Homey D. Agent
Field Service Integration

Your Entire Operation, Connected and Analyzed

Connect your field service platform and Homey D. Agent syncs your customers, jobs, equipment, agreements, and more — giving your AI assistant complete context about your business.

Field Service Integration

Supported Platforms

Connect the platform you already run your business on.

ServiceTitan

The leading platform for residential and commercial HVAC, plumbing, and electrical businesses. Full API integration with customers, jobs, invoices, equipment, agreements, dispatch, and more.

  • OAuth-based secure connection
  • Real-time data sync
  • Full customer and job history
  • Equipment and agreement tracking

Jobber

Popular field service management for small to mid-size home service companies. Sync your clients, quotes, jobs, invoices, and scheduling data.

  • OAuth-based secure connection
  • Client and property records
  • Job and invoice history
  • Scheduling and dispatch data

What Data Gets Synced

A complete picture of your operations, updated automatically.

Customers

Names, contact information, addresses, acquisition source, customer type, and status. Linked to all their jobs, equipment, and agreements.

Jobs

Job type, status, scheduled and completed dates, revenue, technician, line items, and property. Full history for trend analysis.

Equipment

Type, manufacturer, model, serial number, install date, warranty status, and age. Identify replacement opportunities automatically.

Service Agreements

Agreement type, status, start and expiration dates, pricing, auto-renewal, and visit tracking. Get alerts before agreements expire.

Technicians

Technician names, roles, and job assignments. Analyze performance metrics like jobs completed, revenue generated, and average ticket.

Properties

Addresses, zip codes, property types, square footage, and year built. Enables geographic analysis and market penetration reporting.

Dispatch

Dispatch records, arrival times, and technician assignments. Understand scheduling efficiency and response times.

Marketing Attribution

Lead source and campaign attribution from your field service platform. See which marketing channels actually generate booked jobs.

Ask the AI About Your Operations

Your data, at your fingertips. No reports to build, no queries to write.

"Which customers have equipment older than 15 years?"
Returns a list of customers with aging equipment, sorted by install date — perfect for replacement sales campaigns.
"What's our revenue by job type this quarter?"
Breaks down revenue by HVAC install, repair, maintenance, plumbing, electrical, and other categories for the current quarter.
"Which service agreements expire in the next 30 days?"
Lists all agreements expiring soon with customer name, agreement type, price, and auto-renew status.
"Show me our top 10 customers by lifetime revenue."
Ranks your highest-value customers with total jobs, total revenue, first job date, and acquisition source.
"How is each technician performing this month?"
Shows each technician's job count, completion rate, revenue generated, and average ticket size.
"What zip codes generate the most revenue?"
Analyzes your job data by zip code with customer count, job count, and revenue — cross-referenced with census demographics.

Your data is already in your field service platform.

Let Homey D. Agent make it useful.

Get Started Free