Articles on: Integrations

How to setup AI Booking for ServiceTitan in LeadTruffle

How to Set Up AI Booking with ServiceTitan


📝 With AI booking enabled, LeadTruffle checks ServiceTitan for real-time availability, offers times to your leads, and books appointments directly into your calendar.




Table of Contents




What is AI booking?


AI booking gives your LeadTruffle agents access to real-time availability in ServiceTitan. The AI handles the back-and-forth with your leads — across Yelp, Thumbtack, SMS, AI voice, and more — checks what's available, offers specific time slots, and books the appointment directly into ServiceTitan.


Once activated, you can run a fully automated process from initial lead inquiry to a booked appointment on your calendar.



Step 1: Prerequisites


Before configuring AI booking, ServiceTitan needs to be connected to LeadTruffle. The connection process is involved, so we cover it in a separate guide.



ServiceTitan setup can get confusing — credentials, environments, tenant IDs. If you get stuck on the connection step, reach out to support or we'll hop on a call to walk you through it before you tackle this article.



Step 2: Confirm basic settings


Once ServiceTitan is connected, configure the basics in LeadTruffle.


  1. Go to External CRMs in the left sidebar
  2. Find ServiceTitan and click Settings
  3. Open the Basic Settings tab
  4. Click Detect Booking Providers — you should see LeadTruffle appear in the list
  5. Under Lead Import, configure these settings:


Setting

Recommended

Why

What should LeadTruffle create?

Customer

Leads are a separate object in ServiceTitan and less useful than creating a customer directly

Strict syncing mode

Off

Keep the integration open at the start so it works for partial-info leads

Do not perform updates on partial match

Off

Same reason — keeps things flexible while you're getting started

Use placeholder address when lead has none

On (use your business address)

ServiceTitan won't create a customer without an address


  1. Click Save


You can tighten any of these settings later once the integration is humming. The recommendations above are for getting it working reliably out of the gate.



Step 3: Configure scheduling


Now open the Scheduling tab.


  1. Turn on Enable Service Type in Scheduling
  2. Leave Require Email, Require Phone, and Require Address unchecked for now (you can add them back as you tighten things up)
  3. Turn on Use Local Service Type in Booking Windows
  4. Set your time zone to wherever you operate
  5. Configure your slot minutes:


Slot length

Minutes

1 hour

60

2 hours

120

4 hours

240

8 hours

480


Most businesses use 2-hour or 4-hour windows.


  1. Set Minimum Notice — how soon a lead can book from now. A couple hours is fine for most businesses. If you don't want same-day bookings, use 720 minutes (12 hours).
  2. Set how far in advance leads can book — 7 to 14 days works for most businesses since leads typically want the next available slot.



Step 4: Set your availability and preview


Tell LeadTruffle what hours you actually run service calls.


  1. For each day of the week, set your working hours (most businesses run something like Mon–Fri, 8 AM to 5 PM)
  2. To enable a day, check Enabled and set the hours
  3. Leave days off unchecked (e.g., Saturday and Sunday for most businesses)
  4. Click Preview Availability to see exactly which slots the AI would offer if a lead came in right now
  5. Verify the preview matches what you'd expect — correct days, correct slot lengths, no slots on days you're closed
  6. Click Save


If a slot is missing in the preview that you'd expect to see, check ServiceTitan — it may already be blocked off on that side. LeadTruffle pulls real availability, so anything blocked in ServiceTitan won't show up here.



Step 5: Turn on AI booking for each lead source


AI booking has to be enabled per channel — it doesn't flip on globally.


For each lead source you use:


  1. Open the channel's settings in LeadTruffle (Yelp, Thumbtack, Website SMS, AI Call Answering, etc.)
  2. Find the AI Booking Mode dropdown (for AI Call Answering, this is inside AI Agent settings)
  3. Select ServiceTitan AI Booking
  4. Click Save


Repeat for every channel you're getting leads through. If you don't use a channel (e.g., no AI voice), you can skip it.



Step 6: Update your prompts


Your existing prompts may include instructions that conflict with AI booking — like "never confirm an appointment time" — leftover from when only humans handled scheduling. Review and update each prompt before going live.


Remove or update:


  • "Never confirm an appointment time"
  • Instructions to send a scheduling link or follow up to book later
  • Anything telling the AI to hand off to a human just to schedule


Add a clear booking instruction:


For example: "Use ServiceTitan AI booking to schedule appointments. Our goal is to book in two-hour windows."


If your prompt contains a strongly conflicting instruction, LeadTruffle shows a warning in the prompt editor flagging exactly what to fix.


Not sure what to change? Send us a message and we'll review your prompt for you.



Step 7: How a successful booking looks


When the AI books an appointment, here's what you'll see:


In LeadTruffle:


  • The conversation thread shows the back-and-forth with the lead
  • On the right side of the conversation, you'll see a Booked ServiceTitan confirmation with the appointment time


In ServiceTitan:


  • LeadTruffle pushes the appointment as a soft booking to your booking page at gojobbooking.servicetitan.com/#/bookings
  • Review the booking, approve it, and ServiceTitan pushes it to the schedule



This involves a lot of moving pieces between LeadTruffle and ServiceTitan, so don't hesitate to reach out — we're happy to set this up with you on a screen-share call instead of having you figure it out alone.



Need help? Contact us at support@leadtruffle.com or message the team via the chat on this article or in-app.

Updated on: 24/04/2026

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