Playbooks
Plain-English answers to the questions home-services teams actually search. Real workflows, real numbers, no jargon.
To 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.
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