Searching for a comprehensive AI tool that fully automates your service business’s workflows? Say hello to Atlas.
Introduced at Pantheon 2025, Atlas is your AI sidekick in ServiceTitan. Designed to operate as the ultimate ServiceTitan power user, Atlas knows ServiceTitan inside and out and can use your customer data combined with Pro Product automations to create a fully automated AI workflow.
The result? Smarter decisions, more revenue, and less overhead.
“Atlas is transformational,” says Z Laraki, Principal Product Manager at ServiceTitan. “It’s really the future of running your business on ServiceTitan.”
In this webinar recap, we’ll highlight:
What Atlas is and how to use it
Scenarios to leverage Atlas today and tomorrow
How Atlas and AI enable fully automated workflows with ServiceTitan and Pro Products
>>View a live demo of Atlas in action by watching the full webinar on-demand!
What is Atlas and how do you use it?
Atlas may appear to be a simple AI voice assistant similar to Siri, Alexa, or even ChatGPT, but it’s so much more than that, says Laraki.
As the ultimate power user of ServiceTitan, Atlas can interpret what you want, take your requests or your thoughts in your own language, and turn them into actions and outcomes for your business.
“With Atlas, ServiceTitan now speaks your language,” Laraki says. “If you think of Siri as living on your phone, Alexa living in your home, and ChatGPT living on the internet, Atlas lives in your business.
“Because it doesn't matter how smart you are if you don't have the data, and Atlas has access to all your business data,” she adds. “Atlas is really built into the fabric of ServiceTitan. It's not just an integration, but native. It understands and lives your business and understands your data fundamentally.”
And unlike Siri and Alexa, which are limited in their capabilities by the platform they inhabit, Atlas is designed for the trades and built for your business.
“Atlas not only speaks your language and lives and breathes your business, he’s also able to help you run your business,” Laraki explains. “With this data, Atlas can deliver quick answers, insights, recommendations, and take action. Atlas will allow you to delegate and eventually recommend and automate tasks for you. And the more you use Atlas, the better he will get.
“Atlas will learn from your interactions, your corrections, and your actions to improve and automate your workflows for you, ensuring every time you interact with him he'll be smarter, more powerful, and more insightful than the last. With Atlas, we're really forging a new intelligence,” she adds.
Today, Atlas is still in his baby-reactive stage, where he executes on whatever you ask him to do, such as:
Provide customer’s equipment history to field technicians
Assist techs with airflow diagnostics calculations
Configure Adaptive Capacity rules
Edit and launch email campaigns
Next year, Atlas will transition into his teen phase and become more proactive and connected, creating cross-functional workflows across your business and taking action.
“For example, Atlas will be able to optimize dispatch setups by anticipating demand spikes due to heat waves or be able to detect sales opportunities from technician notes and automatically add them to your CRM and launch follow-ups automatically for you,” Laraki says.
And that’s where the real power behind Atlas starts to shine through, proactively and relentlessly looking for opportunities to catch incremental revenue and operational efficiencies.
“Atlas will be tirelessly working 24/7, constantly analyzing everything happening in ServiceTitan, and springing into action when it finds opportunities,” Laraki says.
As Atlas continues to learn and grow into the future, he’ll reach his grown-up phase where you’ll be able to give Atlas a business outcome and he’ll execute a smart plan for you.
“In the future, you can start thinking of Atlas as a strategic partner,” Laraki adds. “Eventually, the goal is to get to full automation of back-office functions and technician workflows, allowing you really hands-free operations.”
Scenarios to leverage Atlas today and tomorrow
To gain early access to Atlas, you can click this link to request a private preview for your office staff. Then, your office staff can click the Atlas logo in the top right navigation bar and start talking to Atlas.
Atlas is also available on the new ServiceTitan field mobile app as part of the core product. Techs can click on the Ask Atlas button to search customer history, for example.
Next, ServiceTitan Principal Product Manager Daniel Ho walks through a live demo of Atlas, using the scenario of an HVAC office manager who needs to close a long list of unsold estimates from the office. Atlas notices unsold estimates are piling up and makes a recommendation to close those leads.
Here’s a quick recap:
The HVAC manager looks at marketing campaigns for unsold estimates.
The HVAC manager uses Atlas and Field Pro to tailor a marketing message to the right customers.
Atlas finds your company’s average close rate is 37% when you use “cost” language in your message, but 10% higher when you use “investment” language instead.
Atlas compiles your customers’ top pain points, such as humidity control issues and prevention of system breakdowns, that lead to higher close rates.
With a single prompt, the HVAC manager asks Atlas to use this data to update the email marketing copy to be more effective and tailored to your customers.
The HVAC manager asks Atlas to launch the campaign.
In the future, Atlas will already know all of those sales insights and can adjust the email marketing copy automatically for you without being asked.
>>Listen to this audio recording to hear Atlas in Mobile + Field Pro in action!
To use Atlas in the field, ServiceTitan Group Product Manager Juliette Armour says techs simply click on a customer’s job page in their mobile app, select the Ask Atlas button, and get help answering questions like:
Does this customer have open estimates?
When was the last time we replaced this customer’s air filters?
What else should I know about this customer?
“Atlas has access to all the data…From jobs to invoices, estimates, equipment, memberships, service agreements, and more,” Armour says. “This allows your technician to deliver a five-star experience every time by showing up to the job prepared. And bonus, they don't need to keep bugging your dispatch all day long with these questions.”
Atlas in Mobile is available now in the core product, but only in the new Field Mobile app. Atlas essentially replaces the Field Assistant feature, released in July 2025.
