Release Notes by Industry and Role
Select your industry or role to explore tailored release notes.
Previous Release: ST-74
Accounting
Enhancement See accurate WIP numbers with the new Hold and Completed Project Status filters in the WIP report
Before, missing project statuses meant not all projects showed up in the productized WIP report. Now, you can filter for Hold and Completed projects, so month-end numbers are more complete. A new date filter lets you include projects completed on or after a selected date, starting 90 days prior by default. See the following for more:
Knowledge Base topic: Work in Progress (WIP) Active Projects report
Adaptive Capacity
New Get visibility into Adaptive Capacity utilization with new reporting
This helps you monitor if Adaptive Capacity is being used when scheduling jobs. Before, there wasn’t a way to see if jobs were being booked using Adaptive Capacity. With this report, you can now review job-by-job usage and support your team's training and performance. See the following for more:
Knowledge Base topic: Adaptive Capacity Scheduling Utilization report template
EnhancementKeep Business Unit Groups active with new controls, even when Adjustable Capacity Planning is turned off
Before, using Business Unit Group settings required turning on Adjustable Capacity Planning, even when the other ACP features were not needed. This update separates the Business Unit Group setting so it can work independently and as drivers for Adaptive Capacity. It now has its own feature gate and is managed from a new location in settings. This helps businesses transition away from ACP without losing critical settings. See the following for more:
Knowledge Base topic: Add and manage business unit groups for Adaptive Capacity.
Enhancement Tailor capacity rules with the new Adaptive Capacity Rule Builder enhancements to better match technician types and shift types
Before, rules applied to all technicians and shifts, even when only certain ones should’ve been included. Now, you can fine-tune rules using shift type or technician type as conditions. Instead of broad arrival windows, you can also select an exact time range for rules to apply when it matters most. See the following for more:
Knowledge Base topic: Optimize Adaptive Capacity: Configure strategic rules
EnhancementSee how strategic adjustments affect booking with the new Adjustments Info in Availability Drawer feature
This update shows if any manual edits or rules impact the job’s time window in the schedule. Before, there was no way to tell which adjustments were applied to each time slot. Now, when scheduling a job, you can review how capacity rules or manual adjustments play a part in what’s available. See the following for more:
Knowledge Base topic: Use Get Adaptive Availability to book and reschedule jobs
Dispatching
Enhancement Improve dispatching visibility and control with Auto-Adjusted Appointments and a resizable Weekly View panel
Before, job appointments always showed the scheduled time, not the technician's actual time on site. Now, the start and end of jobs reflect real-time arrival and completion, helping track labor costs and performance. Plus, dispatchers can resize the Weekly View side panel to see more job details or job cards based on their screen size. You asked, we listened! See the following for more:
Knowledge Base topics: Manage appointments, Use the Weekly Dispatch Board
Equipment
New Manage equipment records more efficiently with the redesigned Equipment screen, now generally available
Previously, finding and updating equipment details required navigating multiple screens. Now, a centralized landing page, advanced search, in-line editing and equipment estimate history streamline workflows, reducing time spent switching between records. You can also upload and manage documents directly within each equipment record for better tracking. See the following for more:
Knowledge Base topic: Manage installed equipment
Identity and User Management
New Track changes to roles and permissions with the new Access Audit Trail feature in the Security section, now generally available
Before this update, it was tough to see who changed what in role and permission settings. Now, the Audit Trail clearly logs those changes and shows them in a central place for better visibility. It’s built to help teams stay on top of access changes across the board. You asked, we listened! See the following for more:
Knowledge Base topic: Manage Audit Trail in ServiceTitan
New Protect accounts from security threats with Multi-Factor Authentication (MFA), now generally available
Protect every login with the new Native MFA to reduce risk across your business. Before, there was no built-in way to guard accounts from unauthorized access. Now, you can require multi-factor authentication using SMS. This helps limit breaches, save time, and keep field teams moving. See the following for more:
Knowledge Base topic: Enable Multi-Factor Authentication for identity services
Inventory
Enhancement Keep item details intact from estimate to invoice with the Template Pricebook Items maintain details update
Before this, generic template items often lost key info when moving through Estimate → PO → Invoice. Now, these details carry over throughout the entire workflow, helping keep purchasing records and invoices accurate. This helps avoid re-entering info when using common template parts across multiple jobs. See the following for more:
Knowledge Base topic: Generate transactions from sold estimates using item requisitions
Reporting
Enhancement Access past Benchmark Reports faster with the new Benchmark Report PDFs in Reports
