This new feature sends personalized performance summaries to technicians at the end of each day.
What's new?
Before, there was no automated way for technicians to receive a summary of their workday. Now, ServiceTitan delivers a recap showing performance metrics, celebrating wins, and highlighting opportunities for growth. Administrators can configure the time of day this recap is sent.
Resources
Office setup: Configure day in review notifications for technicians in Field Pro
Technician workflow:
Before and After
Before (Current)
Technicians finish their day.
No summary is automatically sent.
Managers rely on dashboards for performance coaching.
Technicians have no end-of-day visibility into performance.
Impact: Limited technician engagement and slower coaching cycles.
After
Administrators configure a daily delivery time in settings.
Technicians finish their day.
At the set time, they receive a performance recap.
Recap highlights wins and opportunities based on job data.
Impact: Technicians stay motivated and managers scale coaching without micromanaging.
Who uses this feature
All Business Types
Technicians
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A technician completes a full day of HVAC repair work and receives a recap highlighting sales closed, jobs completed, and wins and opportunities for improvement based on their call transcripts.
Commercial Service and Replacement
Field technicians receive a daily recap that calls out wins on service work and key performance highlights, so they can see their day as a whole instead of digging into reports.
Residential Construction
Install crews get a recap showing wins from that day's jobs and a simple view of how they performed.
Commercial Construction
Technicians on long projects receive a daily text recap that celebrates progress and surfaces key highlights, so they know if they are on track.
How to Prepare?
Confirm which teams will benefit from daily performance recaps.
Align technician end-of-day schedules and notification preferences.
Train technicians on how to review and interpret recap metrics.
Identify coaching goals that can be reinforced through daily recaps.
Review account settings access to configure delivery time.