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ServiceTitan

Connect your marketing activity to the work booked in ServiceTitan.

We help map the route from a website inquiry or tracked call to the records your team uses in ServiceTitan. The work starts with your account access, enabled features, and booking process.
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ServiceTitan
Marketing connections and workflow planning
Required features, permissions, and third-party subscriptions are checked before implementation.
The work involved

Make the handoff into ServiceTitan easier to follow.

We review where inquiries originate, how your staff records them, and which campaign details need to stay attached. The project scope identifies the available connection method and who maintains it.

ServiceTitan documents external call-tracking connections through Zapier or its API. Its documented Zapier approach requires paid Zapier service and access to the supported ServiceTitan app. We confirm account requirements before promising a connection.

Inquiry and booking handoffs

Map the information collected on your website to the fields your staff needs. Define how duplicates, incomplete records, and unassigned inquiries are handled.

Call-tracking connections

Review the tracking provider, campaign data, permissions, and supported integration method before connecting call information to ServiceTitan.

Campaign reporting

Agree on the campaign names and business outcomes that should be reported. Reconcile available records before drawing conclusions about booked work.

Connection testing and ownership

Test the approved workflow with your staff, document its limits, and identify who checks failures or updates credentials when access changes.
Choosing the fit

Start with your booking process and available access.

ServiceTitan should fit the way the office handles real inquiries and jobs. A working connection requires more than placing a form on the website.
01

Your team already works in ServiceTitan

Keep the operational record where your staff uses it and improve how marketing information reaches that process.
02

The necessary connection is supported

Check feature access, available fields, permissions, and subscription requirements before including an integration in the plan.
03

Someone owns the follow-through

Assign responsibility for reviewing exceptions, correcting records, and keeping the connection useful after launch.
Connected services

Services that support your ServiceTitan project.

These services cover the website, call tracking, measurement, and follow-up work around a ServiceTitan workflow.
Call tracking

Call Tracking

Connect phone inquiries to marketing activity with call-tracking setup, number routing, supported website integration, and tested reporting.

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Inquiry follow-up

Inquiry Follow-Up Automation

Automate inquiry assignment, acknowledgements, tasks, reminders, and escalation so your team can track follow-up from arrival through resolution.

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Conversion tracking

Conversion Tracking

Track calls, forms, purchases, and bookings with clear conversion definitions, supported platform setup, deduplication checks, and end-to-end testing.

Open →
Technology

Custom API

Caboodle connects WordPress to the systems your team uses to run the business. We map the data, build the integration, test real scenarios, and document how the connection operates.

Open →
Let's talk shop.

Map the next step in your ServiceTitan workflow.

Bring the account features you use today and the handoff that needs improvement. We will discuss the requirements and a practical scope in a 30-minute call.
Book a 30-minute call
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