Core Products
Dispatching
Administrators can now build and manage a shared set of job tray tabs that every dispatcher sees, so every dispatcher starts from the same, well-organized view of their work.
Scenario 1
An administrator standardizes tab visibility across a large commercial dispatch team so every dispatcher, including new hires, sees the same set of tabs from day one.
Scenario 2
A dispatcher filters a company tab by several job types at once to track multiple concurrent project phases.
Scenario 3
An administrator updates a company tab's columns. Dispatchers who never touched that tab automatically see the updated version on their next refresh.
Estimates
This enhancement gives you control over whether a line item's cost carries from an estimate to the invoice when the estimate is sold, so inventory items already captured on a purchase order are not counted twice in job costing.
Scenario 1
A general contractor stages materials for a project via Requisitions and sees cost counted only at procurement.
Scenario 2
Change orders sold as estimates carry price to the invoice without re-counting material cost.
Scenario 3
Finance teams tracking gross margin per project rely on figures that match the general ledger (GL).
Field Mobile App
The Mobile Command Center is a new screen in the office that shows which mobile app version each member of your field team is running, so you can spot outdated installs before they cause problems. It also allows you to notify them that they're outdated via SMS.
Scenario 1
An admin reviews version drift across multiple job sites from one screen.
Scenario 2
Before a multi-crew mobilization, an administrator confirms every technician is on the current version.
Scenario 3
A dispatcher uses this feature in their daily workflow to improve efficiency and reduce manual steps.
Inventory
Requisitions 2.0 modernizes project-based purchasing with a dedicated Sold Estimates queue, a redesigned requisition workflow, and a pre-confirmation review before anything is created.
Scenario 1
A purchasing manager reviews Sold Estimates each morning instead of checking multiple jobs to find what needs a purchase order (PO).
Scenario 2
A large multi-vendor buyout is split into several vendor POs plus a transfer to job in one requisition, instead of several separate requisitions.
Scenario 3
Before confirming a bulk buyout, the team reviews the pre-confirmation screen to catch a wrong vendor assignment before it becomes a PO.
Job and Project Management
You can now view, add, and edit findings directly from the Job screen, so you no longer need to switch to the Location Equipment screen to see what was found during a visit.
Scenario 1
A project manager reviewing a multi-day commercial construction job can see findings logged across the life of the project directly on the Job screen, instead of tracking them down in Location Equipment.
Scenario 2
A dispatcher booking a follow-up visit for a flagged issue can do it straight from the finding without leaving the job.
Scenario 3
An office coordinator preparing a project status update can reference open findings tied to the job in one place.
Navigation
Left Navigation becomes the standard ServiceTitan layout, an improvement that helps you move through the product faster and see where you are at a glance. Coming soon. This change rolls out to companies gradually, starting in mid-August. You may not see it on the day of the release.
Scenario 1
A CSR reviews permit information from a menu that shows names alongside icons, reducing guesswork.
Scenario 2
A dispatcher on high-volume projects moves between areas with the current area's items expanded and others collapsed.
Scenario 3
An accountant tracking change orders moves between Accounting and Reports without the pop-out menu covering what they're working on.
Payables
Accounts payable (AP) approval workflows are a new feature that let you route bills for review based on rules you set, so the right people sign off before a bill is exported or paid.
Scenario 1
Bills on a large multi-phase project route to the assigned project manager (PM), then to finance for a second approval on high amounts.
Scenario 2
Bills based on purchase order (PO) type route differently, so subcontractor bills and material bills follow separate review paths.
Scenario 3
Bills with no purchase order (PO) route for extra review to keep project costs controlled.
Pro Products
Contact Center Pro
Voicemail Follow Ups gives your team a centralized place in Contact Center Pro to track, assign, and act on every voicemail, so callbacks don't get missed.
Scenario 1
A general contractor's group voicemail receives a bid question. The office assigns it to the estimator instead of relying on someone to check the inbox.
Scenario 2
A voicemail from a subcontractor sits unresolved for a week and automatically moves to the Cold tab, prompting review.
Scenario 3
A resolved voicemail keeps its recording on file for change-order documentation, even after the message is deleted from the phone system.
Early Access
Messages
A new notification settings screen lets each person control which activity types they are notified about and which delivery channels those notifications use. Note: The Messages feature is currently in Private Preview with access only for select accounts.
Scenario 1
A project manager overseeing several job sites keeps @mention notifications on across email and the message center, so requests for information are not lost.
Scenario 2
A superintendent turns off thread-reply notifications for routine threads and keeps @mentions on, which cuts noise on a busy project.
Scenario 3
A dispatcher uses this feature in their daily workflow to improve efficiency and reduce manual steps.