Before, you had to ask a CSM to manually find old reports, which slowed you down. Now, you can download your own Benchmark Reports directly whenever you need them from the main Reports screen, helping you spot trends across different quarters and years. This saves time and helps you make quicker business decisions Based on past performance. If you’re an Enterprise Hub user, you can find your past Benchmark Reports on the Rollup Reporting screen. See the following for more:
Knowledge Base topics:
Roofing
New Configure Spec-Based Estimate Templates using our new guided UI and formula builder to generate tiered estimate options (Good, Better, Best), now generally available
You no longer have to rely on internal ServiceTitan teams to configure Spec-Based Estimate Templates (SBET). Previously, setup was manual and time-consuming, requiring users to work in spreadsheets, which often slowed down setup time and caused frustration. Now, with an updated guided builder, real-time formula testing, and an intuitive UI, you can build and manage SBETs directly in ServiceTitan. See the following for more:
Knowledge Base topic: Set up Spec Based Estimate Template
New Streamline roofing operations with the new SRS Integration
Previously, roofing contractors had no way to link with SRS to see live, item-level pricing or place orders in ServiceTitan. Now, you can browse the full SRS catalog, view real-time pricing and availability, and place orders directly from your preferred branch—all within ServiceTitan. This helps build more accurate proposals and simplifies material purchasing. See the following for more:
Knowledge Base topic: coming soon
Service Agreements
New Save time creating Service Agreements with the new Recurring Visits feature
Now you can create a schedule of repeat maintenance visits all at once instead of creating each one manually. Previously, you had to enter every visit separately, which was slow and required a lot of duplicate steps. With Recurring Visits, you can manage multiple visits together, update them in bulk, and show a simple schedule summary in the agreement. See the following for more:
Knowledge Base topic: Recurring visit details for Service Agreements
Enhancement Build trust with customers using Per-Visit Pricing in Service Agreements for clear, itemized billing
Previously, you couldn’t clearly show what each service visit cost, which made contracts confusing. Now, you can set a simple rate per visit, like $150 for 8 visits, so totals are upfront and easy to understand. This change helps reduce billing surprises, office calls, and confusion during renewals. It’s a great fit for recurring visits where value can vary from visit to visit. See the following for more:
Knowledge Base topic: Per-visit Pricing for Service Agreements
Enhancement Add the Customer PO number directly into Service Agreements with the new Customer PO# Merge Tag
Before, there was no way to include the customer’s Purchase Order number in a service agreement document. You had to type the purchase order manually, which caused mistakes and took time. Now, just add the new merge tag to the document template and the system fills it in for you. This helps teams include the purchase order (PO) where it's needed—like headers, payment terms, or notes—without edits. See the following for more:
Knowledge Base topic: Create document template for Service Agreements with Template Manage
EnhancementAdd the right Account Manager during agreement creation to improve tracking and accountability
Before, you could only assign an Account Manager after the agreement was active, which limited visibility. Now, you can select the Account Manager while drafting the agreement. This helps make sure the right person is listed from the start. See the following for more:
Knowledge Base topic: Create a service agreement step 1: Summary and design
TitanAdvisor
Enhancement View both major and minor releases in the Titan Advisor calendar for better planning and visibility
Previously, only major releases were shown, making it hard to track all updates. Now, the calendar also includes minor releases, so you’ll see a complete picture of what’s rolling out. This gives you more transparency and helps with schedule awareness across the board. See the following for more:
Knowledge Base topic: TitanAdvisor administrator overview
Titan Intelligence
New Use field assistant to give technicians fast answers without calling dispatchers, now generally available
Before, technicians had to stop work to ask questions about job history, memberships, or equipment. Now, field assistant uses AI to pull job info, estimates, and more from ServiceTitan—right from a chat on the mobile app. That means shorter job times, fewer dispatcher interruptions, and more chances to upsell with better info. See the following for more:
Note: field assistant was previously known as FieldAssist.
Knowledge Base topic: field assistant
Telecom
Enhancement Updated no-reply email address using the new @onservicetitan.com email domain
Before, if your account didn’t use your own white label domain, emails from your company used the @servicetitan.com address, which made them look like they came from ServiceTitan, not from your company. Now, over the coming few weeks, those messages show that they are from an @onservicetitan.com address instead. This helps indicate that your email is sent from a customer on ServiceTitan, which also helps improve deliverability and reduces spam risk. These changes occur behind the scenes, so your account will not appear differently, but your customers will see the new domain in their inboxes using the no-reply email address. See the following for more:
Note: This will be available shortly after the release is live.
