Forbind Claude og ChatGPT med ServiceTitan

29 værktøjer til ServiceTitan

Værktøjerne er slået til, når du forbinder. Du kan slå dem fra enkeltvis eller kræve din godkendelse, før de kører.

• add_customer_noteÆndrer dataAdd a note (`text`) to a customer (`customer_id`). Set `pin_to_top` to pin it, or `add_to_locations` to copy it to the customer's locations.
• add_job_appointmentÆndrer dataAdd another appointment to an existing job (`job_id`) with `start` and `end` in UTC, optional `technician_ids`, arrival window and `special_instructions`.
• add_job_noteÆndrer dataAdd a note (`text`) to a job (`job_id`); set `pin_to_top` to pin it.
• assign_techniciansÆndrer dataAssign one or more technicians (`technician_ids`) to an appointment (`job_appointment_id`).
• cancel_jobSletterCancel a job by `job_id` with a `reason_id` (from list_job_cancel_reasons) and a `memo` explaining why.
• create_jobÆndrer dataBook a new job with `customer_id`, `location_id`, `job_type_id`, `business_unit_id`, `campaign_id`, `priority` and at least one entry in `appointments` (`start`/`end` in UTC). Copy business unit and campaign IDs from a similar existing job if you do not know them.
• create_leadÆndrer dataCreate a lead with a `summary`, `campaign_id` and either a `follow_up_date` or `call_reason_id`, plus the caller's name, phone, email and address or an existing `customer_id`/`location_id`.
• get_appointmentGet one appointment by `appointment_id`, with its start and end times, arrival window, status and job.
• get_customerGet one customer by `customer_id`, including address, balance, type and flags such as do-not-service.
• get_estimateGet one estimate by `quote_id` (the estimate ID), with its line items, totals and status.
• get_jobGet one job by `project_id` (the job ID), with its status, customer, location, job type, business unit, campaign and summary.
• get_leadGet one lead by `lead_id`, with its summary, contact details, status and follow-up date.
• get_locationGet one service location by `address_id` (the location ID), including its address and customer.
• list_appointment_assignmentsList which technicians are assigned to appointments, filtered by `job_id` or `appointment_ids`. Also a way to find technician IDs.
• list_customer_contactsList the phone numbers and email addresses stored on a customer (`customer_id`).
• list_estimatesList estimates, filtered by `job_id`, `job_number`, `project_id`, `location_id`, `status`, sold dates or totals.
• list_job_cancel_reasonsList the job cancel reasons set up in ServiceTitan. Use it to get the `reason_id` for cancelling a job.
• list_job_notesList the notes on a job (`job_id`).
• list_job_typesList job types (for example repair or maintenance) with their IDs, filtered by `name` or `active`. Use it to pick the `job_type_id` for a new job.
• list_leadsList leads, filtered by `status`, `customer_id`, `lead_phone`, `lead_customer_name` or created dates.
• list_paymentsList customer payments, filtered by `customer_id`, `applied_to_invoice_ids`, paid dates (`paid_on_after`, `paid_on_before`) or totals.
• reschedule_appointmentSynligt for andreReschedule an appointment (`appointment_id`) to a new `start`/`end` (UTC), optionally with a new arrival window.
• search_appointmentsSearch appointments by `job_id`, `customer_id`, `technician_id`, `status` (Scheduled, Dispatched, Working, Hold, Done, Canceled) or start date range (`starts_on_or_after`, `starts_before`).
• search_customersSearch customers by `name`, `phone`, `street`, `city`, `zip`, `active` or created/modified dates. Use this to find a customer's ID before other lookups.
• search_invoicesSearch customer invoices by `customer_id`, `job_id`, `job_number`, `number`, invoice date, due date or balance. Use `ids` to fetch specific invoices.
• search_jobsSearch jobs by `customer_id`, `location_id`, `number`, `job_status` (Scheduled, Dispatched, InProgress, Hold, Completed, Canceled), `technician_id`, appointment dates or created/completed dates.
• search_locationsSearch service locations (the addresses where work is done) by `customer_id`, `name`, `street`, `city`, `zip` or `active`. Use it to find the `location_id` needed for new jobs.
• update_customerÆndrer dataUpdate a customer by `customer_id`: name, type (residential or commercial), active flag, do-not-mail/do-not-service, payment term or custom fields. Only the fields you pass change.
• update_jobÆndrer dataUpdate a job by `project_id` (the job ID): summary, priority, job type, business unit, campaign, customer PO or custom fields. Only the fields you pass change.

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