Core Products
Job Booking & Contact Experience
Control when booking confirmation emails are sent with Booking Confirmation Email Suppression: This improvement gives administrators control over when booking confirmation emails are sent, so businesses can stop sending redundant emails for last-minute and same-day appointments without turning off notifications entirely. What this means for you:
A general contractor manages multiple subcontractor visits each day across a large project site. Setting a 4-hour threshold prevents confirmation emails for same-day coordination visits, reducing inbox noise for site supervisors who already know the schedule.
A project manager books an afternoon safety inspection only a few hours out. The suppression threshold is active, so no email fires. If the inspector needs written confirmation, the dispatcher uses the 3-dot menu override to send it manually.
An administrator configures the threshold at the tenant level, and the setting applies to all appointments across the project — no per-job configuration needed.
Payables
Identify vendor billing trends with the 3-Way Match Discrepancy Report: This improvement adds a dedicated report that surfaces all open and reconciled discrepancies across vendor bills, helping accounts payable (AP) teams spot patterns and take action to reduce recurring exceptions. What this means for you:
A project manager filters the report by PO number to see all discrepancies tied to a specific multi-delivery purchase order (PO). They identify that one delivery was billed at a higher unit cost than agreed and request a credit from the vendor.
An accounts payable (AP) team filters by reconciliation reason to see how many discrepancies were resolved as pricing errors vs. quantity errors. They use the breakdown to target process improvements on the most common root cause.
A controller reviews the report monthly to monitor overall discrepancy volume and value. A spike in receipt vs. PO variances triggers a review of the receiving process at a specific job site.
Voice Agent
Introducing Configurable Recurring Service Scheduling Rules: This improvement to Voice Agent settings gives administrators configurable options to define when recurring services are eligible for booking, reducing scheduling errors and manual workarounds. What this means for you:
A new commercial build includes a 6-month HVAC commissioning check. You configure Eligible From to prevent the Voice Agent from booking the service more than 45 days early.
A general contractor calls to schedule a post-occupancy electrical inspection. The Voice Agent confirms the request is within the eligibility window and books the appointment.
A construction warranty includes quarterly plumbing system checks. A grace period configuration lets the Voice Agent accept bookings up to 14 days after the scheduled date.
Pro Products
Marketing Pro
Launch revenue-driving campaigns faster with Atlas in Marketing Pro: Atlas in Marketing Pro is a new feature that uses AI to analyze your ServiceTitan data and deliver personalized, expected-revenue-ranked campaign recommendations directly inside Campaign Manager. What this means for you:
Atlas recommends a follow-up sequence targeting facility managers who received estimates in the last 60 days. You refine the audience and launch an email and SMS campaign.
Scheduling Pro
Capture custom information at booking with a short answer question in your scheduler: This enhancement adds a configurable short-answer question to your scheduler so you can collect a piece of business-specific information from each customer at booking, with the answer flowing straight into the Job Record summary in ServiceTitan. What this means for you:
A general contractor asks, "What is the project number you would like this work tied to?" so the office can link the booking to the correct job in ServiceTitan from the start.
A mechanical contractor asks, "Is a building access escort required?" so the foreman can plan crew arrival and avoid lost time at the gate.
A construction services company asks, "What is the requested phase start date?" to coordinate the visit with the broader schedule.
Detect scheduler issues before they block bookings with Configuration Alerts: This new feature notifies you when a Scheduling Pro scheduler has a configuration issue that could block bookings, so you can fix the problem before it affects more leads. What this means for you:
A general contractor books a site visit on your commercial scheduler. After your office deactivates the contractor relations business unit, Configuration Alerts catches the Inactive Business Unit issue before more bookings drop.
Your project intake campaign is paused for the season. Configuration Alerts flags the Inactive Campaign so your business development team can switch to the active campaign in their scheduler.
A senior project lead leaves the company and is marked inactive. The Inactive Technician alert lets you reassign their scheduler routing rules.
Early Access
Accounting
Create cost adjustments directly from the Budget vs Actual table: This improvement lets you create and apply cost adjustments directly from the Budget vs Actual table in the project financials section, without navigating to a separate estimate. What this means for you:
A project manager on a multi-phase office build needs to revise the budget for a specific cost segment. They click Cost Adjustment > Create Adjustment above the Budget vs Actual (BvA) table and enter the new value directly in the editor.
An accountant needs to record an unplanned material cost for a commercial renovation. They open the Cost Adjustment Editor, assign the relevant general ledger (GL) account, and apply the adjustment without leaving the financials section.
After a subcontractor change, a project manager saves a draft cost adjustment for the Subcontractor segment and reviews it with the accounting team before activating.
Contact Center Pro
Transfer calls directly to a queue in Contact Center Pro: This is a new feature that lets customer service representatives (CSRs) transfer calls directly to a queue in Contact Center Pro. What this means for you:
A CSR at a general contracting firm transfers a subcontractor inquiry directly to the procurement queue, getting the caller to the right team without a warm handoff.
An administrator builds a custom transfer flow for the project coordination queue, routing timed-out calls through a backup coordinator before sending to voicemail — ensuring no vendor call is lost.
A commercial construction company sets a forward rollover on their estimating queue, directing unanswered transferred calls to a regional office during high-volume periods.
Customer Portal
Control portal access by location to protect sensitive billing information: This improvement to the Customer Portal lets you control which portal users can see billing information for each service location, so national accounts and multi-location customers get precise, location-specific access. What this means for you:
A general contractor manages several large commercial builds for the same property management company. The property manager's portal access is scoped to a single active project site so they only see invoices for that location.
After a project completes, set the finished location to No access so former project contacts cannot view closed-project billing records.
For a client with multiple active build sites, set access at the customer level and use the bulk-apply prompt to give all sites the same starting access level, then refine individual locations as needed.
Inventory
Capture true material costs with fully landed inventory costs: This new feature rolls shipping, taxes, and other charges into per-unit inventory costs so your inventory valuation, job costing, and estimates reflect what you actually paid. What this means for you:
A mechanical contractor receives ductwork and fittings for a multi-story office build. Import duties and freight charges are allocated to each line item on the bill. The project's material cost budget accurately reflects acquisition costs, supporting better change order pricing.
An electrical subcontractor orders switchgear with significant shipping costs. The fully landed cost flows into WAC, so when the next project estimate pulls this item's cost, it includes the true landed cost instead of just the vendor invoice price.
A plumbing contractor on a large commercial project receives valves and piping with tax and freight. The GL posting capitalizes all landed costs into the Inventory Asset account rather than separate expense accounts, simplifying reconciliation and giving accountants a cleaner audit trail.