Knowledge Base topic: How do I prevent notifications from going to the customer's spam box?
Enhancement See which phone numbers are linked to 10DLC campaigns using the new TCR Campaign ID column
You can now go to Settings > Phones > Phone Numbers and view if a number is tied to a TCR campaign ID used for outbound messaging. Before, there was no way to check which numbers were connected to a TCR campaign. This helps when carriers limit campaigns to 49 phone numbers, so you know which ones are active. See the following for more:
Dispatch Pro
Enhancement Access full technician routes with the improved View Technician Route feature to plan more effectively each day
Dispatch Pro used to show only job stops, which left out start and end points and time-coded events. Now, you can see jobs, non-job events with timesheet codes, plus the day’s full route, including where the tech starts and ends. This helps you make faster decisions based on a complete picture of each technician’s day. See the following for more:
Knowledge Base topic: Use the Daily Dispatch Board
Fleet Pro
New Quickly review trip history with the new Consolidated Trip View on the Breadcrumb Trails screen, now generally available
Fleet managers used to see a long list of GPS signals that made reviewing a technician’s routes and stops hard to follow. Now, trips are grouped into clean cards with maps, job info, and alerts shown in order. This helps track vehicle movement, check job progress, and spot driving patterns. The old breadcrumb list is still there if deeper signal data is needed. See the following for more:
Knowledge Base topic: Understand Fleet Pro Live Map
Marketing Pro
Enhancement Get a weekly snapshot of how your email campaigns are doing with the Marketing Performance Email report
Before, you had to log in and dig through campaign reports and dashboards to determine your top-performing campaigns. Now, an automated email sends the top-performing campaigns, complete with statistics like revenue, jobs, and calls, straight to your inbox every week. It also highlights your top campaigns and opportunities to start new campaigns with Autopilot.
Sales Pro
Enhancement Track team performance with Scorecards in Sales Pro to see how well technicians follow workflows
Before, teams had to get help from someone at ServiceTitan to set this up. Now, you can set up and manage scorecards yourself without outside help. This allows you to quickly assess how well technicians follow the correct steps on each job. See the following for more:
Knowledge Base topic:
Scheduling Pro
Enhancement Turn on Call Center Mode in Scheduling Pro to guide CSRs through job booking with fewer limits
Before, the scheduler saved user progress and had question limits that could not be changed. Now, you can enable a mode that lets Customer Service Representatives and call center agents use the scheduler as a scripting tool to book customer calls. It’s designed to help turn calls into jobs quicker, and with consistency so you have all the information you need to complete the job. See the following for more:
Knowledge Base topic: Scheduling Pro Onboarding Part 1: Set up quick settings
Coming soon Speed up scheduler setup with the new Import, Export, and Templates tools in Scheduling Pro
Before, every scheduler had to be built by hand, which meant more work and confusion, especially for teams managing multiple brands. Now you can reuse your settings across tenants and start fresh builds using proven templates. You can even import your custom questions and some key settings from Schedule Engine to Scheduling Pro. This helps save time and makes it simpler to launch consistent schedulers. See the following for more:
Coming soon Track Scheduling Pro performance across tenants with new rollup reports in Enterprise Hub, now generally available
Before, Scheduling Pro data wasn’t available outside of single schedulers, which meant teams had to piece things together manually. Now, you can see key stats like sessions, funnel drop-offs, and ROI across all schedulers in one view. This helps owners, analysts, and marketers monitor results across brands. See the following for more:
Coming soon Get started faster with Scheduling Pro using new onboarding banners, filters, and setup alerts
Before, key settings like tech rules, tags, or zone details could be missed during setup, making onboarding confusing. Now, helpful warnings and the In Use filters guide setup for dispatch fees, capacity, and job types. These changes make it clearer how to follow best practices from the start. See the following for more:
Knowledge Base topic: Scheduling Pro Onboarding Part 1: Set up quick settings
Coming soon Give customers a smoother online booking flow with new Scheduler UI enhancements in Scheduling Pro
Before, it wasn't easy for customers to understand next steps when no appointments were available or the emergency call button was selected. Now, these transitions are clearer, disclaimers have customizable terms of service and privacy policy links, and scheduler components and transitions are cleaner. These updates help guide customers confidently through the booking process. See the following for more:
Knowledge Base topic: Scheduling Pro Onboarding Part 2: Set up advanced settings
Coming soon Get deeper insights with improved Scheduling Pro data exports to track bookings, opt-ins, and marketing source
Now, you can see extra details like dispatch fees quoted, SMS opt-in responses, and Google Business Profile names. Before, this info wasn’t available in session exports or API endpoints, making it tough to track how bookings came in. These updates help you understand what drove each booking and how customers interacted with your scheduler. See the following for more:
Knowledge Base topic: Understand Session Data Fields in Performance Exports
Enterprise Hub
New Protect accounts with Multi-Factor Authentication (MFA) in Enterprise Hub, now generally available
Previously, Enterprise Hub accounts relied only on passwords, increasing the risk of unauthorized access. Now, you can enable MFA with SMS during setup or edits, and individuals can turn it on themselves when allowed. This supports security standards, reduces account risks, and helps meet compliance policies. See the following for more:
Knowledge Base topic: Enable Multi-Factor Authentication in Enterprise Hub
Contact Center Pro
Enhancement Book jobs automatically with Voice Agents to handle more calls without extra staff
Before, if someone called when no agent was free, the system left a note for follow-up. Now, the Voice Agent can book the job right away using your schedule and tag it so you can find it later. It picks the right job type and business unit Based on your company’s setup. This helps keep your calendar full, even during busy hours or staff shortages. See the following for more:
Enhancement Recover more missed jobs with Second Chance Leads for Contact Center Pro, now built right into the platform
Now available for Contact Center Pro, Second Chance Leads uses Titan Intelligence to review unbooked and excused calls, and highlights the ones most likely to turn into booked jobs. Centralized call centers can see Second Chance Leads in one place, helping them focus on the best callbacks. See the following for more:
Knowledge Base topic: View and manage Second Chance Leads in Contact Center Pro
Enhancement Pick the right number for your outbound calls with the new Outbound Caller ID Selection feature
This gives you more control when making calls, helping match the number shown to the call’s purpose. Before, outbound calls used one default number, which didn’t always fit the context. Now, you can click Change and pick the right number—like a campaign line or department phone—before dialing out. See the following for more:
Knowledge Base topic: Place outbound calls through Contact Center Pro
Enhancement Add a branded touch to calls with the new IVR media file upload
You can now upload your own audio file to Contact Center Pro’s IVR, giving callers a more natural and personalized experience. Before, the IVR only used text-to-speech, which didn’t always sound right or match your company’s tone. This update helps reduce hang-ups and improves the way your business sounds to callers. See the following for more:
Knowledge Base topic: Set up your Automated Response Menu (IVR) routing in Contact Center Pro
Enhancement Assign license types and billing responsibility for each seat in Contact Center Pro to support future billing accuracy
Previously, every user was set to Advanced by default, and billing followed contract terms rather than real use. Now, you can mark each seat as Basic or Advanced and select which tenant covers the license. Those who are billed at the corporate level will need to fill this out but will not have it reflected on their bill. This update prepares for more accurate billing in the future without changing bills yet. See the following for more:
Enhancement Automatically sync Contact Center Pro direct line numbers (DIDs) into Employee Profiles to save time and reduce errors
Before, admins had to manually copy an employee’s phone number into each tenant’s profile in ServiceTitan. Now, when a DID is added, changed, or removed in CCPro, that number updates automatically on the Employee screen. This keeps contact info accurate across systems and supports click-to-call from the core platform. See the following for more:
Knowledge Base topic: Set up new employee profiles in Contact Center Pro
Enhancement Gain better control with the new Abandoned Calls Follow Up feature to save more calls and revenue
Before, call center teams had no way to track or recover abandoned calls, hurting staffing and planning. Now, supervisors and agents can see abandoned calls, call back with one click, and track abandoned calls per day. Plus, teams can avoid duplicate follow-ups by seeing call details like account info, queue, and campaign. See the following for more:
Knowledge Base topic: View and manage Abandoned Calls
Enhancement Track contact center performance with the new CC Pro Reporting KPIs to improve agent efficiency and service
Before, it was hard to see how each agent or tenant was performing. Now, you can monitor key call metrics like response time, handle time, and abandonment rates. Two new reports, Agent Performance and Tenant Performance, make it simple to spot trends and find areas for improvement. These insights help make better decisions about staffing, training, and service level compliance. See the following for more:
Knowledge Base topic: Use Rollup Reporting for Contact Center Pro
Dispatching
New Schedule multi-day Construction crew jobs with the new Crew Scheduling feature to save time and stay organized
Before, construction schedulers had no built-in way to assign roles or plan several job days at once. Now, you can assign jobs to crews, set roles like Foreman or Apprentice, and see gaps or overlaps for the week. This helps crews stay in sync and makes managing long projects much smoother. If you’re interested in joining the Early Access, please contact your customer success manager. See the following for more:
Knowledge Base topic: Use Crew Scheduling
NewStay on top of dispatch updates with the new Dispatch Activity Center, a one-stop panel for real-time job alerts and messages
Previously, dispatchers had to juggle multiple screens to track job changes and tech communication. Now, this tool brings everything together—job updates, technician messages, and alerts—in one spot. The layout separates notifications and messages, featuring filters and quick job links to help keep the day running smoothly. You asked, we listened! See the following for more:
Knowledge Base topic: Use the Daily Dispatch Board
New Track every non-job event update with the new Audit Trails feature to improve team coordination and payroll accuracy
Before, there was no clear record of who changed events like “Lunch Break” or when. Now, you can see a full history of edits, including names, times, and what exactly was updated. This includes updates to times, technician lists, visibility settings, and more, helping ensure accurate timesheets and better planning. You asked, we listened! Look for this feature update coming soon to Early Access in a future release!
