ServiceTitan integration · live

The AI receptionist that writes the ServiceTitan dispatch card before the caller hangs up.

Forge Voice answers every call in one ring, qualifies the job, and writes the customer, address, job type, priority tag, and notes straight into your ServiceTitan tenant. Your dispatchers stop retyping. Your techs stop guessing. Your after-hours calls stop dying in voicemail.

Why it matters

ServiceTitan is only as good as the data that gets into it.

Every home service shop we onboard tells the same story. ServiceTitan is running the dispatch, the CRM, the payroll, the marketing attribution. But the front door of the whole system is a person answering the phone (or worse, a voicemail box). One tired dispatcher on a Saturday morning. One missed call at 8:47 PM on a summer Thursday. One job that never gets typed in.

Forge Voice fixes the front door. Alex picks up in under a second, runs the same qualification script your best dispatcher runs, and writes the job into ServiceTitan the same way a five-year employee would — complete with the priority tag, the tech-team assignment, the campaign attribution, and the notes field.

What the integration does

Six things that stop being your problem.

Customer created or matched

Alex looks up the caller in ServiceTitan by phone. Existing customer? Uses the record. New caller? Creates a customer with name, phone, address, and email pre-filled from the call.

Job written on the fly

The moment the caller confirms a booking, Alex writes a Job in ServiceTitan tied to the customer, tagged with your business unit, campaign, and job type from the correct ST taxonomy.

Priority triage on emergencies

No heat with a newborn in the house? Alex tags the job "Emergency" and SMS-blasts your on-call tech within seconds. Routine tune-up? Books into the next available maintenance window.

Attribution captured every time

Alex asks how the caller heard about you and writes the answer into ServiceTitan's campaign field. Your marketing ROI stops being a guess.

Full transcript attached

Every job gets the call transcript attached as a note. Dispatchers get instant context. QA gets a searchable archive. No more "what did the customer actually say?"

Service-area validation

Alex validates ZIPs against your service map before booking. Out-of-area calls get a polite decline instead of an hour of drive time your dispatcher never should have committed.

How it works under the hood

Direct API integration. No spreadsheets. No Zapier duct tape.

1

Discovery call

We map your ServiceTitan tenant: business units, job types, priority tags, dispatch board layout, tech skill tags, service ZIPs, and campaign codes. Free, 30 to 45 minutes.

2

Agent build

We build Alex against your live tenant using ServiceTitan's official REST API with an integration user we scope to only what the agent needs (customers, jobs, locations, tag types). Read + write, no admin.

3

Sandbox test

Alex runs against a test dispatch board first. You place three test calls, we tune the qualification flow to match how your dispatchers actually handle each job type.

4

Number port and launch

We forward or port your existing number. Alex handles the calls you route to it (after-hours, overflow, or 100 percent) and writes every job into your real dispatch board. Most shops are live in 5 to 7 business days.

The math for a typical ServiceTitan shop

Break-even happens on the second recovered call.

Typical NW Georgia HVAC or plumbing shop running ServiceTitan: 60 to 80 inbound calls a day, 15 percent after hours, 42 percent of those going to voicemail. That is 3 to 5 lost jobs a night. Average ticket $340.

Forge Voice starts at $499/mo. The math is not subtle.

Every recovered call after month one is pure margin. And it comes with the ServiceTitan integration free — that is not an add-on charge, it is part of what we build during onboarding.

Run the numbers on your shop

FAQ

Common questions.

Do you need admin access to our ServiceTitan tenant?
No. We create a scoped integration user with only the permissions Alex needs: read/write customers, jobs, locations, and read tag types + business units. Your admin role stays untouched.
What ServiceTitan job types can Alex book?
Whatever is in your ServiceTitan tenant. Alex uses the exact same job type taxonomy your dispatchers use, mapped during discovery. Emergency HVAC, tune-up, drain clear, water heater install, PM plan callback — anything.
Does the transcript get attached to the ServiceTitan job?
Yes. Every job gets the full call transcript in the notes field, plus a link back to the audio recording in the Forge portal. Dispatchers get full context without picking up the phone.
What happens if ServiceTitan is down?
Alex still answers the call, still qualifies, still books. The job gets queued in the Forge portal and syncs to ServiceTitan the moment the API comes back. You do not miss a call because Intacct or ServiceTitan had an outage.
Can Alex handle marketing campaign attribution?
Yes. Alex asks the caller how they heard about you and maps the answer to your ServiceTitan campaign codes. Google, Facebook, Angi, referral, truck sign, radio — whatever campaigns you track, Alex tags accordingly.
How is this different from ServiceTitan's own AI features?
ServiceTitan Voice AI does exist but it is priced as an add-on to your ServiceTitan plan, requires ServiceTitan Pro or Enterprise, and does the transcription + call routing part only. Forge Voice is a full receptionist that qualifies, books, and writes into any ServiceTitan tier — and it costs less than ST's own add-on.
Do you integrate with Housecall Pro, Jobber, and FieldEdge too?
Yes. Housecall Pro integration is here, Jobber is here. FieldEdge, GorillaDesk, mHelpDesk, and custom webhook flows all supported — ask on the discovery call.

Ready to plug the front door?

Stop losing ServiceTitan-priced jobs
to voicemail.

Book a 30-minute scoping call. Free. We audit your current call flow and show you exactly what Alex would do differently against your ServiceTitan tenant.

Book a scoping call