This is how Call Experts
integrates with ServiceTitan.
This is how Call Experts integrates with ServiceTitan.
We use a public facing website or shared username to connect your CRM to our system and scripting.
Input jobs and book appointments with our
ServiceTitan answering service integration!
Seamlessly integrate our answering service solutions with ServiceTitan to streamline your maintenance, routine, and membership calls with real-time appointment booking and service job input.
Script integration for advanced features and reporting.
Lookup existing client and member benefits via zipcode.
Divert calls to ensure calls are tracked in ServiceTitan.
Submitting jobs with campaign, business unit, custom tags, and detailed summaries.
Scheduling appointments using capacity planner or unassigned queue.
Industry Service
How do you set up a ServiceTitan integration?
Implementing a ServiceTitan integration is a straightforward procedure aimed at enhancing how you manage your service appointments and workflows. Our service offers you two flexible options depending on your needs.
For many businesses, working directly through the your website with widget is sufficient and provides a seamless experience for scheduling and managing appointments. However, if your call volume is high and requires access to more sophisticated features in ServiceTitan, we can also accommodate this by using a shared username.
To complete the setup, we will need the following items dependent on your plan to ensure a smooth integration.
5-10 Generic Usernames.
CE Tags & Summary Requirements.
Call Experts Job Types Or Names of Types we are using.
Capacity Planner Access (If Booking).
Unassigned Queue (If Booking).
website & Service Titan widget (starter Plan).
Don’t change your current process.
We adapt to you.
We specialize in creating one-of-a-kind phone answering solutions with custom integrations.
Our customizable answering service ensures you never miss out on crucial opportunities, providing 24/7 coverage for your staff and callers.