Field Mobile App
New ServiceTitan’s Field Mobile App is in Limited Release, now with additional updates
The new Field Mobile App improves technician workflows with a faster, more intuitive design built specifically for Android and iOS devices. The Field Mobile App syncs automatically with the office, ensuring technicians always have the latest information to complete their jobs efficiently. If you’re interested in joining the Limited Release, please click here. See the following for new updates to the Field Mobile App:
Knowledge Base topic: Field Mobile App Release Notes
Financing
New Access financing details faster with the new Application Management feature, now in Early Access
This provides a clear view of all loan applications in one place. Before, you had to check different partner portals or ask technicians for updates. Now, you can track everything from submission to funding without leaving ServiceTitan. See the following for more:
Knowledge Base topic: Application Management overview
Forms and Media
New Organize and manage your job files better with the new Document Management feature
Before, there wasn’t a great way to organize files across long construction projects. Now, you can use folders and track changes to make sure office and field teams stay in sync. It gives you one place to store, find, and work on project documents - whether they are forms or media - keeping everyone on the same page. If you’re interested in joining this Early Access, please fill out this form. See the following for more:
Knowledge Base topic: Manage project media files and forms
Job Planning and Management
Enhancement Streamline your work with Project, Job, and Task Templates for efficient project management
These templates save time by letting you reuse standardized details like business units, job types, and tasks across projects, eliminating repetitive data entry. Previously, you had to manually recreate project details, which was a tedious and time-consuming process. Now, you can assign templates directly to new or existing projects for a seamless setup. If you’re interested in joining this Early Access, please fill out this form. You asked, we listened! See the following for more:
Knowledge Base topic: Project, job, and task templates overview
Inventory
Enhancement Transfer inventory between tenants in Enterprise Hub to streamline order fulfillment and improve stock management
Before, businesses with multiple tenants had to move parts manually, with little tracking and no clear view of inventory across locations. Now, Warehouse Managers can request items from tenants within the same network using a built-in workflow that updates each step in real time. This helps prevent delays, avoids stockouts, and ensures parts are where they’re needed, efficiently allocating inventory across a network with multiple tenants and multiple locations. If you’re interested in joining this Early Access, please fill out this form. See the following for more:
Knowledge Base topic:
Navigation
New Experience the new and improved left navigation bar, now in Early Access
Before, top navigation was cluttered and didn’t scale well as more tools were added. Now, the new left navigation bar and integrated submenus allow for more content on the page. You’ll also get quicker access to tools you use, and eventually see only the items that matter to your role. This new experience is coming soon to Early Access, where you can sign up to try it out yourself. See the following for more:
Knowledge Base topic: Navigate ServiceTitan with enhanced layout
Roofing
New Get fast, accurate roofing quotes with the new Hover Integration, now in Early Access
Before, you had to leave ServiceTitan to request exterior job measurements and manually re-enter them into estimates. Now, raw data from Hover flows directly into the spec-Based proposal workflow, saving time and reducing errors. If you’re interested in joining this Early Access, please contact your customer success manager. See the following for more:
Knowledge Base topic: Create estimates with Hover
Scheduling Pro
Enhancement Collect card on file in advance with Scheduling Pro to reduce manual follow-ups and save time
Before, you had to manually request payment details after a customer booked online, which slowed down the process. Now, Scheduling Pro allows you to collect a payment method upfront as a required or optional step during booking. The system does not charge the card but securely associates it with the Customer Record and job invoice. If you’re interested in joining the Early Access, please fill out this form. See the following for more:
Knowledge Base topic: Scheduling Pro Onboarding Part 2: Set up advanced setting