ServiceTitan
ServiceTitan Messaging That Works 24/7
Connect your field service operations with powerful messaging automation to boost customer satisfaction and operational efficiency across your entire contractor business.
Supercharge your customer communications
24/7 lead capture
Never miss another lead. AI responds instantly to inquiries while you sleep. Capture 300% more after-hours leads and let automation qualify prospects so your team focuses on closing deals.
Automated workflows
Save 15+ hours weekly. Smart automation sends review requests, membership renewals, and maintenance reminders based on job status. Boost engagement by 40% without lifting a finger.
Omnichannel messaging
SMS, WhatsApp, RCS, AI Voice. Respond in minutes, not hours. Increase satisfaction by 25% and first-call resolution by 35%.
Trusted by 1000+ brands on Microsoft Teams
From startups to the Fortune 500, Clerk Chat is the most compliant and intuitive way for your team to unlock conversational messaging.
Jeff GelwixPresident @ Sonic Drive-in
Clerk Chat is a beautifully built solution that is flexible, customizable, intuitive, and perfect for collaboration. We love the Clerk Chat platform, but what we love even more is how amazing and caring the team behind it is.
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Cruz M.Professional Independent Marketer
As a marketing professional, I had trouble communicating with my contractors because we used Slack and Teams, but they weren't always online. I spent months looking for a tool to help me send text messages or WhatsApp messages to them so they could log in to Zoom and Google Meets. Plus, Clerk Chat also allows me text my clients that I have on HubSpot CRM.
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Katrina BoganyPresident of Fab Finishes, Inc.
Clerk Chat is truly the missing piece of the puzzle with Teams! It makes Teams a complete communications solution, by adding the vitally important SMS texting functionality to the platform. In addition, Clerk Chat’s support is excellent.
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FAQ
Helpful answers
Find what you need quickly and clearly with our most frequently asked questions.
The integration syncs customer data bidirectionally between both platforms in real-time. When a new customer is created in ServiceTitan, their contact information automatically appears in Clerk Chat for messaging campaigns. Conversation history from Clerk Chat displays within ServiceTitan customer profiles, giving technicians complete communication context. The integration also triggers automated messages based on job status changes, appointment scheduling, and service completion events.
Initial setup takes approximately 30 minutes with our step-by-step integration wizard. You'll need admin access to both platforms, then simply authenticate the connection through our secure OAuth process. Once connected, you can configure which data syncs between systems, set up automated message triggers, and customize workflow rules. Our support team provides complimentary onboarding assistance to help optimize the integration for your specific business needs.
Yes, the integration enables powerful automation based on ServiceTitan events. Common automations include sending appointment confirmations when jobs are scheduled, dispatching technician arrival notifications with GPS tracking, requesting payment when invoices are generated, and triggering review requests 24 hours after job completion. You can customize message timing, content, and conditions to match your business processes perfectly.
Clerk Chat complements rather than replaces ServiceTitan Chat. While ServiceTitan Chat handles basic SMS within the platform, Clerk Chat adds AI-powered conversations, multi-channel messaging (WhatsApp, RCS, AI Voice), advanced automation workflows, and comprehensive analytics. Many contractors use ServiceTitan Chat for operational messages while leveraging Clerk Chat for marketing campaigns, lead nurturing, and automated customer service.
Contractors using the integrated solution report 40% reduction in missed leads through 24/7 AI response, 25% decrease in no-show rates via automated reminders, 3x increase in online reviews from automated requests, and 15+ hours saved weekly on manual communication tasks. The average contractor sees positive ROI within 60 days through improved lead capture alone, with additional gains from operational efficiency and customer satisfaction improvements.
