Xenara
โ† All case studiesยทField Service ยท PlumbingUnited StatesField Service Management Platform ยท AI Receptionist

Multi-truck dispatch + bilingual AI receptionist for a US plumbing contractor

Custom dispatch + AI receptionist for a US plumbing operator running 22 trucks across residential emergency + scheduled commercial work. Bilingual English/Spanish AI receptionist, ServiceTitan integration, parts-on-truck-aware dispatch.

Client:US plumbing contractor (under NDA)
ByยทFounder, Xenara
Trucks22 trucks
Coverage24/7 bilingual EN/ES
IntegrationServiceTitan overlay
Recovered revenue~$190k/year (est.)

The client

A US plumbing contractor running 22 trucks across residential emergency service and scheduled commercial work in a major US Sunbelt metro. ~70% of the operation is residential emergency (water leaks, drain backups, water heater failures, sewer line emergencies). ~30% is scheduled commercial โ€” drain maintenance contracts, backflow testing, fixture installs on commercial construction projects.

The owner had been on ServiceTitan for four years and had no plans to leave โ€” the CRM was working, technician mobile worked, billing worked. The single problem driving revenue loss was the phone. Generic answering services couldn't qualify a 2 a.m. water-heater leak vs a scheduled drain cleaning request. The Spanish- speaking customer base โ€” large in their market โ€” was getting handled poorly when bilingual reception staff weren't available. After-hours emergency calls were going to voicemail roughly 6โ€“10 times per week.

What the contractor needed

  • 24/7 call coverage with trade-specific intake โ€” distinguish 'water leaking now' from 'scheduled water heater replacement' from 'commercial backflow testing inquiry'.
  • Bilingual English / Spanish โ€” same dispatch logic, separate intake scripts, full call handling in either language.
  • ServiceTitan integration โ€” they did not want to migrate. The AI receptionist had to plug into the existing ServiceTitan tenant cleanly.
  • Emergency triage โ€” fire/flood/no-water/no-heat calls routed to on-call dispatch immediately; routine calls booked into the next-available scheduled slot.
  • Service-area enforcement โ€” automatically decline or route out-of-area calls (the operation serves specific zip codes; further-out calls get politely declined or referred).
  • Parts-on-truck dispatch awareness โ€” when assigning emergency calls, the system should know which trucks have which parts loaded, routing emergencies to trucks that can complete the job.

What Xenara built

An AI receptionist + dispatch automation overlay sitting on top of the existing ServiceTitan tenant. Built in 6 weeks. No migration. ServiceTitan continued to handle CRM, billing, technician mobile, and reporting. Xenara handled the phone + the dispatch logic.

  • Bilingual AI receptionist โ€” 24/7 call answering in English and Spanish. The system auto-detects language preference from first response and continues in that language. Intake script trained on 45 hours of recorded inbound calls (English and Spanish).
  • Plumbing-specific intake โ€” system asks the right qualifying questions: where is the leak, how long has it been leaking, is water shut off, what kind of water heater, is this commercial or residential, do you have a service contract with us. The output is a structured ticket ready for dispatch.
  • Emergency routing logic โ€” fire/flood/no-water emergencies trigger immediate on-call notification. Routine bookings drop into the next-available slot in ServiceTitan. Hold-for-callback queue for ambiguous calls.
  • ServiceTitan API integration โ€” every booked job creates an appointment in ServiceTitan with the right job type, customer record, address, and notes. Two-way sync โ€” ServiceTitan job status changes flow back to the AI for follow-up customer SMS.
  • Parts-on-truck dispatch overlay โ€” emergency calls route to trucks carrying the right parts. The dispatcher sees AI suggestions: "Assign to Truck 6 โ€” 12 minutes away + has the right water heater stock." The dispatcher still owns the decision.
  • Service-area enforcementโ€” auto-decline calls outside the operator's zip-code service map. Out-of-area calls get a polite explanation + referral to a partnered operator where available.
  • Post-call SMS confirmation โ€” every booked job gets an SMS with appointment time, technician name (when assigned), and a rescheduling link. Customer-facing live ETA when the technician hits "on the way" in ServiceTitan mobile.
  • Call recording + transcription โ€” every call recorded, transcribed, and indexed against the customer record in ServiceTitan. The owner reviews high-value transcripts weekly.
  • Owner dashboardโ€” answered / booked / declined / transferred metrics. Daily summary, weekly trend, monthly P&L tie-back. Specific reporting for Spanish-language calls vs English.
Estimated $190k/year in recoverable after-hours emergency revenue, calculated against the operator's pre-AI baseline: 6โ€“10 missed emergency calls per week ร— avg $700 captured job value ร— 50 weeks ร— ~70% capture rate.

Results

  • 22 trucks dispatched with parts-on-truck-aware AI suggestions; dispatcher retains override on every decision.
  • 24/7 bilingual coverage โ€” every after-hours call answered. Spanish-language calls now handled at parity with English, recovering customer segment that had been lost to competitors.
  • Estimated $190k/year in recoverable after-hours emergency revenue.
  • 4-week payback on the engagement โ€” recovered revenue in the first month exceeded the one-time build cost.
  • ServiceTitan workflow preserved โ€” no migration, no retraining of office staff, no disruption to billing or technician mobile.
  • Emergency routing under 90 secondsโ€” from caller saying "the water is everywhere" to on-call technician's phone ringing.

Stack + delivery model

AI receptionist built on Anthropic Claude + custom voice layer with sub-1.2s first-response latency. Bilingual script tuned weekly from real call transcripts. ServiceTitan integration via official API + Marketplace. 6-week build from kick-off to live deployment. Soft launch on after-hours and overflow first; 24/7 cutover at week 5 after quality verification. Ongoing platform retainer covers script tuning, model updates, and seasonal demand handling.

Related

โ€œWe weren't ready to leave ServiceTitan, but we were losing emergency calls to voicemail every night. The AI receptionist Xenara built sits on top of our existing tenant โ€” same CRM, no migration, but now every after-hours call gets answered. The Spanish coverage alone caught customers we'd been losing for years.โ€
Owner / OperatorยทUS plumbing contractor