“Same functionality, new name,” Armour says.
When your techs open Atlas on Mobile, they will only have access to the first option: Information in ServiceTitan. If your business is signed up with Field Pro (last year’s launch of Sales Pro is now merged with Field Pro), they gain access to all five options:
Information in ServiceTitan
Equipment information
Troubleshooting
Replacement part finder
Calculators and diagnostic tests
>>Sign up for Field Pro. (If you’re already using Sales Pro, talk to your Pro Product Specialist or Pro Account Manager about how to get started with Field Pro at no additional cost.)
One of the cool new features of Atlas in Mobile is the AI Nameplate Scan, available in the new Field Mobile App only. When techs need to document new equipment, they take a picture of the nameplate with their smartphone and Atlas automatically scans the picture to extract the model number, serial number, manufacturer, and manufactured date, if available.
Once the equipment is documented, HVAC techs can easily use all five options in the new Field Pro product.
“These [Field Pro] features are powered by Bluon data,” Armour says. “But we’ve built our own custom AI on top of all of Bluon's data, making it even more powerful, more intelligent, and more integrated with the rest of your data in ServiceTitan to supercharge technician productivity.”
Not only can techs access manuals, install guides, specs, brochures, and wiring diagrams in Field Pro, they can also ask Atlas questions like:
What size heat kit do I need?
If I install this on its side, do I need to flip the coil?
What size plenum do I need?
What’s the external static pressure rating?
“Atlas will scan the documents to find the answer, and it’s going to cite its sources,” Armour says.
If techs choose the troubleshooting option, Atlas guides them through the diagnostic process, locates likely causes, and shows them how to fix it. Or they can input numbers into eight different calculators to determine exact measurements and settings for equipment.
“No longer do your technicians need to switch between a variety of different apps on their phone. It's all in one place,” Armour adds.
While information, equipment, troubleshooting, and calculators are all available today as part of Atlas, the replacement-part finder will be available by November 2025. Techs will be able to select the OEM part they need to find replacements for, and Atlas will show the compatible parts.
“And we’ll go further by integrating with your pricebook and inventory, so you can simply add that part to the invoice or estimate and check its inventory status,” she adds.
Atlas in the Office features are currently available in private preview, including automatic invoice review. Atlas will check for the most common, time-consuming issues related to collecting invoice payments and flag them with recommended next steps, Ho says.
For example, if a job is marked complete but the purchase order isn't fully received, Atlas can tell you if the work is completed or parts are still outstanding. And in time-and-material scenarios, you can avoid underbilling due to actual costs differing from the purchase order.
“Atlas goes a step further and compares the technician-written summary with my invoice line items. If the summary mentions work or parts like sconces, fans, or installation that aren't on the invoice, Atlas will flag that discrepancy to help prevent underbilling and customer confusion,” Ho says. “It automatically catches the repetitive issues that eat up my team's time and slow down cash flow.”
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How Atlas and AI enables the fully automated workflow with ServiceTitan and Pro Products
Atlas works seamlessly with ServiceTitan’s Pro Products to give you even more powerful functionality from the office, Laraki says. Here are some highlights of what’s available for private preview this fall:
Atlas in Marketing Pro
With Atlas in Marketing Pro, you'll automatically get recommendations on marketing campaigns based on identified opportunities, as well as the ability to draft, edit, and launch campaigns using Atlas.
Atlas in Field Pro-Sales Coaching
With Atlas and Field Pro, you can access sales coaching through answers and insights gleaned from an analysis of your sales calls. You’ll see competitor insights, top performers, objection handling, recommendations, and general sales insights questions.
Atlas in Adaptive Capacity
With Atlas in Adaptive Capacity, you can quickly and easily create capacity rules using natural language. Atlas not only understands natural language but also understands context like peak season or job prioritization to refine and adjust rules conversationally using plain English.
Atlas in Contact Center Pro
Atlas in Contact Center Pro allows you to quickly access reporting data in a conversational chat interface.You can quickly pull KPIs, see efficiency insights, or compare metrics across tenants, all by simply asking Atlas in plain English.
Atlas in Accounting
With Atlas in Accounting, you can automatically identify invoices to be reviewed and detect any issues or anomalies.
“One of the main benefits or value adds that Atlas can provide is the ability to access data across your business,” Laraki says. “It's that connection of dots across your business, being able to pull in relevant data from sales to impact marketing.
“Atlas is able to not only understand when you speak to it like you would to a colleague, but also be able to use data across your business to automate, recommend, and do things for you. That's really the power of Atlas,” she adds.
To summarize, here’s what Atlas can do today:
Atlas in Mobile: ask questions or get customer history
Atlas in Field Pro: ask for help with equipment information, troubleshooting, or calculators
Here’s what’s available in private preview for Atlas this fall:
Marketing Pro: get marketing campaign recommendations
Contact Center Pro: get call center analysis and insights
Adaptive Capacity: automatically create rules for capacity changes
Accounting: automatically review unpaid invoices
Then, next year Atlas will add automation across your entire business.
“Atlas is going to be putting AI automation into overdrive so your business can work smarter, move faster, and serve your customers better than ever,” Laraki says.
ServiceTitan is already driving end-to-end automation with many of its features, which help companies generate more leads, book more calls, close more deals, and maximize profits.
“This fully automated AI workflow is already a reality with ServiceTitan,” Laraki says.
>>Want to see how grown-up Atlas empowers a day in the life of a technician? Watch this video.
