ST-75
Core Products
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
[Improvement] 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
[Improvement] 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
[Fix] 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. Look for the Atlas icon in release notes to help you find all areas where you can make use of Atlas.
[Improvement] Get real-time help on the job with Atlas in Mobile, powered by Titan Intelligence (TI), for completing tasks faster: https://servicetitan-1.wistia.com/medias/74bmdgr8v4
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
[Improvement] 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
[Improvement] 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
[Improvement] 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
Enterprise Hub
[New] Push and pull reports and dashboards between Enterprise Hub and single-tenant accounts to streamline content management: Previously, moving reports and dashboards required manually recreating them in Enterprise Hub, which took time and effort. Now, you can automatically transfer reports and dashboards between single-tenant accounts and Enterprise Hub. You can simply pull data from single tenants into Enterprise Hub reports and dashboards and push data from Enterprise Hub reports and dashboards to single tenants. This helps you avoid re-creating reports when moving to Enterprise Hub or consolidating data across tenants. See the following for more:
Knowledge Base topics:
[New] Add stronger security to Enterprise Hub with new TOTP-based two-factor authentication, now generally available: Before, logins relied only on passwords, which left accounts open to security risks. Now, you can use authenticator apps to get a time-based code for signing in—no phone number required. This helps protect sensitive data and supports enterprise-level security standards. See the following for more:
Knowledge Base topic: Enable Multi-Factor Authentication in Enterprise Hub
Field Mobile App
[New] Download ServiceTitan’s Field Mobile App today: https://servicetitan-1.wistia.com/medias/3aroqxrtav
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:
Academy courses:
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:
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:
[Improvement] 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:
[Fix] 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
[Improvement] 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.
Note: This update is currently only available with the Field Mobile App. Office employees can see the reminders for their Field Mobile App users.
See the following for more:
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
[Improvement] 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
[Improvement] 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
[Improvement] 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
[Improvement] 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
[Improvement] 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
[Improvement]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
Pro Products
Field Pro
[New] Unlock your team's full potential with Field Pro, giving your techs and sales reps instant access to the next generation of AI-powered tools in the field: Field Pro replaces Sales Pro and brings everything into one place right in ServiceTitan. Before, technicians spent too much time searching online, calling support, or flipping through long manuals to solve issues. Now, they can access equipment docs, HVAC calculators, and real-time help from Atlas using voice-to-text, without ever leaving the app. Field Pro connects every customer interaction to job data and pairs it with tools and insights to help grow revenue. Field Pro comes in two different versions:
Field Pro – Standard gives techs mobile access to equipment manuals, troubleshooting steps, and diagnostic tests.
Field Pro – Advanced includes all that plus automatic job recordings, pre-job briefs, and performance scorecards.
If you’re an existing Sales Pro customer and want to migrate to Field Pro, please fill out this form. See the following for more:
Knowledge Base topic: Field Pro
Watch Field Pro Advanced for Managers for a video on the office-side management features of Field Pro Advanced
Fleet Pro
[Improvement] Track mileage automatically with the new GPS Mileage Tracking feature in Fleet Pro timesheets to help ensure accurate reporting and faster reimbursement: Before, technicians had to enter mileage manually or not at all, leading to errors and missing data. Now, mileage is logged right in the timesheet using GPS and can be reviewed or edited by administrators. This reduces manual work and keeps everything in one place for better reporting and less hassle. See the following for more:
Office workflows:
Field Mobile App technician workflow:
Early Access
Contact Center Pro
[New] Get notified faster with the new Email Notifications for Voicemail feature, so no message gets missed: Before, you had to check if a new voicemail had come in manually, even after hours. Now, email alerts go out when a voicemail comes in, showing caller info and unread message count. This helps ensure no call goes missed. See the following for more:
Knowledge Base topic: Configure voicemail settings in Contact Center Pro
