CRM Integration
Connect EarlyBird AI with ServiceTitan
Home services teams route bookings, technician dispatches, and revenue opportunities from the phone straight into ServiceTitan.
Overview
EarlyBird acts like another seasoned CSR who never forgets the details. We capture everything your callers share, book jobs, and update ServiceTitan immediately so dispatch and ops see the same information your callers heard.
Technicians roll with context, marketing attribution stays intact, and managers get the reporting they trust—without middle-of-the-night data entry.
What syncs automatically
- Job creation with campaign attribution, priority, and urgency indicators.
- Customer and location updates when contact info changes mid-call.
- Automatic job tags for warranty work, membership calls, or VIP customers.
- Transcripts and call recordings linked to the job for technicians and QA.
- Follow-up tasks for unscheduled estimates or parts that need ordering.
Launch in minutes
- 1Connect your ServiceTitan account with EarlyBird using a technician-level API key.
- 2Choose the business units, tags, and campaigns we should use when logging activity.
- 3Configure job templates for common booking scenarios EarlyBird handles.
- 4Map outcome codes (booked, reschedule, parts check) to your reporting fields.
- 5Validate with a live call to confirm jobs appear with the right metadata.
Playbooks we recommend
- After-hours bookings land in the morning dispatch board with priority flags applied.
- Membership calls automatically tag the customer record and trigger renewal workflows.
- Voicemails about urgent issues create jobs with a 'needs immediate call back' task.