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
A commercial HVAC (heating, ventilation, and air conditioning) provider builds a company tab filtered to preventive maintenance (PM) job types, so every dispatcher working commercial accounts sees the same prioritized queue.
Scenario 2
An administrator hides an unused system tab company-wide to reduce clutter for a large dispatch team. Dispatchers who had already customized that tab keep their own version.
Scenario 3
A dispatcher managing multiple large accounts selects more than one job type at once on a tab filter, instead of switching between single-job-type tabs.
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 large rooftop unit (RTU) replacement pulls equipment from inventory captured on a purchase order (PO), so cost is counted once.
Scenario 2
Recurring maintenance agreements that draw stocked parts show accurate cost on each billed invoice.
Scenario 3
Controllers reviewing budget versus actuals (BvA) across many sites see figures that reconcile with inventory.
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new screen in the office that shows which mobile app version each member of your field team is running, so you can spot outdated installs before they cause problems. It also allows you to notify them that they're outdated via SMS.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 app versions across a large field crew and sets the warning banner so drift onto unsupported versions is flagged automatically.
Scenario 2
Before a preventive maintenance (PM) route, a manager confirms the assigned technicians are on the current version.
Scenario 3
An administrator spots a cluster of technicians on an older version at one branch and coordinates the fix.
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 dispatcher reviewing a large commercial account's job can see every finding a technician logged during the visit right on the Job screen, without cross-referencing the equipment list.
Scenario 2
A service manager checking job status before invoicing can confirm whether an open finding needs follow-up before closing out the job.
Scenario 3
An account manager preparing a customer update can pull finding details straight from the job instead of searching Location Equipment.
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 handling high call volume reaches job history in fewer steps because the menu opens fully expanded.
Scenario 2
A dispatcher reaches the area they need in one click because every area shows its name, not just an icon.
Scenario 3
An accountant working in a wide ledger view collapses the menu to reclaim screen width.
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 tied to a specific business unit route to that unit's manager for sign-off before export.
Scenario 2
A bill with a pricing or quantity discrepancy routes to accounting so the mismatch is resolved before payment.
Scenario 3
High-dollar rooftop unit (RTU) replacement bills route through a tiered approval based on the bill total.
Service Agreements
This enhancement shows the ServiceTitan CRM (STCRM) opportunity linked to each service agreement right where you already work: on the service agreement, on the Follow Up screen, in service agreement reporting, and through the API. It also keeps the Account Manager field on a new agreement in sync with the customer's assigned account manager. Note: The ServiceTitan CRM is in Early Access and available to select accounts.
Scenario 1
A commercial service company links a rooftop unit (RTU) maintenance agreement to an STCRM opportunity during the sale. The account manager opens the Service Agreements Follow Up screen, sees the opportunity name beside the agreement, and selects it to review deal notes before the renewal call.
Scenario 2
An operations lead duplicates a multi-site maintenance agreement for a similar property. The opportunity link copies to the new agreement, so reporting stays tied to the original deal.
Scenario 3
A dispatcher uses this feature in their daily workflow to improve efficiency and reduce manual steps.
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 property manager leaves an urgent voicemail about a rooftop unit (RTU) outage. The group voicemail follow-up shows the age of the message in hours, so dispatch prioritizes it.
Scenario 2
A commercial account has multiple job sites calling the same group line. The account match on caller ID helps the office tell which site called.
Scenario 3
A facilities coordinator's callback is marked Resolved and moved to Done, giving the office a clean audit trail for that account.
Early Access
CRM
ServiceTitan CRM opportunities and their deal details now appear directly on the Customer and Location screens, so office teams can review deal status without opening ServiceTitan CRM separately. Note: CRM is currently in Early Access and available for select accounts.
Scenario 1
A commercial heating, ventilation, and air conditioning (HVAC) account manager opens a customer's account before a call and sees an open opportunity in the Quoted stage without switching screens.
Scenario 2
A sales manager reviewing a location's history sees three Closed Won opportunities and their owners at a glance.
Scenario 3
A Customer Service Representative (CSR) fielding a call confirms an active opportunity already exists before creating a duplicate.
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
An account manager handling several maintenance agreements keeps @mention notifications on across the message center and email, so client questions are not missed.
Scenario 2
A dispatcher turns off thread-reply notifications for high-traffic job threads, which lowers noise while keeping @mentions visible.
Scenario 3
A dispatcher uses this feature in their daily workflow to improve efficiency and reduce manual steps.