Guided setup

ServiceTitan for your AI receptionist, connected for you.

Send every after-hours caller into ServiceTitan as a booking request your CSRs confirm and dispatch.

● Larger HVAC, plumbing and electrical contractors on ServiceTitan ● Partner access ● Field service

Guided setup, included.

Our team connects it with you, usually within 1-2 business days. Choose Connect, answer three quick questions, and a setup specialist schedules a short session with your ServiceTitan admin, connects it and tests it on your account before callers rely on it. Anything ServiceTitan, Inc. needs first, such as a plan level or partner approval, is listed under Good to know.

Saving messages to ServiceTitan turns on with the AI receptionist. We connect ServiceTitan now; until that is switched on for your line, the receptionist takes a message instead.

What it will do on a call

A new caller asks about your services. Their name, number and what they need become a new lead or request in ServiceTitan.

What you can do with it

Overflow and after-hours calls arrive in ServiceTitan as bookings instead of voicemails.
Your CSRs confirm and dispatch from the screen they already use.
The call summary saves a callback just to ask what's wrong.

Use cases

Scheduling and reminders Lead capture

Industries

Home services

What the AI receptionist will do on calls

Will collect the problem, service address and callback number and read them back.
Will send a booking request into ServiceTitan with the call summary.
Will tell the caller your team will confirm the time, and never promise an arrival window.

A sample call

Caller Our furnace is making a loud banging noise.

AI I'll get that to the team. What's the address?

Caller 18 Pine Road.

AI Furnace banging at 18 Pine Road. I've sent it to the office; they'll call to confirm a time.

How setup works

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Our team connects it with you, usually within 1-2 business days. It's part of our free assisted setup, on every package.

Choose Connect. A short guided-setup form opens, and our team takes it from there.
We arrange the Leads Integration with ServiceTitan for your tenant.
Tell us the campaign and business unit to use.
We send a test booking with you and confirm on your ticket.

What it costs

Works with the AI receptionist, an add-on to any plan once it launches.

Good to know

Guided setup: our team connects it with you and tests it on your account before callers rely on it.
Uses ServiceTitan's Leads Integration, which ServiceTitan enables through a Partner Manager. We arrange it when you ask.
Bookings arrive for your team to confirm. The AI does not check technician capacity or dispatch.

Questions

How does ServiceTitan setup work?

Guided setup: our team connects it with you and tests it on your account before callers rely on it. Choose Connect, answer three short questions, and a setup specialist arranges a short session with your ServiceTitan admin. Setup is free on every package, as part of our free assisted setup.

Does ServiceTitan cost extra?

Works with the AI receptionist, an add-on to any plan once it launches. Setup is free.

Who uses ServiceTitan with TimberSwitch?

Larger HVAC, plumbing and electrical contractors on ServiceTitan. Industries: Home services.

What if the system I use isn't listed?

Tell us what you use and we'll set it up with you. The request form on the integrations page opens a ticket with our team, and we reply within one business day.

Does it book directly into the dispatch board?

No. Requests land in Calls, Booking for your team to confirm.

Does ServiceTitan charge for it?

ServiceTitan doesn't charge the business for the Leads Integration.

Related integrations

Connect

Full setup steps, permissions and troubleshooting are on the support page. Using something else? Tell us what you use.

ServiceTitan, Inc. is a trademark of its owner; TimberSwitch is not affiliated. Facts about ServiceTitan, Inc.'s product last checked October 3, 2026.