[Improvement] Route calls faster with the new Skip Rollover Timer setting to help manage sudden agent unavailability: Previously, calls would wait in the queue even if no one was available, causing delays and frustration. Now, calls go straight to rollover if all agents are offline, on break, or marked unavailable, but not if they’re on another call. This helps keep operations running when agents are sick, in meetings, or facing tech issues. See the following for more:
Knowledge Base topic: Set up queues in Contact Center Pro
Dispatching
[Improvement] Added Redesigned Dispatch Board experience to the New & Upcoming Features screen: The Redesigned Dispatch Board delivers faster performance, clearer layouts, and smarter workflows built for the way you dispatch today. Available now in Early Access, it’s your chance to experience the future of dispatching before it goes live. Find it now in the New & Upcoming Features screen. See the following for more:
Knowledge Base topic: Use the enhanced Daily Dispatch Board
Enterprise Hub
[New] Streamline how you manage access with the new Enterprise Hub Tenant Groups feature, now in Early Access: Now, you can create custom groups of tenants by region, brand, or business line and assign access to the group instead of each tenant. Before, managing access across 50 to 400 tenants was time-consuming and risky. With Tenant Groups, you'll spend less time on admin work and more time running your business. If you’re interested in joining this Early Access, please fill out this form. See the following for more:
Knowledge Base topics: Manage tenant groups in Enterprise Hub
Equipment
[New] Track and convert more revenue opportunities with the new Equipment Findings and Pull-Through Work feature: This feature turns technician observations into structured “Findings” linked to equipment and service agreements. Before, notes were scattered and not tied to jobs or reports, leading to missed follow-ups. Now, you can view Findings in dashboards, convert them into jobs or estimates, and see performance reports. Managers and executives can track profitability and equipment health with scheduled reports. This feature is currently in Private Preview and has limited availability. If you’re interested in joining the Private Preview, please fill out this form. See the following for more:
Knowledge Base topics:
Office workflows:
Field Mobile App technician workflows:
Forms and Media
[New] Access powerful new tools with Document MarkUps/Annotations to mark, measure, and compare project documents: Before, office and Field Mobile App teams couldn’t add notes or highlights directly to shared files, which slowed project communication. Now, both office and Field Mobile App users can add markups, highlight changes, and measure right on documents using Apryse Web SDK. This helps keep everyone aligned during all project stages—from bidding to build-out. This feature is currently in Private Preview and has limited availability. If you’re interested in joining the Private Preview, please fill out this form. See the following for more:
Knowledge Base topics:
Office workflow: Use annotation tools in documents
Field Mobile App technician workflow: Manage project-related documents and media in the ServiceTitan Field Mobile App
Inventory
[New] Track true job costs with Weighted Average Costing by Inventory Location, giving accurate, location-specific item costs: Before, inventory costs were averaged across all warehouses, which could skew job costing reports. Now, you can store costs per warehouse, so if a part costs more at Warehouse A than Warehouse B, that difference flows through ServiceTitan’s item valuations. This change helps reflect the real cost of materials, making your financial tracking more accurate and your job profitability more reliable. See the following for more:
Knowledge Base topics:
Job Planning and Management
[New] Streamline projects with Project Plan to keep phases, tasks, and jobs on schedule and profitable: Before, you couldn’t organize tasks and jobs by project phase in one clear view. Now you can group work into phases and add timelines for each job and task. This helps you track progress and keep projects moving smoothly from start to finish. If you’re interested in joining this Early Access, please contact your CSM. See the following for more:
Knowledge Base topic: Project Plan overview
[New] Optimize job site reporting with the new Daily Log feature: You can now quickly capture daily updates without juggling fieldwork. This improves the accuracy and timeliness of job reports, which Project Managers use to generate formal Daily Logs. It reduces back-and-forth, enhancing communication and keeping everyone on the same page. This feature is currently in Private Preview and has limited availability. If you’re interested in joining the waitlist for the Private Preview, please fill out this form. See the following for more:
Knowledge Base topics:
Office workflow: Review daily logs in ServiceTitan
Field Mobile App technician workflow: Use daily logs to document your activity on projects in the ServiceTitan Field Mobile App
[New] Track and manage RFIs and Change Order Requests with the new RFI & Change Order Request Management feature: This helps construction teams stay organized and avoid delays by giving clear tools to handle changes and questions. Before, teams used email and spreadsheets, which caused confusion, wasted time, and led to cost overruns. Now, field staff and office teams can work together better, with a shared process that keeps everything in one place. This feature is currently in Private Preview and has limited availability. If you’re interested in joining the Private Preview, please fill out this form. See the following for more:
