See your ServiceTitan CRM deals right from the Customer and Location screens
ServiceTitan CRM opportunities and their deal details now appear directly on the Customer and Location screens, so office teams can review deal status without opening ServiceTitan CRM separately. Note: CRM is currently in Early Access and available for select accounts.
Available inCore
Feature type
New Feature
Industry
Commercial Service and Replacement
Roles
AdministratorsManagersCSRs
Region
US and Canada
What's new
Before this release, ServiceTitan CRM opportunities did not appear on the Customer or Location screens. Now a new Opportunities table lists every ServiceTitan CRM opportunity tied to that customer or location right on the screen, showing Stage, Pipeline, Value, Owner, Created Date, Age, and Estimated Close Date, so office teams can review deal status without opening ServiceTitan CRM separately.
Workflow comparison — before & after
← Before
✓ After
1.Open the Customer or Location screen.
1.Open the Customer or Location screen.
2.Look for opportunity information. Only opportunities tied to an estimate appear.
2.Review the new Opportunities table, which lists all ServiceTitan CRM opportunities for that record.
3.Open ServiceTitan CRM in a separate tab to check opportunities.
3.Scan Stage, Pipeline, Value, Owner, Created Date, Age, and Estimated Close Date at a glance.
4.Search for the customer or location again in ServiceTitan CRM.
4.Select an opportunity name to open it directly in ServiceTitan CRM.
5.Review the opportunities tied to that customer or location.
5.Sort or group the table to find what you need faster.
⚠ Opportunity information on the Customer and Location screens is incomplete, and extra steps are needed to see the full picture.
✓ Reference every opportunity for a specific customer or location without leaving the screen.
How to prepare
01
CRM is currently in Early Access and available to select accounts. If you’re interested in joining the Early Access, please fill out this form.
02
Have an administrator reach out to Support or your Customer Success Manager (CSM) to have ServiceTitan CRM opportunities on the Customer and Location screens, and any prerequisite configurations, enabled.
03
Confirm your team is set up in ServiceTitan CRM so opportunities appear for the right customers and locations.
04
Identify the customers and locations where your team most often checks deal status, and point them to the new Opportunities table.
05
Train Administrators, Managers, and CSRs to review and sort the Opportunities table instead of opening ServiceTitan CRM in a separate tab.
06
Bookmark any Knowledge Base articles or Academy videos for team training.