Fall 2025 Release (ST-75)

Adaptive Capacity

• New View daily capacity insights faster with the new Capacity Reporting - Simple Mode

  This mode helps you check job bookability and scheduled work hours without digging through complex data. Before, you had to navigate a dense, configurable report just to see if you were overbooked or had openings. Now, you can use a streamlined report with an Open Time focus and a Scheduled Work focus to support quicker decisions each day. See the following for more:

  • Knowledge Base topic: Use Simple Mode in Adaptive Capacity Reporting to plan your week

• Enhancement Track every change with the new Settings Audit Trail to enforce best practices across locations

  Before, it was tough to see who updated capacity settings and when those edits happened. Now, exports show who made changes, what was changed, and the values before and after. See the following for more:

  • Knowledge Base topic: Optimize Adaptive Capacity: Configure Basic and Advanced Settings

• Enhancement Filter available time slots faster with the new Day of Week filter in Get Adaptive Availability

  This helps you match appointments to the times customers prefer, right when you're booking them. Before, there wasn’t a way to narrow down scheduling by weekday, which slowed things down. Now, you can quickly scan for open slots by day, making scheduling smoother. See the following for more:

  • Knowledge Base topic: Use Get Adaptive Availability to book and reschedule jobs with Adaptive Capacity

• Enhancement Slot counts removed from Get Adaptive Availability

  Before, the All Available view showed a slot count in the calendar based on technician and arrival window pairs, not bookable jobs, which caused confusion. Now, the slot count is gone so you can focus on booking real times, not interpreting numbers. This helps avoid mix-ups and keeps your scheduling process clearer.

Atlas

• New Work Smarter, Not Harder, with Atlas

  Atlas, powered by Titan Intelligence (TI), is your new AI sidekick, built to be your team’s ultimate power user. It helps you find answers faster, automate repetitive work, and keep everyone moving quickly and focused so your business can grow.

• Enhancement Get real-time help on the job with Atlas in Mobile, powered by Titan Intelligence (TI), for completing tasks faster

  Field Assistant has a new name, Atlas in Mobile, but it works the same. Before, the assistant was limited to one area, but now the Atlas name will be used across other tools too. This helps make it clear which AI assistant is being used, no matter the task. See the following for more:

  • Knowledge Base topic: Atlas in Mobile

• Enhancement Get answers faster with Atlas in Support, the in-product chatbot that guides you through ServiceTitan

  Atlas now lives in the Help Center under the Get Help button and supports you right inside ServiceTitan. It answers questions, walks you through features, and helps resolve issues on the spot. This lets you resolve issues quickly without leaving ServiceTitan. See the following for more:

  • Knowledge Base topic: Use the Help Center

Customer Portal

• Enhancement Show clear company info in online estimates and online payment links to boost trust

  Before, online payment and estimate links showed only the company info entered in Customer Portal General Details settings. Now, these links use the associated business unit (BU) logo, name, and contact info instead, and only fall back to portal settings if BU details are missing. This helps links better match the brand the homeowner expects to see, and adds a more polished, professional feel to online estimates and payments. See the following for more:

  • Knowledge Base topic: Set up and customize the New Customer Portal

Dispatching

• New Streamline your job management with the new Dispatch Activity Center, now fully available for everyone

  Before, you had to juggle alerts and messages from different places. Now, you can view all updates, messages, and job notifications in one clean panel right on the Dispatch Board. You can filter by team, job type, or business unit, and even jump straight into the job or chat thread with one click. Choose your panel size and keep track of what’s read or unread to stay focused on what matters most. See the following for more:

  • Knowledge Base topic: Use the Daily Dispatch Board

• New Schedule multi-day Construction crew jobs with the new Crew Scheduling feature, now generally available

  Before, there wasn’t a built-in way to assign crews or plan several job days at once. Now, you can group jobs under one crew, assign roles like Foreman or Apprentice, and view gaps or overlaps for the week. This helps everyone stay on track during longer construction projects. See the following for more:

  • Knowledge Base topic: Use Crew Scheduling

• Enhancement Separate skill permissions with the updated ‘Edit skills’ employee setting to manage job-level changes more precisely

