Product overview
See Phones in action
Watch how ServiceTitan captures inbound calls, links them to customer records, and logs every interaction — from the moment the phone rings to job booking.
Setup
ServiceTitan gives you virtual numbers — also called tracking numbers — that log calls in the software, connect call recordings to the correct customer and job accounts, and forward them to your chosen forwarding number. Set up your phone integration and messaging registration to get started.
Setup checklist
Port your existing advertised numbers into ServiceTitan or add new virtual phone numbers for tracking marketing campaigns.
Overview of ServiceTitan's Basic Phones
Get an overview of the Basic Phones feature to effectively utilize it for your business needs.
Configure your account to use ServiceTitan Phones effectively, including forwarding numbers and call recording settings.
Set up your default forwarding number
Define where ServiceTitan forwards your calls after logging them.
Edit and enable Emergency Phones Fallback
Ensure calls still reach your team if the ServiceTitan integration experiences an outage.
Call recording settings for Basic Phone Integration
Configure how ServiceTitan records and stores your inbound and outbound calls.
Register your business for SMS and MMS delivery
Required registration to send any text messages through ServiceTitan — reduces spam and increases reliability.
Included in your plan
Basic Phones is included in most ServiceTitan premium plans. In most cases, phone integration is included in your premium service — ask your ServiceTitan sales representative for details.
Once setup is complete
You can start tracking calls, monitoring recordings, booking jobs directly from incoming calls, and running SMS/MMS campaigns — all from within ServiceTitan.
Key workflows
Core workflows for using Phones in ServiceTitan.
Benefits
What Phones enables for your business.
Track your marketing campaigns, even before you answer the phone. You can attach tracking numbers to each of your marketing campaigns. The campaign links to a job, displaying the lead source for every booked job. This lets you see which campaigns are generating the most revenue, and where to best invest your marketing resources.
Use call recordings for training purposes or Customer Service Representative (CSR) performance evaluations. Since ServiceTitan is recording all incoming calls to your office, you're able to monitor and playback calls at any time.
Use customer information tied to phone numbers to create more personal relationships. Every time an existing customer calls in, CSRs see the customer's information on the screen. The CSR can immediately greet the customer by name and discuss the customer's recent jobs instantly.
Hold CSRs accountable for booking goals. Have real data on the number of incoming call leads and job bookings, which allows you to set booking goals and track CSR performance.
Place and receive calls
Master receiving and making calls with the ServiceTitan Basic Phones integration.
Use phones in ServiceTitan
Discover the most common Phones features in ServiceTitan.
Second Chance Leads
Enable Second Chance Leads to learn which unbooked calls are potential leads. For more, see Second Chance Leads.
Send messages through ServiceTitan
Maintain customer communication through ServiceTitan's chat feature. For more, see Customer Notifications.
Troubleshooting & FAQ
Quick solutions to common issues and answers to frequently asked questions.
Troubleshooting
Step-by-step guides to resolve the most common issues.
Phone Integration — FAQ
Check out the most frequently asked questions for Phones.
Business registration for messaging — FAQ
Check the most frequently asked questions for business registration and messaging.
