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Service Titan

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3rd party integrations are available on all paid tiers, it is not available on Starter.

You can connect your existing Service Titan account with AI Powered Chat, and Google Business Messages.

  • Send bookings & jobs to your Service Titan account
  • Collect name and contact information
  • Naturally transition the conversation to a lead flow
  • Receive the full transcript of the conversation
  • Get notified when users are talking to you, and speak directly

Connect your Service Titan account to XAPP AI​

Step 1​

Provide your tenant id from your Service Titan account​

  • You can find this by going to 'Integrations -> API Application Access' from your account.
  • Enter this value when XAPP AI prompts for it
ServiceTitan API Access
ServiceTitan Tenant ID

Step 2​

Connect to XAPP AI​

Warning: XAPP must add your Tenant ID before you can complete this step. You will receive a notification when you can complete step 2

  • From the same page on your Service Titan account, click the Connect New App button app
ServiceTitan Connect New App
  • Select the app, choose AI for Home Services by XAPP AI
ServiceTitan XAPP App
  • Allow Access to connect your account
ServiceTitan Allow Access

Step 3​

Add a Booking provider​

  • Adding a provider will allow you to see where your booking are coming from
  • If you haven't done this, add it by clicking 'Add new provider' and repeating Step 2 when you've add it. Your new booking provider will show in the drop-down when selecting. _ make note of the ID associated with the booking, you'll need it later
ServiceTitan Booking Selection
ServiceTitan Booking ID

AI Scheduling

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Scheduling is only available on the XAPP AI Scheduling plan.

How it works​

We will ask for the contact information of the user and then ask them to describe the issue they have. We will then leverage AI to appropriately match what the potential customer as requested to the correct job type within ServiceTitan.

Scheduling user requests in 3 steps!​

  1. Collect Contact infoStep 1

  2. Describe your issue Step 2

  3. Select your preferred day Step 3

  4. Done!

Schedule

View Bookings as Leads on your account

  • To Trigger a lead, type Contact Us in your Chat or Google Business Message app. You'll be prompted for your contact information.
  • In your Service Titan account, leads will be sent to Calls->Booking in your account
  • View each lead, and accept or dismiss
ServiceTitan Booking