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SPOTIO
Built for field sales teams, SPOTIO helps Residential (including Exteriors) and Commercial contractors manage territories, work leads, and track rep activity for pipeline visibility. It complements ServiceTitan by winning new business in the field and passing sold customers to ServiceTitan.
Certified Application
Sell in the Field, Hand Off to ServiceTitan
SPOTIO's native, two-way integration syncs Customer and Location data and ServiceTitan Job updates flow back to SPOTIO. Selective sync allows you to decide what gets sync’d over and when - sales and operations work from one aligned view. Double entry is eliminated and complete data becomes a reality.
See Every Rep and Every Territory
Manage territories and track visits with location-verified activity, giving leaders real-time visibility into coverage and pipeline. Spot gaps before they cost you deals and put your reps where the revenue is.
Put AI to Work in the Field
SPOTIO's AI works alongside every rep. DASH, the AI co-pilot, preps visits, captures activity by voice or photo, and drafts follow-ups so nothing slips. NBA (Next Best Action) scores every account and recommends the next move, helps reps close more and leaders forecast revenue with confidence.
Never Lose a Lead Again
Every lead your team captures is organized, prioritized, and tracked in SPOTIO, so nothing sits forgotten. Reps always know who to work next and when to follow up, and managers see it all Activity history and notes all logged and available, turning more leads into closed revenue.
1. How does your product integrate with ServiceTitan?
SPOTIO offers a native, two way ServiceTitan integration. When a SPOTIO record qualifies, it creates or updates the Customer and Location in ServiceTitan and creates a Booking. When that Booking becomes a Job, Job updates return to SPOTIO as a Job Activity on the linked record, so sales and operations work from one aligned view.
2. What is your implementation process?
A dedicated SPOTIO Implementation Manager guides you through setup which includes: connecting your ServiceTitan tenant, choosing your record structure (residential, or commercial with multiple locations), setting Selective Sync rules, mapping fields, and choosing your ServiceTitan Tags. You review everything before activation, and your IM trains your team and supports you after go live.
3. Who do I go to for support?
SPOTIO support is available at support@spotio.com and support.spotio.com, and every customer has a Customer Success Manager. Built in Sync Logs show sync activity with readable errors, so admins can quickly fix issues like missing required fields.
4. What data is shared between SPOTIO and ServiceTitan?
Data syncs in both directions, and Selective Sync keeps unqualified records out of ServiceTitan. To ServiceTitan: Customer and Location records, Contacts, Bookings, and your existing ServiceTitan Tags. Mapped fields carry across, including compatible ServiceTitan custom fields. From ServiceTitan to SPOTIO: Customer and Location records, plus Job updates as a Job Activity on the linked record.
5. Is my data secure?
Yes. SPOTIO is SOC 2 Type II certified, and data is encrypted in transit and at rest. Each customer connects SPOTIO through ServiceTitan’s API Application Access with their own credentials, and every ServiceTitan API call is limited to predefined operations within the scope ServiceTitan certified.
SPOTIO Field Sales Retention Playbook
SPOTIO Storm Guard Case Study
SPOTIO The State of B2C Field Sales 2026
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