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AlphaAssist + ServiceTitan Integration

AlphaAssist's AI receptionist answers your inbound calls 24/7 and captures service inquiries, booking requests, and support messages—then routes them directly into ServiceTitan as leads or jobs. Your team gets caller details, message transcripts, and category tags in ServiceTitan without manual data entry. For trades businesses running on ServiceTitan, this means fewer missed calls, faster response times, and a complete call-to-job workflow.

What this integration does

Capture inbound calls as ServiceTitan leads

When a caller asks about your services, AlphaAssist records their name, phone, message, and intent category (booking, service inquiry, or support). That data syncs to ServiceTitan as a new lead, ready for your team to qualify and convert. No transcription delays—it's in ServiceTitan within seconds.

Auto-create jobs from booking requests

If a caller confirms they want to book a service, AlphaAssist tags the call as a booking and can push it directly into ServiceTitan as a job with the customer's contact info pre-filled. Your dispatcher sees it immediately and can schedule the technician.

Route emergency or complex calls to your team

AlphaAssist can flag high-priority calls (e.g., emergency service requests) and either send an SMS alert to your on-call manager or route the call to a live team member. ServiceTitan receives the call metadata so your team has context before picking up.

Sync customer details to avoid duplicates

If a caller is already in your ServiceTitan customer database, AlphaAssist can recognize them and link the new call to their existing profile. This keeps your customer history clean and helps your team spot repeat issues or upsell opportunities.

Track call-to-close metrics

Every call that becomes a lead or job in ServiceTitan is tagged with its source (AlphaAssist) and intent. Over time, you can measure how many inbound calls convert to jobs, which call types close fastest, and which time slots drive the most bookings.

How to set it up

Provision a phone number in AlphaAssist. Sign up for AlphaAssist (or log in), navigate to Phone Numbers, and either claim a local number or port in an existing one. This is the number your customers will call.
Configure your AI receptionist. In AlphaAssist, set your business name, service categories, and greeting. Define what message categories you want (e.g., "booking," "emergency," "general inquiry"). Train the AI on your typical call flows if needed.
Connect ServiceTitan API credentials. In AlphaAssist's integration settings, select ServiceTitan and paste your ServiceTitan API key (found in your ServiceTitan account under Settings > API). AlphaAssist will verify the connection.
Map call categories to ServiceTitan fields. Configure which AlphaAssist message categories map to ServiceTitan lead types or job statuses. For example, "booking" → create a job; "service inquiry" → create a lead; "support" → tag as follow-up.
Set routing rules. Define which calls go to ServiceTitan automatically and which should trigger a live handoff or SMS alert to your team. You can also set a fallback phone number for calls that need immediate human attention.
Test the flow. Call your AlphaAssist number, leave a test message, and verify it appears in ServiceTitan within 30 seconds. Adjust category mappings or routing if needed.

What gets synced

Direction	Data type	When it syncs
→ ServiceTitan	Caller name, phone, message transcript	Immediately after call ends
→ ServiceTitan	Message category (booking, inquiry, support)	Immediately after call ends
→ ServiceTitan	Call timestamp, duration, recording link	Immediately after call ends
→ ServiceTitan	Customer match (if caller is existing customer)	During call; linked to lead/job after call
← ServiceTitan	Customer database (for duplicate detection)	Synced once per day; real-time lookup during call
→ ServiceTitan	Job or lead record (based on category)	Within 30 seconds of call end

Pricing & availability

The ServiceTitan integration is available on AlphaAssist Professional, Enterprise, and Growth Stack plans. It is not included in Starter ($39.99/mo). Professional ($69.99/mo) includes basic lead sync; Enterprise ($119.99/mo) and Growth Stack ($399.99/mo) add emergency routing, spam blocking, and advanced lead-to-job automation. There is no additional setup fee for the integration—it's included in your plan.

FAQ

Does this work with ServiceTitan Free or Starter plans?

ServiceTitan's API is available on their Standard plan and above. If you're on a lower tier, you'll need to upgrade to use this integration. Check with ServiceTitan support for current plan details.

What happens if ServiceTitan is down?

AlphaAssist stores the call data locally and retries the sync every 5 minutes for up to 24 hours. Once ServiceTitan is back online, your calls will push through automatically. You won't lose any data.

Can I customize which calls sync to ServiceTitan?

Yes. You can set routing rules so that only certain call categories (e.g., bookings) create jobs, while others (e.g., support inquiries) create leads. You can also exclude spam or test calls from syncing.

Is there a setup fee for the integration?

No. The integration is included in your AlphaAssist plan. You only pay AlphaAssist's monthly subscription and ServiceTitan's standard fees. No extra charges from us.

Can I see call recordings in ServiceTitan?

AlphaAssist includes a link to the call recording in the ServiceTitan lead or job record. You can click through to listen to the full call and transcript from within ServiceTitan's interface.

Get started

Ready to stop missing calls? Sign up for AlphaAssist and connect ServiceTitan in minutes. Questions? Call our demo line at +1 (413) 331-7776.

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