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ServiceTitan for Energy contractors

ServiceTitan websites for energy contractors that qualify projects

We keep getting solar and electrification inquiries with almost no property or project detail. When residential solar, commercial energy, storage, and EV requests all hit the same vague contact path, the sales team starts every callback with requalification instead of momentum. This setup separates project type and property fit before the handoff reaches ServiceTitan so the design and sales workflow starts informed.
Energy Contractors operator language
ServiceTitan Booking or Job handoff
Booked-job focus

Problem / Fix

What's broken on most energy contractor websites

We're getting energy project inquiries, but the site does not tell us enough to know what kind of project this is or who should own the follow-up.

What breaks first

What's broken on most energy contractor websites

We still lose momentum because most energy contractor sites collapse different energy projects into one vague contact path. The team has to requalify system fit, property type, and project intent by hand. While the sales team is juggling consultations, site assessments, and financing conversations, the best web leads sit without enough project detail. That delay bleeds conversion because energy buyers compare providers actively and fast, specific follow-up wins the consult.

Cost of delay

A missed 2-7 day window on an active solar or electrification shopper can mean losing a project worth $5,000-$100,000+ to the first team that responded with clear fit.

Industry context lives at /for/energy-contractors.

What the connected website changes

What a ServiceTitan-connected website does instead

The website separates residential solar, commercial energy, storage, and electrification intent before the handoff starts. On the native path, ServiceTitan's Scheduling Pro can capture the consultation booking. On the custom path, a server-side integration uses ServiceTitan's client-credentials OAuth flow and V2 REST API to create the Customer, Location, Lead, or Booking record with project-type context so the sales team can skip requalification.

Native path

Use Scheduling Pro when the energy contractor can stay inside ServiceTitan's booking flow for standard consultation scheduling.

API or managed intake

Use the REST API path when the website needs project-type routing, property qualification, or richer intake before the request reaches the sales workflow.

View platform detail

Connection patterns

How the connection works

These patterns should read like operating choices, not generic feature boxes.
Simplest pathSource

Native ServiceTitan Scheduling Pro

The customer uses Scheduling Pro on the website to book a consultation or site assessment. Depending on scheduler configuration, ServiceTitan creates a job directly or sends a booking request to the office. This is the fastest path when the energy contractor mainly needs online consultation booking.

When to use

Choose this when the business wants standard consultation booking without a custom project-type qualification layer.

More controlSource

Custom energy intake + ServiceTitan REST API

The website asks whether the buyer needs residential solar, commercial energy, storage, or electrification work before the handoff starts. A backend uses ServiceTitan's client-credentials OAuth flow and V2 REST endpoints to create or update the matching Customer, Location, Lead, or Booking record with project-type and property context.

When to use

Choose this when residential and commercial energy leads need different routing logic.

Intake design

What the website captures for energy contractors

Generic energy forms miss the project-type and property-fit details the sales and design teams need to act on a lead with real momentum.

Field

Project type

Separates solar, storage, EV, and electrification intent.

Field

Property type

Distinguishes residential from commercial project scope.

Field

Location

Confirms service area and site-assessment routing.

Field

Timeline

Shows whether the buyer is actively shopping or planning ahead.

Field

Financing interest

Prepares the sales team for the consultation conversation.

Diagnostic preview

We usually find 3 ServiceTitan handoff leaks on energy contractor sites.

  • We keep running into this: residential solar and commercial energy inquiries land in the same callback queue.
  • We keep running into this: the form never captures property type or project scope clearly enough to skip requalification.

Workflow path

Typical energy contractor + ServiceTitan workflows

The point here is to show readers how a lead moves, not bury them in another generic list block.
within week

Residential energy consultation request

  1. Trigger

    A homeowner is evaluating solar, battery, or electrification options.

  2. Capture

    The website captures project type, property type, and timeline before the sales team follows up.

  3. Platform handoff

    ServiceTitan receives a Lead or Booking with enough context for the sales or design team to skip basic requalification.

planned

Commercial energy project inquiry

  1. Trigger

    A business or property owner submits a larger or multi-scope energy question.

  2. Capture

    The website routes the inquiry to the commercial team instead of the residential consultation queue.

  3. Platform handoff

    ServiceTitan stores the Lead or Customer record so the commercial sales owner can follow up with project context.

same day

Urgent backup-power or storm-driven request

  1. Trigger

    A buyer needs battery backup or emergency energy solution quickly.

