Product

An AI profit engine, working your CRM 24/7.

UpSmith ships three capabilities — customer experience, retention, and growth — that run on top of your existing ServiceTitan setup. No new tools, no new tabs, no new hires.

Customer Experience

Answer every text. Confirm every job.

Two-way SMS confirms every appointment the day before — reschedules, questions, conflicts handled
Instant text response to inbound leads and web forms — day, night, weekend
Real conversations that sound like your best CSR, not a chatbot

Customer Retention

Keep the recurring revenue compounding.

Renewal outreach before a membership lapses
Reactivation for dormant customers and expired members
Maintenance reminders triggered by equipment age and season

Growth

Find the revenue hiding in your CRM.

Mines tech notes, repair history, and equipment age for replacement candidates
Personalized follow-up on every cold estimate and unbooked quote
Wakes up dormant customers — turning historical data into pipeline

Inside the cockpit

The dashboard your GM will live in.

Every dollar captured. Every cancellation prevented. Every member reactivated. Attribution down to the capability and the timestamp.

upsmith.com/dashboard

Live

New revenue (90d)

$0

Conversations (24h)

0

Cancellations

−0%lower

Avg. response

0s

Revenue captured by capability

Last 30 days

AI capabilitiesHuman team

Live activity

Confirmation · Appt confirmed · Tue 10 AM · Drain clog
now
Estimate follow-up · Lisa H. · $4,820 quote · viewed
12s
Reactivation · Member · 3-yr lapsed · scheduled tune-up
42s
Confirmation · Appt confirmed · Wed 2 PM · AC tune-up
1m
Replacement · 14-yr unit · homeowner replied YES
2m
Web form · Captured · texted lead in 11s
3m

How it works

Deploy UpSmith today.
Book jobs by next week.

No engineering team required. No new software for your office staff. UpSmith runs in the background of the ServiceTitan setup you already have.

Connect ServiceTitan

One OAuth click. We pull jobs, customers, equipment, memberships, and notes. Zero migration, zero new tools for your CSRs to learn.

Tune the engine to your shop

We mirror your scripts, pricing tiers, service area, and tone. Outbound conversations sound like your best CSR on her best day — every time.

Go live in days

Five Star was live on Day 1 of contract. Within 85 days they had 15,000+ AI conversations running across confirmation, follow-up, and reactivation.

9:41

CR

Cedar Ridge Home Services

Today 9:41 AM

Text Message

Built for the trades

Not generic AI.
Field-tested for HVAC, plumbing, and electrical.

Sounds like your best CSR

Real two-way SMS that reads job notes, equipment history, and pricing. Customers reply like they would to a coworker.

Native ServiceTitan

Reads jobs, writes back appointments, syncs notes. Your dispatch board stays the source of truth. Live in 1 day.

24/7, every channel

SMS, web form, missed-call follow-up via text. Inbound and outbound. The bay door never closes.

Eliminates no-shows

Confirms every appointment the day before — handles questions, reschedules, and conflicts. Cancellations down 34% at Five Star.

Human handoff that works

When the conversation needs a human, it routes with full context to the right tech, CSR, or salesperson.

Every dollar tracked

Revenue captured, conversations run, jobs confirmed, members reactivated — attribution down to the timestamp.

Operators winning with UpSmith

How operators are winning with UpSmith.

See all customer stories

$50M+ Ohio · HVAC · Plumbing · Electrical

Five Star Home Services

How a $50M+ Ohio operator cut cancellations 34% and unlocked 180,000+ customer records.

−34%

cancellations

8×

faster than CSR outreach

1 day

to be live on ServiceTitan

“UpSmith gives our team capacity we never had — handling the outreach we never got to, so our CSRs and coordinators can focus on the customers in front of them.”
— Five Star Leadership

Read the full story