---
title: "Assistants who work in ServiceTitan"
description: "Dedicated assistants who work inside ServiceTitan every day: setup support, daily admin, data hygiene, reporting and customer communications. Get in touch."
url: https://assistbpo.com/software/servicetitan/
updated: 2026-09-20
publisher: AssistBPO (SS Support Network LLC)
language: en-US
---

# Assistants who work in ServiceTitan

AssistBPO's ServiceTitan virtual assistant is an employed office assistant who works inside your own tenant. Booking calls, managing the dispatch board, following up unsold estimates, keeping memberships renewed and invoices out the door.

- Field service management
- Your account, your data

[Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Your account, your technicians, your pricebook. We supply the person, a trained backup and a team lead, in your business hours.

In short

- Calls booked into the right job type and business unit every time
- Dispatch board kept tight and unsold estimates chased daily
- Named assistant, a trained backup and a team lead scoring calls monthly

ServiceTitan

Field service management by ServiceTitan, Inc. · US, UK, CA, AU

ServiceTitan is a product of ServiceTitan, Inc. The name and mark identify the software we work in; AssistBPO claims no partner, reseller or certification status unless held.

Updated September 2026 · Reviewed by [Issabela Masters](https://assistbpo.com/team/issabela-masters/)

## Why do ServiceTitan users need a virtual assistant?

ServiceTitan shows a contractor exactly where the money is leaking, and it is almost never in the field. It is the call that rang out at 4:40pm, the estimate presented on Tuesday that nobody followed up, the membership that lapsed in March, the invoice sitting unsent because the technician's notes were thin. Owners know this. They also have twelve trucks to keep moving and cannot sit on the follow-up list. An assistant can. They work the dispatch board through the day, book and confirm, chase every unsold estimate on your schedule, renew memberships before they expire and get invoices out the same day the job closes, so the system finally reports a business that is running the way it looks on paper.

## What can a virtual assistant do inside ServiceTitan?

**Call booking**
: Takes inbound calls in your company name, books into the correct job type, business unit and campaign, captures the full address and equipment detail and sets customer expectations.

**Dispatch board**
: Keeps the board current through the day: assigns, moves and re-times jobs as technicians run long, and calls customers before they wonder where the truck is.

**Estimates and follow-up**
: Works the unsold estimate list on your cadence, answers questions, books the return visit and records the reason whenever a customer declines.

**Memberships**
: Tracks renewals and expiring plans, schedules the recurring service visits attached to each membership and calls members who have not booked their due visit.

**Invoicing and payments**
: Turns completed jobs into invoices the same day, chases the technician notes needed to bill correctly and follows up open balances with the options you approve.

**Customer and location records**
: Keeps customers, locations, equipment and service history accurate, merges duplicates and fixes the addresses that route technicians to the wrong side of town.

**Purchase orders and job costing**
: Raises purchase orders against jobs, chases supplier confirmations and closes out the costing so the job profitability report tells the truth.

**Reporting and campaigns**
: Pulls booking rate, conversion, average ticket and campaign performance each week, with a note on which source is producing work and which is not.

## Integrations we handle

- ServiceTitan and [QuickBooks Online](https://assistbpo.com/software/quickbooks-online/)
Invoices, payments and purchase orders synced for your bookkeeper; sync errors and duplicate customers cleared before month end.
- ServiceTitan and Google Local Services Ads
Ad leads booked fast, marked with the right campaign, and disputed when a lead is clearly out of area or not a service call.
- ServiceTitan and Podium
Review requests sent after a completed job and responses drafted for approval, with unhappy customers escalated to you first.
- ServiceTitan and [Slack](https://assistbpo.com/software/slack/)
Emergency calls, callbacks and dispatch conflicts posted to your operations channel with the job link and what was already tried.
- ServiceTitan and [Zapier](https://assistbpo.com/software/zapier/)
Web form and marketplace leads created as booking tasks with the source attached; zap errors reviewed each morning before the phones get busy.

## Which ServiceTitan admin tasks can you delegate?

- Answer and book inbound service calls
- Keep the dispatch board current through the day
- Call customers with arrival windows and delays
- Confirm tomorrow's jobs and fill cancellations
- Follow up every unsold estimate on your cadence
- Schedule membership and recurring service visits
- Chase memberships approaching expiry
- Create and send invoices for completed jobs
- Chase technician notes needed to bill correctly
- Follow up open balances politely
- Raise purchase orders and chase supplier confirmations
- Send the weekly booking rate and conversion report

## Roles that work in ServiceTitan

Front desk & phones
### Dispatcher

Dedicated dispatcher - Fast, calm decision-making under a live board
- Geographic sense and routing logic for your service area
- Clear radio-style communication with field staff and courteous calls with customers

Works in Hire a remote dispatcher

[Dispatcher](https://assistbpo.com/roles/dispatcher/)

