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Workflow replacementMissed call follow-up

How to replace missed-call follow-up workflows around ServiceTitan for electricians

ServiceTitan stays as your dispatch board, job history, and billing system. Operator replaces the manual callback layer that sits outside ServiceTitan when calls go unanswered.

What stays. What gets replaced.

Stays in ServiceTitan
  • Dispatch board and technician scheduling
  • Customer records and service history
  • Job costing and invoicing
  • Membership and maintenance plans
  • Reporting and revenue dashboards
Replaced by Operator
  • Missed call detection from phone system
  • Callback task creation with customer context
  • CSR recovery queue management
  • Booked job tracking per recovered call
  • Daily owner recovery summary
Current manual method

What you do today

A CSR reviews the phone log each morning, creates tasks in ServiceTitan by hand, and tracks which calls turned into jobs on a spreadsheet. Urgent electrical calls after hours are most at risk.

What Operator does
  • Detect missed calls from the phone system
  • Match callers to ServiceTitan customer records
  • Flag electrical emergency language for immediate escalation
  • Draft callback tasks with job history context
  • Log job outcomes per recovered call
What your staff does
  • Make the callback
  • Dispatch the right electrician
  • Approve any outbound customer communication
Integration notes

How to connect safely

1Connect phone system before adding ServiceTitan API integration.
2ServiceTitan read access is sufficient for customer context in v1.
3Emergency escalation should route to the on-call electrician, not the general CSR queue.
Migration cautions
  • Do not auto-create ServiceTitan jobs without CSR approval.
  • Never send automated SMS to customers without consent.
  • Operator is an overlay on ServiceTitan, not a replacement.
FAQ

Common questions

Does this replace ServiceTitan?

No. ServiceTitan handles dispatch, jobs, and billing. Operator adds missed call recovery that ServiceTitan does not do natively.

How are electrical emergency calls handled?

Emergency language is flagged for immediate on-call escalation. Power outage or panel failure calls do not wait until the morning queue.

What does the callback task look like for an electrical shop?

Each task shows the caller, any ServiceTitan customer match, service history, and a suggested callback script. The CSR makes the call and marks the outcome.

What is the ROI?

A single recovered electrical service call averages $350 to $800. Missing two calls per week costs the shop $700 to $1,600 per week. The recovery queue pays for itself in days.

Replace the manual layer. Keep ServiceTitan.

Operator installs alongside your existing software. No migration. No disruption.

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