Asking questions

Use the 15 starter questions for instant answers, type your own questions, and what happens if an answer takes too long.

After your data is pulled, open the chat and ask in plain English.

Questions to start with

The plus button on the composer opens "Questions to start with." There are 15 starters. Tapping one drops the short question in the box; nothing sends until you press send.

1. Find my stranded revenue

   "Where is my stranded revenue?"

   Every quoted job that never closed, ranked by dollar value, with a total.

2. Why did these stall

   "Why did these estimates stall?"

   The unclosed work grouped by the likely reason it never closed.

3. Who has not been back

   "Which customers have not been back?"

   Dormant customers and what they last spent money on.

4. Aging equipment

   "Which equipment is aging?"

   Equipment old enough to be a replacement conversation.

5. Build my call list

   "Can you build my call list?"

   A ranked list a CSR can work top to bottom, with an opening line for each.

6. What did I miss

   "What did I miss?"

   The patterns the other five prompts would never have surfaced.

7. Open estimates over $1,000

   "Which open estimates are over $1,000?"

   Quotes still sitting open, biggest and oldest first.

8. Written up on site, never bought

   "What was written up on site but never bought?"

   Work a tech quoted on a job that the customer did not buy.

9. Equipment over 12 years old

   "Which equipment is over 12 years old?"

   Old units, with anything already replaced left out.

10. Members due for a visit

    "Which members are due for a visit?"

    Members owed a service visit that nobody has scheduled yet.

11. End date or monthly

    "Do my memberships have an end date or bill monthly?"

    How many agreements actually expire and how many just keep billing.

12. True close rate

    "What is my true close rate?"

    Close rate counting each quote in the month it actually sold.

13. Quoted versus sold

    "How much did we quote versus sell?"

    Dollars quoted, dollars sold, and the gap, month by month.

14. Revenue by business unit

    "What is my revenue by business unit?"

    Invoiced revenue per business unit, with a grand total that adds up.

15. Average ticket

    "What is my average ticket?"

    Average ticket with and without the zero dollar jobs.

If you send a starter without editing it, the app can show a ready-made answer built during the last data refresh, so those come back almost instantly. If you edit the text, it is treated as a normal typed question.

Typing your own questions

You can also type any question. Some short questions that include a period such as yesterday, today, this week, last week, this month, or last month are answered in one step from the local copy, including sales or revenue, revenue by business unit, close rate, and average ticket. For example, "What were my sales yesterday?" should come back in a couple of seconds when the data is current.

After an answer, the chat may offer a few "Ask next" follow-up questions. You can also start a new chat from the menu, which clears the conversation on the screen.

Reading an answer

• Many answers include a "What the AI looked at" disclosure with each lookup, the SQL, and the row count.
• Answers can include a numbers card and a table.
• Reports show the date range, whether the range is partial, and the data-as-of time and time zone.
• Need a visual? See Charts and graphs.

Time zones and partial days

Calendar days such as "yesterday" use the time zone saved with your refresh settings. If that time zone was never set, or was saved as UTC, reports use Eastern Time (America/New_York). If the last pull finished before the day ended, the answer may mark the day as partial.

Slow answers

If no final answer arrives within 60 seconds, the chat shows: "This is taking too long. Try again, or ask a narrower question." and a Try again button. You can stop an answer in progress with the stop button. See Troubleshooting.

What is saved

The on-screen conversation is only in the current session. Full answers are not saved to the database, because they contain ServiceTitan content that must not outlive the 24-hour copy. The text of questions you asked is saved (question text only) and can be reused from the menu. Starting a new chat clears what is on the screen.

Your ServiceTitan data remains in your private backend. When you ask a question, only the information needed to answer it is sent to the AI provider you selected.

The composer includes this disclaimer: "AI can make mistakes. Double-check important numbers."

Need more help? Contact us. New to Titan Connect? Start with the DIY ServiceTitan Chatbot course.