HVAC
Commercial no-heat call from a recurring customer.
Route location, equipment clue, urgency, and callback details for dispatch review.
Integrations
ServiceTitanFSM
Add an AI receptionist in front of ServiceTitan without moving your dispatch workflow.
Route qualified call records into ServiceTitan with caller name, phone, address, service type, urgency, source campaign, transcript, summary, and qualification score. NeverMiss.ai sits in front of your phone line; ServiceTitan stays the place your team dispatches, schedules, and invoices.
Short answer
How the ServiceTitan workflow works
NeverMiss.ai answers and qualifies inbound calls, then routes the structured lead record toward ServiceTitan so your team can keep using ServiceTitan for dispatch, scheduling, customer history, and revenue operations.
Workflow steps
The integration is designed around operational handoff, not just a generic notification.
1
Qualify the live caller
The agent captures caller identity, service line, address, urgency, and appointment intent while preserving the transcript.
2
Score and classify the lead
NeverMiss applies qualification scoring and separates emergencies, same-day jobs, estimates, and routine calls.
3
Route to the ServiceTitan workflow
The lead is mapped to the destination your team chooses: lead intake, customer notes, dispatch review, or middleware that creates the right object.
4
Keep attribution measurable
Campaign and call metadata travel with the record so recovered calls can be tied back to source and revenue.
Lead field mapping
These are the fields most contractors want routed after a qualified call. Final names are mapped to your account during onboarding.
| NeverMiss.ai field | ServiceTitan destination | Why it matters |
|---|---|---|
| Caller name, phone, email, and property address | Customer / location data | Supports customer lookup and location-level job context. |
| Trade, service type, urgency, preferred date, and preferred time window | Lead or job intake fields | Maps service category and urgency into dispatcher-readable fields. |
| Call summary, transcript, sentiment, and qualification score | Call notes / attachments | Keeps summary and transcript near the operational record. |
| Source campaign, landing page, tracking number, and call timestamp | Campaign / source fields | Needed for channel-to-revenue reporting. |
Trade examples
Same integration, different operational intent by trade and call type.
Plumbing
Sewer backup call from a paid search landing page.
Pass urgency, address, campaign source, and transcript into intake.
Roofing
Storm-damage call after a hail campaign.
Preserve campaign source and inspection notes for sales follow-up.
Electrical
Emergency outage call from a service area page.
Flag same-day urgency and attach property and safety details.
Setup notes
- Confirm whether NeverMiss should create a lead, append notes, trigger middleware, or notify dispatch first.
- Coordinate field names with the ServiceTitan admin who owns your lead source and campaign setup.
- Test attribution fields with sample calls before sending paid media traffic through the workflow.
FAQs
Does NeverMiss.ai require moving off ServiceTitan?
No. The point is to keep ServiceTitan as the system of record while NeverMiss.ai handles call answering and qualification.
Can emergency calls be handled differently?
Yes. Emergency and same-day calls can be tagged, scored higher, and sent through a faster notification route.
Can attribution reach ServiceTitan?
NeverMiss can carry source and campaign data in the lead payload. Exact field placement depends on your ServiceTitan configuration and routing path.
Want to map ServiceTitan before launch?
Bring your current call flow, fields, and destination rules. We will map where calls, transcripts, lead fields, and attribution should land before you change a single system.