ServiceTitan Setup

    Create your PhoneTap Call Reasons in ServiceTitan

    To enable Call Type Sync, your ServiceTitan admin needs to create the 43 call reasons below. Use the copy button next to each reason and paste it into ServiceTitan exactly as shown. The walkthrough below shows you where to do it.

    Heads up — this step has to be done manually. ServiceTitan does not currently expose an API for creating call reasons, so we can't provision these for you remotely. The good news: with the walkthrough video and the copy buttons below, it usually takes about 15 minutes.

    Step-by-step walkthrough

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    Call Reasons (43)

    ServiceTitan ReasonIs Lead?Copy
    Price Shopping
    Yes
    Scheduling Conflict
    Yes
    Competitor Selected
    Yes
    Decision Maker Pending
    Yes
    Improper Call Handling
    Yes
    Booking Not Completed
    Yes
    Answering Service
    Yes
    AI Voice Agent
    Yes
    Consultation Needed
    Yes
    Left Message
    Yes
    Callback Pending
    Yes
    Appointment Check
    No
    Reschedule
    No
    Cancellation
    No
    Billing Question
    No
    Service Issue Followup
    No
    Open Estimate Question
    No
    Membership Inquiry
    No
    Parts Retail Order
    No
    Happy Call
    No
    Out of Service Area
    No
    Service Not Offered
    No
    Home Warranty Restriction
    No
    Commercial Lead
    No
    Spam or Automated
    No
    Wrong Number
    No
    Employment Inquiry
    No
    Business B2B
    No
    Internal or Ops
    No
    Resolved on Call
    No
    Transferred Successfully
    No
    Information Provided
    No
    Referred Out
    No
    Ring No Answer
    Yes
    After Hours
    Yes
    Queue Abandoned
    Yes
    System Issue
    No
    No Recording
    No
    Callback Abandoned
    Yes
    Voicemail Left
    Yes
    Voicemail Full
    Yes
    Call Dropped
    No
    Hang Up
    No

    Reply to the email that brought you here once all 43 reasons are created — we'll turn on Call Type Sync within one business day.