement" (a vendor claim). It's listed under "Get more with Pro" with no published price.

If you already run Contact Center Pro and the Virtual Agent and they're working, your call answering is covered. If you're on Starter or Essentials without the Pro phone products, after-hours and peak-season calls are where jobs slip away.

What should you ask before adding any AI to ServiceTitan?

Before you add any AI layer to ServiceTitan, from BRIX or anyone else, get clear answers to a few questions. The right answers depend on your call volume, your CSR team and how your accounting export runs today.

1. Who answers first? Decide whether the AI picks up every call, only overflow, or only after hours, and what your CSRs handle.
2. Where do bookings land? Agree how a call booked by AI shows up for your dispatchers so nobody double-books a tech.
3. What gets followed up, and by whom? One tool should send estimate and invoice follow-ups, or customers get two texts for the same thing.
4. Which system talks to accounting? Keep a single export path into QuickBooks, Sage Intacct or Xero.
5. How do you measure it? Pick booked calls, estimates won and days to payment, and compare month over month.

What does BRIX add on top of ServiceTitan?

The pattern we see: ServiceTitan is great at running the work once a job is on the board. The owner's pain is at both ends: calls and estimates that never become jobs, and books that need a bookkeeper to untangle every month. Those are the two ends BRIX covers.

How ServiceTitan exports to QuickBooks, and where BRIX fits

ServiceTitan sends invoices, payments and other financial records to your accounting system. For QuickBooks Online, transactions are exported in batches, and ServiceTitan's help center notes that QuickBooks Desktop and Online integrations don't work the same way. One example: payment terms export automatically only to QuickBooks Desktop (with the updated Web Connector) and Sage Intacct, so invoices exported to QuickBooks Online can pick up a different due date unless you set QuickBooks Online's default terms to match.

• Batches need attention. ServiceTitan publishes troubleshooting steps for failed and stuck batch exports. Someone on your team should check each export.
• Names and accounts must match. General ledger account names need to match exactly between the two systems.
• Payment terms. On QuickBooks Online, check due dates in your aging report after each export.

How to set up BRIX with ServiceTitan

1. 1

   Show us your call flow.

   Which numbers ring where, when CSRs are on, what happens after hours, and whether you use Contact Center Pro or the Virtual Agent today.

2. 2

   Find the leaks.

   Unbooked calls, estimates left open, invoices past 30 days, and the month-end bookkeeping backlog. Put a dollar figure on each with the missed call calculator and the DSO calculator.

3. 3

   Agree who owns what.

   ServiceTitan stays the system of record for jobs, dispatch and technicians. Decide which tool owns follow-up messages and which one exports to accounting.

4. 4

   Connect and set rules.

   BRIX connects with ServiceTitan and tools like Slack, Gmail and Google Calendar. You approve call handling, follow-up timing and reminder wording.

5. 5

   Measure for a month.

   Compare booked calls, estimates won and days to payment against the month before.

When is ServiceTitan on its own the better choice?

If you're a larger shop already paying for Contact Center Pro, the AI Virtual Agent and Marketing Pro, with a full-time CSR team and an in-house bookkeeper or controller, ServiceTitan may already cover what BRIX adds. Adding another layer then mostly adds complexity. BRIX fits best when ServiceTitan is running the field well but calls, follow-up, collections and books still depend on the owner or one overworked office person.