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Core Products
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 roofing crew's shingles and underlayment procured on a purchase order (PO) are excluded from estimate cost carry-over so job margin is accurate.
Scenario 2
An exteriors job selling from a stocked estimate reflects material cost from procurement only.
Scenario 3
Owners comparing estimated to actual margin on exteriors work see consistent numbers.
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 CSR books inspections and reaches the Calls area without the menu covering the call-booking button.
Scenario 2
A project coordinator scans a clearer collapsed pop-out menu when routing crews.
Scenario 3
A dispatcher routing crews reads a cleaner collapsed pop-out menu when they keep the menu narrow.
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
Large material bills for a reroof route to the owner for approval before export.
Scenario 2
Bills from a specific supplier route to accounting when totals cross a set amount.
Scenario 3
Bills with a quantity discrepancy route for review so overbilling is caught before payment.
Measurements
This improvement lets you bring in a roofing measurement report you already have, from GAF QuickMeasure, EagleView, Hover, or a file on your device, instead of placing a new order.
Scenario 1
A roofing office employee inherits a job where the homeowner already had an EagleView report ordered by a previous contractor. Instead of re-ordering, the office employee imports that report directly into the measurements table.
Scenario 2
A CSR is onboarding a new roofing account that already has a stack of GAF QuickMeasure reports from before the switch to ServiceTitan. The CSR imports each report so the estimate can be built without waiting on new orders.
Scenario 3
A production manager gets a PDF and JSON measurement file emailed from a supplier who ran the measurement outside ServiceTitan. The production manager uploads both files directly from their device into the job's measurements table.
Early Access
Messages
A new notification settings screen lets each person control which activity types they are notified about and which delivery channels those notifications use. Note: The Messages feature is currently in Private Preview with access only for select accounts.
Scenario 1
A production manager who only needs @mentions turns off thread-reply notifications, so the message center stops filling with crew back-and-forth.
Scenario 2
An office coordinator keeps email notifications for @mentions but turns off email for general chats, so the inbox stays focused on items that need a reply.
Scenario 3
A dispatcher uses this feature in their daily workflow to improve efficiency and reduce manual steps.