Core Products
Job Booking
Control when booking confirmation emails are sent with Booking Confirmation Email Suppression: This improvement gives administrators control over when booking confirmation emails are sent, so businesses can stop sending redundant emails for last-minute and same-day appointments without turning off notifications entirely. What this means for you:
A roofing contractor schedules a next-day inspection after a storm. The threshold is set to 24 hours, so the confirmation email sends normally. When the team books a same-day walk-through later that afternoon, no email fires, keeping communication relevant to the project phase.
A Customer Service Representative (CSR) books a mobilization visit only a few hours before arrival. In the Add Appointment flyout, the checkbox grays out and the tooltip explains that the appointment falls within the configured threshold — giving the CSR clear context without having to check settings manually.
A project coordinator reviews booking confirmation settings after onboarding a new business unit. Because the toggle is off by default, no changes apply until the administrator deliberately enables the suppression threshold.
Payables
Identify vendor billing trends with the 3-Way Match Discrepancy Report: This improvement adds a dedicated report that surfaces all open and reconciled discrepancies across vendor bills, helping accounts payable (AP) teams spot patterns and take action to reduce recurring exceptions. What this means for you:
A project accountant filters the report by date range to review all discrepancies on material orders for a large remodel. They spot a pattern of overcharges on lumber and escalate to the vendor before approving further invoices.
A bookkeeper uses the Bill vs. purchase order (PO) Variance percentage column to flag any bills with variances above a set threshold. This helps prioritize which discrepancies to investigate first.
An administrator runs the report across all vendors to prepare for a quarterly vendor performance review, using the data to evaluate which suppliers have the fewest billing issues.
Voice Agent
Introducing Configurable Recurring Service Scheduling Rules: This improvement to Voice Agent settings gives administrators configurable options to define when recurring services are eligible for booking, reducing scheduling errors and manual workarounds. What this means for you:
New construction homes include a one-year HVAC checkup as part of the warranty package. You set Eligible From so the Voice Agent only begins accepting bookings 30 days before the scheduled service date.
A homeowner calls to book a post-construction electrical walkthrough. The Voice Agent checks whether the request falls within the configured window and books it automatically.
Warranty service packages include a plumbing inspection in the first year. Setting Eligible Until (Due By) with a grace period ensures the Voice Agent accepts late bookings up to two weeks past the scheduled date.
Pro Products
Marketing Pro
Launch revenue-driving campaigns faster with Atlas in Marketing Pro: Atlas in Marketing Pro is a new feature that uses AI to analyze your ServiceTitan data and deliver personalized, expected-revenue-ranked campaign recommendations directly inside Campaign Manager. What this means for you:
Atlas identifies 34 project estimates that have not converted and recommends a follow-up campaign. You adjust the messaging to highlight financing options and launch the campaign targeting homeowners with pending renovation estimates.
Atlas recommends a campaign promoting spring remodeling services to past customers. You review the audience segment and launch the campaign.
Respond to Google reviews automatically with AI: This is a new feature that lets you save time by having AI automatically write and post responses to your Google reviews as they arrive, with no manual action needed. What this means for you:
A roofing company receives a 5-star review praising a specific crew member. AI posts a short, warm response that thanks the reviewer by name and mentions the business — with no extra effort from the office.
A remodeling company uses the Custom instructions field to tell the AI to always mention their workmanship warranty. Every AI-generated response reinforces this differentiator without manual reminders.
After completing a large project, a construction company uses See Example Reply to preview what the AI would say before enabling the feature, confirming the tone and length match their brand voice.
Scheduling Pro
Capture custom information at booking with a short answer question in your scheduler: This enhancement adds a configurable short-answer question to your scheduler so you can collect a piece of business-specific information from each customer at booking, with the answer flowing straight into the Job Record summary in ServiceTitan. What this means for you:
A residential remodeler asks, "Do you have permit drawings ready for the consultation?" so the project manager (PM) can plan the discovery visit and bring the right tools.
A roofing replacement company asks, "What year was the home built?" to help the estimator pre-research code requirements before arriving.