  2. Capture

    The website flags urgency and system interest so the sales team can prioritize.

  3. Platform handoff

    ServiceTitan receives a Booking or Lead flagged for faster follow-up.

Direct value

Why connect the website directly to ServiceTitan

These are the operating gains teams get when the website stops dropping context before ServiceTitan sees the lead.

Faster project qualification

Project type and property context are visible before the first consultation call.

Cleaner sales context

The team sees more than a phone number and a vague energy question.

Better residential-commercial separation

Commercial energy leads do not sit in the same queue as residential solar consultations.

Technical detail

Technical details

Expandable — for ops managers and technical reviewers

How authorization works
ServiceTitan's V2 APIs use OAuth 2.0 client credentials. The integration needs a tenant-specific client ID and client secret plus the app key and tenant ID, then it requests a short-lived access token from ServiceTitan's token endpoint.
How data moves
If the business uses Scheduling Pro, the website sends the customer through ServiceTitan's own booking experience. If the business uses a custom flow, the site sends structured intake to a backend that calls ServiceTitan's REST endpoints to create or update Customer, Location, Lead, or Booking records.
What this integration cannot do
ServiceTitan's current webhook subscriptions are restricted while V2 webhooks are being developed. The website should not promise real-time event-driven sync beyond what ServiceTitan documents publicly.

Review the standards language, documented limits, and explicit constraints before you commit to a rebuild.

Open technical trust page

FAQs

Frequently asked questions

Answer the operational objections directly and keep the interaction light.
Does this replace ServiceTitan?
No. The website feeds ServiceTitan and qualifies energy leads; it does not replace sales, design, or project execution.
Can the site separate solar from commercial energy inquiries?
We need the intake to fix this exact problem: yes. The website can route residential solar, commercial energy, storage, and electrification leads differently before the sales team starts requalifying.
Do we have to start with the ServiceTitan API?
No. Many energy contractors can start with Scheduling Pro and only add the REST API path when project routing needs more control.
What lands in ServiceTitan first?
On the native path it is usually a Booking from Scheduling Pro. On a custom path the website can create the Customer, Location, and related Lead with cleaner project-type context.
We already have ServiceTitan. Why change the website?
ServiceTitan already runs the downstream workflow. The website still has to capture the right detail, route it cleanly, and start follow-up before that demand cools off.
We do not want more tools.
We do not add another disconnected tool just to say we added automation. The website and routing layer are built around ServiceTitan so your team keeps one operating system and one source of truth.
We need more leads, not more process.
More leads do not fix a weak handoff. If the site is already dropping context or slowing response, buying more demand just makes ServiceTitan absorb more noise instead of more booked jobs.

Pricing and guarantee

If the route is right, the commercial step stays standard.

The page is route-specific on purpose. The paid reveal, the Instant offer, and the launch guarantee stay public and consistent.

Base offer

Instant

$3,500 setup + $1,250/month

Fast edge-deployed site, instant intake logic, software routing, and ongoing technical ownership after launch.

Paid proof

48-Hour Site Reveal

$100

Complete the Lead Leak Audit intake, pay the reveal fee, review the private preview, then book The Intake Review from the preview page.

$100 is credited toward setup if you sign.

Guarantee doctrine

Launch timing and routing are both covered.

Your site launches within 21 days of completed onboarding. If that date slips, your setup fee is refunded in full.

Your intake and software routing must work correctly at launch. If they do not, I fix them at no charge.

Tailored deliverable

See your energy contractors site rebuilt around ServiceTitan

We will show how solar consultations, commercial energy inquiries, and backup-power requests can move through one site without the usual requalification drag. If the reveal shows the route fits, Instant is $3,500 setup + $1,250/month. The commercial step stays standard even when the route proof is specific.

We walk through the current energy contractor site, show where project qualification and routing break down, then map the ServiceTitan handoff that fits. Launch within 21 days of completed onboarding or the setup fee is refunded in full. Routing issues at launch get fixed at no charge. The 21-day launch guarantee starts only after completed onboarding, never at reveal intake or payment.

Related paths

Keep the research path moving.

Adjacent routes should be obvious next clicks, even if there are only one or two of them.
Browse all ServiceTitan routes →
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