Playbooks
Plain-English answers to the questions home-services teams actually search: AI answering that books into ServiceTitan, after-hours calls, aging reports, expired cards, and compliance. Real workflows, real numbers, no jargon.
An AI CSR (customer service representative) for home services is a voice, SMS, and web chat agent that answers inbound calls the way a trained CSR would. It identifies the caller, understands the problem, books the job into the shop's system of record (for ServiceTitan shops, into ServiceTitan itself, against live capacity), and writes the outcome back. It is not an IVR, a chatbot, or an answering service.
Read postJudge an AI receptionist for a ServiceTitan shop on twelve questions in four areas: whether it reads live ServiceTitan data and books the job itself, how it handles emergencies, handoffs, and pricing rules, how it defines booking rate, and what the pricing model leaves off the page. If a vendor cannot show a job land in a live ServiceTitan account or cannot define booking rate, keep looking.
Read postAn after-hours HVAC or plumbing call is the highest-intent call you get, and the one most likely to hit voicemail and go to the next company. Run your own missed-call math, then hold any answering service to one test: does it book the job into ServiceTitan itself? In production, 478 of 1,201 jobs booked came from after-hours calls.
Read postPull the expired-card and failed-payment lists in ServiceTitan every week, sort by membership value and how long the card has been expired, then text, email, and finally call with a plain reason and a way to update the card. Take the new card by keypad so it never reaches a transcript or log, and write the card update, membership status, and notes back to ServiceTitan.
Read postA real AI receptionist for ServiceTitan reads your live data during the call and books the job into ServiceTitan itself, with the right customer, job type, and capacity slot, then writes notes and outcomes back. If it only pushes a message into an inbox for a human to re-handle, it is an answering machine, not a front desk. In production, this approach handled 8,712 calls and booked 1,201 jobs at a 67.2 percent adjusted booking rate.
Read postAI receptionists are priced per-minute, per-seat, or flat monthly, and the sticker often hides onboarding fees, platform fees, and overage charges. FrontDeskPro starts at $1,000 per month per brand with no onboarding fee, no platform fee, and no per-minute fee in the base model. The real comparison is the cost of missed calls: in production, nearly 40 percent of booked jobs came from after-hours calls, so a few booked after-hours jobs typically cover the month.
Read postTo reduce DSO in a ServiceTitan shop, work the aging report weekly instead of monthly, call on every overdue balance including the small ones, give customers a way to pay on the spot, and write each outcome back to ServiceTitan. Centralizing that work is what pulls DSO down across a portfolio.
Read postTreat your ServiceTitan aging report as a weekly work queue, not just a finance report. Nudge current-to-30 balances before they slip, get a firm commitment at 30 to 60, escalate and document at 60 to 90, and recover what you can past 90 before it gets written off. Write every result back to ServiceTitan.
Read postYes, as long as the card never reaches the AI. With card-over-voice, the recording pauses, the customer types their card on their phone keypad, and the digits are tokenized and passed straight to your ServiceTitan payment gateway. The number never enters speech-to-text, the model, transcripts, or logs, which is what keeps it PCI compliant.
Read postOutbound calls get flagged as spam when one unfamiliar number dials a whole region at high volume. The fix is local-presence dialing, placing each call from a number in the customer's own area code, plus proper STIR/SHAKEN attestation so carriers trust your caller ID. Match the area code, keep volume reasonable, and answer rates recover.
Read postYes, when the AI is built for the trade and books straight into your scheduling. Across a ServiceTitan home-services portfolio, an AI front desk handled 8,712 calls and booked 1,201 jobs, including 478 after-hours bookings that would otherwise have gone to voicemail. Judge an AI receptionist by its booking rate, not its promises.
Read postLooking for the product pages instead? Start with the AI answering service for ServiceTitan, FrontDeskCollect for AR, or the nine-month case study.
