Phantom Desk AI + ServiceTitan
Every inbound HVAC, plumbing, or electrical call lands as a fully-populated ServiceTitan job — customer record, service address, urgency, and full transcript — within 30 seconds of call completion. The dispatcher sees the job. The technician gets the SMS. No one re-types anything.
Book a 20-minute demo to see the ServiceTitan integration live.What syncs
Data direction: Phantom Desk AI → ServiceTitan. Every event below fires within 30 seconds of call completion.
| Phantom Desk AI | ServiceTitan |
|---|---|
| Inbound call | → ServiceTitan job created with customer record + address + transcript |
| Caller phone number | → Matched to existing ServiceTitan customer record (or new one created) |
| Service address captured | → Written to job site address field |
| Urgency triage (emergency vs. routine) | → Mapped to ServiceTitan job priority + business unit |
| AI call summary + transcript | → Attached as job note |
| Dispatch decision | → Dispatch SMS sent to assigned technician with address + problem |
Best for
HVAC, plumbing, and electrical contractors running ServiceTitan as their dispatch and CRM system — single-shop operators through multi-location enterprises.
Setup
- 01Connect ServiceTitan API credentials in onboarding (included in setup).
- 02Phantom Desk AI maps fields — business units, job types, priority levels — to your existing pipeline.
- 03Place a test call to verify the round-trip from inbound call → ServiceTitan job → dispatch SMS.
Frequently asked
How does Phantom Desk AI create a job in ServiceTitan?
Within 30 seconds of call completion, Phantom Desk AI writes a new job into ServiceTitan with the customer record, service address, problem description, urgency level, and the full call transcript attached as a note.
Will it work with my existing ServiceTitan dispatch board?
Yes. Jobs land on your existing dispatch board with the business unit, job type, and priority you map during onboarding. Emergency calls are flagged so dispatchers see them immediately.
Does Phantom Desk AI send dispatch SMS through ServiceTitan?
Phantom Desk AI sends a dispatch SMS to the assigned technician with the address, customer name, and problem summary. The SMS event is logged back to the ServiceTitan job record for full audit history.
What about repeat customers?
Phantom Desk AI looks up the inbound caller's phone number against your ServiceTitan customer database and links the new job to the existing customer record so equipment history and prior tickets stay attached.
How long does the integration take to set up?
ServiceTitan integration is included in the standard onboarding. API credentials are connected during the first onboarding call and field mapping is verified with a test call before go-live — typically under 30 minutes.
See it write into ServiceTitan live.
Book a 20-minute demo to see the ServiceTitan integration live.
Book a Discovery Call