Use the Commercial Nav Bar

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Overview

Optimize your top navigation for a commercial focus. Enable the Commercial Nav Bar to redesign your ServiceTitan display to put the most important commercial features front and center.


Who uses this feature

  • Administrators, office employees, managers, accountants, bookkeepers, dispatchers, and customer service representatives (CSRs)

  • Primarily for Commercial Service and Commercial Construction business types

  • Applies to all trades

Feature configuration

  • Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

  • The Commercial Nav Bar remembers your choice after you exit and return to ServiceTitan.

  • Each office employee in your account can enable and disable the Commercial Nav Bar for their own needs.

Commercial Nav Bar overview

Once the Commercial Nav Bar is enabled, Projects, Tasks, and Service Agreements are now instantly available from navigation. Dashboard, Follow Up, Schedule, Calls, Dispatch, Accounting, and Reports remain visible as well. Every other screen can still be accessed by clicking More .

Turn on the Commercial Nav Bar

  1. Go to the navigation bar and click your Profile .

  2. Click the Commercial Nav Bar toggle to enable it. 

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