Core Products
Accounting
Bill change orders with itemized detail using AFP Itemized Change Orders: This improvement to the Application for Payment (AFP) module automatically groups approved change order estimate lines into itemized summary groups on the Schedule of Values (SOV), replacing the previous single lump-sum representation. What this means for you:
A commercial general contractor (GC) approves a change order for additional mechanical and electrical work on a multi-story office build. Instead of a single lump-sum line, the Schedule of Values (SOV) now shows separate summary groups for the mechanical and electrical scopes, so the GC can track costs by trade.
A subcontractor submits a progress billing request against a change order that covers both labor and materials across two building phases. The itemized SOV lines let the project manager verify billed amounts against each category without cross-referencing external spreadsheets.
A construction firm reviews an Application for Payment (AFP) that includes three approved change orders. Each change order appears on the SOV with its own set of summary groups broken out by cost type, giving the accounting team a clear audit trail for every billing line.
Estimates
View sales tax by item group on estimate printouts: This improvement lets you view Avalara-calculated sales tax at the item group level on estimate printouts, giving your team and customers full transparency into how tax is applied across each section of an estimate. What this means for you:
A general contractor presents an estimate for a large commercial renovation broken into three item groups — demolition, structural work, and finishes. The printed estimate now shows the Avalara-calculated tax subtotal for each group, so the owner can review and approve the tax charges for each phase of the project.
A project manager reviewing a multi-phase estimate wants to verify tax compliance before submitting it for approval. With sales tax shown at the item group level, they can confirm each section's tax amount matches the applicable rate without calculating it manually.
A sales rep presenting an estimate to a commercial property owner uses the item group tax breakdown to walk the customer through the total cost of each scope of work. The transparent tax display supports a faster estimate approval and reduces negotiation time.
Equipment
Track equipment age with the Manufactured On date field: This improvement adds a dedicated Manufactured On date field to installed equipment records so you can view, enter, and report on equipment age even when an Installed On date is not available. What this means for you:
A project manager reviews newly created equipment records for a large commercial build. Using the Manufactured On column in the equipment table, the team quickly confirms all units have manufacturing dates recorded before handing off to the service team.
During a warranty dispute, an office administrator looks up the Manufactured On date on a specific equipment record. The date is stored directly in ServiceTitan and does not require contacting the original installer or reviewing paper records.
A manager exports equipment data including Manufactured On dates using the updated export template, providing the data needed for a vendor audit.
Field Mobile App
Manage non-job events directly from the timesheet with Continuous Timekeeping in the Field Mobile App: This improvement integrates non-job events directly into the Continuous Timekeeping workflow in the Field Mobile App, so technicians can start, create, edit, and end non-job events without leaving the timesheet. What this means for you:
A mechanical technician on a commercial build site has a pre-scheduled safety orientation non-job event (NJE). The orientation auto-starts at 6:00 AM. After it ends, the technician taps their first scheduled task and the transition records cleanly on the timesheet.
A plumbing subcontractor realizes they need to attend a general contractor meeting that was not scheduled. They create an ad-hoc NJE from the dashboard, attend the meeting, and the event ends when they switch back to their next job.
A site superintendent reviews timesheets for the crew and sees all non-job activities accurately reflected. Training, safety meetings, and supply runs each show actual start and end times without the need for office-side corrections.
Go directly to document annotations and RFIs from Field Mobile App messages: This improvement lets field technicians and sales professionals navigate directly from messages and Request for Information (RFI) reviews to the exact document annotation in the Field Mobile App, eliminating the need for phone calls to coordinate on file references. What this means for you:
A site foreman on a commercial build is tagged in an annotation about fire-stop locations. They tap the link in the message and view the marked-up sheet directly from the Field Mobile App, keeping inspections on schedule.
A mechanical contractor reviewing Requests for Information (RFIs) for a multi-story office build taps View on drawing to reference the exact duct penetration on the structural drawings.
An electrical subcontractor receives an annotation on the power distribution plan about relocated junction boxes. They navigate to the file from their message, verify the changes, and pass the information to their crew.
