Core Products
Calls
This enhancement extends the call details flyout beyond Voice Agent calls, so you can review the recording, the classification controls, and the transcript for other phone call types in the same place.
Scenario 1
A homeowner calls about a whole-home remodel and mentions a budget range. The sales lead reads the transcript before the first estimate conversation, so the figure is not lost between the call and the visit.
Scenario 2
A caller says they are also speaking to another builder. A manager reads the transcript and sees how the objection was handled, then adjusts the script the team uses.
Scenario 3
A long discovery call covers several scopes of work. A project coordinator reads the transcript instead of replaying forty minutes of audio, and pulls the scope items into the estimate.
Financing
Prescreen Financing is a new feature that generates firm, pre-approved credit offers from GreenSky or Synchrony for homeowners you already serve, so a financing conversation can start before the estimate rather than after it.
Scenario 1
A homeowner books a consultation on a whole-home rewire. The pre-approval arrives with the booking confirmation, so the first design conversation already assumes the project is fundable.
Scenario 2
A remodel homeowner receives a proposal through Customer Portal. The pre-approval banner appears alongside it, and the homeowner starts the credit application without waiting for a callback.
Scenario 3
A homeowner requests a quote for a new ductwork installation. Your salesperson reviews the pre-approved amount on the proposal presentation screen and scopes the project in a single visit rather than two.
Jobs and Project Management
This enhancement makes the project transaction lock available to every eligible company and splits it into two independent settings, so you can protect completed projects and canceled projects separately.
Scenario 1
An office manager completes a whole-home remodel and the lock stops a late labor timesheet from landing on the closed job, so the margin report holds the number the project actually finished on.
Scenario 2
A homeowner reports a warranty issue months after closeout. A project manager with the permission to move a project out of a locked status reopens it, books the callback, and locks it again, leaving a clear record of what changed after the project closed.
Scenario 3
A design and build team cancels a kitchen project the homeowner may revive next season. With the Canceled toggle left off, the estimating team keeps reworking the scope on the original project instead of rebuilding it from scratch.
Pro Products
Dispatch Pro
This improvement to workstreams makes the workstream a dispatcher selects act as a firm boundary on the new Dispatch Board, the Jobs Tray, and the Activity Center, so dispatchers see and act on only the work assigned to them.
Scenario 1
A residential construction company scopes each dispatcher to the install crews in their region, so install work is not visible to dispatchers handling other regions.
Scenario 2
A builder running several communities at once gives each community its own workstream by zone, so a dispatcher works one community at a time.
Scenario 3
A company separating rough-in from finish work scopes each dispatcher to the teams doing that phase, so the board reflects the phase they are coordinating.
Scheduling Pro
This new feature brings the message leads from your Google Local Services Ads into ServiceTitan, so your team can answer people who ask for a quote instead of losing them to a faster competitor.
Scenario 1
A homeowner planning a remodel asks for a quote, and the conversation starts in ServiceTitan rather than in Google.
Scenario 2
Early enquiries that would have gone cold now reach an estimator.
Scenario 3
You can tell how many of your remodel leads came from Local Services Ads.
Early Access
Calls
Voice Intelligence with ServiceTitan Calls is now in Early Access for companies on ServiceTitan Max. It reviews every recorded call your team takes and gives you an objective read on what actually happened.
Scenario 1
A homeowner calls about a whole-home remodel and mentions a budget range. Voice Intelligence captures the purpose of the call so the estimate conversation starts with the right context.
Scenario 2
A caller says they are already talking to another builder. The objection is recorded, so you can see how often you are losing at the first conversation.
Scenario 3
A long discovery call covers several scopes of work. The plain-language outcome summary gives your sales lead the gist without replaying the recording.
Contact Center Pro
This enhancement lets administrators build their own call scorecards in Voice Intelligence and set rules that decide which scorecard grades which calls, instead of every call being graded against one ServiceTitan-defined standard.
Scenario 1
A home remodeling business adds a component for whether the caller was asked about project timeline and budget range, so unqualified leads stop reaching the sales calendar.
Scenario 2
A residential builder targets a scorecard at the sales intake line only, leaving warranty calls on the default scorecard.
Scenario 3
A design-build firm adds an AI Narrative call data component that summarizes the scope the caller described, giving estimators a head start before the first site visit.
Marketing Pro Reputation
Marketing Pro Reputation now lets you review and act on publisher-suggested changes to your business listings, like address, hours, or category updates, directly from ServiceTitan, instead of logging into a separate Yext account.
Scenario 1
A residential remodeling company rejects a suggested business category change that does not match how it wants to be listed, keeping control over how it appears in search.
Scenario 2
A design-build firm approves a corrected address suggestion after a recent office move.
Scenario 3
An administrator reviews a suggested social handle update before approving it.
Reporting and Dashboards
Reporting Analytics is a new reporting and dashboard experience that brings your metrics, your recent work, and the answers you are looking for onto one screen, so you spend less time hunting for a report and more time acting on it.
Scenario 1
A project manager tracks cost against budget across active builds on one screen, instead of opening a separate report for each project.
Scenario 2
A finance lead sets an alert on outstanding invoices so a slipping balance surfaces on its own.
Scenario 3
An administrator gives the site team visibility into job data without also giving them payroll data, by granting one data domain and leaving the other set to none.
Scheduling Pro
This enhancement adds an Abandoned Lead SMS Recovery tile to the Automations screen, so you can see whether your short message service (SMS) follow up is running and manage it from the same screen as the rest of your automations.
Scenario 1
A homeowner planning a remodel starts a consultation request on your scheduler, then leaves to check dates with a partner. The follow up text brings them back to the same request.
Scenario 2
Your sales coordinator uses the Automations screen to confirm the follow up is running during a busy bidding period.
Scenario 3
The tile shows how many consultation bookings the follow up recovered, so you can see what the abandoned requests were worth.