Servicetitan Integration

ServiceTitan Answering Service: Live Agents Who Book Directedly Into Your Account.

You already run your business in ServiceTitan. Perceptionist answers your calls 24/7 in your business name and books the job into your ServiceTitan account while the caller is still on the phone. No double entry. No callback list. The booking is on your board before the caller hangs up.

Founded 1998
IFA Supplier Member
No long term contracts
Real agents, not bots
Live within one week
Booked While You Slept
The job as your dispatcher sees it at 7:00 AM
Booked
Customer
M. Alvarez
New customer, created on call
Service location
1420 Maple Ridge Dr
In service area, verified
Business unit
HVAC Service
Job type
No Cool, Diagnostic
Arrival window
Today, 8:00 to 10:00 AM
Tags
After hoursGoogle Ads
Agent notes
Unit running but blowing warm air since about 6 PM. Thermostat set to 72, reading 81. Homeowner will be home all morning. Side gate unlocked, dog is friendly. Caller confirmed the diagnostic fee.
Booked by Perceptionist agent, 9:45 PM. Call recorded.
You did nothing.
Illustrative example. Fields and workflow are mapped to your ServiceTitan setup.

The Difference

An Answering Service That Does Not Book Into ServiceTitan Is a Message Taking Service.

Most answering services take a message and email it to you. Somebody in your office then has to read it, call the customer back, and key the job into ServiceTitan by hand. By the time that happens the homeowner has booked with whoever answered the phone and put them on the calendar in one call.

When the agent can create the customer and book the job inside your account, the call ends with a confirmed appointment instead of a note. Your CSRs stop transcribing voicemails and your after hours calls stop turning into morning callbacks.

Perceptionist has answered calls for home service contractors since 1998. We built the ServiceTitan integration because clients kept telling us the same thing: the answering was fine, the retyping was the problem.

Same call, 9:42 PM on a Tuesday
Two outcomes
Generic answering service
9:42 PM
Call answered. Message taken.
9:44 PM
Message emailed to your office inbox.
9:51 PM
Homeowner calls the next result on Google.
8:10 AM
Your CSR reads the message, calls back, gets voicemail.
8:14 AM
Job keyed into ServiceTitan by hand. Status: unconfirmed.
Outcome
A note in your inbox. A job on someone else's board.
Perceptionist
9:42 PM
Call answered live, in your business name.
9:43 PM
Customer created in ServiceTitan. Address verified in service area.
9:45 PM
Job booked. Arrival window confirmed with the caller.
9:46 PM
Notes and recording on the record. Caller hangs up booked.
7:00 AM
Your dispatcher opens the board. The job is already there.
Outcome
A booked job in ServiceTitan. Nothing for your team to retype.
Illustrative timelines. Your booking rules and hours are configured to your account.

The Process

From Missed Calls to Booked Jobs in Under a Week

No IT project. No new software for your team to learn. We connect to the account you already have and start booking. Most clients are fully live within about one week.

01Setup

We connect to your ServiceTitan account

Our team handles it. We connect Perceptionist to your ServiceTitan account through the ServiceTitan API, map your business units, job types, and booking rules, and run test bookings with you before a single live call is routed.

Done by Perceptionist
02The call

Your calls route to a live agent, in your name

Overflow, after hours, weekends, holidays, or every call. You decide which. When the phone rings, a trained agent answers as your company using your greeting and your script.

Real agent, not a bot
03The booking

The agent qualifies the caller and books the appointment

Our agent qualifies your caller, asks the questions you want answered, captures the job details, and books the appointment into the time slots you have available in ServiceTitan. The caller hangs up with a confirmed time.

Booked while the caller is on the phone
04The record

Everything lands in the customer record

Call notes and booking details are logged to the ServiceTitan customer record, and you receive a recording of every call. When your team opens the job in the morning, the whole story is already there.

Nothing to retype

The Process

What Our Agents Do in ServiceTitan

Perceptionist books the job. Your team still owns routing, technician assignment, and the day. We do not replace your dispatchers, we make sure they never open the morning to a stack of voicemails.

