SERVICETITAN INTEGRATION

ServiceTitan integration: new homeowners handed to your team.

ServiceTitan shops already have a booking team, dispatch, and a process. We feed that process booked homeowners from ads and project pages without asking anyone to work outside it.

CRM + field service
Works with, not a partnership

Show me where I’m losing jobsFree 2-minute assessment · No pitch, no obligation

BlueSmith + ServiceTitan

At a glance

What it is: ServiceTitan is field service software built for larger trade companies, often HVAC, plumbing, and electrical, with call booking, dispatch, technician workflows, and company-wide reporting.
Fits when: Established HVAC, plumbing, and electrical companies with a call center or office booking team.
Shops selling replacements and installs alongside service calls.
Owners who want marketing judged on sold jobs, not on how often the phone rang.
What connects: Homeowner and job details
The time they asked for
Marketing source
Sold and unsold outcomes
Limits: Outside connections depend on the access ServiceTitan approves for your account. We don’t control that, and we confirm it before promising a direct link.
We don’t change your dispatch rules, pricebook, memberships, or technician workflows.
Where a field can’t be passed in automatically, sources get matched in the monthly review instead of in real time.
Relationship: BlueSmith works with ServiceTitan. It is not a partner, reseller, or certified provider.

WHAT SERVICETITAN IS FOR

Keep ServiceTitan. Feed it better jobs.

ServiceTitan is field service software built for larger trade companies, often HVAC, plumbing, and electrical, with call booking, dispatch, technician workflows, and company-wide reporting.

This setup fits when

Established HVAC, plumbing, and electrical companies with a call center or office booking team.
Shops selling replacements and installs alongside service calls.
Owners who want marketing judged on sold jobs, not on how often the phone rang.

WHAT CONNECTS

What moves between the system and ServiceTitan.

Homeowner and job details

Contact info, address, equipment or project type, and qualifying answers, laid out the way your customer service reps book.

The time they asked for

The window a homeowner requested, so dispatch confirms it against real capacity instead of starting the conversation over.

Marketing source

Which ad or page produced the booking, matched to however your office already tracks where jobs come from.

Sold and unsold outcomes

Results from your system brought into the monthly review, so campaigns are judged on sold work rather than call volume.

HOW WE SET IT UP

In order. Tested before launch.

01
Learn your booking flow
We sit with your office lead to see how reps book, how dispatch assigns, and what a new job needs before it can be scheduled.
02
Confirm outside access
ServiceTitan controls which outside tools can connect. We check what your account allows before designing the handoff.
03
Build the handoff
A direct record where access allows, or a structured alert to your booking team where it doesn’t.
04
Reconcile each month
Booked and sold jobs compared with what each campaign spent, using the outcomes your team records.

Honest limits

Outside connections depend on the access ServiceTitan approves for your account. We don’t control that, and we confirm it before promising a direct link.
We don’t change your dispatch rules, pricebook, memberships, or technician workflows.
Where a field can’t be passed in automatically, sources get matched in the monthly review instead of in real time.

ServiceTitan is a trademark of its owner. BlueSmith is not affiliated with or endorsed by it.

WHERE IT FITS

One piece of the whole engine.

Attention × Offer × Sales × System. The tools you already use stay; the acquisition system feeds them.

AttentionAds homeowners stop for

OfferPages that make them want to book

SalesBooking and follow-up that holds

SystemTracking that improves it monthly

KEEP GOING

Everything connected to this page.

STRAIGHT ANSWERS

Questions we hear.

Can you create records directly in ServiceTitan?

Sometimes. It depends on the access ServiceTitan approves for your account. When direct access isn’t available, we send structured booking alerts your team enters in their normal flow.

Will this disrupt my customer service reps?

It shouldn’t. We build the handoff around how they already book, and they see the homeowner’s answers before they call back.

Do you manage ServiceTitan for us?

No. Your team runs ServiceTitan. We run the ads, pages, and follow-up that bring new homeowners to it.

Is ServiceTitan right for a smaller crew?

That’s a software decision, and our comparison pages cover fit by company size. Whatever you choose, we connect the acquisition side to it.

Keep your tools. Fill your calendar.

Seven questions. Two minutes. See the one part of your engine holding your projects back.