Every call answered and captured in ServiceTitan. Live in four weeks.
Your receptionist works alongside your front desk: it answers inbound calls, captures the full request and creates the booking record in ServiceTitan. Your team confirms the appointment with the customer.
Book a callWhat happens on every call
From the first ring to a booking record your team can confirm, with no one copying details between systems.
Step 1
Customer calls
Step 2
Receptionist answers
Step 3
Captures the full request
Step 4
Creates the booking in ServiceTitan
Step 5
Your team confirms with the customer
What's included
Live and running today, fully set up and tested before go-live.
Call handling
Your receptionist answers inbound calls start to finish: greeting the caller and capturing name, phone, service address, property type and scope of work.
Booking creation
Every qualifying call creates a booking in ServiceTitan before the call ends (a booking, not a job), with the full intake captured for your team to review and confirm.
Every opportunity captured
Each qualifying call produces a record in your system, so no inbound opportunity is lost.
Cancellation requests
Cancellation requests are captured and flagged for your team to confirm before closing out. Nothing is cancelled automatically.
Call attribution
The number the caller dialed is matched to where they found your business, so every booking carries its marketing source automatically.
Text reminders: ServiceTitan can send appointment reminders itself. We check with you first whether you'd like reminders sent from our platform instead before setting anything up.
Kickoff to live
Discovery & kickoff
Kickoff call and onboarding form
Configuration & setup
We handle everything
Staging & testing
Test the receptionist, share feedback
Sign-off & go-live
Final approval, then you're live
You're live
How this works
The receptionist captures and creates. Your front desk confirms. A person stays in the loop on every booking, so nothing is committed to a customer without review. It never promises a specific time it can't guarantee, which removes the most common failure point in automated scheduling. You get a reliable intake assistant and a stable base to build on. Most clients are fully live within four weeks of kickoff.
The four-week roadmap
Here's exactly what each week looks like.
WEEK 1
Discovery & kickoff
Your involvement: High
- We schedule your kickoff call to walk through your business, your call flow and how you want your callers handled
- You complete a short onboarding form covering your service area, your hours and any special call handling
- We confirm everything we need to begin configuration; most clients finish this in a single call
WEEK 2
Configuration & setup
Your involvement: Low
- Our team configures your full integration; no action needed from you this week
- Your receptionist is set up with your business rules and call flow
- Record and booking creation is wired directly into your ServiceTitan account
- Call attribution is configured so every booking carries its marketing source
WEEK 3
Staging & testing
Your involvement: Medium
- We share a staging number so you can call in and experience the full flow yourself
- You verify that details are captured correctly and bookings are created as expected
- We run our own full test suite in parallel to confirm everything behind the scenes
- Adjustments from your feedback are made before go-live
- You confirm records and bookings appear correctly in your system
WEEK 4
Sign-off & go-live
Your involvement: Low
- You do a final review and sign off when you're happy with how everything works
- Your integration goes live on your production number
- We monitor the first 48 hours closely and handle anything that comes up
- You receive a handoff guide covering what you manage and who to contact
- We schedule a two-week check-in to review performance and answer questions
What we need from you
To stay on schedule, we need these by the end of Week 1.
ServiceTitan access: add a user for our team at dev@(yourbusiness).com with admin and Developer Portal / API access
Your service area
Your business hours
Any call routing rules or special handling instructions
That's it on your end. We handle everything else.
Pricing
Standard integration
$499
One-time fee
Monthly data sync
$99/mo
Includes up to 2,000 workflow executions. Additional usage is $99 per 2,000 executions.
Custom integration
Quoted
Pricing varies based on scope and requirements.
Includes options like live calendar sync, so callers are offered open time slots. Standard does not offer time slots to callers.