Identity and User Management
Sign in more reliably with Adaptive Login: Adaptive Login is a new feature that separates identity entry from authentication, so ServiceTitan can automatically route each person to the right sign-in method for their organization. What this means for you:
A general contractor's office team uses Enterprise Hub with SSO. Two-Step Login now delivers a consistent identifier-first experience across both ServiceTitan Core and Enterprise Hub, eliminating the different sign-in behavior previously seen between the two applications.
A project accountant accesses multiple ServiceTitan tenants across different project entities. After authenticating on Step 2, a context selection screen shows the tenants they have access to. They select the relevant entity for the current project.
An estimator on a mobile device signs in to ServiceTitan Field Mobile App. They enter their email, are routed to SSO, and authenticate with their organization's provider. The two-step flow is the same on mobile as on the web.
Pro Products
Dispatch Pro
Dispatch return visits with Dispatch Pro using multi-appointment support: This improvement to Dispatch Pro allows the system to optimize multi-appointment jobs where only one appointment is currently active, so return visits for parts installs and follow-up work are dispatched just as efficiently as the first trip. What this means for you:
An HVAC contractor on a commercial build completes a ductwork inspection and schedules a return visit to install equipment after delivery. Dispatch Pro recognizes only the equipment install appointment is active and optimizes it.
An electrical contractor finishes a conduit run on a multi-phase project and schedules the panel installation as a follow-up. Dispatch Pro dispatches the follow-up appointment based on crew availability and site proximity.
A plumbing subcontractor completes underground rough-in and returns for above-grade piping. Dispatch Pro handles the second appointment as a standard optimizable job.
Early Access
Contact Center Pro
Review agent call handling events in Contact Center Pro Conversation: This improvement to Contact Center Pro (CCP) adds agent call handling events — Rejected, Missed, Hold Started, and Hold Ended — to the Call Journey in Conversation History, so managers can review a complete, timestamped record of agent actions alongside routing events. What this means for you:
A contact center manager investigates a missed call from a general contractor. The Call Journey shows the call was offered to two agents — the first rejected it, the second missed it — giving the manager a complete picture without interviewing either agent.
A supervisor tracks hold activity during a high-volume day on a large project account. Hold Started and Hold Ended events across multiple calls help the supervisor identify whether staffing adjustments are needed.
A manager reviews a specific call where the caller reported a poor experience. The Call Journey shows the agent placed the call on hold three times, providing specific context for the debrief.
Document Template Engine
Build dynamic contracts with conditional logic and calculated fields: This new feature adds conditional logic and calculated field capabilities to custom created templates and uploaded bring-your-own-document (BYOD) PDF templates, so administrators can create dynamic contracts that automatically adapt their content based on job data, geography, compliance requirements, and form responses. What this means for you:
A commercial general contractor manages subcontractor agreements that vary by trade scope. The administrator builds one template with conditional sections for mechanical, electrical, and plumbing scopes that appear based on the job type.
A construction firm operating in multiple states uses conditional logic to include state-specific mechanic's lien notices in every subcontract. The correct clause renders automatically at generation.
A commercial developer assembles a template package with conditional document inclusion. A safety compliance addendum is included only for jobs above a certain value, reducing unnecessary pages for smaller projects.
Forms and Media
Improve team collaboration with annotation comments in Document Management: This is an improvement to Document Management that lets your team leave comments directly on document annotations, tag teammates using @mentions, and receive Messages (Comms Hub) notifications with deep links back to the exact annotation keeping project conversations connected to the file. What this means for you:
A project manager uploads a set of submittals for a commercial build. The manager annotates a section requiring engineering review and tags the relevant team lead in a comment. The team lead responds in the thread after reviewing the document, and the reply is visible to all participants.
A field supervisor annotates a punch list document on-site and tags the project coordinator in a comment to flag items ready for inspection. The coordinator receives a Toolbelt notification and updates the project record without a phone call.
An office administrator reviews a subcontractor agreement and annotates a payment schedule clause that requires sign-off. The administrator tags the accounts manager in a comment. The manager replies in the thread, and the approval exchange stays on the document.