ServiceTitan Integration

Every Call Becomes a Structured HandoffFor ServiceTitan Workflows

KaiCalls captures HVAC, plumbing, and home-service calls in a structured format your ServiceTitan workflow can use. The AI gathers caller information, service type, urgency, address, notes, and preferred next step so dispatchers are not decoding a raw transcript after the call.

24/7
Call Coverage
Qualified callers can reach an intake flow even when the office is closed.
0
Manual Entry
Dispatchers receive cleaner call details instead of rebuilding the intake from memory.
24/7
Availability
Capture emergency and routine service calls around the clock, even when the office is closed.
Technical Details

How KaiCalls Integrates WithServiceTitan

Use KaiCalls to collect cleaner call records, then route those records through a supported CRM, webhook, Zapier, SMS, or email handoff.

Structured Job Handoff

Workflow Ready

Captures qualified call details as a structured record that can move into your ServiceTitan workflow through supported handoff paths.

Calendar and Queue Context

Cleaner Dispatch

Collects preferred times, urgency, service type, and routing notes so dispatchers can place the job cleanly.

Customer Lookup

Full Context

Supports real-time customer lookup to identify existing memberships, service history, and past interactions before booking.

Call Recording Attachment

Complete Documentation

Call recordings, transcripts, and AI-generated summaries can be included in the post-call handoff record.

Business Unit Tagging

Smart Routing

Labels service requests by trade or job type so the handoff is easier for dispatchers to triage.

Emergency Dispatch

Priority Handling

Emergency calls can trigger owner, dispatcher, or on-call technician alerts while non-emergencies follow a normal booking path.

Built for Home Service Businesses

KaiCalls understands the unique needs of HVAC, plumbing, and electrical contractors.

Key Benefits

Structured call record for dispatch review
Trade and job-type labeling for HVAC, plumbing, and electrical calls
Preferred appointment windows captured from callers
Returning-caller context when available
Emergency alerts for urgent calls
Transcripts and summaries included in the handoff
Gate codes and service notes captured during intake

Information Collected Per Call

Customer name and contact info
Service address with gate codes
Phone number for technician callbacks
Detailed issue description
Equipment type and age
Residential or commercial designation

Intelligent Emergency Triage

KaiCalls asks urgency questions, separates emergency calls from routine requests, and routes each call toward the right alert, transfer, or follow-up path.

Emergency Call Recognition

AI asks about emergency signals such as no heat, no AC, flooding, or gas smells, then follows the priority routing rule you configure.

Technician Alert Path

Emergency calls can alert on-call technicians or dispatchers with the caller, issue, and location context.

Non-Emergency Scheduling

Routine calls collect preferred appointment windows, service type, address, and customer contact details.

On-Call Rotation Support

Supports owner-defined routing rules for after-hours emergency calls and follow-up alerts.

Frequently Asked Questions

What is the ServiceTitan integration for answering services?

KaiCalls captures a structured call record for ServiceTitan-centered teams. The handoff can include caller details, address, trade, urgency, preferred appointment window, transcript, and summary through supported CRM, webhook, Zapier, SMS, or email workflows.

Can an answering service book appointments?

Yes. KaiCalls can collect scheduling preferences, offer configured calendar availability when connected, and send the appointment details through a supported workflow. Dispatchers can then confirm or place the job using the system your team already trusts.

What information do you need for a service call?

KaiCalls collects everything your technicians need: customer name, service address, phone number, detailed issue description, equipment type and age, whether it's residential or commercial, any gate codes or access instructions, and preferred appointment times. For emergency calls,KaiCalls also captures urgency details (no heat, no AC, flooding) to help prioritize dispatch.

Never Miss Another Service Call

Home service teams use KaiCalls to capture after-hours callers, triage urgent issues, and send cleaner intake records into their follow-up workflow. Setup focuses on your intake script, routing rules, and preferred handoff path.

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Last updated: June 2026Author: Connor Gallic
    Integrations | KaiCalls