Knowledge Base topics:
Office workflow: RFIs and Change Order Requests overview
Field Mobile App technician workflow: Manage requests for information (RFIs) on projects in the ServiceTitan Field Mobile App
[Improvement] Speed up your scheduling with the new Bulk Schedule/Reschedule Appointments feature: You can now create and update multiple job appointments all at once—ideal for long construction projects. Before, you had to adjust each appointment one-by-one when plans changed due to delays. This new feature helps you shift whole schedules in less time, whether it’s a few days or a few weeks. If you’re interested in joining the Early Access, please contact your customer success manager (CSM). See the following for more:
Knowledge Base topic: Schedule and reschedule appointments in bulk
TitanExchange
[New] Streamline job handling with Cancel/Hold Reason Templates in TitanExchange for faster, more consistent workflows: Before, you had to type cancel or hold reasons manually, which slowed things down and caused mistakes. Now, you can pick from short preset templates and share them across all your locations. This means less setup work, better tracking, and more control when managing multiple job sites. See the following for more:
Knowledge Base topic: Manage library templates
Release ST-75.1
Core Products
Accounting
[Improvement] Add Project/Job Data Points on Inventory Returns to send project info to Intacct, giving you accurate reports: Before, returns from projects synced without project data, which could make your reporting inaccurate. Now, you get the project on the header and lines when the integration settings apply. Turn on Enable Intacct Projects in Settings to capture projects from jobs or direct projects. See the following for more:
Knowledge base topic: Understand data mapping in Intacct
Adaptive Capacity
[Improvement] Update job durations in Get Adaptive Availability to improve scheduling accuracy and book the right time window: CSRs used to rely only on default job times, which didn’t always reflect the real job length. Now, they can adjust job durations right in the availability screen, and get instant updated scheduling options. This helps match technician time to the job more accurately, leading to smoother booking and better customer experience. See the following for more:
Knowledge base topic: Book a job using Get Adaptive Availability
[Improvement] Speed up reporting with the new Updated Hierarchy Selection in Advanced Capacity Reporting: This update replaces the old multi-click setup with a simple dropdown for choosing dimensions. Before, it took too many clicks to pick primary, secondary, and tertiary options for reports. Now you can quickly scan and set report hierarchies using fewer steps, helping you focus on the data that matters. See the following for more:
Knowledge base topic: Hierarchies in Capacity Reporting Advanced Mode
Customer Relationship Management
[Improvement] Show Job Summary instead of Invoice Summary on Customers/Locations Records: Previously, you saw Invoice Summary, not Job Summary, in Jobs tables on Customer and Location Records if it was available. Now, you can choose to always show the job summary with a new setting. This gives you a quick, job-focused history for faster customer and location reviews. See the following for more:
[Improvement] Enable Statement and Invoice notification preferences to send invoices and statements to different contacts: Previously only one setting controlled both who received both invoices and statements. Now, you can designate a contact to receive only invoices or only statements if you so choose. See the following for more:
Dispatching
[Improvement] Control Arrival Notifications by Job Type or Business Unit: Before, Arrival Notifications didn’t offer the same edit options as other alerts. Now, you can set exclusions to skip certain job types or business units when sending notifications. This gives you granular control that matches other notification settings across Dispatch. See the following for more:
[Improvement] Manage Non-Job Events Faster with a redesigned experience: Before, creating non-job events (NJE) was inflexible and missing recurrence and integrations. The redesign adds a full NJE panel, recurrence controls, bulk tech assignment, timesheet codes, and address verification. You gain clearer schedule visibility and more accurate data for capacity planning and timekeeping. See the following for more:
Estimates
[New] Quickly copy entire Item Groups with the new Duplicate Item Group feature to save setup time: Before, you had to rebuild item groups from scratch if the same service was needed more than once. Now, office teams can duplicate item groups with all items, prices, and costs included. This helps when quoting recurring work like seasonal tune-ups or multi-zone installs. Everything copies over in one step, reducing manual work. See the following for more:
[New] Control what customers see by using the new Hide Line Items feature on Estimates: This helps keep printed estimates focused only on what matters—like chargeable materials and services. Before, every item appeared on the estimate, even $0 items, which could cause confusion. Now, you can select to hide non-billable items for a cleaner, more tailored printout. See the following for more:
Field Mobile App
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:
13.0.0 Release: Meal break notifications, PDF forms, new ID TECH and BBPOS card readers, payroll approval, and Fleet Pro mileage tracking. See the 13.0.0 Release Notes for details.