Customers
Create the customer on the call
New callers become a customer and service location in ServiceTitan while they are still on the phone. Callers we have spoken to before are recognized by phone number.
Booking
Book by business unit and job type
Booked into your available time slots the way your account is already set up, not into a generic bucket.
Notes
Log call notes to the job
Personalized notes from the agent who took the call, plus AI assisted notes, on the record your tech reads before the visit.
Your brand
Answer as your company, every time
Your business name, your greeting, your script. The caller never knows they reached anyone but your office.
Emergencies
Escalate true emergencies
Triaged against your criteria and routed to your on call tech by your protocol. Booked in ServiceTitan either way.
Qualification
Qualify before booking
Service area, job type, and the questions you want answered, checked before a slot is taken. Price shoppers filtered out.
Recordings
Send you every recording
You receive a recording of every interaction, so nothing said on the call is ever in dispute.
Coverage
Cover the hours you choose
After hours only, overflow only, or every call. Same booking, same record, whatever the hour.

The Process

Built for ServiceTitan Shops in HVAC, Plumbing, Electrical, and Roofing

If you run on ServiceTitan you are almost certainly a growth stage contractor: multiple trucks, a CSR team, paid ads driving inbound calls, and a real cost every time a call rings out. That is exactly the operation Perceptionist was built for. Trade specific training since 1998 means the agent booking your no cool call in July knows the difference between a maintenance visit and a system down.

Franchise Networks

Every Location Booked the Same Way, in the Same System.

Franchise networks running ServiceTitan across multiple locations get brand consistent call handling, territory alignment that routes misdialed callers to the right franchisee, and franchise wide reporting. One integration, every location.

See Franchise Solutions
One
Integration, however many locations you run
Same
Greeting, script, and booking standard at every location
Right
Franchisee, even when the caller dials the wrong territory

Why Perceptionist

The Integration Gets You Started. The People on the Phone Are Why You Stay.

Since 1998 we have answered for home service businesses only. The integration is the plumbing. The reason clients stay is what happens on the call.

01
Agents who stay. More than half of our agents have been with us for years, not months. The person booking your calls next year is likely the person booking them today.
02
Trained on trades, not scripts. Agents learn your job types, your service area, and your escalation rules before they take a call.
03
Human first, always. Every call answered by a live agent. Technology makes the booking faster and cleaner. It does not replace the person on the phone.
04
The integration is included. ServiceTitan integration is part of your Perceptionist service, not an add on you pay extra for.
05
Runs on Perceptionist Connect. The same platform behind our call center technology and our other CRM connections, including Housecall Pro and ServiceMinder.
1
Integration to set up, handled by our team before your first live call
24/7
Live booking into ServiceTitan every hour of every day, including evenings, weekends, and holidays
1998
The year we started answering for home service businesses. Same focus, same phone number, ever since
Questions

ServiceTitan Answering Service FAQ

The things ServiceTitan shops ask us before they switch. If yours is not here, call 866-652-5968 and ask.

Does Perceptionist integrate directly with ServiceTitan?
Yes. Perceptionist connects to your ServiceTitan account through the ServiceTitan API, so our agents book jobs and log call details in your system while the caller is on the phone. Our team handles the connection.
Can your agents book jobs in ServiceTitan while the caller is still on the phone?
Yes. The 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 leaves with a confirmed time and the job is already on your board.
Do we have to change anything in ServiceTitan to work with Perceptionist?
No. You keep your business units, job types, and booking rules exactly as they are. There is a short configuration step to connect your account to our system, and our team walks you through it.
Can Perceptionist handle after hours and emergency calls for a ServiceTitan shop?
Yes. Emergency calls are triaged against your criteria and escalated to your on call team by your protocol, and the job is still booked in ServiceTitan so nothing lives only in a text message.
What notes does my team get from the call?
Personalized notes written by the agent who took the call, plus AI assisted notes, logged to the customer record. You also receive a recording of every interaction, so nothing said on the call is ever in dispute.
How long does it take to get set up?
Most Perceptionist clients are fully live within about one week. That includes connecting your ServiceTitan account and running test bookings with you before a single live call is routed.
Is the ServiceTitan integration an extra add on?
No. The ServiceTitan integration is part of your Perceptionist service, not a separate product you subscribe to on top of it.
Do you replace our dispatchers?
No. Perceptionist books the job. Your team still owns routing, technician assignment, and the day. We make sure your dispatchers never open the morning to a stack of voicemails.

Ready To Stop Missing Lost Jobs?

Every Call Answered.
Every Job in ServiceTitan.

You already paid for ServiceTitan 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