Front desk & phones
### Receptionist

Dedicated receptionist - Clear, friendly speaking voice with an accent matched to your callers
- Calm handling of upset, confused or rushed callers
- Accurate message-taking: names, numbers, reason, urgency

Works in Hire a remote receptionist

[Receptionist](https://assistbpo.com/roles/receptionist/)

Sales & lead gen
### Appointment setter

Dedicated appointment setter - Confident, natural phone voice that does not sound like a script
- Fast, respectful objection handling
- Discipline on consent, calling hours and do-not-call rules

Works in Hire a remote appointment setter

[Appointment setter](https://assistbpo.com/roles/appointment-setter/)

## Services delivered in ServiceTitan

- [Dispatch services for small business](https://assistbpo.com/services/dispatch-desk/)
- [Phone answering service for small business](https://assistbpo.com/services/phone-answering/)
- [After hours answering service](https://assistbpo.com/services/after-hours-answering/)
- [Sales follow up services](https://assistbpo.com/services/sales-follow-up/)

## Other field service management tools we work in

- [Housecall Pro](https://assistbpo.com/software/housecall-pro/)
- [Jobber](https://assistbpo.com/software/jobber/)
- [All tools](https://assistbpo.com/software/)

## Frequently asked questions

### What does a ServiceTitan virtual assistant do day to day?

They start on the board: today's jobs, technician capacity, anything already running behind, with customers called before they have to ring you. Between calls they book new work into the right job type and business unit, confirm tomorrow and backfill cancellations. Afternoons are follow-up and money: unsold estimates worked on your cadence, memberships due for renewal, invoices raised from jobs closed today, open balances chased. The end-of-day report lists calls taken and booked, jobs moved, estimates followed up, invoices sent and anything that needs the owner.

### Do you have ServiceTitan certified assistants?

We train home services assistants on ServiceTitan before they join a client tenant: call booking, the dispatch board, job types and business units, estimates and follow-up, memberships, invoicing, purchase orders and the standard reports. That training is internal to AssistBPO. We do not claim ServiceTitan vendor certification for our staff, and AssistBPO holds no ServiceTitan partner, reseller or affiliate status. The product name identifies the software you use. At match stage we will tell you which trades the proposed assistant has booked for and let you hear a recorded call.

### How much does a ServiceTitan virtual assistant cost?

Plans depend on hours, desks and coverage. Get a staffing plan within 1 business day. A dedicated office assistant is priced per person for a monthly block of hours in your time zone, not per call or per booking, so a heat wave week does not change the bill. Your ServiceTitan subscription and technician seats stay on your own account and are billed by the vendor directly. Most contractors start with one assistant on booking and dispatch support, then add estimate follow-up once the phones are covered.

### Can the assistant dispatch technicians?

They manage the board within the rules you set: assigning by skill, zone and capacity, re-timing when a job runs long, and calling customers about arrival windows. What they do not do is override your dispatcher on priority calls or commit a technician to overtime without approval. Most contractors give the assistant full control of routine calls and route emergency and after-hours decisions to a named manager. The team lead reviews dispatch decisions weekly so the boundary stays clear as volume grows.

### How is outbound follow-up handled compliantly?

Estimate follow-up, membership renewals and reminder calls all run with lawful consent and do-not-call scrubbing. These are existing customers with a service relationship, which is the cleanest ground to stand on, and the assistant still checks internal do-not-call records, respects calling windows in the customer's state or province and records an opt-out immediately. Marketing calls to purchased lists of homeowners who have never used you are not something we will do, whatever the list broker claims about consent.

### How do we give the assistant access safely?

Create a user in your own ServiceTitan account with a role matched to the job: call booking, dispatch, customers, estimates and invoicing, with pricebook edits, payroll and settings excluded unless you want them included. They sign in from a managed company device with multi-factor authentication and never a shared login. Activity is recorded against their name on jobs and invoices, so a weekly audit takes minutes. The user can be deactivated in seconds whenever you choose.

Next step

## Your desk, staffed. Wherever you are.

Tell us what is overloaded. A named person replies within 1 business day with a staffing plan, and we propose your assistant within 72 hours.

[Get a staffing plan](https://assistbpo.com/get-a-staffing-plan/) [Book a 20-minute call](https://assistbpo.com/book-a-call/) Or call [+1-657-777-0006](tel:+16577770006) during US, UK or Australian business hours, or [hear our demo receptionist](https://assistbpo.com/demo-line/).

- A named assistant proposed within 72 hours
- Employed, screened and managed staff, never freelancers
- Your hours, your tools, your data

---

Source: https://assistbpo.com/software/servicetitan/ · Contact: https://assistbpo.com/contact/ · Full site map for agents: https://assistbpo.com/llms.txt