Core Products
Accounting
Control inventory and equipment tracking with the new Application for Payment (AFP) setting: This is an improvement to an existing feature that helps avoid double inventory consumption and installation entries during progress billing in commercial construction. What this means for you:
When submitting an Application for Payment (AFP), enabling this setting lets the invoice consume inventory directly, avoiding double posting when requisition closeout is used .
If both AFP and requisition closeout add the same item, you can now prevent duplicates by toggling this setting.
Overrides per AFP allow flexibility on large, complex projects where billing methods vary by phase.
Use AFP variable retainage to adjust retainage by item and billing period: This improvement adds more flexibility to Applications for Payment (AFP) by supporting per-item, per-period retainage rates. What this means for you:
A hospital project switches retainage rates on plumbing and HVAC halfway through. Adjust line items per AFP for correct calculations.
Retainage rates vary by item on a long-term office build. Per-item tracking ensures the correct total is billed across periods.
For high-value items, retainage is reduced to collect more cash early. Line-level changes reflect these strategy shifts in billing.
Customer Portal
Let customers reschedule or cancel appointments using Edit scheduled appointments in Customer Portal by Scheduling Pro: New feature that lets end customers manage scheduled appointments in Customer Portal through Scheduling Pro. What this means for you:
A subcontractor managing several jobs shifts the install date for one unit via portal.
Modify option opens Scheduling Pro and enforces project-level rules.
Canceling or changing the job shows up in real time for the project team.
Dispatching
Crews now show in technician assignment dropdown to assign jobs faster: This is an improvement to existing crew scheduling that lets you pick a full crew from the technician assignment dropdown so you can assign multi-tech jobs in fewer clicks. What this means for you:
Book a full mechanical crew on large tenant improvement jobs with a single crew selection rather than separate tech picks.
Keep long-running projects staffed correctly by re-applying the same crew across phases, such as demo, install, and startup.
Use clear crew labels, such as “HVAC Crew 1 – Roof Top Units,” so project managers can see at a glance who is on which site.
See more job details with Jobs Tray enhancements, such as increased column limits and sorting by arrival windows: This improvement to the existing Jobs Tray on the Daily and Weekly Dispatch Boards lets you show more job columns and sort jobs by arrival window so you can decide faster who to send where. What this means for you:
Add columns for project, building, and floor so you group jobs for the same site and reduce drive time.
Sort by arrival window to keep critical path tasks at the top of the Jobs Tray during the day.
Use more detail columns to check which jobs are ready for inspection before you dispatch a crew.
Field Mobile App
Strengthen proposals with tablet optimizations for estimates to improve clarity and close more work with the Field Mobile App: This improvement to the existing estimate presentation in the Field Mobile App helps technicians present clearer, more professional proposals on tablets. What this means for you:
On a multi-stage tenant improvement project, a field lead uses a tablet to present estimates for additional work. Auto summaries make sure each estimate still shows a clear list of items even when they skip writing a custom summary .
Detailed descriptions for lighting, controls, and mechanical packages include structured text added by the office team. The Field Mobile App now displays that structure on the tablet, which helps the field lead explain value on the spot .
For change requests that include several small items, the field lead drags the most important lines to the top before sending the estimate for digital approval. The cleaner order reduces back-and-forth questions from the building owner .
View technician performance with Mobile Scorecard in the Field Mobile App: Mobile Scorecard is a new feature in the Field Mobile App that lets technicians track their sales and performance metrics so they can improve results while in the field. What this means for you:
A foreman on a long-running commercial build checks the scorecard to see revenue and sold work tied to their division for a quarter.
Streamline safety and fleet compliance with Technician Forms: This new feature gives technicians a central My Forms hub and non-job event form links in the Field Mobile App so you can track safety and other compliance work without needing to create fake jobs. What this means for you:
On a high-rise project, toolbox talk non-job events appear on the technician schedule at the start of each shift. Each event links to a toolbox talk form that technicians complete on tablets, giving safety managers a clear record of attendance and topics covered .
For large multi-crew jobs, forepersons use My Forms to submit daily manpower and equipment logs that are not tied to a single work order. Managers review these forms to track labor, equipment use, and trends across the project .
