SalesAsk + ServiceTitan
Each recorded visit lands on its ServiceTitan job with the summary, coaching score and next step already filled in. Connecting it takes under five minutes.
SOC 2Type IGDPRCompliant
ServiceTitanWhat syncs
Six things land on the job without anyone typing them.
It starts with the first visit a rep records.
- Visit summaryWhat happened at the kitchen table, attached to the job.
- Coaching scoreHow the visit scored against your own sales steps.
- Action itemsEvery promise the rep made, listed for them.
- Next stepThe follow-up that was agreed, set on the job.
- CRM notesWritten for the rep, so nobody retypes the visit.
- Deal stageMoved to match what the homeowner actually agreed to.
How it works
Three steps, and IT never hears about it.
Pick ServiceTitan
Choose it from the integrations menu and sign in with the credentials you already use. Under five minutes.
The rep records the visit
Summaries, action items, coaching scores and next steps sync to the job automatically.
Coach from either side
Read scorecards and trends in SalesAsk, or inside ServiceTitan. No switching between platforms.
Customer stories
What changed for one HVAC sales team.
“It has allowed us to develop our people faster, hold them accountable, and deliver a better experience for our customers.”
Read the storySetup guide
Step-by-step setup in our docs
Which credentials and scopes to create, what SalesAsk reads and writes, and how to connect it. Written for whoever sets it up on your side.
FAQ
Frequently asked questions
Yes. It is a deep integration, so recordings and coaching tie to your real jobs and revenue. Pick it from the integrations menu.
Connecting ServiceTitan takes under five minutes, with no API setup or developer. Most customers are fully live in under two hours.
Yes. Notes, deal stage, call activity and next steps are written back automatically.
No. SalesAsk runs on the rep's own phone. There is nothing to buy, charge or carry to a job.