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Core Products
Global Navigation
This enhancement to left navigation keeps the screens you favorite in view and puts every other screen you can access one search away in Go to.... This enhancement starts as a private preview and rolls out to companies in waves.
Scenario 1
A project manager stars Projects, Accounting and Reports to follow job costs and billing.
Scenario 2
An office administrator types a screen name in Go to... to reach a screen they use only at month-end close.
Scenario 3
An owner at a new company starts from the Admin/Owner default list, which includes Command Center and Automations.
Field Mobile App
Search every job, project, customer, and location from the Field Mobile App, then take action on jobs that aren't assigned to you.
Scenario 1
A field supervisor searches a project to find every job tied to it, including ones assigned to other crews.
Scenario 2
A project manager adds a site note to a job they don't own so the next crew sees it.
Scenario 3
A technician fills out a required form on a teammate's job so the work isn't held up.
Identity and User Management
This improvement to multi-factor authentication (MFA) enforcement requires MFA for anyone who holds one of seven more sensitive permissions, plus one Enterprise Hub permission, so a stolen password alone can't open your sign-in, single sign-on (SSO), Command Center, or automation controls.
Scenario 1
A controller holds Manage Automations (Enable/Disable/Configure) to manage automations across divisions. Multi-factor authentication (MFA) is now required, and administrators can't turn it off while the controller keeps the permission.
Scenario 2
An Enterprise Hub administrator holds Manage Single Sign-On (SSO). MFA is now required for that permission in Enterprise Hub as well.
Scenario 3
A project executive with Access Command Center already uses a text message code for MFA, so enforcement doesn't sign them out.
Payables
Bring Ramp card spend into ServiceTitan with this new feature, already attached to the job or project it belongs to.
Scenario 1
A foreman buys fasteners and safety gear for a tenant improvement project and enters the project number in Ramp.
Scenario 2
A project accountant reviews card spend in Project Financials before the next billing period.
Scenario 3
A controller exports card expenses to the accounting software with job costs already applied.
Ramp Bill Pay is a new feature that lets you pay approved vendor bills by ACH transfer or check without leaving ServiceTitan.
Scenario 1
A commercial electrical contractor's accounts payable team pays approved subcontractor and supplier bills after the bills clear the approval workflow.
Scenario 2
A project accountant pays a large material supplier by ACH transfer and confirms the payment appears for export to the accounting software.
Scenario 3
A controller checks the tracker on a bill to see whether the payment is Processing before answering a vendor's call about payment status.
Voice Agents
Choose a different escalation action for Voice Agent calls that come in after hours, all in the same agent.
Scenario 1
A general contractor calls after hours about a change order. Set your custom trigger for change orders to take a message, so your project manager gets a task in the morning.
Scenario 2
A site superintendent reports a leak at a job site late at night. Set your custom trigger for site emergencies to transfer the call after hours, so your on-call project lead can act before the next shift.
Scenario 3
A caller asks for a live person after your office closes, but the question is about a bid due next week. Set that trigger to take a message after hours, so your estimating team picks it up during the day instead of your on-call staff.
Pro Products
Fleet Pro
Activity Timeline is a new Fleet Pro screen that shows each vehicle's day as driving, idling, and stop segments, with events marked where they happened.
Scenario 1
A project manager on a large build selects a group of trucks. The timeline shows which vehicles were stopped and which were driving. The project manager compares the stop addresses with the job site address on the Dispatch Board to see which trucks were on site.
Scenario 2
A safety lead reviews event markers for equipment delivery trucks each morning. Hovering over a marker shows the event name and time, and event video helps the lead review what happened.
Scenario 3
Several drivers share the same trucks. Before reviewing a trip, the manager checks the driver's name under the vehicle ID to confirm who was assigned that day.
Max
Messages
Texting in Messages is a new feature coming to Max and Demand companies in the next release, so your team can read and answer texts in one shared inbox with each conversation tied to the right account. This change is coming soon in a future release, but you can begin preparing for it now.
Scenario 1
A general contractor texts a question about an active project. The customer service representative (CSR) opens the conversation and replies with the account already on screen.
Scenario 2
Several CSRs cover the same project lines. Shared read status shows which texts are already handled.
Scenario 3
The CSR needs to confirm a site visit time. The CSR starts the text from the location, so the conversation is tied to that site.
Block as Spam is an enhancement to text conversations in Messages that lets you stop a spam number in one step, without leaving the conversation. This change is coming soon in a future release, but you can begin preparing for it now.
Scenario 1
A project coordinator texting a general contractor about a site visit gets repeated spam. They block it from the conversation and keep working.
Scenario 2
An administrator confirms that only office leads can block numbers, so a lead is not blocked by accident.
Scenario 3
A number is blocked by mistake during a busy bid week. The team unblocks it from the same conversation and replies right away.
Voice Intelligence
Find and fix jobs booked with the wrong job type, business unit, or tags, right from the call that created them. This is a new feature in Voice Intelligence.
Scenario 1
A tenant improvement inquiry is booked as a service call. Accepting the suggested job type sets up the work for the right crew.
Scenario 2
A CSR books a new build call under the wrong business unit. The flag corrects revenue attribution before the job reaches reporting.
Scenario 3
A general contractor mentions a bid deadline, but the job has no bid tag. The suggested tag helps the estimating team prioritize the follow-up.
This enhancement gives Voice Intelligence one filter layout across Call Analysis, Insights, and Coaching Hub, and lets you filter calls by call data, workflow, and queue. ---
Scenario 1
A project intake team filters by queue to review calls about bid requests.
Scenario 2
A manager uses the Outcome filter to find unbooked calls that were escalated.
Scenario 3
A company filters Insights by workflow to compare how two lines of business handle calls.