CallSprout
Integration · Home services

CallSprout + ServiceTitan

Connect Sage, your AI voice agent, to ServiceTitan so every inbound call surfaces the customer record, logs a job note, creates an appointment, and captures billable time without anyone touching a keyboard. Available for ServiceTitan.

Overview

How CallSprout works with ServiceTitan.

Home service businesses run on the phone. A homeowner calls about a broken furnace, a plumber needs a same-day slot, a new HVAC customer wants a quote. Each of those calls should flow straight into ServiceTitan as a job, a note, and a booked appointment. In practice, the dispatcher is already on another line, the technician is on the road, and the front desk enters what they can remember after the fact.

CallSprout closes that gap by putting Sage, our AI voice agent, in front of your ServiceTitan environment. Sage answers the call, matches the number to the customer record, captures the service request, creates the job, and books the appointment directly through the ServiceTitan API. Your dispatcher walks into every handoff with full context already on screen, and your job board reflects every call instead of only the ones someone had time to enter.

The ServiceTitan API is the strongest and most fully documented in the home services space, covering CRM, job planning, dispatch, and payroll. That depth lets Sage push real structured data into the fields your reports and billing already rely on. It is the same pattern we build for every home services team: keep everything in the system you already trust, and stop paying your front desk to re-key what the phone already knew. Sage works alongside ServiceTitan, not instead of it.

What you get

CallSprout and ServiceTitan, working together.

What Sage does once your call data flows into the tools you already use.

Appointments booked during the call

Sage collects the service request and preferred time, looks up the customer and location IDs in ServiceTitan, and creates the job with an appointment attached before the call ends. No callback needed.

Customer and job history on every inbound call

CallSprout matches the inbound number against your ServiceTitan customer records and surfaces their full job history for your dispatcher the moment the phone rings, so your team never starts from scratch.

Job notes and call summary written back automatically

After every call, Sage posts an AI-generated summary as a job note in ServiceTitan, keeping the record complete without manual entry and giving your technicians the context they need before they arrive.

Billable time captured on every call

Call duration posts to ServiceTitan through the Payroll API as a timesheet entry, so dispatch and front-desk phone time shows up in your labor reporting instead of disappearing into the gap between the clock and the job.

Book the appointment before you hang up

ServiceTitan's Job Planning API requires a customer ID, a location ID, and a date and time to create a job with an appointment. Sage collects all of that during the conversation: it looks up the caller's customer record by phone number, confirms the service address, captures the requested work and preferred window, and submits the job creation request before the call ends.

That means the appointment is on the board the moment the call wraps, not after your dispatcher finds a gap to enter it. For a business that takes dozens of inbound service calls a day, the difference between creating the job during the call and creating it later is the difference between a full schedule and a stack of sticky notes. Our pricing is metered and transparent, billed by the second, so you pay for what the phone actually handles.

Screen-pop the customer record before your dispatcher answers

CallSprout reads your ServiceTitan customer and location data through the CRM API and matches it against the inbound caller's number. The moment a call connects, your dispatcher sees the customer name, service address, and prior job history on screen before they say a word. Shared main numbers resolve to the company, so even a call from a front desk or a multi-location customer still opens with the right account.

When a caller is not in ServiceTitan yet, Sage captures their name, address, and service request during the conversation and passes it as structured data so your team can create the record from a complete starting point. Here is more on how CallSprout routes each caller to the right person based on the data it reads from your field service platform.

Every call leaves a job note and a time entry

Sage transcribes every conversation and generates a concise summary of what was requested, what was agreed, and any details the technician will need. That summary posts to the job record in ServiceTitan as a job note through the Create Job Note endpoint, giving your team a searchable history of every phone interaction tied to the right job.

At the same time, the call duration pushes to the ServiceTitan Payroll API as a non-job timesheet event, so front-desk phone time and dispatch calls show up in labor reporting where they belong. Because the full conversation is transcribed, you also get a record of the language customers use to describe their problems, which is the same reason teams turn on AI call transcription across the rest of their lines. Sage announces recording at the start of every call, keeping you compliant with two-party consent requirements.

Built for how home service dispatch actually runs

Sage answers around the clock, so a furnace call at 11 p.m. still creates a job, captures the symptoms, and routes the caller to your on-call technician instead of voicemail. During a storm or a seasonal surge, it absorbs the spike in inbound calls so your dispatchers can focus on coordination rather than answering the same emergency question forty times.