A solar installation company asks, "What is your average monthly electric bill?" so the consultant can prepare a tailored proposal for the appointment.
Detect scheduler issues before they block bookings with Configuration Alerts: This new feature notifies you when a Scheduling Pro scheduler has a configuration issue that could block bookings, so you can fix the problem before it affects more leads. What this means for you:
A homeowner uses your remodeling scheduler to request an estimate. After you remove the New Construction Inquiry tag from active use, Configuration Alerts notifies you of the Inactive Tag issue before your project intake routing breaks.
You retire a Pre-Construction Consultation job type and forget that it is still tied to a scheduler. Configuration Alerts surfaces the Inactive Job Type issue so your project coordinator can adjust the booking flow.
After consolidating service zones across cities, one zone is left with no zip codes. The Zone No Zipcode alert points your administrator to the scheduler that needs updating.
Early Access
Accounting
Create cost adjustments directly from the Budget vs Actual table: This improvement lets you create and apply cost adjustments directly from the Budget vs Actual table in the project financials section, without navigating to a separate estimate. This improvement is currently in Early Access with access provided upon request. If you're interested in checking out this feature, please contact your Customer Success Manager. What this means for you:
A project manager reviewing a residential framing project notices material costs have shifted. They open the Budget vs Actual (BvA) table, click Create Adjustment, and edit the cost value for the Materials segment directly in the editor.
An accountant sees that labor hours on a bathroom remodel exceeded the original budget. They open the Cost Adjustment Editor, enter the adjusted amount, and assign the correct general ledger (GL) account before saving.
After a change in material sourcing, a project manager uses the Cost Adjustment Editor to record an updated cost for the Rough-In phase and saves a draft for review before activating the adjustment.
Contact Center Pro
Transfer calls directly to a queue in Contact Center Pro: This is a new feature that lets customer service representatives (CSRs) transfer calls directly to a queue in Contact Center Pro. Administrators must set up a transfer rollover destination for each queue. This is a critical step to ensure callers are not dropped if no agent is available to answer. CSRs will see a warning when attempting to transfer to a queue that has not been configured with a fallback destination. What this means for you:
A CSR at a roofing company transfers a caller requesting an estimate directly to the estimating queue, connecting them with the next available estimator.
An administrator sets a group voicemail rollover for the estimating queue so callers transferred during busy periods leave a message instead of being dropped.
A remodeling contractor configures a forward rollover for their project queue, directing timed-out transferred calls to a project manager's mobile number.
Customer Portal
Control portal access by location to protect sensitive billing information: This improvement to the Customer Portal lets you control which portal users can see billing information for each service location, so national accounts and multi-location customers get precise, location-specific access. What this means for you:
A construction firm's client wants a project owner to review invoices tied to one build site without seeing financials from other active projects. Assign billing access to the specific service location tied to that project.
A homebuilder with multiple spec homes under construction allows the buyer of one home to track their own invoices in the portal. Set billing access at that home's location record and leave other locations with no access.
When access needs to be removed from a location after project close, update the access level to No access and use the location-level prompt to apply the same change to related locations if needed.
Inventory
Capture true material costs with fully landed inventory costs: This new feature rolls shipping, taxes, and other charges into per-unit inventory costs so your inventory valuation, job costing, and estimates reflect what you actually paid. This feature is currently in Early Access. If you're interested in joining the Early Access, please contact your CSM. What this means for you:
A general contractor orders framing lumber for a new home build. Shipping costs vary by delivery. With fully landed costs, the freight is rolled into each line item's cost on the receipt. Project-level cost reports reflect the true cost of materials delivered to the job site.
A remodeling company tracks material costs across multiple POs for a kitchen renovation. Each PO type is configured for fully landed costs, so every receipt automatically captures and allocates shipping and taxes. The project's total material cost is accurate without manual adjustments.
A builder receives a PO with serialized appliances. The landed cost per appliance includes freight and handling, so when the appliance is installed and invoiced, the job margin is correct.