Pipe AI Lead Summaries into ServiceTitan, Housecall Pro, Jobber, and FieldPulse
If your crew lives in the FSM, every new conversation should land there—fast, deduped, and ready to schedule. Most shops leak leads in the handoff: someone picks up while driving, details get fuzzy, a note gets lost, and by the time ops sees it, the homeowner already booked elsewhere. For 1–10 person teams, closing that gap beats “more marketing” nine times out of ten.
Here’s the play: your receptionist (human or AI) captures the basics—name, phone, ZIP, service type, quick description, preferred window—creates a record on the first call, then updates that same record when the number calls back. Phone number is the anchor. That one habit turns dispatch from guesswork into glide path.
Good news: the major FSMs make this pretty straightforward.
ServiceTitan: Webhooks V2 support HMAC verification so you can trust the events you’re receiving and keep updates reliable. Spring ‘25 releases (ST-73/73.1/73.2) added more API surface, which is handy for keeping your “create then update” flow clean.
Housecall Pro: Public API is available on the MAX plan, which is the supported way to push clean leads into jobs without duct tape.
Jobber: Modern GraphQL API with clear docs, so mapping a simple “intake now, enrich later” loop stays maintainable.
FieldPulse: Open API access—request a key and you’re off to the races.
Operationally, keep it boring (that’s a compliment): treat phone as your primary dedupe key; append new details instead of cloning records; and log failures so a human can nudge the homeowner if anything hiccups. Your set rate will rise quietly because the notes are already where your team works.
Where we fit: our AI receptionist answers the spillover (or the whole front line if you want), captures the exact fields your FSM needs, and pushes a short summary straight into your system of record. No swivel-chairing. No sticky notes.
Want to talk integrations for your stack? hello@hvacreceptionistai.com