PhoneTapPhoneTap
    For ServiceTitan owners and GMs

    ServiceTitan won't tell your CSR a new lead came in. PhoneTap will.

    ServiceTitan's Leads inbox has no alert. PhoneTap pairs every recovery lead with a ServiceTitan Task — the one place your CSR already gets red-dot notifications. They see it, accept it, work it.

    Red-dot alerts in ServiceTitanText, email, and pop-up optionsTime-to-accept trackingNo PhoneTap login requiredVerified setup

    The problem with ServiceTitan Leads.

    A new lead lands in the ServiceTitan Leads inbox and… nothing happens. No badge, no ping, no email. Your CSR has no idea it's there. The opportunity sits and cools while the customer goes shopping.

    "If a new lead comes in, there's no alert for you to know about it as a person in ServiceTitan, which is stupid."

    — Every ServiceTitan user, eventually

    How PhoneTap closes the alert gap.

    We don't replace ServiceTitan. We use the one piece of it that already alerts your team.

    1
    PhoneTap creates a Task alongside every Lead.

    ServiceTitan's Task management does have alerts — the red dot in the nav, the 99+ badge, plus optional text, email, and pop-ups. We use it.

    2
    Your CSR sees the alert in ServiceTitan.

    They click in, read PhoneTap's instructions inside the task, and work the lead — no app-switching, no missed inbox.

    3
    They mark it Completed → Lead Accepted.

    Status round-trips back to PhoneTap. The task turns green. Recovered revenue gets attributed to the right CSR.

    Channels your CSR can be alerted on
    In-app red dot
    Text message
    Email
    Pop-up notification

    Time-to-accept is the metric that predicts recovery.

    PhoneTap measures the gap from lead sent to lead accepted. The longer it sits, the colder the lead. Your daily report shows you exactly who's responsive — and who's lagging.

    "If it took her two hours to accept it, on average they're not going to recover these leads."

    L
    Lindsay
    4 min
    M
    Marcus
    12 min
    S
    Sara
    1h 47m
    J
    Jordan
    Not accepted

    Your CSR never has to log into PhoneTap.

    They live in ServiceTitan all day. They keep living in ServiceTitan. Notifications, tasks, leads, dismissed reasons — all surfaced where they already work. PhoneTap is there for managers and owners who want the deeper view.

    Setup that proves itself before you turn it on.

    PhoneTap fires a real test task into ServiceTitan and confirms the alert was delivered. Only then can you enable it.

    1
    Pick the task type, source, and assignee

    Tell PhoneTap who should own these tasks and how they should be tagged.

    2
    Send a test task

    PhoneTap fires a real task into ServiceTitan and confirms the alert was delivered.

    3
    Enable

    You'll never accidentally turn it on and find out later it wasn't notifying anyone.

    Stop letting recovery leads sit in silence.

    Book a demo and see how PhoneTap puts every lead in front of your CSR — in the place they're already looking.