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.
Setup steps
- 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.
Permissions we ask for, and why
- Create bookings in your Calls Booking screen: So each caller's request shows up in ServiceTitan for your CSRs to confirm and dispatch.
What the AI receptionist will do
- 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.
What it can't do, and limits
- 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.
The AI says something is booked or ordered only when ServiceTitan confirms it. If ServiceTitan doesn't answer in time, the AI takes a message instead and tells the caller someone will follow up.
Troubleshooting
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.
Disconnecting, and the data we keep
An owner or admin can disconnect at any time from Phone, then Connectors, in the app. Disconnecting stops TimberSwitch using ServiceTitan straight away.
- Your ServiceTitan tenant id and settings.
- A log of each booking request: time, ServiceTitan id and a masked caller number.
- Disconnecting stops new requests straight away.
Still stuck?
Get help: it opens an Integration support ticket. Include the time of the call and what you expected to happen.
ServiceTitan, Inc. is a trademark of its owner; TimberSwitch is not affiliated.