Integration · ServiceTitan
AI for ServiceTitan shops
Scout answers calls, books jobs, follows up on estimates, wins back past customers and collects open invoices for HVAC shops on ServiceTitan, all run from one chat. Your team keeps using ServiceTitan as today.
The problem
ServiceTitan holds the money. Who's working it?
Your estimates, invoices and past customers already live in ServiceTitan. When every CSR is on the phone, nobody follows up the quiet estimate, reminds the past customer or chases the open balance, and the next caller can end up in voicemail.
Scout fixes that.
Scout connects to ServiceTitan and works from the estimates, invoices and past customers already in it, and it answers the calls your CSRs can't get to.
Connected to ServiceTitan
What does Scout work from in ServiceTitan?
Calls answered and booked
When every CSR is already on a call, the next caller can end up in voicemail. Scout answers around the clock, at any call volume, books the job directly into ServiceTitan on that first call and reschedules it there when the customer calls back. It texts the customer the details, screens out sales calls and hands urgent calls to you during business hours.
Quiet estimates followed up
A replacement estimate can sit open long after the visit, with nobody following up. Scout finds estimates that went quiet and drafts a follow-up text from your shop.
How Scout follows up quotesRead the guide: How do I close more HVAC estimates?
Past customers won back
Your service history is full of people who already know your shop, and nobody reminds them. Scout finds customers who haven't booked in a while, drafts a text to bring them back and reports the jobs booked afterward. Scout's text campaigns go to the past customers and open estimates in ServiceTitan and, when booking is turned on, can book the customers who reply directly in ServiceTitan.
Open invoices paid
A finished job with an open balance is money already earned, still waiting. Scout texts a reminder that can include a secure link to pay, depending on your payment setup, and pay-link payments go into your own Stripe or Square account.
Your call
What you control
- Outreach waits for your approval. Before it goes out, you see who is included, who is left out and why.
- You choose who Scout reaches, what it says and when.
- Scout stops texting a person once they reply, book or pay.
FAQ
What do ServiceTitan shops ask about Scout?
Read the guide: The kinds of AI an HVAC shop can add, compared
Customer story: Breezy Air Services, on ServiceTitan
Is there an AI assistant for ServiceTitan shops?
Scout Chat is one chat for you and your team, by voice or text. CSRs update customers, add jobs and pull answers just by asking Scout, and it answers from your book with the source. When it doesn't know a number, it says "no record" instead of guessing, and techs can ask Scout to add parts to a job from a parts list dropped into the chat.
See what's sitting in your book.
We'll walk through how Scout gets jobs booked and invoices paid.