The dispatch and CRM endpoints let Sage read technician availability and location data to route calls based on the rules you define, for example sending commercial HVAC calls to a dedicated crew or routing repeat customers to the technician who last visited their home. If you run additional field service tools, the same connected approach is available for Jobber, Housecall Pro, and FieldEdge. Browse the full integration catalog to see everything Sage connects to.

Common scenarios

What this looks like day to day.

After-hours emergency call

A homeowner calls at midnight about a burst pipe. Sage answers, matches the customer record, captures the address and the emergency, creates a priority job with an appointment, and routes the call to your on-call plumber with the job details already in ServiceTitan.

Seasonal surge overflow

During the first cold snap of fall, your phone rings nonstop with furnace tune-up requests. Sage handles every call, books the appointments directly into your ServiceTitan schedule, and keeps your dispatchers free to coordinate the technicians already in the field.

New customer, first call

A neighbor who found you online calls for the first time. Sage collects their name, address, and service need, creates a customer and location record in ServiceTitan, books the job, and posts the call summary as a note so the technician arrives knowing the full picture.

How it works

Getting connected to ServiceTitan.

  1. 1

    Book a 15 minute call and walk us through your ServiceTitan setup, your job types, and how your dispatch flow works today.

  2. 2

    We connect Sage to your ServiceTitan environment through its developer API, mapping customer lookup, job creation, job notes, appointment scheduling, and time entries to your existing configuration.

  3. 3

    Sage starts answering calls, surfacing customer history for your dispatchers, booking appointments, and posting job notes and time entries automatically on every call. Book your call to get started.

Hear it first

Have Sage call you.

The fastest way to see how Sage handles your calls is to hear it. Leave your number and Sage, our AI voice agent, calls you in about 10 seconds.

Hear Sage for yourself, she will call you in about 10 seconds.
Questions

ServiceTitan, answered.

Does CallSprout integrate with ServiceTitan?
Yes. CallSprout connects to ServiceTitan through its developer API to surface customer records on inbound calls, book appointments, post job notes, and log billable time. Book a call and we will walk you through how it maps to your setup.
Can Sage actually book appointments in ServiceTitan during the call?
Yes. Sage captures the service request and preferred time during the conversation, looks up the customer and location in ServiceTitan, and submits the job creation request through the Job Planning API before the call ends. The appointment lands on your board immediately.
How does customer history appear on an inbound call?
CallSprout matches the inbound caller's number against your ServiceTitan customer records through the CRM API and presents the customer name, service address, and prior job history to your dispatcher before the call is transferred, so your team always has context.
What gets written back to ServiceTitan after a call?
Sage posts an AI-generated summary as a job note on the ServiceTitan job record and pushes the call duration to the Payroll API as a timesheet entry. That means every call leaves a searchable record and a captured labor entry without manual input.
How is billable call time tracked?
Call duration posts to ServiceTitan through the Payroll API as a non-job timesheet event with the appropriate codes. Entries flow into your normal payroll and labor reporting review, so a person still confirms before anything affects billing or pay.
Can Sage route calls based on ServiceTitan data?
Yes. Sage reads technician and location data from ServiceTitan's Dispatch and CRM endpoints and routes each caller on CallSprout's own phone network using the rules you define, for example sending commercial customers to a dedicated line or routing repeat customers to the technician who last visited their property.
Does Sage record calls, and what about consent?
Sage can record and transcribe calls, and it announces recording at the start of each call so you meet two-party consent requirements in the states that require it. Transcripts and summaries are stored on CallSprout's secure infrastructure and tied to the ServiceTitan job record.

The job notes, time entries, and dispatch patterns Sage captures in ServiceTitan are also signals worth mining at scale. Our sister company Ereos builds custom AI for home service and field service businesses on its Watchtower platform, reading across the systems you already run to surface patterns your reports do not show.

From our sister company

When the answer is in your ServiceTitan data, not just your phone line

CallSprout keeps your phones answered and your ServiceTitan jobs, notes, appointments, and time entries up to date on every call. When you want AI that reads across your job history, dispatch patterns, and customer data to surface the service types driving your highest margin or the technician routes where callbacks are clustering, that is what our sister company Ereos builds. Its Watchtower platform connects to the tools your home service business already runs and turns that operational data into signals your team can act on.

Schedule a discovery call with Ereos

Connect CallSprout to ServiceTitan

Book a 15 minute call and we will get you set up.

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