Before work in secure facilities, technicians use My Forms to complete access and badge forms that log who received which badge, when it was returned, and any special rules. The audit trail lives in Service Titan without extra job records .
Update project statuses from the Field Mobile App to keep office and field teams aligned: This improvement lets field staff change project statuses directly in the Field Mobile App to ensure accurate tracking. What this means for you:
A site supervisor updates the project to Ready for Billing after completing a specific phase.
Field staff update the status to Punch List when nearing project completion so the office can prepare final documents.
The office team views accurate progress reports without calling the field crew for updates.
Streamline your field workflow with new mobile app enhancements that improve navigation, pricing visibility, and inventory management: Field Mobile App release 16.0 adds new capabilities to customize navigation, manage negative quantities, view costs, and reserve purchase order numbers directly from the field. What this means for you:
View Cost and Price fields: The Field Mobile App now displays Cost and Price fields with labels in the estimate and invoice cart so you can verify pricing.
Reserve PO numbers: ServiceTitan automatically reserves a purchase order (PO) number when you start a new PO so you have the correct number before you submit.
View Location Record permission: You can access the Location Info tab and customer details on your devices only if you have the View Location Record permission enabled.
Customize bottom navigation: You can now rearrange or hide items on the bottom navigation bar to prioritize the features you use most.
Navigation updates: The Jobs tab is now called Home and has an updated icon. It contains the same information for your jobs, but now it's clearer that this is your main "Home" screen for all your work.
Edit estimates in Follow Up: You can tap on an estimate in the Follow Up screen to open and edit it directly in the native app.
Job and Project Management
New columns in Project Portfolio help you quickly spot the right projects to review and manage: This improvement to Project Portfolio adds new columns so you can see job-level details like job types and who sold the first estimate without leaving the Project Portfolio view. What this means for you:
A commercial project executive wants to see projects that include prevailing wage jobs. They scan the Job Types and Description columns to confirm that the right labor assumptions are in place .
A leader wants to track projects that have many small service jobs attached, such as punch-list or closeout work. They use the new columns to plan staffing and forecast revenue on complex commercial builds.
Search
Improved Global Search on mobile so your team can search and tap actions faster: This is an improvement to the Global Search field that makes it work better on phones and tablets so your team can search and act faster from anywhere. What this means for you:
Project executive checks change order details on a phone while in a job meeting.
Field supervisor uses Global Search on a tablet to find contact records for subcontractors while walking the site.
Closeout team member reviews punch list jobs on a phone using Global Search between site visits.
Supply Chain
Automate Lennox Catalog pricing for accurate estimates: This improvement to the Lennox Catalog keeps Lennox items and costs in ServiceTitan aligned with your Lennox account. That way your pricing stays accurate on every job. What this means for you:
Use Lennox Catalog data when building bids for multi stage projects so you can track equipment costs by phase.
Standardize Lennox equipment selections across project types so crews in the field see the same items.
Rely on Lennox pricing in ServiceTitan when you negotiate change orders so you do not underprice added work.
Improve Pricebook Connect Matching Algorithm to cut pricebook mapping time: This improvement replaces the current Pricebook Connect matching engine with a faster algorithm that finds more accurate matches between your pricebook and supplier catalogs. What this means for you:
Handle very large construction catalogs with shorter matching runs and better auto-matches.
Keep project bid templates aligned with vendor costs so change orders are based on current pricing.
Cut down on manual cleanup when you add new product lines or switch suppliers mid-project.
Leverage Robertson Heating Supply Full Procurement integration to keep pricing accurate and POs moving: This improvement maps ServiceTitan to Robertson Heating Supply so your team can keep Pricebook costs current and send purchase orders (POs) with real-time branch pricing and availability from one place. What this means for you:
Load project-specific items from the supplier catalog into Pricebook for large build or retrofit bids.
See live branch availability for big orders so you can plan delivery and staging by floor or phase.
Send electronic POs tied to phases or cost codes to simplify change orders and billing.
Telecom
Streamline TCR Brand Management to keep your texting compliant: This improvement gives you a single The Campaign Registry (TCR) Brand Management screen in ServiceTitan so your team can set up multiple mixed use brands and campaigns, and associate phone numbers with clear steps and built-in checks. What this means for you:
Manage brands for different entities or divisions so texting to general contractors and project owners stays clean and compliant.
