Note: This article assumes that you have already set up the ServiceTitan integration and created the tag for OnCall Air proposals. If not, please click on the relevant hyperlinks above before proceeding.
Send customer information from ServiceTitan to OnCall Air
In Service Titan, navigate to 'Calls' and either find the current customer or create a new customer:
Fill in the Job Details, if it is a Job Type associated with the Oncall Air tag (set-up here), you will see the OnCall Air tag appear. In order for the customer to be sent to Oncall Air, the OnCall Air tag must be added to the job:
Once finished, click Book Job. The customer information will then be sent from ServiceTitan to OnCall Air, resulting in the creation of a new consultation containing all the customer information.
Building a consultation in Oncall Air
In OnCall Air, a new consultation, already populated with the customer's information from Service Titan, will be available in draft mode. Select this consultation and proceed with its construction.
When a consultation is in either 'Draft' or 'Presented' status in OnCall Air, an 'Open Estimate' will exist within ServiceTitan. This estimate will be updated once the consultation is accepted, so it's crucial not to modify or remove this estimate within ServiceTitan:
Upon selecting the estimate in ServiceTitan, you will observe the OnCall Air consultation code. This code can be utilized to search for the consultation within OnCall Air.
Accepted OnCall Air consultations in ServiceTitan
When a consultation is accepted in OnCall Air, the estimate's status will be updated to 'Sold' in ServiceTitan:
When you select the 'Sold' estimate within ServiceTitan, you'll find product information in the summary section of the estimate. Additionally, a link to the OnCall Air 'Accepted Proposal' and the 'Inspector' is provided, offering easy access to proposal information, if needed:
What if a OnCall Air consultation is unaccepted?
If an OnCall Air consultation is unaccepted, the originally 'Sold' estimate will be marked as dismissed in ServiceTitan. A new estimate, representing the consultation presented in OnCall Air, will be created in ServiceTitan.
View Consultation History
To view the information exchanged between ServiceTitan and OnCall Air, utilize the event log. On the home screen of OnCall Air, click on the arrow adjacent to the consultation and then select 'View History'.
Here, you can verify whether the consultation originated from ServiceTitan and determine if the accepted consultation was subsequently posted back to ServiceTitan.