Last Updated: December 24, 2024

•16 min read

Native ServiceTitan Integration

ServiceTitan Call Automation - Instant Booking & Two-Way Sync

Native integration that books appointments, looks up customers, and logs calls automatically. Setup in 30 minutes with zero coding required.

Schedule Demo See Integration

ServiceTitan certified

30-minute setup

Real-time two-way sync

30min

Setup time for integration

100%

Two-way sync in real-time

Manual data entry required

81%

Booking rate with instant sync

What ServiceTitan Integration Does

Complete automation of your call-to-booking workflow

Automatic Customer Lookup

When a call comes in, Kestrel instantly looks up the customer in ServiceTitan by phone number. Retrieves full service history, equipment details, and membership status.

Example: "Hi John! I see you had your AC serviced 6 months ago. How can I help today?"

Real-Time Appointment Booking

Checks ServiceTitan calendar availability in real-time, offers time slots to customer, and books appointments instantly—all while they're on the phone.

Result: 81% booking rate vs. 58% with manual callback scheduling

Smart Technician Assignment

Assigns jobs to technicians based on skills, location, current workload, and service area. Considers travel time and technician certifications.

Logic: HVAC install → Senior tech with EPA cert in customer's zone

Complete Call Logging

Every call is logged in ServiceTitan with full transcript, audio recording, sentiment analysis, and AI-generated summary. Attached to customer record and job.

Benefit: Dispatchers see full context before calling customer back

New Customer Creation

For new callers, Kestrel automatically creates customer records in ServiceTitan with all contact info, service address, and initial call notes.

Time saved: 5-10 minutes per new customer (no manual entry)

Membership Recognition

Recognizes ServiceTitan membership tiers (Gold, Platinum, etc.) and applies priority scheduling, discounts, and special handling automatically.

Example: "As a Platinum member, I can get you in today at 2 PM"

How ServiceTitan Integration Works

Complete workflow from call to ServiceTitan job creation

Call Comes In → Instant Customer Lookup

Kestrel answers in 200ms and immediately queries ServiceTitan by phone number. If customer exists, retrieves full profile. If new, prepares to create record.

What Gets Retrieved:

Customer name, address, email

Service history (last 5 jobs)

Equipment details (make, model, age)

Membership tier and status

Outstanding invoices or credits

Customer preferences and notes

Identify Service Need → Check Calendar

AI determines service type (maintenance, repair, installation) and required duration. Queries ServiceTitan calendar for available slots matching the service requirements.

Calendar Query Logic:

Service Type:AC Repair (2-hour block needed)

Location:Customer in North Phoenix zone

Skills Required:EPA certified, AC specialist

Available Slots:Tomorrow 10 AM, 2 PM, 4 PM

Offer Slots → Book Appointment

AI presents 2-3 available time slots to customer. Once they choose, instantly books in ServiceTitan with correct job type, duration, and technician assignment.

What Gets Created in ServiceTitan:

Job with correct type (Repair)

Appointment date/time (Tomorrow 2 PM)

Technician assigned (Mike - EPA cert)

Duration blocked (2 hours)

Call notes with issue description

Call recording and transcript attached

Send Confirmations → Log Everything

Immediately sends confirmation text/email to customer. Logs all call activity in ServiceTitan customer timeline. Updates job with full context for technician.

What Your Team Sees:

In ServiceTitan Job: Full call transcript, audio recording, customer sentiment (positive), AI summary ("Customer reports AC not cooling, outdoor unit running but no cold air"), and recommended parts (capacitor, contactor)

In Customer Timeline: "Inbound call answered by AI - AC repair scheduled for tomorrow 2 PM with Mike. Customer satisfied with service."

ServiceTitan Integration Setup

Live in 30 minutes with our white-glove onboarding

What We Configure

OAuth Authentication

Secure connection to your ServiceTitan account

Job Type Mapping

Map your ServiceTitan job types to call scenarios

Technician Skills

Import technician certifications and service areas

Business Rules

Configure booking windows, buffer times, service areas

Test Calls

Run sample calls to verify everything works perfectly

What You Provide

ServiceTitan Admin Access

Temporary access to connect Kestrel (revocable anytime)

Job Type List

Your standard service types and typical durations

Service Areas

ZIP codes or cities you serve

Pricing Guidelines (Optional)

If you want AI to quote prices during calls

30 Minutes of Your Time

For the setup call and testing

30 Minutes

Total setup time from start to live

Benefits of ServiceTitan Integration

Why HVAC companies love native integration

Eliminate Manual Data Entry

5-10 min

Wasted per call with manual entry

Without integration, your team spends 5-10 minutes per call manually entering customer info, appointment details, and call notes into ServiceTitan. With 50 calls/week, that's 4-8 hours of wasted time.

With Kestrel:

Zero manual entry. Everything syncs automatically in real-time.

Increase Booking Rates

81%

Booking rate with instant scheduling

When customers can book appointments while on the phone (vs. "I'll call you back"), booking rates jump from 58% to 81%. That's 40% more jobs booked from the same call volume.

Revenue Impact:

+$35,420/month for company with 400 calls/month

Reduce Data Entry Errors

15%

Error rate with manual entry

Manual data entry leads to typos in addresses, wrong phone numbers, incorrect appointment times, and missing customer notes. These errors cost time and money to fix.

With Kestrel:

99.9% accuracy. AI captures information correctly every time.

Improve Technician Efficiency

100%

Context before arriving at job

Technicians see full call transcripts, customer history, and AI-generated summaries in ServiceTitan before they arrive. They know exactly what to expect and bring the right parts.

Result:

Fewer return trips, higher first-time fix rates, better customer satisfaction

Frequently Asked Questions

Common questions about ServiceTitan integration

Ready for Seamless ServiceTitan Integration?

Book appointments instantly, eliminate manual data entry, and give your team complete call context. Setup in 30 minutes.

Schedule Demo Learn More

ServiceTitan certified • 30-minute setup • Real-time two-way sync

Sources & References

[1]Kestrel AI Implementation Data (2024) - Average 30-minute ServiceTitan integration setup time

[2]Kestrel AI + ServiceTitan Integration Metrics (2024) - 96% booking accuracy, real-time two-way sync

[3]ServiceTitan certified integration - Native API access for customer lookup and appointment booking

All statistics are based on verified industry data, customer case studies, and internal performance metrics. Calculations show methodology transparently. Customer data is anonymized or used with explicit permission.