Jump toCore ProductsPro Products
Core Products
Dispatching
Administrators can now build and manage a shared set of job tray tabs that every dispatcher sees, so every dispatcher starts from the same, well-organized view of their work.
Scenario 1
A residential plumbing company sets up a company-wide Emergency calls tab with the right columns and filters already configured, so every new dispatcher sees it on day one instead of building it themselves.
Scenario 2
An administrator changes the default tab order company-wide to put Unassigned first. Every dispatcher sees that new order on their next refresh, unless they have already customized their own order.
Scenario 3
A dispatcher who prefers a different column layout on the On hold tab personalizes it. Their version stays in place even after the administrator later updates the company version.
Estimates
This enhancement gives you control over whether a line item's cost carries from an estimate to the invoice when the estimate is sold, so inventory items already captured on a purchase order are not counted twice in job costing.
Scenario 1
A shop stocks common repair parts and procures them through purchase orders (PO); excluding estimated cost keeps replacement job margins accurate.
Scenario 2
An estimate for a water heater swap includes an inventory unit already on a PO, so only the PO cost counts toward the job.
Scenario 3
A manager reviewing daily job profitability sees costs that match procurement records.
Field Mobile App
The Mobile Command Center is a new screen in the office that shows which mobile app version each member of your field team is running, so you can spot outdated installs before they cause problems. It also allows you to notify them that they're outdated via SMS.
Scenario 1
A field manager checks the Mobile app usage screen each Monday, sees two technicians on an older version, and follows up before the week's calls.
Scenario 2
After a busy season, an administrator confirms the whole team is on the current version before a new feature rolls out.
Scenario 3
A dispatcher uses this feature in their daily workflow to improve efficiency and reduce manual steps.
Financing
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. Affirm financing was in Early Access with the ST-78 release, but is now moving to general availability.
Scenario 1
An HVAC technician arrives for a furnace replacement quoted at $2,400. When the technician sends the online estimate, the homeowner sees the Affirm "as low as" monthly option and pre-qualifies before the technician leaves the driveway.
Scenario 2
A plumber sends a $1,500 water heater estimate by text. The homeowner pre-qualifies for Affirm financing from the notification on their phone and pays the online invoice the same day, with no follow-up call needed.
Scenario 3
A technician is on a job where the homeowner was hesitant about the cost. The Affirm monthly payment option in the estimate helps the homeowner commit on the same visit instead of asking for time to think it over.
Navigation
Left Navigation becomes the standard ServiceTitan layout, an improvement that helps you move through the product faster and see where you are at a glance. Coming soon. This change rolls out to companies gradually, starting in mid-August. You may not see it on the day of the release.
Scenario 1
A customer service representative (CSR) books a job and moves between the Calls and dispatch areas from a menu that shows each area's name, not just an icon.
Scenario 2
A dispatcher keeps the sub-items for their working area expanded while other areas stay tidy, so the schedule stays in view.
Scenario 3
An accountant collapses the menu to icons while reconciling a wide report, then expands it again when they're done.
Payables
Accounts payable (AP) approval workflows are a new feature that let you route bills for review based on rules you set, so the right people sign off before a bill is exported or paid.
Scenario 1
An office manager routes every bill over 5,000 dollars to the controller for approval before it exports, while smaller supply bills flow through automatically.
Scenario 2
Bills from a new or one-time vendor route to accounting for a second look before payment.
Scenario 3
A bill with no purchase order (PO) attached routes for review so unexpected charges get checked.
Pro Products
AI Concierge
AI Concierge is your new home for all of your Virtual Agents, bringing the setup, reporting, and history for your AI agents together under one clearly labeled menu in ServiceTitan.
Scenario 1
An administrator setting up a virtual agent opens AI Concierge and goes straight to Agent Studio instead of searching through Growth.
Scenario 2
A manager reviewing how many inbound calls the agent booked last week opens Inbound Dashboard by name.
Scenario 3
A CSR checking what happened on a specific SMS exchange opens Interactions to read the transcript.
Contact Center Pro
Voicemail Follow Ups gives your team a centralized place in Contact Center Pro to track, assign, and act on every voicemail, so callbacks don't get missed.
Scenario 1
A call center's group voicemail fills up after hours. Instead of dialing in the next morning, the manager sees five new entries under Voicemails and assigns them to available CSRs.
Scenario 2
A homeowner leaves a voicemail asking to reschedule. The CSR marks it Follow-up Needed after the first attempt fails, so it doesn't get dropped.
Scenario 3
A dispatcher uses this feature in their daily workflow to improve efficiency and reduce manual steps.