Overview
Add a campaign phone number to Trane Comfortsite or ASDealerNet so you can capture residential service leads and track marketing performance directly within your ServiceTitan reports. This ensures every call from your dealer locator profile is attributed and managed seamlessly.
Who uses this feature
Administrators and office employees
Primarily for Residential Service and Replacement business types
This feature is currently in closed beta and available for specific accounts. If you have any questions during the beta, please email traneleads@servicetitan.com.
Add a number to Trane Comfortsite
Go to www.comfortsite.com.
In the side panel, click Marketing Center.
On the Marketing Center screen that opens, click Marketing Advertising Express (Max).
On the Marketing Advertising Express (Max) screen that opens, click Dealer Location Information.
Scroll down to the Dealer Locator Profile Details section.
In the ServiceTitan Campaign Phone Number and Direct Phone Number fields, enter your phone number.
Note: You can find the Direct Phone Number field under the Dealer list.
When finished, click Update Profile.
Note: If you already have a number in MAX, you will continue to get leads to the original number that was stated until 11:31 pm EST. The Overnight synchronization period is 11:30 pm EST.
Add a number to ASDealerNet
Go to www.asdealernet.com.
In the side panel, click Marketing Center.
On the Marketing Center screen that opens, click Marketing Advertising Express (Max).
Note: The American Standard Dealer Rewards marketing center is coming soon.
On the Marketing Advertising Express (Max) screen that opens, click Dealer Location Information.
Scroll down to the Dealer Locator Profile Details section.
In the ServiceTitan Campaign Phone Number and Direct Phone Number fields, enter your phone number.
Note: You can find the Direct Phone Number field under the Dealer list.
When finished, click Update Profile.
Notify your local distributor that this change needs to be approved. The Overnight synchronization period is 11:30 pm EST.
Note: If you already have a number in MAX, you will continue to get leads to the original number that was stated until 11:31 pm EST.
Test the integration
Note: You can complete testing around 24 hours post-setup or the next business day.
Go to Trane.com or AmericanStandardAir.com.
For Trane dealer:
On the screen that opens, click Find a Local Dealer.
In the Find a dealer in your area field, enter your Postal or Zip code.
For American Standard dealer:
On the screen that opens, click Find a Local Dealer.
In the Find a dealer servicing your area field, enter your home ZIP code.
After you entered Postal or Zip codes:
Dial or click the phone number stated under Call now.
In ServiceTitan, go to the navigation bar and click Calls
.On the Booking screen that opens, click the incoming green call bubble.
Note: The top phone number or contact should be associated with the phone number that the caller (you) are dialing from. The Trane Phone Call Leads or American Standard Phone Call Leads marketing campaign should also be associated.
Track the performance
In ServiceTitan, go to the navigation bar and click Reports
.Select the Web Booking report.
Filter by Trane Phone Call Leads or American Standard Phone Call Leads campaign, and click Run Report.
For more, see Run, filter, and export reports.
Want to learn more?
See Call booking
See Reports