Charlotte for ServiceTitan
Pro-tier integration. Inbound calls answered by Charlotte; bookings flow into ServiceTitan automatically.
OAuth callback: /oauth/servicetitan/callback
Charlotte for ServiceTitan-using HVAC, plumbing, and electrical operators. ServiceTitan integration ships at Charlotte's Pro tier and rolls out in Phase 4 — the partner agreement gates the Pro card's visibility in production marketing surfaces (NEXT_PUBLIC_PRO_TIER_ENABLED). Charlotte books non-emergency appointments directly into ServiceTitan with caller, address, requested window, and structured notes; emergency calls warm-transfer to the operator. Operators on Standard tier upgrade to Pro to unlock ServiceTitan; the upgrade is a one-click toggle in the admin portal.
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What the integration syncs
Booking sync (new-job creation)
Pro-tier: routine appointments book directly into ServiceTitan as new jobs with the caller's name, phone, address, requested window, and structured notes. Dispatcher view reflects the new job within seconds of call-end.
Customer + location sync
Caller phone match attaches new jobs to existing ServiceTitan customers and locations. New numbers create a customer + location record with the call's structured address, contact, and opt-in fields.
Job-tag passthrough
ServiceTitan's job-tag system (urgency, warranty, membership) populates from Charlotte's classifier output. Emergency-classified calls carry a configurable tag so ServiceTitan dispatch can filter the day's urgency view at a glance.
Invoice + review handoff
Completed-job events from ServiceTitan trigger Charlotte's review-request SMS the next morning. The invoice itself stays in ServiceTitan — Charlotte never touches the billing surface.
Where Charlotte deliberately stops short
Stating limitations out loud is how Charlotte earns credibility on the capability claims that matter — operators have heard enough “does everything” pitches.
Pro-tier gated — requires the Standard ➝ Pro upgrade
ServiceTitan integration is a Pro-tier feature. Operators on Basic or Standard see the integration listed but locked; contact us to upgrade to Pro (prorated through Stripe; self-serve upgrades are on the way) and the connection flow unlocks. The Pro tier itself is feature-flagged in production behind NEXT_PUBLIC_PRO_TIER_ENABLED while the partner agreement finalizes.
Phase-4 rollout schedule applies
ServiceTitan integration is part of Charlotte's Phase-4 CRM rollout per the implementation plan. Pilot operators get the integration when their tenant moves into the Phase-4 cohort; the rest of the operator base gets it on the published roadmap timeline (admin portal surfaces the current cohort).
Questions operators ask before they connect
Q1Why is ServiceTitan a Pro-tier feature instead of every tier?
ServiceTitan's API surface, partner-program requirements, and per-tenant complexity carry higher per-account engineering cost than Jobber or Housecall Pro. Charlotte's Pro tier carries that cost transparently — the $399-a-month price reflects the deeper integration work plus advanced features (review-request SMS, seasonal-reminder cron) operators at that scale need. Operators on Standard can move up to Pro at any time — contact us and the change is prorated through Stripe (self-serve upgrades from the admin portal are on the way).
Q2How does the ServiceTitan connection work?
Charlotte uses ServiceTitan's partner API (OAuth-style with longer-lived tokens than Jobber). The Pro-tier signup flow walks the operator through ServiceTitan's partner-authorization screen; Charlotte's app appears in ServiceTitan's connected-apps view post-handshake. Tokens are stored encrypted at rest and refreshed on ServiceTitan's standard schedule. Disconnection from either side revokes immediately.
Q3Will Charlotte respect my ServiceTitan dispatch board's existing rules?
Yes. Charlotte books into the dispatch surface honoring whatever assignment + capacity rules the operator has configured in ServiceTitan. Charlotte does not run separate overbooking logic on top of ServiceTitan's; if ServiceTitan accepts the booking, Charlotte books it. If ServiceTitan rejects (e.g. window already at capacity), the call falls back to a structured note and the operator is paged for manual triage.
Q4What about ServiceTitan's custom-field surface — does Charlotte sync those?
Charlotte syncs the most common ServiceTitan fields out of the box (customer, location, job type, tags, notes, requested window). Tenant-specific custom fields beyond that set are mapped manually during Pro-tier onboarding; the founder handles the mapping on the first Pro-tier connection per tenant. Expanded auto-mapping is on the Pro-tier roadmap.
Q5Is the Phase-4 rollout a hard wait, or can I be in the early cohort?
Pilot operators paying for Pro can opt into the early-cohort wait list via the admin portal. The early cohort is capped by the founder's bandwidth to support per-tenant custom-field mapping; cohort size is announced on the operator help center. Operators who don't make the early cohort are queued chronologically and get the integration as soon as the next cohort opens.
How Charlotte sits vs other AI-receptionist vendors for ServiceTitan
Each callout below cites the competitor’s own product page — we don’t fabricate pricing or feature claims we can’t source. Verify the current state on their pages before deciding.
Charlotte vs Rosie
Rosie operates in adjacent vertical territory. For ServiceTitan-using operators specifically, compare each vendor's ServiceTitan partner-program status, the integration depth surface (which fields sync, which don't), and the per-tier pricing both vendors publish on their own pages.
Charlotte vs RingCentral AI Receptionist
RingCentral's AI Receptionist runs as part of their PBX bundle. The Charlotte-vs-RingCentral tradeoff for ServiceTitan operators: RingCentral assumes you'll also pay for the RingCentral PBX; Charlotte ships standalone. Compare each vendor's ServiceTitan compatibility and pricing on their own product surfaces.
Plans that include ServiceTitan
The ServiceTitan integration is a Pro-tier feature ($399/mo). Operators on Basic or Standard see the integration listed but locked; contact us to move up to Pro — prorated through Stripe, with self-serve upgrades on the way — and the connection flow unlocks. See full pricing for tier comparison.