Proactive Outbound Outreach

UpSmith mines your ServiceTitan history, tech notes, and equipment age to find customers ready for replacement or re-engagement, then starts the conversation by personalized SMS. Keep Smiling reached 1 in 4 of 37,000+ customers in 60 days.

No-Show Reduction:

Two-way SMS confirms every appointment the day before, answers questions, and reschedules conflicts before they become cancellations. Medley AC cut its cancellation rate by roughly 25% without adding staff.

ServiceTitan-Native, with a Revenue Scoreboard:

UpSmith syncs directly with ServiceTitan to pull jobs, customer history, and CSR workflows, so your team works in one system and every interaction is logged. A live scoreboard tracks bookings, saves, and revenue, so every dollar is attributed.

Instant Lead Response:

UpSmith’s AI answers and qualifies inbound leads and web forms the moment they arrive, day, night, or weekend, so UpSmith replies in seconds and turns more leads into booked jobs.

“We have thousands upon thousands of contacts in our database, but we’ve never had the capacity to fully engage them. With JennyAI, we spun up in a matter of hours to leverage that data for the first time, automating personalized outbound messages to customers and truly generating opportunities out of thin air”  - Chris Harrison, GM, Roland Black Heating & Cooling, Charlotte, NC

1. How does your product integrate with ServiceTitan? UpSmith connects directly to ServiceTitan via API, syncing customer records, job details, and booking data in real time. Our AI agents work within your existing workflow, with no duplicate data entry.

2. What is your implementation process? Implementation for UpSmith takes 2 minutes to get synced with ServiceTitan and 20 minutes for the data to sync. Implementation for our full agent platform takes 2 weeks to get the agents configured with our AI Outcomes team We provide hands-on support through go-live and beyond.

3. Who do I go to for support? UpSmith customers have access to a dedicated AI Outcomes team via email, phone, and Slack. For technical issues, our support team is reachable at support@upsmith.com and is responsive to any questions or concerns.

4. Is my customer data secure? UpSmith reads from your ServiceTitan instance through ServiceTitan’s official API and uses your data only to power your agents and outreach. We do not sell or share your data.

5. How fast will I see results? Most operators see engagement within the first weeks. Keep Smiling reached 1 in 4 of its 37,000+ customers and delivered an 8x return on spend in 60 days. Medley AC generated $147K in 3 months.