New Update to Hatch AI + ServiceTitan Calendar Integration

Last month, we launched a long awaited feature: the Hatch AI + ServiceTitan integration. With it, Hatch AI bots can now give availability options to your customers, and then book whichever option they choose, right on your calendar.

The only thing is, ServiceTitan offers two different calendars: a Bookings Calendar (for setting the appointment with the customer) and a Dispatch Calendar (for identifying which tech to send out and other operational purposes). 

When you're setting up your Hatch AI bot, you can now choose which calendar you want the bot to autobook appointments on.

What happens if Hatch AI books an unassigned job?

The result is different depending on whether you're using Dispatch Pro.

With Dispatch Pro

If you are using Dispatch Pro, Hatch AI will book the appointment on available days and times in the dispatch board.

Unassigned jobs will appear in the tray at the bottom of the dispatch board and will get auto-assigned according to how you have Dispatch Pro set up. 

You can set up Dispatch Pro to auto-assign jobs based on business unit, job type, skills, technician shift availability, time window, service location, technician ranking, and more. For example, you might have it only assign jobs from plumbing or electrical business units, and not installation business units.

Without Dispatch Pro:

If you are not using Dispatch Pro, Hatch AI will book the appointment on available days and times on the dispatch board. The appointment will show up in the "unassigned" basket at the bottom of the screen, where a user will have to then go in and assign the job. The unassigned job will be visible right away, no matter when the appointment is scheduled.