Core Products
Automations
Automations is a new screen where you can find ready-made automation templates built by ServiceTitan teams, set one up with details from your own account, turn it on, and check that it ran.
Scenario 1
Turn on an automation for insurance queue work so a delayed claim raises its head before a homeowner calls about it.
Scenario 2
Point an automation at the crews or business units that handle storm work, selected from your own account data.
Scenario 3
Review run history after a storm surge to confirm the automation kept pace with the volume.
Field Mobile App
Contracts Discounts is a new feature that lets you apply a Pricebook discount to one, several, or all of the estimates in a contract in a single step, with the effect on each Estimate shown before you commit.
Scenario 1
A roofing sales representative presents good, better, and best options for a full roof replacement. The homeowner agrees to move forward at a round number. The representative taps Add Discount, enters a custom amount that brings the purchase price to that number, and signs the contract on the spot.
Scenario 2
An exteriors representative builds one contract covering roofing, siding, and gutters on the same home. A single seasonal promotion applies to all three estimates in one action instead of three separate edits.
Scenario 3
A representative working a multi-structure property has more than thirty estimates on one contract. A single percentage discount applies across every estimate, and any estimate that would fall below the margin floor is flagged before the discount is confirmed.
This enhancement lets field sales reps resend a contract for signature, download the current contract PDF, and send the signed copy by email, all from the Field Mobile App, without going back to the office or asking someone there to do it.
Scenario 1
A roofing sales rep writes a full replacement contract in the driveway after a storm inspection. One homeowner signs, the other is at work, and the rep resends to that homeowner alone before driving to the next inspection.
Scenario 2
A homeowner deletes the signing email by mistake. The rep resends it from the truck without disturbing the co-signer's signature or changing anything on the contract.
Scenario 3
After both homeowners sign, the rep emails the executed contract so the homeowner can forward it to their insurance adjuster the same day.
This enhancement brings the deposit amount your office already configured into the Field Mobile App, and lets a technician set the deposit for a single estimate before sending a proposal for signature.
Scenario 1
A sales representative inspecting storm damage sells a full roof replacement, selects Perform Work Later so the crew and materials can be scheduled, and taps Collect Deposit. The 30 percent your office configured is already selected and labeled Default, so the deposit that funds the material order is taken on site instead of confirmed by phone.
Scenario 2
A representative presenting a roof replacement adds gutter and downspout replacement as a separate estimate. Sending both proposals by email, the representative leaves the standard deposit on the roof and lowers the deposit on the gutter work, so a smaller scope does not carry the same up-front cost as the main Job.
Scenario 3
A homeowner wants to compare bids before committing. The representative texts the proposal with Collect Deposits turned on and the amount set, and the homeowner signs and pays that exact deposit later in Customer Portal, with no follow-up Call from your office.
Pro Products
Dispatch Pro
This improvement to workstreams makes the workstream a dispatcher selects act as a firm boundary on the new Dispatch Board, the Jobs Tray, and the Activity Center, so dispatchers see and act on only the work assigned to them.
Scenario 1
A roofing company scopes each dispatcher to the crews in their territory, so crew assignments stay with the dispatcher who knows that territory.
Scenario 2
A company running both repair and full replacement work gives each a workstream, so the repair dispatcher is not scrolling past multi-day replacement jobs.
Scenario 3
A company with separate residential and commercial exteriors divisions scopes each dispatcher to their division's business units, so the boards stay distinct.
Scheduling Pro
This new feature brings the message leads from your Google Local Services Ads into ServiceTitan, so your team can answer people who ask for a quote instead of losing them to a faster competitor.
Scenario 1
A homeowner with storm damage taps Get Quote, and your automatic reply goes out while they are still looking at ads.
Scenario 2
Storm-season enquiry volume no longer overwhelms a manually checked inbox.
Scenario 3
Your sales team sees each roofing enquiry in ServiceTitan with the address ready for a site visit.
Early Access
Calls
Voice Intelligence with ServiceTitan Calls is now in Early Access for companies on ServiceTitan Max. It reviews every recorded call your team takes and gives you an objective read on what actually happened.
Scenario 1
A homeowner calls after a hailstorm and asks whether you handle insurance claims. Voice Intelligence records the purpose so your team can route storm work quickly.
Scenario 2
A caller hesitates on the inspection fee. The objection is captured with the exact wording, so you can refine how your team explains the fee.
Scenario 3
Storm season produces a spike in calls. Insights shows which of your CSRs held their scores under that volume and which need support.
Contact Center Pro
This enhancement lets administrators build their own call scorecards in Voice Intelligence and set rules that decide which scorecard grades which calls, instead of every call being graded against one ServiceTitan-defined standard.
Scenario 1
A roofing business adds a component for whether the CSR asked about storm date and insurance carrier, so claims-driven leads are graded on the details that matter to them.
Scenario 2
An exteriors contractor targets a scorecard at their canvassing team's outbound line, graded on Appointment-setting rather than on booking.
Scenario 3
A roofing company adds a Metric component scoring how clearly the inspection process was explained, because that conversation drives whether the appointment holds.