Field service and property
Give your ServiceTitan operation a faster first response
A busy dispatch team should not rebuild the customer’s request on every call. Bob answers the service question, uses the ServiceTitan customer and job, and prepares the scheduling and dispatch handoff.
Bob handles the service inquiry with ServiceTitan customer and job context, coordinates the scheduling details, and prepares the dispatch handoff and follow-up.
Keep intake, scheduling, and dispatch on the same request
The call starts with a customer who needs service. Bob captures the location, the problem, the equipment, the urgency, and the callback window. He uses that intake with the ServiceTitan customer and job so scheduling has a real request to place and dispatch receives a handoff that is ready to assign. Your team approves technician assignment and any commitment that puts someone on the job. The customer gets a clear next step, and the office stops retyping the same call.
Workflows
Answer the service question
Explain the service area, membership, fees, and preparation from the information you approve, using the customer’s ServiceTitan history when the conversation needs it.
Coordinate the appointment
Turn the request into the scheduling details dispatch uses to place the job, including the window and the work to be done.
Hand off and follow up
Give dispatch a complete request and keep the follow-up on the same customer and job so the next person does not start over.
Example workflow
Example workflow
A homeowner calls because the air conditioner stopped cooling. Bob asks the urgency questions, captures the address and equipment, and prepares the dispatch handoff with the scheduling window. The team assigns the technician in ServiceTitan with the full request already written.
Illustrative example, not a live execution log.
Connection and setup
Connect ServiceTitan, choose the customer, job, and schedule tools Bob uses, and set which booking or dispatch changes require approval.
How Bob turns a conversation into a useful next step
Bob starts with the customer's request and the business information you approve. When the workflow needs a current record, Bob retrieves it from the connected service. When the next step changes a record or sends a message, Bob follows the permissions and approval steps you configure. The customer gets a useful next response, and your team gets a clear handoff when a person needs to take over.
Questions
Can Bob schedule and dispatch from the conversation?
Bob prepares the scheduling details and the dispatch handoff from the customer’s request and ServiceTitan context. Your team approves assignment and any commitment that puts a technician on the job.
What does the office get back?
A request that already has the location, the problem, and the timing. The customer gets a direct answer and a clear next step.
Who decides what Bob can change or send?
You choose the records Bob reads and the actions he takes. A reply, a record update, or an outbound message follows the approval step you set for that workflow. See the pricing page for plans. This page does not list prices.
Continue this workflow with
These are related workflows, not prerequisites.
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