Gate6 CRMConnect™ for ServiceTitan app integration

Gate6 CRMConnect™ for ServiceTitan leverages the RingCentral Unified CRM Framework to bring a powerful integration between RingCentral and ServiceTitan. This adapter allows users to perform essential RingCentral communication functions—such as making and receiving calls, sending messages, accessing call history, and AI-powered call transcription—directly from the ServiceTitan interface.

Benefits

1. A communication suite embedded in your ServiceTitan. Embed all of RingCentral's functionality directly into your browser and ServiceTitan allowing you to place and receive calls, send SMS, check voicemail, and access AI-generated call transcriptions -- all while managing your customers, notes, and active jobs.
2. Keep systems in sync with one another. Keep your communication tool in sync with your ServiceTitan Notes, including customer notes and active job communication history.
3. Always on. The Unified CRM extension allows you to place and receive phone calls even when you are not actively using your ServiceTitan, or have closed your ServiceTitan's tab in your browser.

Features

1. Click-to-call: Place calls from within your ServiceTitan using a hover-to-show tooltip to reveal a click-to-call button on any phone number, saving time and improving call efficiency.
2. Instant screen pop-up: Incoming and outgoing calls trigger screen pops with customer details, notes, and active job information enabling quality interactions.
3. Call/SMS/Voicemail log sync: Synchronize RingCentral call history into ServiceTitan Notes automatically (or manually). Logs are stored in customer notes or active jobs so teams can efficiently track customer communication history.
4. AI Call Transcription: Automatically transcribe customer calls and sync conversation details into ServiceTitan Notes and active jobs, helping teams improve documentation, follow-ups, coaching, and customer visibility.
5. Easy Access: Connect on both Windows® and Mac®, using Google Chrome or Microsoft Edge.
6. Active call control: Control active calls on other devices.

Installing and connecting the extension to your ServiceTitan

Once the extension is installed in your browser, authorize the extension to access your ServiceTitan account. To authorize the extension and complete the setup process follow these steps:

1. Login to your ServiceTitan
2. From within your ServiceTitan, find and click the orange "RingCentral Labs" icon that should appear in the lower right-hand side of your browser window/tab.
3. In the horizontal menu, click the "more" menu, and select "Preferences."
4. From the preferences pane, look for a link to Authorize your ServiceTitan.
5. Click the link and follow all on-screen instructions.

Gate6 CRMConnect™ for ServiceTitan is ideal for organizations looking to enhance their ServiceTitan platform with robust communication capabilities provided by RingCentral.