Chat to Text integrationLast updated on 09/23/2022
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.
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:
Go to the navigation bar and click Settings . In the side panel, click Integrations > Marketing Integrations.
In the Chat to Text widget, click Configure. This opens the General Settings page.
Enter your company details in the General Settings step:
Create a new Widget Name.
Enter your Website Link and Phone Number.
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.
When you’re finished, click Save. This opens Message Customization.
Enter your Welcome and Confirmation Messages you want to send to customers.
When you’re finished, click Save. This opens the Design step.
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.
When you’re finished, click Submit.
To get your Chat to Text code, click Get Code, the Embed code page opens.
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>.
Click Copy Code to copy the code or Copy and Share to copy and send the code snippet via email.
Click Close to finalize the configuration.
Add a Chat to Text
Go to the navigation bar and click Settings . In the side panel, click Integrations > Marketing Integrations.
In the Chat to Text widget, click View. This opens the Chat to Text widgets page.
To add a new Chat to Text, click Add New. This opens the Configure Chat to Text page.
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
Go to the navigation bar and click Settings . In the side panel, click Integrations > Marketing Integrations.
In the Chat to Text widget, click View. This opens the Chat to Text widgets page.
To edit a Chat to Text, click Edit for the chat to text you want to edit. The Configure Chat to Text opens.
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:
Activate the widget.
In the Design step, click
.
.
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:
Go to the service company web page and open the Chat to Text.
In the Contact Information, enter your Name and Mobile Phone Number.
In the Message field, enter the information you want.
When you’re finished, click Send. Note: The text you entered in the widget appears on the ServiceTitan chat.
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.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.