Build campaigns for project milestones, safety notices, and schedule changes, using the guided flow so staff does not miss required fields.
TitanExchange
Sync custom fields and content portal across tenants with TitanExchange to reduce setup work: This improvement adds a new Content Portal and new templates: Custom Fields and Content Portal templates to TitanExchange, helping teams share and access resources more efficiently. What this means for you:
An administrator builds a Custom Fields template with HVAC-specific data and syncs it across all regional tenants, reducing repeated setup.
A dispatcher uploads training videos to the Content Portal and shares them using a Content Portal template for new hires.
Lock technician skills in TitanExchange to standardize technician qualifications across branches: This improvement to TitanExchange lets enterprise teams manage and lock technician skill templates in one place and share them across tenants so dispatch stays aligned and setup work drops. What this means for you:
Define and share skills for work types such as tenant improvement, ground-up builds, and specialty systems across all commercial construction tenants.
Lock skills that control which crews can be assigned to high-risk or high-rise work, so dispatchers do not send unqualified teams by mistake.
Change skill structures for new project types in the template tenant and roll them out across all commercial construction tenants so planning and dispatch stay aligned.
Pro Products
Contact Center Pro
Improve call reliability with the infrastructure upgrade from Azure to Oracle Cloud Infrastructure (OCI): This improvement strengthens Contact Center Pro (CCPro) performance by migrating infrastructure from Azure to Oracle Cloud Infrastructure (OCI). What this means for you:
Technicians on long-duration calls with project stakeholders report better call quality.
CSRs supporting procurement or inspections experience fewer dropped communications. Administrators don’t need to create manual workarounds during outages.
Field Pro
Deliver daily performance insights with Day In Review - Your Daily Performance Recap: This new feature sends personalized performance summaries to technicians at the end of each day. What this means for you:
Technicians on long projects receive a daily text recap that celebrates progress and surfaces key highlights, so they know if they are on track.
Streamline Field Pro Configuration Settings to speed technician setup: This improvement to existing Field Pro settings lets you manage technician setup in one place so you can onboard faster and fix problems before they hit the field. What this means for you:
Assign commercial crews to specific Field Pro teams so project managers see the right technicians on long-running commercial jobs.
Set Day In Review around the end of the commercial workday so crews finish notes and photos before leaving large job sites.
Use configuration status to make sure new commercial hires have Field Pro turned on before they start work on active projects.
Fleet Pro
Track technician site visits with the Job Site Visit Report to verify work and validate payroll: This is a new feature that gives a clear view of job site visits using vehicle GPS data mapped to technician assignments. What this means for you:
A general contractor ensures HVAC crews actually reach the site for duct installation across several floors.
Accountants use exported data to confirm labor charges for TandM (time and materials) billing.
Superintendents track which teams were on-site and for how long to avoid scope creep.
Streamline vehicle service tracking with Maintenance Reminders for faster fleet decisions: This is an improvement that enhances the Maintenance Reminders user experience by grouping service types per vehicle, helping fleet managers quickly understand upcoming and overdue work. What this means for you:
Fleet managers at large build sites see full maintenance plans per truck at a glance.
Dispatchers make quick calls about which crane or truck is due for service soon.
Administrators get clearer service data when reviewing compliance and usage across projects.
Marketing Pro Ads
Make smarter budget decisions with Multi-touch Attribution: This new feature lets you see how each ad touchpoint helps create and close jobs, so you can shift spend with more confidence. What this means for you:
Identify early-stage campaigns that lead to bid requests for large projects.
Show how retargeting and email help move long-running deals along, even when they do not get the final click.
Use journey-level reports to explain to partners and finance why top- and mid-funnel work still earns part of the budget.
Track Meta Ads performance and boost ROAS with automated attribution, reporting, and offline conversion powered optimization: This new feature brings Meta Ads reporting in Marketing Pro to general availability (GA) so you can track cost and performance automatically. What this means for you:
A contractor links their Meta Ads for office build-outs and tracks quotes generated.
UTMs are validated automatically, cutting down on setup time.
Reporting includes full spend data, helping guide ad budgets.
