Chat to Text integration

  • Updated on Mar 27, 2026
  • Published on Feb 27, 2026
  • 3 minute(s) read
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Overview

ServiceTitan’s Chat to Text web conversion tool integration can help improve communications with your customers. By using the Chat to Text web interface, your customers can ask questions and get answers to their issues directly on their mobile devices. This helps provide a positive user experience, which may increase job conversions by providing better job information to the customer in advance.

Who uses this feature

  • Marketing managers, business owners, and other marketers on your team

  • Applies to all business types

  • Applies to all trades

Feature configuration

  • Account configuration is required. Please contact Technical Support for details.

  • This feature is currently in beta and is subject to change.

Things to know

  • To use Chat to Text integration, connect to the Chat section in ServiceTitan.

  • Messages sent in by customers when using this feature appear in the Chat tab on the Call Booking screen.

Set up Chat to Text

To use the Chat to Text feature you need to set up the feature in ServiceTitan and activate it for your customers.

Chat to Text integration in ServiceTitan

To set up the Chat to Text in ServiceTitan:

  1. Go to the top toolbar and click Settings .

  2. In the side panel, click Integrations > Marketing Integrations.

  3. In the Chat to Text widget, click Configure. General Settings opens.
    Configuration options.

  4. Enter your company details in the General Settings step:

    1. Create a new Widget Name.

    2. Enter your Website Link and Phone Number.

    3. To edit the phone number, chat permissions, and autoresponder messages, click Chat Settings. The Chat settings screen opens. For more information on this, see Set up and enable chat and Set up Chat Autoresponder.

  5. When you’re finished, click Save. Message Customization opens.

  6. Enter your Welcome and Confirmation Messages you want to send to customers.
    Customize chat messages with welcome and confirmation text fields.

  7. When you’re finished, click Save. This opens the Design step.

  8. In the Design step, choose the widget’s Buttons Color, Primary Color, Header/Footer color, and Background Color by entering the hex (hexadecimal) code in these fields. To get the right codes for your colors, click How to get Hex code and follow the instructions.
    Design preview for a text message input form with various color options displayed.

  9. When you’re finished, click Submit.

  10. To get your Chat to Text code, click Get Code, the Embed code page opens.
    Congratulations message with a trophy icon and a button to get installation code.

  11. To install Chat to Text on your website, click Copy Code and go to your website. After you are on your website, open your website HTML page and paste this code at the end of your website <body>.

  12. Click Copy Code to copy the code or Copy and Share to copy and send the code snippet via email.
    Instructions for embedding chat code into a webpage's body section.

  13. Click Close to finalize the configuration.

Add a Chat to Text

  1. Go to the top toolbar and click Settings .

  2. In the side panel, click  Integrations > Marketing Integrations.

  3. In the Chat to Text widget, click View. This opens the Chat to Text widgets page.
    ServiceTitan Widgets section with a highlighted 'View' button for Chat to Text feature.

  4. To add a new Chat to Text, click Add New. This opens the Configure Chat to Text page.
    User interface showing chat options with an 'Add New' button highlighted.

    Note: You can only add as many widgets as your plan allows. To upgrade your plan, contact your CSM or ServiceTitan Sales.

Edit a Chat to Text

  1. Go to the top toolbar and click Settings .

  2. In the side panel, click  Integrations > Marketing Integrations.

  3. In the Chat to Text widget, click View. This opens the Chat to Text widgets page.

  4. To edit a Chat to Text, click Edit for the chat to text you want to edit. The Configure Chat to Text opens.
    User interface showing chat settings with an edit option and modification date.

    Note: You can activate and deactivate the widget using the toggle next to the Edit button.

Chat to Text integration for Homeowners

To check if the widget of Chat to Text is on your phone or desktop:

  1. Activate the widget.

  2. In the Design step, click .
    A form requesting user information for text communication, including name and message fields.

Chat to Text for Homeowners

Once you have the Chat to Text widget set up on your websites, your customers can start a chat with you:

  1. Go to the service company web page and open the Chat to Text. 

  2. In the Contact Information, enter your Name and Mobile Phone Number.

  3. In the Message field, enter the information you want.

  4. When you’re finished, click Send.

    Note: The text you entered in the widget appears on the ServiceTitan chat.

Input form for texting assistance, including name, phone number, and message fields.

Add alerts for Chat to Texts in ServiceTitan

For quick communication between your office employees and homeowners, you can add a Chat to Text alert in ServiceTitan. The employees can follow up and track the messages they receive and organize their replies in a short time. For more information on alerts, see Create Chat alerts and Use Alerts.

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