Integrations
Answering Service Integrations That Put the Job in Your Software.
Perceptionist connects to the scheduling software you already run. Our agents answer in your business name, qualify the caller, and book the appointment into your available time slots while the caller is still on the phone. Your team opens the day to booked jobs, not a voicemail queue.
Founded 1998
IFA Supplier Member
No long term contracts
Real people on every call
Live within one week
Where the Call Ends Up
One call in. A booked job in your system.
1
The phone rings
Overflow, after hours, weekends, or every call. You choose.
2
A live Perceptionist agent answers in your name
Your greeting, your script, your service area.
3
The job is booked in your software
Into the time slots you have available, while the caller is on the phone.
4
Notes and the recording follow
Agent notes plus AI assisted notes, and a recording of every call. Perceptionist can take a card on the call too.
Data entry for your team
None
How We Fit In
Whatever You Run On, the Job Ends Up Where Your Team Will Find It.
Every Perceptionist client gets calls answered live and jobs booked. What changes is where the booking lands. If you run one of the platforms below, Perceptionist plugs straight into it. If you run something else, our team can build a custom integration or connect it through Zapier. And if you do not have scheduling software at all, you can use ours. You do not need a particular platform to work with Perceptionist.
Direct integrations
Perceptionist connects to these platforms directly, so the job is created in your account while the caller is on the phone.
Direct integration
ServiceTitan
Connected through the ServiceTitan API. Perceptionist agents create the customer, book by business unit and job type into your available slots, and log notes to the record.
ServiceTitan answering service
Direct integration
ServiceMinder
Franchise networks running ServiceMinder get brand consistent call handling and booking across every location, with territory alignment built in.
Ask us about ServiceMinder
Direct integration
Inspection Support Network
Home inspectors running ISN get inspections booked straight into their schedule, with the property details and referring agent captured on the call.
ISN answering service
Everyone else
Most contractors are not running one of the four above. That has never been a reason Perceptionist could not answer their calls.
You run another platform
Thousands of platforms through Zapier
Our team builds a custom connection through Zapier, so call and booking details land in the scheduling or CRM tool you already run the moment the call ends.
Zapier integration
You have other software
We build a custom integration
If your software has an open API, our team can build a custom integration so agents see your availability and book or reschedule appointments while the caller is on the phone. If it does not, we work with the software company to see what is possible. Call and we will walk through your setup.
Call 866-652-5968
You have no software
Use the Perceptionist scheduler
Plenty of growing shops run on a notebook, a whiteboard, or a phone that just rings. You do not need to go buy a platform first. Perceptionist has its own scheduler, so your appointments live somewhere real from day one and you can see what was booked and when.
Included with your service
Payments and phone platform
Payments
CardConnect
Perceptionist agents can collect a card while the caller is on the phone, so deposits and service fees are captured on the first call instead of chased later.
Ask us about taking payments
Payments
EPN
A second card processing option, so Perceptionist can work with the payment setup your business already uses.
Ask us about taking payments
Phone platform
Twilio
The Perceptionist phone system runs on Twilio. Enterprise grade call routing and reliability, with nothing for you to set up or maintain.
Part of every account
Why It Matters
A Message Is Not a Booking.
Most answering services stop at the message. Somebody in your office reads it, calls the customer back, and keys the job in by hand. By then the homeowner has booked with whoever put them on a calendar during the first call. Perceptionist’s integration closes that gap by booking the job in your software while the caller is still on the phone.
Outcome
Booked, not messaged
The appointment is confirmed with the caller before they hang up. No callback list, no second chance needed.
Your team
No double entry
The job is created in your software by the agent who took the call. Your CSRs stop retyping voicemails every morning.
The record
One source of truth
Notes, job details, and the recording live with the customer record, not in an inbox somebody has to search.
Coverage
After hours counts
A 9pm call becomes a job on tomorrow's board instead of a message waiting for someone to open the office.
Getting Connected
Our Team Does the Setup. You Approve It.
No IT project, no new software for your team to learn, and no change to how your account is configured. Most clients are fully live within about one week.
01Connect
Perceptionist connects to your account
A short configuration step links your platform to the Perceptionist system. Our team walks you through it and handles the rest.
02Configure
Perceptionist maps your rules
Your job types, service area, booking rules, and escalation protocol, documented and mapped to how your account is already set up.
03Test
Test bookings run with you
You see a booking land in your software and approve it before a single live call is routed to Perceptionist.
04Live
Perceptionist goes live on your hours
After hours only, overflow only, or every call. Same booking, same record, whatever the hour.
Who We Answer For
Trade Trained Agents, Whatever You Run On
The integration puts the job in your system. The training is what makes the call worth booking. Since 1998 we have answered for home service and appointment driven businesses.
Questions
Integration FAQ
If your platform or your question is not here, call 866-652-5968 and ask.
Do I need a specific software platform to work with Perceptionist?
No. Perceptionist connects directly to ServiceTitan, ServiceMinder, and Inspection Support Network, and to thousands of other platforms through Zapier. If you run something else, our team can build a custom integration or connect it through Zapier. If you have no scheduling software at all, you can use the Perceptionist scheduler.
What if I do not use any scheduling software?
Plenty of growing shops run on a notebook, a whiteboard, or a phone that just rings. Perceptionist has its own scheduler, so your appointments live somewhere real from day one and you can see what was booked and when. You do not need to go buy a platform first.
Do Perceptionist agents actually book the job, or just take a message?
They book it. The Perceptionist agent qualifies the caller, asks the questions you want answered, captures the job details, and books the appointment into the time slots you have available. The caller hangs up with a confirmed time.
Do we have to change how our account is set up?
No. You keep your job types, business units, and booking rules exactly as they are. There is a short configuration step to connect your account to the Perceptionist system, and the Perceptionist team walks you through it.
What does my team see after the call?
After every Perceptionist call your team sees the booked job in your software, personalized notes from the agent who took the call, AI assisted notes, and a recording of the interaction.
Can Perceptionist agents take a payment over the phone?
Yes. Through the CardConnect and EPN integrations, Perceptionist agents can collect a card while the caller is on the phone, so deposits and service fees are captured on the first call instead of chased later.
Is the integration an extra add on?
No. The integration is part of your Perceptionist service, not a separate product you subscribe to on top of it.
How long does it take to go live?
Most Perceptionist clients are fully live within about one week, including the software connection and test bookings you approve before any live call is routed.
Does Perceptionist replace our office staff?
No. Perceptionist answers the calls your team cannot get to and books the work. Your people still own dispatch, technician assignment, and the day. Most clients use Perceptionist for after hours, weekends, and overflow before anything else.
Ready To Stop Losing Jobs?
Every Call Answered.
Every Job in Your System.
Every Job in Your System.
You already paid for the software and you already paid to make the phone ring. Perceptionist connects the two. Call us and we will show you how a call books into your account.
Founded 1998
IFA Supplier Member
No contracts
Real agents
Live in one week