Does SalesAsk work with ServiceTitan Dialers?

ServiceTitan Dialers sit on the dialer list in the SalesAsk integrations directory, alongside JustCall, Aircall, RingCentral, CallRail and GoHighLevel. Book a demo and we will confirm exactly how it is set up for your account.

What are ServiceTitan Dialers?

ServiceTitan sells Phones Pro, a cloud phone system fully integrated with ServiceTitan, and Contact Center Pro for larger CSR teams. Calls are connected to the job automatically, and the product includes real-time transcription and customer sentiment analysis.

Which ServiceTitan calls actually get recorded?

Recording has to be enabled at office level and on the contact center or department. Inbound calls need to route through your tracking numbers and outbound calls need Click-to-Call from a shared number. ServiceTitan also pauses recording on the payment screen so card details are not captured.

How is this different from the ServiceTitan integration page?

That page covers the field service side: the jobs, customers and records a rep's appointment attaches to. This page covers the phone side, Phones Pro and Contact Center Pro, and the conversations your CSRs handle.

What does SalesAsk produce from a recorded sales conversation?

A written summary, the action items and commitments made, a score against your own sales steps, the agreed next step and a drafted follow-up for the rep to send.

Does SalesAsk score reps against our own sales process?

Yes. Every conversation is graded against the sales steps you already teach, not a generic template, so the score means something to your team.

Can managers see the coaching without opening ServiceTitan?

Yes. Scores, talk ratio and step by step adherence live in the SalesAsk dashboard, so a manager can review a rep without opening ServiceTitan at all.

How do ServiceTitan call recordings reach SalesAsk?

Ask us on the demo. It depends on how your ServiceTitan office, departments and tracking numbers are configured, and we would rather walk you through the real setup than describe a generic one.

Is SalesAsk secure enough for our customer data?

SalesAsk is SOC 2 compliant. Recordings, transcripts and coaching scores are held under that program.

Can we see it running against our own sales process first?

Book a demo and we will walk you through SalesAsk and show you how it scores your reps against your own sales steps, so you can do your due diligence and make an informed decision.

ServiceTitan Dialers integration

SalesAsk + ServiceTitan Dialers integration

Phones Pro and Contact Center Pro are the phone system your CSRs answer on, wired into the same ServiceTitan account as your jobs. SalesAsk is the coaching layer that scores sales conversations against the sales steps you already teach. Here is what each side brings to a call coaching integration.

Integrations

Salesask works with who you work with.

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What SalesAsk produces from a sales conversation

ServiceTitan connects the call to the job. This is what SalesAsk writes about the conversation itself, and nobody types any of it.

Conversation summariesA written summary of what was actually said, not what somebody remembered afterwards.

Action itemsEvery commitment made in the conversation, pulled out and listed for the rep.

Coaching scoresHow the conversation scored against your own sales playbook, step by step.

Next stepsThe agreed next move, captured on the spot instead of remembered later.

Talk ratioHow much of the conversation the rep held, and how much the customer did.

Rep scorecardsSteps hit and steps missed, per rep, so trends show up over weeks and not quarters.

Drafted follow-upsA personalized follow-up drafted from the real conversation, ready for the rep to send.

How a ServiceTitan phone call becomes coaching

Coaching is the same three moves wherever the conversation happens: capture it, score it against your steps, then hand the rep something to work on. It is the same recording and scoring flow that powers team coaching everywhere else in SalesAsk.

Phones Pro already records and attaches the call

Phones Pro is a cloud phone system built into ServiceTitan, so inbound calls that route through your tracking numbers are recorded and connected to the job on the ServiceTitan side. Recording is switched on at office level and again on the contact center or department. That is the raw material any call coaching integration draws on. In the field, SalesAsk records from the phone the rep already carries.

Calls connected to the ServiceTitan job
Recording set at office and department level

SalesAsk recording in progress on an iPhone, showing the elapsed appointment time

Every conversation graded against your own steps

Steps hit and missed, talk ratio, patience and a score per rep. The conversation is graded against the sales playbook you already teach, not a generic template, so the number means something to your team.

Scored on your own sales steps
Rep by rep scorecards and trends

SalesAsk scorecard showing AI process steps completed, meeting score and talk ratio per rep

Coaching written before the next call starts

Coach Dean reads the conversation and writes the feedback. Managers get it in seconds instead of sitting through the recording, and the rep gets a summary, the action items and a drafted follow-up.

Feedback in seconds, not after a ridealong
Summary, action items and next steps written

Ask Coach Dean screen in SalesAsk showing coaching prompts for a sales deal

Who the ServiceTitan Dialers integration is for

SalesAsk is built for home builders, home services and home improvement companies. These are the teams who get the most out of pairing ServiceTitan's phone products with coaching.

CSR teams

CSRs and the call center

The booking rate on inbound calls is decided by the people answering them. Phones Pro connects the call to the job. Coaching is about what gets said while it is connected.

Owners and operators

One coaching standard across the call center and the field, instead of two different ideas of what good looks like.

Sales management

Sales managers

Rep by rep scorecards readable from the SalesAsk dashboard, instead of spot-checking recordings at random.

What ServiceTitan Dialers bring to the table

Taken from ServiceTitan's own product pages and help documentation.

A phone system built into ServiceTitan

ServiceTitan describes Phones Pro as a cloud-based phone offering fully integrated with ServiceTitan, so calls are connected to the job automatically instead of being reclassified afterwards. Contact Center Pro covers larger CSR teams.

Transcription, sentiment and second chances

Phones Pro includes real-time call transcription and customer sentiment analysis, and its Second Chance Leads feature flags unbooked calls that could still be saved with a quick follow-up.

Recording rules worth knowing

For a call to be recorded in ServiceTitan, recording has to be enabled at office level and on the contact center or department. Inbound calls need to route through tracking numbers, outbound calls need Click-to-Call from a shared number, and recording is paused on the payment screen so card details are not captured.

What is possible once ServiceTitan Dialers are connected

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Inbound booking calls coached to the same standard as field appointments.

Every conversation scored against the sales playbook you already teach.

Summaries, action items and next steps written instead of typed.

Managers stop spot-checking recordings and start reading scorecards.

Rep by rep scorecards show who is improving and which steps get missed.

Before you connect ServiceTitan Dialers

Most of the decision happens before you connect anything. On the ServiceTitan side it is worth checking where recording is switched on, because inbound calls have to route through tracking numbers and outbound calls have to use Click-to-Call from a shared number to be recorded at all.

This page covers the phone side. The ServiceTitan integration page covers the field service side, the jobs and customers a rep's appointment attaches to. The full integrations list shows every CRM, field service platform and dialer we connect to, and the comparison page sets SalesAsk against the other AI sales coaching tools buyers usually look at. There is a page on what coaching looks like in HVAC, plumbing or home services too. When you are ready to see it running against your own sales process, book a demo.