Calls without context
The phone gets answered before anyone looks up the history.
FOR SERVICETITAN SHOPS
From an owner who runs his shop on ServiceTitan.
SERVICETITAN
+ AI.
ServiceTitan holds the record. AI works the handoffs around it. Here is what I have connected in my own plumbing and HVAC company, and how I would start in yours.
01 / THE GAP
THE RECORD IS THERE.
THE HANDOFF ISN’T.
ServiceTitan knows the customer, the job and the invoice. The gaps are between people: the call that needs context, the crew that needs photos, the permit nobody filed.
Installs without photos
The crew calls the office to ask what was sold.
Permits without owners
A job needs a filing and nobody notices until later.
Lead charges nobody checks
Bad leads get paid because checking takes too long.
02 / WHAT I HAVE CONNECTED
SERVICETITAN
IN THE LOOP.
These run in my business today, built around ServiceTitan records.
Alerts that look up the job.
Every answered or missed call becomes one dispatch alert. After a seven-minute wait, a ServiceTitan lookup adds the matching customer or job to that same alert.
REAL EXAMPLE
The team gets job context without a second message.
Disputes with the booking attached.
The call, the transcript, the provider’s settings and the ServiceTitan booking get checked together before a dispute goes out.
REAL EXAMPLE
A well-pump lead sent us to check the provider’s service menu first.
Install-ready means crew-ready.
When a job is ready, the assigned crew gets the scope, the job notes and the photos.
IN THE FIELD
Nobody hunts through messages to find what was sold.
Permit gaps, every weekday.
A check looks for open jobs that need a filing but do not show one, skips completed jobs and routes the rest.
REAL EXAMPLE
The office gets a short list instead of a search.
Close rate from the scorecard.
Opportunities, close rate and average sale from the technician scorecard turn into one number: what a point of close rate is worth.
TRY IT
Run yours in the close rate calculator.
The real dashboard, on a call.
I can open my own ServiceTitan dashboard with you, with customer and employee details hidden.
ON THE CALL
You see the operation behind the advice, not a slide.
03 / HOW IT CONNECTS
READ FIRST.
PEOPLE DECIDE.
The goal is fewer screens and fewer misses, without putting your records at risk.
- Read first.Most workflows start by reading ServiceTitan data: jobs, customers, appointments and estimates.
- Small, scoped changes.When a workflow writes back, it is a defined change like a tag or a note, set up with the owner.
- People own the work.Decisions about the job, the price and the customer stay with your team.
ServiceTitan is a trademark of ServiceTitan, Inc. In the Truck is independent and is not affiliated with or endorsed by ServiceTitan.
04 / NOT ON SERVICETITAN?
SAME IDEAS.
YOUR STACK.
ServiceTitan is the system I know firsthand. It is not required. The same handoffs exist in other field software, and even in spreadsheets.
Missed calls
When the phone rings during a rush or after hours, the right person gets the right context fast.
Open estimates
Follow-up gets a clear owner and cadence, so good jobs do not disappear in an inbox.
Field to office
Cut duplicate entry and unclear handoffs between the tech, dispatcher and biller.
Owner visibility
Turn scattered reports into a short list of decisions before the next week starts.
FROM MY SHOP’S REAL JOBS
QUESTIONS OWNERS ASK
STRAIGHT ANSWERS.
How do you connect AI to ServiceTitan?
Through ServiceTitan data, read through its API and integration tools, plus the apps your team already uses for alerts. The details depend on your setup and permissions.
Is my customer data safe?
We decide together which data each workflow can read and where its alerts go. On calls, I show my own dashboard with customer and employee details hidden.
Do I have to use ServiceTitan to work with you?
No. It is the system I know firsthand. The same handoffs exist in other field software, and we start with what you already have.
Are you affiliated with ServiceTitan?
No. I am a ServiceTitan customer who runs a plumbing and HVAC company. In the Truck is independent.
What does it cost?
The 30-minute call is free and carries no obligation. If there is a fit, I propose a defined scope and fee for us to review before any paid work.
MORE FOR OWNERS
KEEP READING.
Close 10% More →What a better close rate is worth to a home service business.Close rate calculator →What one point of close rate is worth to your shop each year.AI for plumbing companies →Six workflows running in a real plumbing shop.AI for HVAC companies →Catch the rush, hand off installs, sell more of the calls you run.
FREE 30-MINUTE CALL / NO OBLIGATION
SEE IT LIVE.
- I open my real dashboard, with private details hidden.
- You show me where your handoffs break.
- We pick the first workflow worth building.
Nick Johnson owns a plumbing and HVAC company in Central Ohio and is a named co-inventor on two granted U.S. AI patents from his time at Intuit. More about Nick.