01
Connect your systems
We plug into ServiceTitan, QuickBooks, CallRail, and more. Read-only access means we can't change your data. Zero disruption to your operations.
Built by a team running $40M+ in trades opsAnswers from your live data, not AI guessesRead-only. It can't change your data
№ DefinitionAI reporting assistant
What is Granular Data Agent?.
Granular Data Agent is an AI reporting assistant for field service and trades operators. It connects to ServiceTitan, QuickBooks Online, CallRail, and other business systems, then answers plain-English questions through iMessage or SMS. Owners and managers can ask about accounts receivable, open estimates, tech performance, callbacks, schedule capacity, jobs left open from yesterday, and morning briefings without opening another dashboard. The agent is read-only by default, limited to approved phone numbers, and logs every interaction for auditability. Setup usually takes 1-3 business days because the product connects to existing systems instead of replacing them. For operators searching for ServiceTitan AI reporting, ServiceTitan QuickBooks reporting, or a Titan Intelligence alternative, Data Agent is designed for the cross-system questions that normally require a report, export, spreadsheet, or office-manager follow-up.
№ 001See it work
Text a question. Get the answer.
Real questions, real data, real answers. Ask your Data Agent the same way you'd text your office manager. Plain English, no syntax, no filters.
№ 003How it works
Connect. Text. Done.
02
Add your team's phone numbers
We set up a dedicated iMessage number for your business. You tell us who's approved to text it: owners, GMs, office managers, whoever you want.
03
Text a question, get the answer
Ask anything in plain English. AR over 60 days? Top techs by revenue? Which estimates need follow-up? Answers come back in seconds, not hours.
<10s
Average response time
6+ hrs
Saved per owner per week
1–3 days
From signup to live
№ 004Integrations
One text thread, all your systems.
Cross-system answers that would take an analyst half a day, like “which open estimates turned into booked jobs?”, come back in seconds.
QuickBooks Online
ServiceTitan
NetSuite
Bill.com
Housecall Pro
Jobber
CallRail
Google Ads
HubSpot
Salesforce
Stripe
Google Sheets
API
Use something else? If your system offers an API, webhook, export, or database access, we can usually connect it.
№ 005Straight talk
We know what you're thinking.
"AI is just hype."
Data Agent doesn't guess. It queries your actual ServiceTitan, QuickBooks, and CallRail data and returns real answers. If it can't answer a question from your data, it tells you instead of making something up.
"My team won't use it."
If they can text, they can use it. No app to download, no password to remember, no training session. We've seen 70-year-old shop owners asking questions by day two.
"What if the answers are wrong?"
Every answer is pulled directly from your live data and includes the source, date range, and filters used. You can verify where it came from in 30 seconds. It's read-only by default: it can't change your data.
"I can just call my office manager."
You can. And she'll get to it between dispatching, customer complaints, and payroll. The question isn't whether she can find the answer. It's whether you want to wait 2 hours for it and add to her plate.
"We tried other tech and it didn't stick."
Most software fails because it asks people to change how they work. New app, new login, new training. Data Agent is a text message. That's the whole adoption curve.
№ 006How it compares
You have options. Here's how they stack up.
| Data Agent | Field service apps | Call your office manager | |
|---|---|---|---|
| How you access it | Text from your phone | Open an app or dashboard | Call or text, then wait |
| Response time | Under 10 seconds | Depends on the report | Minutes to hours |
| Cross-system answers | Operations, finance, CRM, and marketing in one answer | Usually one system at a time | Manual stitching |
| Works from the truck | Yes. Just text | If the app has the right report | If she picks up |
| Setup time | 1–3 business days | Varies by vendor and workflow | N/A |
| Proactive alerts | Yes. AR, utilization, callbacks | Often limited to app-specific events | Only if someone remembers |
| Adds to office manager's plate | No | Sometimes | Yes. Every question |
№ 007Security
Your data stays in your systems.
Approved numbers only
Allowlist-based access. Only phone numbers you approve can interact with your agent.
Read-only by default
The agent answers questions. It can't change invoices, move jobs, or edit anything in your systems.
Full audit log
Every query, every answer, every user interaction. Logged and available to you anytime.
Your data stays put
We connect via API. Your data never leaves ServiceTitan, QuickBooks, or CallRail.
№ Read moreField service operations
Related field notes.
ServiceTitan vs. Alternatives for Mid-Market HVAC
How ServiceTitan, BuildOps, FieldEdge, SimPRO, and Service Fusion fit different HVAC operating models.
Why Your HVAC Dispatch Board Is Wrong by 10 AM
Why the real scheduling system often lives in your dispatcher's head, not the board.
Why Field Service Scheduling Breaks Past 25 Technicians
The process gaps that show up when a field service team outgrows one-person coordination.
№ 009FAQ
Common questions.
How does it work?
We provision a dedicated iMessage number for your business. Authorized team members text it from their phones. The agent connects securely to your ServiceTitan, QuickBooks, and other systems to answer questions in seconds.
Can I ask ServiceTitan questions by text message?
Yes. Data Agent is built for operators who want to text plain-English questions like AR over 60 days, open estimates needing follow-up, tech performance, callbacks, schedule capacity, and daily briefings without opening a ServiceTitan report.
Can it combine ServiceTitan and QuickBooks data?
Yes. Data Agent can answer questions across ServiceTitan, QuickBooks Online, CallRail, and other connected systems, so you can ask one question instead of checking separate dashboards or stitching exports together.
Is my data safe?
Yes. The agent is read-only by default, only approved phone numbers can interact with it, every query is logged, and your data never leaves your existing systems.
How long does setup take?
Most businesses are live in 1–3 business days. We handle the system connections, you approve your team's phone numbers, and you start asking questions.
What software do you connect to?
Common systems include QuickBooks Online, ServiceTitan, NetSuite, Bill.com, Housecall Pro, Jobber, CallRail, Google Ads, HubSpot, Salesforce, Stripe, and Google Sheets. If another system offers an API, webhook, export, or database access, we can usually connect it.
Do I need to install an app?
No. You text a phone number from iMessage or SMS. That's it.
Can the agent take action, or just answer questions?
Both. By default it answers questions safely (read-only). On higher tiers, it can take actions like sending invoice reminders or updating job notes, with confirmation steps for anything sensitive.
How is this different from the apps we already use?
Most field service, accounting, and CRM apps answer questions inside their own system. Data Agent meets you in your text messages and can pull context across systems, so you can ask one plain-English question instead of opening three dashboards.
How is this different from ServiceTitan Atlas or Titan Intelligence?
ServiceTitan Atlas and Titan Intelligence are native ServiceTitan tools. Data Agent is different because it lives in iMessage or SMS and can answer across ServiceTitan, QuickBooks, CallRail, and other systems from one text thread. It is designed for operators who want answers without opening another app or dashboard.
What questions can a field service operator ask?
Common questions include: what is our AR over 60 days, which estimates need follow-up, which techs have rising callbacks, who has schedule capacity today, what jobs are still open from yesterday, and what should I know in my morning briefing.
What if I want to check an answer the AI gives me?
Every answer includes the data source, date range, and filters used. You can verify it directly in ServiceTitan, QuickBooks, or the source system in 30 seconds.
Who is Granular?
We're operators and engineers who've built AI automation for trades and manufacturing businesses doing $20M+ in revenue. We built Data Agent because we needed it ourselves.
№ Data AgentGet started
Your data.
Your phone.
Ten seconds.
15-minute walkthrough. We connect to your ServiceTitan data and you see it work live, on your phone, with your actual data. No slides. No pitch deck.
hello@granular.to