Capture
Define required fields such as caller name, callback number, service address, service category, urgency, and a concise problem description.
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ServiceTitan workflow planning
This page is a setup and evaluation guide for ServiceTitan teams considering VantaWeb for inbound call handling. It explains the information a dispatcher needs, the handoff options to evaluate, and the tests to run before go-live.
VantaWeb has no connection to ServiceTitan, Housecall Pro, Jobber or other field-service and CRM software. Anna captures the call details and emails them to your team, who enter the job. VantaWeb is pay per use: voice by the minute, texts by the segment and website chat by the message, with no plans and no overages. Anna can book to a Google Calendar you connect, or VantaWeb's built-in scheduling if you don't use a calendar app.
Start with a bounded receptionist workflow: answer the call, collect only the fields your dispatcher actually needs, apply your escalation rules, and deliver a reviewable intake record through an agreed channel. ServiceTitan remains the system of record, and a human dispatcher confirms any job or schedule change until a direct connection has been implemented and tested for your account.
Define required fields such as caller name, callback number, service address, service category, urgency, and a concise problem description.
Choose and document the available delivery channel during onboarding. Do not describe a dashboard, email, text, webhook, or API path as live until it has been demonstrated for your account.
Keep job creation, technician assignment, pricing, and appointment confirmation with an authorized dispatcher unless an authenticated write path has passed end-to-end testing.
A future direct integration should be described as live only after VantaWeb has the required ServiceTitan access, authenticated tenant-specific authorization, least-privilege scopes, idempotent writes, auditable failure handling, and an end-to-end test against a representative ServiceTitan environment. A roadmap item, manual handoff, generic webhook, or middleware concept is not the same as a native or certified integration.
When that evidence exists, this page should publish the supported objects and actions, required ServiceTitan edition or permissions, sync direction, latency, error behavior, security boundary, current version, and last verification date.
Bring your call script, escalation rules, required intake fields, and ServiceTitan operating process to a discovery call. VantaWeb will identify what can be demonstrated now, what remains manual, and what should stay out of scope.
Request a workflow review