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Core Products
Accounting
This is a new feature that adds manual cost forecasting directly to the Budget vs. Actual (BvA) table in Project Financials, so project managers can project where a job will land financially before it closes.
Scenario 1
A project manager on a kitchen and bath remodel notices material costs are running low. They open Sandbox, enter a small positive Forecasted Cost to Complete for the finishes segment, and confirm the forecasted margin is still within the acceptable range before the project moves to final billing.
Scenario 2
A construction manager overseeing three concurrent projects saves a named forecast each month for each project. At the end of the quarter, they review the Forecast Records table to compare forecast accuracy against actuals across all three jobs.
Scenario 3
A project manager tracking a low-margin job uses the Over/Under Cost column to confirm the project is on track before submitting an Application for Payment (AFP). The real-time view in the BvA table replaces the spreadsheet they previously maintained alongside ServiceTitan.
Dispatching
This improvement brings Flexible Timekeeping into the New Daily Dispatch Board so technician status, activity context, and Non-Job Events stay in sync with payroll reality in real time.
Scenario 1
A remodeling crew lead clocks into a Drive Time activity at the start of the day. The Dispatch Board shows Driving status with the activity name in the tooltip, letting the residential construction dispatcher confirm the crew is en route before the homeowner calls.
Scenario 2
A dispatcher schedules a Safety Training NJE for a technician and binds it to the Training Flexible Timekeeping Activity Type. When the training ends, the technician marks the NJE complete from the Field Mobile App
Scenario 3
A residential construction technician's PTO request for a full day is entered by a manager. ServiceTitan auto-creates the timesheet and blocks the technician on the Dispatch Board without any additional steps.
This improvement to the Jobs Tray on the new Dispatch Board lets each dispatcher create, name, and arrange their own personal tabs so the jobs they care about most are always one click away.
Scenario 1
A dispatcher coordinating subcontractors creates tabs by job phase, such as rough-in, inspection-ready, and final walkthrough. Each tab filters to the relevant job tags or statuses, keeping the day organized by phase.
Scenario 2
A project manager who dispatches daily checks a custom tab filtered to jobs scheduled for today that have no technician assigned. The count badge flags gaps before the morning briefing.
Scenario 3
Tabs are personal, so two dispatchers on the same team can each maintain their own set without changing what the other sees.
This improvement to the existing Skills feature gives administrators, dispatchers, and operations managers a centralized skills settings screen with full visibility into how skills are assigned and used across the business.
Scenario 1
A project manager creates a Concrete Finishing skill and links it to the relevant job types from the Edit Skill modal in one step, then uses the Technicians tab to confirm which crew members are currently assigned that skill before a project phase begins.
Scenario 2
An administrator uses the Skills tab to verify that every active skill shows a non-zero count for both technicians and job types, so no skills are sitting unused before a new project mobilizes.
Scenario 3
When a job type's required skill is updated mid-project, the change applies to all already-scheduled project visits of that type immediately, so the dispatch board reflects accurate qualification data without any manual re-work.
Financing
This improvement lets administrators assign more than one lender rate sheet to a single business unit, so different technician teams or business unit configurations can present the most relevant financing options for each job.
Scenario 1
A residential construction company with separate Synchrony programs for new construction and renovation work can configure both under one business unit, with custom rules directing projects to the right merchant ID group.
Scenario 2
A contractor operating across multiple regions with different Wells Fargo programs can name each merchant ID for clarity and use custom rules to assign business units accordingly.
Scenario 3
The administrator manages all financing configurations in one place under Settings > Integrations > Financing > Providers > Accounts, rather than across multiple business units.
Forms and Media
This new feature lets you add a request for information (RFI) to the exact spot on a drawing and keep it connected to the RFI record.
Scenario 1
A project manager marks a framing question on a floor plan by placing a request for information (RFI) pin at the spot in question.
Scenario 2
A team member opens the Task Panel to search and filter every pinned task on the drawing and moves straight to the one that needs attention.
Scenario 3
A reviewer removes a pin that no longer applies, which unlinks it from the drawing while the RFI record remains intact.
Early Access
Financing
s: This new feature adds Affirm as a financing partner in ServiceTitan, so technicians can offer financing payment options directly from an online estimate and homeowners can split the cost of a job into smaller monthly payments.
Scenario 1
A remodeling company sends a progress billing estimate to a homeowner for $2,800 worth of work. The "as low as" Affirm messaging in the online estimate helps the homeowner understand their payment options before approving the next phase.
Scenario 2
A construction project manager sends a final punch-list invoice within the Affirm estimate range. The homeowner pays via Affirm financing from the customer portal instead of waiting to arrange a bank transfer.
Scenario 3
A new construction tenant uses Affirm to help homeowners close out project invoices when homeowners prefer to spread the remaining balance across monthly payments.