If you’re searching for a seamless ServiceTitan answering service integration, you’re likely looking for a way to connect your field service management platform (ServiceTitan) with an AI-powered receptionist (Upfirst). This page covers exactly what’s possible, practical automation examples, and step-by-step instructions for connecting the two using Zapier. Whether you run a plumbing, HVAC, or electrical contracting business, this guide will show you how to save time and never miss a lead—even after hours.
What is ServiceTitan?
ServiceTitan is an all-in-one software platform built specifically for home service businesses—think HVAC, plumbing, electrical, and similar trades. It helps you manage everything from scheduling jobs and dispatching technicians to invoicing, collecting payments, and tracking customer history. ServiceTitan is popular among small to midsize contractors because it centralizes operations, improves team efficiency, and helps deliver a better customer experience.
What can you do with ServiceTitan and Upfirst’s AI answering service?
With a ServiceTitan answering service integration, you can connect Upfirst’s AI receptionist to ServiceTitan through Zapier. This means after every call, you can automatically log information, create jobs, update customer records, or trigger customized workflows—without lifting a finger. Here are some practical ways this can help your business:
1. Instantly create new jobs or bookings after a call
Example:
A new customer calls after hours about a leaking water heater. Upfirst’s AI answers, collects their name, phone number, address, and issue details. As soon as the call ends, Zapier creates a new job in ServiceTitan with all the caller’s info and a transcript attached.
Why this matters:
No more missed leads or scrambling to transcribe voicemails in the morning. Jobs are queued up and ready for your office staff to assign, even if the call came in at midnight.
2. Qualify and route leads based on call content
Example:
Let’s say your AI receptionist asks every caller what service they need and if it’s an emergency. With Zapier’s filters, you can set up a workflow so only urgent/emergency calls (detected from the call summary or a specific answer) are immediately tagged and assigned in ServiceTitan—or sent as a Slack alert to your team.
Why this matters:
You’ll respond faster to high-priority issues, while routine calls can be handled during business hours. This improves customer trust and wins more emergency jobs.
3. Automatically update or create customer records
Example:
After each call, Upfirst passes custom fields (like caller’s email, zip code, or details about their property). Zapier uses this data to update an existing ServiceTitan customer record or create a new one, ensuring your CRM is always up-to-date.
Why this matters:
No more double entry or missed details. Every interaction is logged with accurate, structured data—making follow-up and future service smoother.
4. Send review requests or follow-up messages after jobs
Example:
Once a job is created in ServiceTitan from an Upfirst call, Zapier can trigger a review request email or text (using another tool like GetDandy or SMS). You can even delay these messages until after the job is marked complete.
Why this matters:
Automated follow-ups help you collect more reviews and keep customers engaged—without any manual effort from your team.
These are just a few ways the ServiceTitan virtual receptionist integration can streamline your operations, improve customer experience, and help you grow your business.
What actions can you trigger in ServiceTitan after our virtual receptionist answers a call?
Here’s what you can do automatically in ServiceTitan after a call is completed in Upfirst:
- Create a New Booking Event: Schedule a new appointment or booking.
- Create a New Job: Add a job entry using caller details collected by Upfirst.
- Create Lead Attribution: Assign the source of the lead (e.g., “after-hours call”).
- Apply Tag to Customer: Add tags like “emergency,” “repeat caller,” or “VIP” for filtering and reporting.
With ServiceTitan answering service integration, you can also use advanced Zapier features (like filters, delays, or conditional logic) to customize when and how each action occurs.
How to connect ServiceTitan to Upfirst
Connecting ServiceTitan and Upfirst is straightforward with Zapier. Here’s how to get started—even if you’re not technical:
- Sign up for Zapier
If you don’t have an account, head to Zapier.com and create one—it’s free to start. - Connect Upfirst as a Trigger
- In Zapier, click “Create Zap.”
- For the trigger app, search for “Upfirst.”
- Choose the trigger event: Call Completed.
- Connect your Upfirst account and follow the prompts to authenticate.
- Test the trigger to pull in sample call data.
- Set Up ServiceTitan as the Action
- For the action app, search for “ServiceTitan.”
- Select your desired action (e.g., Create New Job, Create Booking Event, Apply Tag to Customer).
- Connect your ServiceTitan account (you may need admin credentials).
- Map Upfirst data fields (like caller name, issue, or custom question answers) to the corresponding ServiceTitan fields.
- Customize Your Workflow (optional)
- Add filters (e.g., only create jobs for certain services).
- Add delays, conditional steps, or send notifications (like texts or emails).
- Test your Zap to ensure everything works as expected.
- Turn on Your Zap
- Once your Zap is set up and tested, switch it on. You’re done!
Now, every time your AI receptionist completes a call, the important info flows straight into ServiceTitan—no manual entry required.
With the ServiceTitan answering service integration powered by Upfirst and Zapier, you can focus on running your business while your virtual receptionist keeps your jobs, leads, and customer records moving forward automatically. If you want to upgrade your customer experience and never lose a lead, this is how you do it.