Core Products
Dispatching
This improvement brings Flexible Timekeeping into the New Daily Dispatch Board so technician status, activity context, and Non-Job Events stay in sync with payroll reality in real time.
Scenario 1
A commercial roofing technician is in a Shop Time activity between jobs. The dispatcher hovers over the technician's card on the board and sees the activity code and status all at once, then decides whether to assign an additional service call.
Scenario 2
A dispatcher at a commercial HVAC company creates a Team Meeting NJE on the board for three technicians, selecting the Meeting Flexible Timekeeping Activity Type. The technicians see the event in their Field Mobile App schedule and can start it directly — no radio coordination needed.
Scenario 3
When payroll corrects an earlier timesheet for a commercial plumbing technician, the board reconciles silently. The dispatcher's view stays consistent with payroll reality without any manual update.
This improvement to the Jobs Tray on the new Dispatch Board lets each dispatcher create, name, and arrange their own personal tabs so the jobs they care about most are always one click away.
Scenario 1
A dispatcher managing multiple accounts creates a tab for each priority client, filtered by customer name or job tag. High-value jobs are always visible at the top of their workflow without hunting through the full list.
Scenario 2
A team that tracks maintenance agreements separately from reactive service builds a tab for each type. The count badge lets supervisors monitor service agreement workload at a glance.
Scenario 3
A dispatcher covering a large metro area filters by zone and saves it as a named tab. They can switch between zones instantly instead of re-entering filter criteria each time.
This improvement to the existing Skills feature gives administrators, dispatchers, and operations managers a centralized skills settings screen with full visibility into how skills are assigned and used across the business.
Scenario 1
A service manager opens the Technicians tab and filters for technicians without the Backflow Prevention Certification skill, then bulk-assigns it to the crew members who completed training last week. Changes take effect on existing booked jobs right away.
Scenario 2
A dispatcher reviews the Skills tab before a new service contract goes live and confirms that every required skill has both technicians and job types assigned. Any skill missing one of those shows the gap clearly in the count columns.
Scenario 3
When a new job type is added for chiller maintenance, an administrator opens the Job Types tab and links the Refrigerant Handling skill in a single edit rather than navigating to the job type record.
Financing
This improvement lets administrators assign more than one lender rate sheet to a single business unit, so different technician teams or business unit configurations can present the most relevant financing options for each job.
Scenario 1
A commercial HVAC company with separate Wells Fargo merchant IDs for rooftop unit (RTU) replacements and preventive maintenance (PM) contracts can assign both to a single business unit and create custom rules to direct each job type to the right program.
Scenario 2
A multi-trade commercial service company can name each merchant ID group to match its program structure, giving technicians clear tabs when presenting financing options.
Scenario 3
When a commercial customer finances a large cooling system replacement, the technician selects the appropriate rate sheet tab in ServiceTitan Mobile without leaving the app.
Service Agreements
This is a new feature that lets administrators and office staff edit key details on an active service agreement — including duration, billing schedule, covered locations, and bill-to customer — without canceling and recreating the agreement. ###
Scenario 1
A property management company acquires a new building mid-term and needs it added to an existing service agreement. Use the **Locations** tab to add the new site, no cancellation required, and the agreement's billing and revenue recognition history stays intact.
Scenario 2
A commercial account consolidates billing under a parent entity. Update the bill-to customer on the active agreement to reflect the new billing entity without disrupting service schedules or invoicing history.
Scenario 3
A dispatcher uses this feature in their daily workflow to improve efficiency and reduce manual steps.
Pro Products
Dispatch Pro
This improvement extends Dispatch Pro's optimization engine from a window of up to 10 days to up to 2 years, so pre-booked jobs receive AI-driven technician assignments and route planning from the moment they are scheduled. ###
Scenario 1
A commercial HVAC contractor loads a full year of preventive maintenance visits across many buildings, and Dispatch Pro optimizes routing across the whole horizon.
Scenario 2
A facilities service provider schedules recurring service agreement visits two years out to match multi-year contracts.
Scenario 3
A commercial operator plans seasonal capacity ahead of time so technician load stays balanced week to week.
Early Access
Estimates
See linked Findings on an estimate and connect more with a few clicks, so the work a technician flagged stays attached to the quote. This is a new feature.
Scenario 1
A facilities account manager builds a quote for a multi-unit property. The estimate lists each linked finding by priority, so the most urgent rooftop unit shows first and nothing gets missed.
Scenario 2
A service technician flags three issues during a maintenance visit. The office links all three findings to one estimate, and the photos from each finding pull into the quote for the property manager to review.
Scenario 3
A sales rep revises a quote after a walkthrough. They unlink a finding that moved to a separate job, and the estimate stays accurate for the remaining work.