ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports Grok bot icon
Operations

ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports: Free Grok Bot for Operations

Download free
Download free

Free Grok Bot companion for ServiceTitan: job prep briefs, follow-up drafts, review asks and schedule gaps from CSV exports and the UI you open. You approve.

You need Grok Bot to use this template. Download Grok Bot

Share

Last updated

See ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports in action

ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports

Grok Bot

  1. You: Hey! What can you take off my plate?
  2. ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports: Hi, I'm ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports. Here's what I'll handle for you:
  3. ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports: Builds tech job-prep briefs from ServiceTitan schedule/jobs exports
  4. ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports: Drafts post-job follow-up texts and emails in your voice
  5. ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports: Writes review-request messages for the jobs you flag
  6. You: Love it. What do you need from me?
  7. ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports: Just a couple of things to get started: Say 'Let's get started.' It asks a few setup questions, one at a time; Tell it your trades, locations and whether you want job briefs, follow-ups, reviews or schedule help first
  8. ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports: Then I'll draft everything and wait for your OK before anything goes out.
Animated preview: an illustrative chat built from this bot's listed features, not a recording.

What it does

ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports is a free Grok bot template. Free Grok Bot companion for ServiceTitan: job prep briefs, follow-up drafts, review asks and schedule gaps from CSV exports and the UI you open. You approve.

Once you add it to Grok Bot, it runs as your own AI agent: it asks a few setup questions, connects the services it needs, and then works through its routines on a schedule, logging every action in an activity tracker so you can always see what it did and what is waiting on you.

Who it's for

HVAC, plumbing, electrical, garage door and other home-service companies that run ServiceTitan and want faster job prep, follow-ups and review asks without replacing ServiceTitan.

No coding is required. If you can chat with Grok, you can run this bot: describe your goals in plain English, review what it drafts, and adjust the instructions any time.

Features

  • Builds tech job-prep briefs from ServiceTitan schedule/jobs exports.
  • Drafts post-job follow-up texts and emails in your voice.
  • Writes review-request messages for the jobs you flag.
  • Spots schedule gaps, drive-time risks and double-books from exports.
  • Never writes back to ServiceTitan — you keep it as the system of record.
  • Logs every action to an activity-tracker CSV.
  • HOW TO USE: First message: when you open the bot it greets you with: "Hi!
  • I'm a ServiceTitan companion: job prep briefs, follow-up drafts, review asks and schedule gaps from your exports and the UI you open — you approve everything.
  • Which trades do you run, and what do you want help with first?" Ask: "Here's tomorrow's schedule export.
  • Prep the techs.".
  • You get: Morning pack for 3 techs / 14 jobs.
  • Sample brief — Tech Ana, 9 AM water heater: prior flush 11 months ago, membership active, bring anode rod kit per your checklist, note 'dog in yard'.
  • Full pack saved.
  • Nothing changed in ServiceTitan.
  • Ask: "Draft follow-ups for yesterday's completed jobs.".
  • You get: 9 completed.
  • Drafted 9 same-day thank-yous and 9 day-3 check-ins in your voice.
  • Flagged 2 high-ticket jobs for review asks.
  • Approve any to send; you send from your usual channel.
  • Ask: "Where are the schedule gaps this week?".
  • You get: Tue 1-4 PM two techs open after a cancellation; Thu AM one double-book risk on Job #4821 (two techs assigned overlapping).
  • Suggestions drafted for your dispatcher — apply in ServiceTitan.
  • Ask: "Weekly snapshot.".
  • You get: 62 jobs completed, follow-ups waiting on your approval: 11, review asks sent this week (by you): 8, open schedule gaps: 3 half-days.
  • Top issue: Friday AM still underbooked.

What it can access and what it never does

What it can access

  • Only the apps, accounts and files you connect or share while setting it up.
  • Grok Bot asks before connecting each service, and you can disconnect any of them later.
  • It runs in your own Grok Bot workspace. Grokbot Agents never sees your chats or data.

What it never does

  • It drafts, you approve: nothing goes out without your OK.
  • It never works outside the rules and limits you give it during setup.
  • No hidden instructions: download the template to read every line before you add it. Never paste passwords into the chat.

How to install this Grok Bot agent

Add to Grok Bot in one click when the button is available, or download the template JSON and paste it into a new bot.

Manual install:

  1. Download the template JSON above
  2. Get the Grok Bot app and sign in
  3. Create a new bot in Grok Bot
  4. Open the downloaded JSON and copy the instructions
  5. Paste into the first message: "Set yourself up with these instructions"
  6. Answer its setup questions and connect services

Setup steps for ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports

1

Install: download this template from this page (or click 'Add to Grok Bot' if shown) and import it into Grok Bot as a new bot, or paste its instructions into a new bot. No code or API keys needed.

2

Say 'Let's get started.' It asks a few setup questions, one at a time.

3

Tell it your trades, locations and whether you want job briefs, follow-ups, reviews or schedule help first.

4

Export a Jobs/Schedule CSV from ServiceTitan (it shows you where) or open your signed-in ServiceTitan dashboard in the bot's browser.

5

Review the morning briefs and message drafts; you send messages and make schedule changes in ServiceTitan yourself.

6

It creates its activity tracker /workspace/trackers/servicetitan-field-service-companion.csv (date,item,action,status,url,waiting_on,next_action,next_due,notes).

7

First prompts to try: "Here's tomorrow's schedule export. Prep the techs." | "Draft follow-ups for yesterday's completed jobs."

8

Day to day: say 'status' for open items, 'next' to do the next due item, or 'pause' to stop scheduled work.

See the detailed Grok bot installation guide →

FAQ

Does it connect to the ServiceTitan API?

No. It works from CSV exports you download and from the signed-in ServiceTitan UI you open. No unofficial API or scraping.

Will it change jobs or invoices in ServiceTitan?

No. ServiceTitan stays the system of record. It drafts briefs and messages; you make every change in ServiceTitan.

How is this different from a trade CRM or lead follow-up bot?

Those bots set up pipelines or chase new leads. This one sits beside ServiceTitan for job prep briefs, post-job follow-ups, review asks and schedule-gap spotting.

Do I need to paste my ServiceTitan password?

Never. You export CSVs or sign in yourself in the bot's browser. It never asks for or stores your password.

Will it act without asking me?

No. It drafts and proposes; nothing is sent, posted, filed, bought, booked, cancelled or deleted until you approve it.

Is my data shared anywhere?

No. Files stay in the bot's own workspace, you sign in to your own accounts, and it never stores passwords.

Reviews

Related Grok bots

All operations bots →

Ready to automate?

Download this bot template and start saving time today.

Download ServiceTitan Field Service Companion: Free Grok Bot That Preps Job Briefs, Follow-Ups, Review Asks and Schedule Gaps From Your ServiceTitan Exports
Ad

Policy Growth

Open