Core Products
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 roofing crew lead clocks into a Drive Time activity at the start of the day before heading to a storm damage job site. The Dispatch Board immediately shows the crew lead's status as Driving, so the dispatcher knows not to assign an additional site visit until the crew arrives and checks in.
Scenario 2
A dispatcher schedules a Material Pickup non-job event (NJE) for a technician who needs to retrieve shingles from the supply house between appointments. The NJE appears on the Dispatch Board, the technician sees it in the Field Mobile App, and the time is captured on the timesheet automatically — no radio check or manual entry needed.
Scenario 3
A roofing technician takes an unplanned Lunch break on a multi-day re-roof and marks it from the Field Mobile App. The Dispatch Board updates instantly, and the dispatcher can see at a glance that the crew is unavailable before routing an urgent service call to another available team.
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 managing both storm response and scheduled replacement work creates separate tabs for each — one filtered to emergency tarping and inspection jobs, one to pre-sold full replacements. Each tab shows a live count so they can see their daily volume by type without toggling filters.
Scenario 2
A roofing company that separates residential and commercial work gives each dispatcher a tab scoped to their division, filtered by business unit. Neither dispatcher's view is affected by the other's tab setup.
Scenario 3
An office manager builds a tab filtered to jobs with no technician assigned and checks it each morning before the crew leaves. The count badge flags any gaps in the schedule before trucks roll, keeping the day from starting behind.
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
An operations manager opens the Skills screen before steep-slope season and sees that the Steep Slope Certification skill has five technicians assigned but is not linked to any job type. They edit the skill and add the relevant job type in the same modal so the skill becomes active in dispatch — no separate navigation required.
Scenario 2
A dispatcher prepares for a new commercial membrane contract and uses the Technicians tab to bulk-assign the TPO Installation skill to four crew members who completed training last month, rather than updating each technician profile one at a time.
Scenario 3
When the office adds a new Storm Damage Inspection job type, the administrator links the required Xactimate Estimating skill from the Job Types tab in a single edit. The requirement immediately applies to all already-scheduled future jobs of that type, and any technician without the skill is flagged before dispatch.
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 roofing company with separate GreenSky programs for full roof replacements and standalone gutter work can assign both to a single business unit, so technicians always present the rate sheet that matches the job without the company needing to restructure its business unit setup.
Scenario 2
A contractor with a Synchrony program for large commercial projects and a second program for residential repairs configures both under one business unit and names each merchant ID group for clarity. When a technician is on a job, the right rate sheet appears first based on configured rules.
Scenario 3
When a homeowner is on the fence about a $18,000 full replacement, the technician selects the financing rate sheet directly in ServiceTitan Mobile and walks through monthly payment options without leaving the app, keeping the close moving forward on site.
Service Agreements
This new feature lets administrators and office staff edit key details on an active service agreement — including duration, billing schedule, covered locations, and bill-to customer — without canceling and recreating the agreement.
Scenario 1
A residential roofing maintenance customer adds a recently purchased rental property to their annual inspection plan. Open the active service agreement, select the **Locations** tab, add the new address, and save — the agreement, billing history, and invoice schedule stay intact without canceling and recreating.
Scenario 2
A commercial property management company acquires a warehouse that was already under a roof maintenance agreement with another vendor. The roofing contractor extends coverage to that site by adding it to the existing agreement on the **Locations** tab, so the new property is protected without disrupting billing for the rest of the portfolio.
Scenario 3
A customer on a 12-month agreement wants to shift from monthly to quarterly invoicing after two payments. Select **Edit Duration and Billing Schedule** from the three-dot menu, choose the new billing schedule, and review the updated invoice table before saving — no rebuilding needed.
Pro Products
Dispatch Pro
This improvement extends Dispatch Pro's optimization engine from a window of up to 10 days to up to 2 years, so pre-booked jobs receive AI-driven technician assignments and route planning from the moment they are scheduled.
Scenario 1
A roofing company pre-books annual maintenance agreement visits for 200 accounts at the start of the season. With the extended window, Dispatch Pro begins optimizing technician assignments and routes for those visits immediately — not just when they enter the 10-day window — so the schedule is tighter from the start.
Scenario 2
A commercial roofing contractor with recurring preventive maintenance contracts across a portfolio of flat-roof properties can have Dispatch Pro assign the most qualified available technician to each visit months in advance, reducing the manual review load as each service date approaches.
Scenario 3
When a large re-inspection is pre-booked six months out and crew capacity changes before the appointment, Dispatch Pro automatically re-evaluates the assignment on its next optimization run, so the dispatcher does not have to manually catch and update long-horizon bookings.
Early Access
Estimates
This new feature lets you see linked Findings on an estimate and connect more with a few clicks, so the work a technician flagged stays attached to the quote.
Scenario 1
A roofing technician inspects a commercial property and logs three findings — a failing valley flashing, a section of deteriorated underlayment, and a damaged ridge cap — with photos and urgency ratings. When the office opens the estimate, all three findings are listed at the top with their details, ready to present to the property manager without re-entering anything.
Scenario 2
An office employee building a repair estimate searches by the customer's address and links a finding the technician flagged on a prior inspection visit. The repair is quoted from the recorded finding rather than re-described from scratch, and the technician's photos carry over automatically.
Scenario 3
A sales rep revising a quote after a follow-up site visit unlinks a finding that will be handled under warranty and keeps the remaining findings on the estimate. The quote stays accurate for the billable work without rebuilding the document.