See the following for more:
Knowledge Base topics:
Academy courses:
Inventory
[Improvement] View scheduled Full Cycle Counts from Settings when you use Create and Schedule Full Cycle Count: Previously, scheduled created full cycle counts did not appear under Manage Scheduled Counts. Now Manage Scheduled Counts shows the record so that users can change and manage cycle count schedules as needed. You can manage or remove scheduled counts from Settings to keep inventory schedules aligned with your SOPs. See the following for more:
Job Planning and Management
[New] Speed up booking by copying summary and attachments from estimates to booked jobs, saving time and rework: Before, you copied summaries and files by hand when creating jobs from sold estimates. Now, you can turn on a setting so jobs booked from location or job estimates inherit summaries and attachments automatically. Attachments skip project estimates, while summaries carry over from all estimate types for consistent records. See the following for more:
Reporting and Dashboards
[Improvement] Expanded Total Sales data field to capture all estimate sales and added Job Estimate Sales for job-only tracking: Previously the Total Sales data field on the Modular Dashboard and in the Business Unit Performance report template only counted estimates linked to jobs, excluding back-office estimates that could be linked to projects or locations. Now Total Sales includes both job and non-job estimate sales, while the new Job Estimate Sales data field shows only job-linked totals, matching the previous Total Sales calculation for those who still want to track job-based estimates separately. This helps you get accurate overall sales plus a clear job-only breakdown for your reporting and dashboards. See the following for more:
Knowledge base topics:
Supply Chain
[Improvement] Get the best contract pricing with improved Ferguson account mapping and lowest-cost pricing automation: This update allows matching Ferguson accounts to your business units and applies the lowest eligible contract cost automatically when creating a purchase order (PO). Before, Pricebook administrators had to manually update costs or utilize retail pricing from Ferguson. Now, the integration uses an improved login and mapping flow, and gets customer specific contract costs that are accurate, fast, and require less manual work. See the following for more:
Knowledge base topic: Set up your account for the Full Procurement Integration
TitanExchange
[Improvement] Control Business Unit settings across tenants with the new Lock feature in TitanExchange: Before, business units could be changed locally, which often led to mismatched data across accounts. Now, you can prevent those changes and push updates from a central location to keep things consistent. This helps large companies manage their business units better while keeping control in one place. See the following for more:
Knowledge base topic: Lock templates
Pro Products
Dispatch Pro
[Improvement] Choose Sold Vs Created Leads Setting for Dispatch Pro to measure technician conversion your way: The Job Value Predictor (JVP) now offers more flexibility in how technicians are ranked. Previously, rankings were based solely on sold leads, which underrepresented customers with longer sales cycles. Now, you can choose whether to rank by sold leads or created leads to measure this. This enhancement helps roofing and exterior trades-and any other customer with long sales cycles get accurate short-term or long-term credit, so your rankings better reflect your business goals and reporting needs. See the following for more:
Fleet Pro
[Improvement] Send alerts to the right people at the right time with the updated Notifications & Schedule feature: Before, alerts only went to fixed users from a preset list. Now, alerts can go straight to the assigned driver at the time of the event, with optional CCs to managers or outside contacts. This means a geofence alert can notify a dispatcher and an external coordinator, or a maintenance reminder can reach both the driver and the service manager. It helps teams respond quickly without needing to change user settings. See the following for more:
Knowledge base topic:
Marketing Pro
[Improvement] Use the redesigned Autopilot Launchpad to find and activate the right campaigns fast: Previously, the Launchpad layout made it difficult to understand which campaigns to use and how to start them. Now, the guided design groups key campaigns in clear sections and includes filters for category, channel and customer type. A new edit page helps you review details, confirm changes, and activate campaigns with confidence. See the following for more:
Knowledge base topic: Launch campaigns from the Autopilot Library
Early Access
Supply Chain
[New] Save hours with Automated PO Assembly Creation by importing supplier templates and keeping SKUs and pricing synced: Before, you had to rebuild supplier assemblies in ServiceTitan and risked mismatched SKUs and prices. Now, you can connect to SRS, ABC Supply, or QXO and pull roofing kits or siding packages. ServiceTitan mirrors those templates into assemblies, so purchase orders build fast and stay accurate. See the following for more:
Release ST-75.2 - Construction
Core Products
Accounting
[Improvement] Display dates in true Australian format across Accounting for clear, consistent records: Previously, Australian businesses saw US-style dates in Accounting screens and mobile history notes. Now, date formatting automatically follows the Australian day-first standard across on many Accounting pages. You’ll see consistent DD/MM/YYYY dates everywhere—from desktop to mobile to reports—helping keep your records clear and accurate. See the following for more:
Adaptive Capacity
[Fix] Access Availability Details flyout for unavailable time slots: Previously, the process to select unavailable slots in the All Available view to inspect why they were blocked was unintuitive. Now, you can select an unavailable slot and open the flyout to review constraints and next actions. This helps you decide the best next steps faster when scheduling or troubleshooting availability. See the following for more:
Knowledge base topic: Use Get Adaptive Availability to book and reschedule jobs with Adaptive Capacity
Customer Relationship Management
[Improvement] New National Account checkbox on customer records so you can flag high-value customers for special workflows: Before, you had to use custom fields to label national accounts. Now, you can use a new checkbox to flag when a record is a national account, allowing you to quickly recognize these customer accounts. These can also be viewed when using GET/PATCH/POST customer API endpoints. See the following for more:
Knowledge base topic: Customer and Location Records overview
Estimates
[New] Quickly copy estimates to other customers or locations: Before, you'd need to re-create similar estimates from scratch just to send them to other customers or locations. Now, you can open an estimate, select a new customer or job, and quickly duplicate it with all the same items. This helps you move faster and keeps your data consistent. See the following for more:
[New] Add clear job details with new Item Group Name, Description, and Notes to better inform customers: Previously, item groups had to use the name and description from a parent item, which limited flexibility. Now, you can label item groups with their own names and descriptions and include notes to explain the scope of work. This helps you keep proposals organized and aligned with customer expectations. See the following for more:
Field Mobile App
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:
14.0.0 Release: Technician appointment summaries, Document Template Engine integration, enhancements to Timesheets, and communication private preview. See the 14.0 Release Notes for more.
See the following for more:
Knowledge Base topics:
Academy courses:
Job Planning and Management
[New] Speed up planning with Bulk Schedule/Reschedule Appointments to book and adjust jobs quickly: Before, you had to create or edit appointments one at a time. Now, you can bulk create and bulk edit appointments on a job. You get faster scheduling and fewer clicks when planning and adjusting jobs. See the following for more:
Knowledge base topic: Schedule and reschedule appointments in bulk
Navigation
[Improvement] Jump right into your work with smarter left-menu actions: Before, clicking a menu item always opened a sub-menu, even if you just wanted to visit that page. Now, clicking the menu name takes you directly to that page, and the drop-down icon opens sub-menus only. The nav also now starts expanded by default and remembers if you collapse or expand it. This update helps you move around more smoothly and saves time each day. See the following for more:
Knowledge base topic: Browse ServiceTitan with the enhanced navigation layout
Phones
[New] Control the Voice Agent with the new Voice Agent Capabilities Feature Menu to match your business needs: Now, you can choose which actions it takes, like just rescheduling or confirming, using a simple menu. This lets you turn features on or off without adding risk to your operations. Gain more confidence by tailoring the Voice Agent to what your business is ready for.