  Before, one permission controlled both general and job-specific skill edits, which caused confusion. Now, permissions are split so you can let team members update skills only during dispatching without giving them broader edit rights. This change keeps role responsibilities clear while improving control over job assignments. See the following for more:

  • Knowledge Base topic: Set permissions for an employee or technician role

Field Mobile App

• New Download ServiceTitan’s Field Mobile App today

  The new Field Mobile App is available for all to download and begin using. It improves technician workflows with a faster, more intuitive design built specifically for iOS, iPadOS, and Android phones and tablets. The Field Mobile App syncs automatically with the office, ensuring technicians always have the latest information to complete their jobs efficiently. We are hard at work continuing to build out all legacy functionality, so if you don’t see a feature you’ve been using, know it's coming soon! Download the app from the Apple App Store or Google Play Store today!
  Recent updates to the Field Mobile App include:

  • 11.0.0 Release: Sales Pro integration, Location and Equipment Findings, Daily Logs, Project RFIs, and more. See the 11.0.0 Release Notes for details.

  • 11.1.0 Release: Configurable Services, Financing Integration Charging, and Crew Timekeeping with Legacy Timekeeping. See the 11.1.0 Release Notes for details.

  • 12.0.0 Release: Spec-based Estimate Templates and Measurements, Proposal Builder, See the 12.0.0 Release Notes for details.

  See the following for more:

  • Knowledge Base topics:

    • Field Mobile App

    • Field Mobile App FAQ

  • Academy courses:

    • Field Mobile App Essentials: Residential

    • Field Mobile App Essentials: Commercial

Identity and User Management

• New Add secure login without a phone number using the new TOTP 2FA option, now generally available

  This feature lets you use a Time-based One-Time Password (TOTP) from an authenticator app like Google Authenticator. Before, employees without phone numbers couldn’t use SMS for 2FA, which slowed adoption. Now, anyone can set up two-factor security—even without a mobile number—protecting business data from cyber risks. See the following for more:

  • Knowledge Base topics:

    • Enable Multi-Factor Authentication for Identity Services

    • Resolve and manage MFA errors

    • Set up MFA with Google or Microsoft Authenticator

    • Multi-Factor Authentication (MFA) FAQ

Inventory

• New Take control of your purchasing with the new Purchasing Approval Workflow, now generally available

  This feature lets you set rules for who can approve purchase orders based on how much they cost. Before, you had to track approvals manually, which slowed things down and left room for mistakes. Now, you can route large orders—like anything over $10,000—to a manager automatically, helping you stick to budgets and streamline spending. See the following for more:

  • Knowledge Base topics:

    • Manage and approve purchase order requests

    • Configure the purchase approval process

• Enhancement Streamline your purchasing with the updated Units of Measure feature now available without inventory

  Before, if you only used Purchasing, not Inventory, you couldn’t order in one unit and track in another. Now you can buy materials by the pallet but track or consume them by the unit—using one SKU and automatic conversion. This cuts down on extra SKUs, improves cost tracking, and keeps your pricebook clean. See the following for more:

  • Knowledge Base topic: coming soon

• Enhancement Protect inventory accuracy with the fix to Off-Truck Consumption in Offline Mode

  Before, technicians could add items to jobs even when they weren’t stocked on their trucks, just by going offline. That caused inventory mismatches, confusing audits, and wrong job costs. Now, this fix restores your control so inventory counts match reality, no matter the connection.

Memberships

• Enhancement Work faster on recurring jobs with the updated Recurring Service Events - Follow Up screen

  You can now sort and filter recurring jobs by business unit, membership status, and more. Before, it was hard to filter by customer or do bulk actions. Now, you can multi-select filters, choose which columns to see, and organize the table how you want. See the following for more:

  • Knowledge Base topic: Manage recurring service events

Payroll and Timesheets

• New Stay compliant and reduce risk with the new Meal Break Reminders feature in Timesheets, now generally available for Field Mobile App

  Before, there were no alerts for missed breaks or reports to track labor law violations. Now, you get notified when it’s time for a break, and administrators can see who missed or waived them. This helps avoid legal issues and gives your office better tools to manage break-time rules. See the following for more:

  Note: This update is currently only available with the Field Mobile App. Office employees can see the reminders for their Field Mobile App users.

