ServiceTitan workflow planning

Design the call-to-dispatch handoff before you promise an integration.

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.

Current status — July 12, 2026

Third-party booking and CRM availability is setup- and tenant-dependent. VantaWeb does not currently claim a verified native, certified, direct, or two-way ServiceTitan integration. Require an account-specific demonstration before purchase; a roadmap, manual handoff, webhook, or middleware concept is not a native integration.

What a safe first workflow looks like

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.

Capture

Define required fields such as caller name, callback number, service address, service category, urgency, and a concise problem description.

Handoff

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.

Dispatch

Keep job creation, technician assignment, pricing, and appointment confirmation with an authorized dispatcher unless an authenticated write path has passed end-to-end testing.

Acceptance test before go-live

  1. Agree on the exact fields Anna may collect and which fields she must not infer.
  2. Run routine, after-hours, emergency, existing-customer, and wrong-number scenarios.
  3. Verify that every handoff is delivered once, to the correct destination, with timestamps and caller consent handled appropriately.
  4. Confirm that Anna never promises an appointment or technician arrival window she cannot verify.
  5. Reconcile each test record against ServiceTitan and document who performs the final entry.
  6. Approve rollback, outage, and human-escalation procedures before forwarding the main number.

What would qualify as a real integration

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.

Scope your current workflow

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 Review integration status