PhoneTap reads:
• Call recordings and call metadata such as caller ID, duration, timestamp, and call direction
• Call type and existing disposition tags
• Customer records including name, address, and history
• Job and booking data associated with calls
• Agent information
PhoneTap never overwrites or deletes existing ServiceTitan data. It appends information alongside existing records, including:
• AI-generated call summaries added to job or customer notes
• Updated call tags and memo fields
• Active ServiceTitan account with API access enabled
• Admin-level access to authorize the integration
• Call recording enabled in ServiceTitan
• Recommended minimum of 100 inbound calls per month for meaningful analysis
PhoneTap follows a five-step process for every inbound call:
1. Connect securely to ServiceTitan
2. Retrieve recordings and metadata
3. Transcribe the audio using a third-party transcription provider
4. Analyze the transcript for call intent, booking outcome, sentiment, and opportunity value
5. Sync corrected classifications back into ServiceTitan
PhoneTap calculates estimated revenue at risk using your own ServiceTitan data:
1. Calls classified as unbooked are flagged as missed opportunities
2. The average new customer value is calculated from historical job and revenue data
3. Missed opportunities are multiplied by this value to estimate revenue at risk
Example: 23 unbooked calls × $1,200 average value = $27,600 estimated revenue at risk