  • Knowledge Base topics:

    • Office workflow: Enable meal break reminders for technicians

    • Field Mobile App workflow: Use meal break reminders in the ServiceTitan Field Mobile App

Pricebook

• Enhancement Add entire pricebook categories to Client Specific Pricing (CSP) exception lists with the new "Add by Category" feature, saving time and reducing mistakes

  Before, you had to manually pick each item one at a time, which took lots of clicks. Now, just select the category, and all items are added to exception lists instantly. When new items are added to that category later, they’re automatically included in the rule with no extra steps. See the following for more:

  • Knowledge Base topic: Set up unique prices with client-specific pricing

Reporting

• New Combine key data across templates with the Multi-Template Reports to build smarter, more complete reports

  In the past, you had to choose between templates, even if one had almost everything you needed. That meant creating multiple reports and stitching them together in Excel or another tool. Now, you can include fields from two templates in one report, like seeing job and invoice details side by side. This helps you get better answers, faster, without switching tools. Reports can be combined in both ServiceTitan and Enterprise Hub Rollup Reporting. You asked, we listened! See the following for more:

  • Knowledge Base topic:

    • Enterprise Hub workflow: Use Multi-Template Reports

    • ServiceTitan workflow: Create and run Multi-Template Reports

Search

• Enhancement Search faster across jobs, customers, and locations using the new Searchable Tags feature in Global Search

  Before, you couldn’t look up Tags directly—you had to click into each record manually. Now, you can type in a Tag keyword and pull up related jobs, locations, or customers in one step. This update helps you find what you need faster, especially when tracking things like VIP clients or warranty jobs. See the following for more:

  • Knowledge Base topic: Use search in ServiceTitan

Service Agreements

• Enhancement Set up Recurring Visits on Visit Templates to save time and reduce errors when building service agreements

  Before, each visit had to be added one-by-one, even if the details were the same. Now, you can use a template to auto-generate visits on a set schedule, like 2–3 times per week. This helps teams doing regular maintenance, like pool or HVAC service, work faster and stay consistent. See the following for more:

  • Knowledge Base topic: Create or edit Visit Templates

• Enhancement Attach Service Agreement Visits to jobs so you can keep records accurate and avoid duplicate bookings

  Before, you could only create new jobs for these visits, which often caused confusion and extra work. Now, during call booking or from the job screen, you can link a visit directly to the right job. This update helps you manage agreements smoothly and ensures invoices and history stay in sync. See the following for more:

  • Knowledge Base topic: Attach Service Agreement Visit to Job from Call Booking and Bookings

• Enhancement Set up new Service Agreements faster with the updated Service Agreement Templates

  Instead of manually entering payment terms, start dates, and billing rules each time, defaults now auto-fill these fields. Before, you had to pick the same setup options over and over. Now, you can pre-set values like pricing method, auto-renew status, and duration in Settings so new agreements come ready to go. See the following for more:

  • Knowledge Base topic: Add or edit a service agreement template

TitanAdvisor

• New Get valuable insights with the Fall 2025 Benchmark Report, coming in November

  See how your business did this last quarter compared to similar businesses with the Fall 2025 Benchmark Report, powered by Titan Intelligence. You can also get key insights to help optimize business performance this year. Download the report now by going to TitanAdvisor and clicking the link below your Titan Score. You can also find all your past and present Benchmark reports in the Benchmark Report library. See the following for more:

  • Knowledge Base topic: Benchmark Report FAQ

• Enhancement Get clearer guidance and better recognition with TitanAdvisor

  We know how important it is for your hard work to be seen and recognized. That’s why we’ve incorporated your feedback and the latest insights from Data Science to add checkpoints for critical features, simplify or eliminate others, and update thresholds to reward high-ROI behavior in your workflows. With Titan scores refreshed to highlight what truly drives results, you can move forward with confidence, knowing your efforts are rewarded every step of the way. See the following for more:

  • Knowledge Base topic: TitanAdvisor