Note: This update also applies to Phones Pro.
See the following for more:
Knowledge base topic: AI Voice Agent Onboarding Part 1: Set up for Basic Phones and Phones Pro
[Improvement] Route more calls with Voice Agent Escalation so customers can reach a live person when they need help: Before, if callers said they were upset or needed to cancel an appointment, they’d hit a dead end with the Voice Agent. Now, when a caller sounds frustrated or asks to talk to a person, the system automatically sends the call to a team member. Just turn on the feature in Voice Agent settings and enter a transfer number to get started. This helps you keep more calls on track and respond faster when a customer needs real support.
Note: This update also applies to the Phones Pro integration.
See the following for more:
Knowledge Base topic:
Pro Product
Phones Pro
[New] Control the Voice Agent with the new Voice Agent Capabilities Feature Menu to match your business needs: Now, you can choose which actions it takes, like just rescheduling or confirming, using a simple menu. This lets you turn features on or off without adding risk to your operations. Gain more confidence by tailoring the Voice Agent to what your business is ready for.
Note: This update also applies to the basic phone integration.
See the following for more:
Knowledge base topic: AI Voice Agent Onboarding Part 1: Set up for Basic Phones and Phones Pro
[Improvement] Route more calls with Voice Agent Escalation so customers can reach a live person when they need help: Before, if callers said they were upset or needed to cancel an appointment, they’d hit a dead end with the Voice Agent. Now, when a caller sounds frustrated or asks to talk to a person, the system automatically sends the call to a team member. Just turn on the feature in Voice Agent settings and enter a transfer number to get started. This helps you keep more calls on track and respond faster when a customer needs real support.
Note: This update also applies to the basic phone integration.
See the following for more:
Knowledge Base topic:
Early Access
Accounting
[New] View Job Financials to see budget versus actuals and key job-level KPIs immediately: Before, you used the job costing flyout to view margins and job financial records, but its compact, scrollable layout made it hard to see the full job picture as more items were added. Now, job financials uses ledger-backed, aggregated visualizations at the job level so you can quickly see Budget vs. Actuals, Committed Costs, Budget Hours vs. Actual Hours, and other KPIs. It helps you gain consolidated job-level financial visibility to help manage margins and improve accounting accuracy. This feature is currently in Private Preview and has limited availability. See the following for more:
Contact Center Pro
[New] Stay on top of call center performance with the new Live Call Center Monitoring Dashboard: This feature gives supervisors one dashboard with real-time stats like wait times, abandon rates, and agent status. Before, you had to check each queue separately, which slowed down decision-making. Now, you can quickly spot problems and manage agents to keep calls moving smoothly. See the following for more:
Knowledge Base topic:
[New] Control Voice Agent behavior with the new Capabilities Menu to only allow the features you need, including the new capabilities to reschedule and confirm appointments: Now, you can turn on just what fits your business, like rescheduling or confirming appointments, right in Voice Agent Settings. This update helps you avoid unnecessary risk by tailoring the tool to your needs. See the following for more:
Knowledge Base topic: Configure your Voice Agent settings
[New] Take control with the new Self-Service Settings for Job Types and Dispatch Fees to customize Voice Agent bookings: Before, you had to ask ServiceTitan to manually enable or disable job types, and dispatch fees weren’t quoted during calls. Now, you can choose which job types your Voice Agent handles and add specific fees for each one. This gives customers clearer pricing upfront and helps you manage calls your way. See the following for more:
Knowledge Base topic:
[Improvement] Automatically remove Contact Center Pro users when they're deactivated in Enterprise Hub to avoid extra charges: Before this, you had to remember to manually remove users from Contact Center Pro after turning them off in Enterprise Hub, or else you'd keep paying for their seats. Now, when you deactivate a user in EH, Contact Center Pro will also remove their seat, unassign direct lines, delete personal voicemail, and clean up queue assignments. This keeps your user list and billing clean without extra steps from you. See the following for more:
Knowledge Base topic: View and edit employee information through User Management