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Turn ServiceTitan data into revenue

Hatch turns ServiceTitan data into action—reaching customers at the right time, on the right channel, with the right message.

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Elderly woman with gray hair smiling and talking on a smartphone, with a calendar interface below showing a booking appointment on Wednesday, the 4th.

Outcomes

More conversion, less operational drag

ServiceTitan stays the source of truth, Hatch handles the communication—so every opportunity converts without extra effort.

Time saved with all customer data unified

No more switching costs from dashboard sprawl. Bidirectional sync keeps ServiceTitan as your source of truth while Hatch handles execution.

Contact details showing phone number and email in Favorites, a note from Tony about warranty expiration, and a recording transcript of a conversation between Brooke and Tony dated Nov 26, 2025, 11:44 AM.
Contact details showing phone number and email in Favorites, a note from Tony about warranty expiration, and a recording transcript of a conversation between Brooke and Tony dated Nov 26, 2025, 11:44 AM.

Higher conversion with real-time booking

AI books directly on ServiceTitan calendars — reducing friction and shortening the path to booked jobs and revenue growth.

Chat conversation where Sarah offers appointment slots on Thursday and Friday 8am to 11am, Jeff agrees to 9AM tomorrow, and Sarah confirms the appointment for Thursday, December 18th, between 8am and 11am.
Chat conversation where Sarah offers appointment slots on Thursday and Friday 8am to 11am, Jeff agrees to 9AM tomorrow, and Sarah confirms the appointment for Thursday, December 18th, between 8am and 11am.

Operational confidence from data that stays clean

Jobs are correctly classified, tagged, and routed automatically—keeping data clean so you can optimize operations with confidence.

User interface for setting a Spam Call Filter that applies a disposition and moves calls that hang up or don't speak within 10 seconds to a Spam Calls column on the salesboard, with a Save and continue button.
User interface for setting a Spam Call Filter that applies a disposition and moves calls that hang up or don't speak within 10 seconds to a Spam Calls column on the salesboard, with a Save and continue button.

Timely, personalized engagement that builds trust

Every interaction reflects who the customer is and where they are in their journey—keeping them satisfied and protecting your reputation.

Flowchart showing a five-step process: Stage One - Book estimate appointment; Stage Two - Follow up on estimate; Stage Three - Schedule install; Stage Four - Follow up on install; Stage Five - Book recurring service.
Flowchart showing a five-step process: Stage One - Book estimate appointment; Stage Two - Follow up on estimate; Stage Three - Schedule install; Stage Four - Follow up on install; Stage Five - Book recurring service.

Features

Revenue efficiency built into the integration

Built to handle the pace and complexity of real service operations—so every feature drives efficiency, not overhead.

Save time

Real-time, bi-directional sync

Hatch continuously reads and writes operational and communication data—so every action reflects the latest reality.

  • 15 minute bidirectional data sync
  • Customer, job & appointment data
  • Inbound call, membership & invoice data
  • Transcripts, recordings & dispositions
Customer profile for Tony Moore with phone number, active Gold Plan membership, call transcript dated 11.15.26 at 11:44 AM, and appointment booking on 11.17.26 from 2 to 4 PM.

Book more jobs

Native appointment and calendar control

AI agents read availability and scheduling rules, booking appointments directly on ServiceTitan calendars without manual intervention.

  • Direct calendar booking
  • Arrival window recognition
  • Booking vs dispatch calendar support
  • Appointment creation and modification
App screen showing confirmed appointments on Wednesday the 4th: Estimate for heat pump system at 9am with Jamie Hunt, install tankless water heater at 11am with Tiana Sing, and service AC not cooling at 2pm with Mikel Walton.

Optimize performance

Operational intelligence and clean data

Hatch classifies work, filters spam, and keeps records accurate—so your data is clean and your reporting reflects reality.

  • Job type ID classification
  • Business unit mapping
  • Spam call filtering & clean data protection
  • Performance metrics & reporting data
Service Titan schedule showing an electrical panel change task assigned to Mike in the Electrical unit on July 1, 2026, from 3pm to 3:30pm at 801 North Brand Boulevard, Glendale, CA 91203 in the North zone.

Satisfy customers

Live customer history and context sync

Hatch syncs real-time customer data so conversations and campaigns reflect who they are, what's happened, and what's relevant now.

  • Returning customer recognition
  • Equipment age & service history
  • Membership & recurring service status
  • Granular audience creation from CRM data
Chat conversation showing Erin from Service Pros scheduling a complimentary maintenance visit with Sam, confirming the address 1024 Main Street, Abilene Texas 79563.

UNDER THE HOOD

What syncs between Hatch and ServiceTitan

This is how every message, booking, and update stays aligned across systems—without manual work or data drift.

Hatch
ServiceTitan
Hatch

This data gives Hatch real operational context so AI and humans act on reality, not assumptions.

Switch

Customer & location

  • Customer profiles & contact details
  • Do-not-service / do-not-text status
  • Service locations, recurring locations, and zones

Jobs & opportunities

  • Jobs created and updated
  • Job status, priority, summary, timestamp
  • Job types and service categories
  • Business unit assignment

Estimates & sales context

  • Estimate status, value, and timestamps
  • Sold-by rep / technician attribution
  • Cancel reasons for lost or paused opportunities

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Appointments & dispatch

  • Appointment status, timing, and arrival windows
  • Appointment assignments and technician info
  • Cancellations and reschedules

Calls

  • Completed inbound calls (synced instantly)
  • Call metadata used for abandoned-call recovery and follow-up

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Memberships & recurring services

  • Membership status, type, billing frequency, and renewal timing
  • Recurring service locations and zones

Invoices & post-job signals

  • Invoice creation and updates
  • Payment-driven triggers for reviews, follow-ups, and re-engagement

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Tags & campaign metadata

  • ServiceTitan tags, campaigns, and segmentation fields

Bookings & Scheduling

  • Appointments booked or modified directly on ServiceTitan calendars
  • Arrival windows and scheduling rules respected

Communication records

  • Notes for inbound calls, texts, and emails
  • Notes for outbound AI and human messages
  • Optional message content included for full visibility

Campaign & workflow events

  • Campaign enrollment and completion
  • Campaign removalsConversation outcomes and dispositions

AI context & outcomes

  • Transcripts and summaries
  • Conversation metadata for QA, coaching, and compliance

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Why PE and enterprise teams trust Hatch

Deep technical discovery and partnership

We understand your entire ecosystem and create custom solutions when needed.

Proven ServiceTitan implementation playbooks

Battle-tested playbooks ensure a fast, reliable rollout built on what works.

Enterprise-grade visibility & auditability

Events and outcomes written back to ServiceTitan for audits and reporting.

Learn more about implementation with AI Embed
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Scale revenue, not headcount

Computer monitor displaying a campaigns analytics dashboard with metrics for appointments, sales, revenue attributed, campaign launches graph, and a contact funnel summary.