Early Access
Accounting
Use the Customer Aging Dashboard to see true AR balances: This new feature gives your accounting team one clear accounts receivable (AR) aging dashboard that shows true balances by account. What this means for you:
Group invoices, pay applications, and credits by account to see true exposure on large projects.
Use the aging page in weekly AR meetings to decide which general contractors to escalate.
Export aging by account to support audits and financial reviews for banks or investors.
Use Customer Financial Summary section on Customer Records to see clear AR balances: This improvement to Customer Records lines up balance terms and math so your accounting team sees one clear, general ledger (GL) backed view of money owed and open credit on each account. What this means for you:
Teams handling large contracts review the unified balance view before preparing pay applications or large change orders.
AR staff use the adjustment invoice configuration so retainage, change orders, and corrections display in a way that matches their general ledger (GL).
Managers compare aging across large accounts using the same terms on the Customer Record and in financial reports.
Contact Center Pro
Choose when call recordings start with the “On Call Connected” Recording Preference: This is a new feature that lets you start recordings from the moment a call connects, not just when it’s answered. What this means for you:
Review recordings for high-value clients from start to finish.
Monitor how often calls drop before answering.
Use recordings to train teams on how long callers wait.
Protect call reporting with the ability to block Contact Center Pro agents from interacting with call bubbles in ServiceTitan Core: This improvement stops Contact Center Pro agents from clicking call bubbles in ServiceTitan Core so you avoid call errors and keep reporting accurate. What this means for you:
An agent in Contact Center Pro fields calls from a general contractor about a large project. They keep project details open in ServiceTitan Core but manage hold, transfer, and wrap-up actions only in Contact Center Pro because the ServiceTitan Core call bubble does not take clicks.
Project coordinators often juggle several calls while checking submittals in ServiceTitan Core. With non-clickable call bubbles, they avoid triggering errors and keep long-running project calls tracked only in Contact Center Pro.
When you analyze call volume and follow-up rates for commercial build projects, reports reflect the real number of calls handled in Contact Center Pro, since ServiceTitan Core no longer introduces extra misclassified interactions.
Dispatching
Speed up work with New Daily Dispatch Board Updates so you see more job details without leaving the board: This improvement gives dispatchers more control over the new Daily Dispatch Board so they can see key job details faster, stay on the board, and make better scheduling decisions on busy days. What this means for you:
You use compact timelines and hover details to scan long-running jobs on big projects, then move smaller tasks into gaps without opening multiple tabs.
You filter the Jobs Tray to focus on inspections or crane days, making it easier to group work that must happen in a tight window on large sites.
You set your preferred Dispatch Board as the default for each coordinator so project schedulers, service schedulers, and after-hours teams each land in the view that fits their work.
See Technician Timekeeping Statuses on New Dispatch Board to check technician status faster: This improvement to the new Dispatch Board helps you see each technician’s Legacy Timekeeping status under their name so you can make dispatch decisions faster and with fewer mistakes. What this means for you:
A project dispatcher views the mechanical crew and quickly spots which technicians are Idle between tasks, then assigns punch-list items without checking multiple screens.
When fire-life-safety testing runs behind, the dispatcher sees Working (60 minutes) for that crew and moves noncritical work off those technicians.
For large sites, the technician status under each name helps you see who is truly free before you send someone across a campus or high-rise.
Move the Jobs Tray onto the Dispatch Board to speed up scheduling: This improvement lets you move jobs from the Jobs Tray onto the Dispatch Board with a quick click so you cut steps and match jobs to technicians faster. What this means for you:
Place start-up and commissioning visits from the Jobs Tray on the project technician who already owns the job.
Adjust visits when a site delays access by moving those jobs from the Jobs Tray into later dates directly on the board.
Slot short punch-list visits onto open gaps in a foreman’s schedule as items come in from the field.
Display Membership Tags on Redesigned Dispatch Board to spot member jobs faster: This improvement lets you see membership tags right on the new daily Dispatch Board so you can prioritize member jobs without extra clicks. What this means for you:
Flag jobs on the board that belong to ongoing maintenance service agreements for installed equipment using membership tags.
Give project and service leaders a quick view of service agreement work scheduled for the day right from the Dispatch Board.
Protect recurring service agreement revenue by using tags to decide which jobs can move and which should stay put.