Core Products
Customer Portal
Control your customer experience with new Customer Portal improvements that enhance branding, data visibility, and payment workflows: ServiceTitan includes several improvements to the Customer Portal to give you more control over the information you share. These changes help you manage your brand and provide a better experience for customers. What this means for you:
Show work order templates: You can show work order documents in the job history. This provides more details about the work performed beyond the invoice summary.
Set a portal start date: You can hide older records by choosing a specific start date. This keeps the view focused on recent activity and hides older data.
Improve branding: The company logo is now larger and more visible in the header. This supports more logo formats and improves brand clarity.
Share on-hold reasons: You can show the reason why an appointment is on hold and add comments for clarity.
Manage document visibility: You can hide service agreement documents if they are not meant for customers to see.
Accurate job counts: Job tab numbers now update to match the filters a person selects.
Direct link payments: If you pay through invoice links see a prompt to optionally sign in to use saved payment methods. This step can be skipped if desired.
Hide job tabs: ServiceTitan hides scheduled or completed job tabs when you filter those statuses out. Previously only other status tabs dropped off when filtered out.
Control access levels: ServiceTitan hides billing tabs and messages if you don’t have the right access permissions. Previously the data was hidden but empty tabs would remain visible.
Restrict membership access: ServiceTitan hides membership information when you have no access.
Remove service agreement sections: ServiceTitan ensures all related sections are removed from view when Service Agreement content is turned off. Previously the dashboard section for unsigned agreements was still visible.
Filter service agreements: The location filter for service agreement records now works correctly to show only relevant agreements.
Clean task views: ServiceTitan removed unnecessary error messages for employees with limited access to the tasks page.
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 property manager cancels a maintenance job for a rooftop unit (RTU) directly in the portal.
Office staff see the cancellation reflected in real time without a call or email.
Settings block rescheduling if the appointment is already confirmed.
Dispatching
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 contract type, site contact, and access notes so dispatchers see key site info without opening each job.
Sort jobs by arrival window to group visits for the same building or site during a single time block.
Use more columns to track service level targets and spot high priority jobs that need quicker dispatch.
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 rooftop replacement visit for a small commercial building, the technician builds a multi-phase estimate tied to a job; auto summaries and item reordering help them highlight phase one work and keep later phases grouped together.
A service contract includes detailed descriptions of filter changes, coil cleaning, and inspections; rich formatting in those descriptions now appears in the Field Mobile App, which helps the technician explain the scope of work to the facility manager on site.
When a technician shows savings or add-on options, they move key line items to the top before handing the tablet over for review; the proposal layout looks more professional, which supports higher approval rates.
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 technician handling rooftop unit work on multiple commercial sites checks the scorecard to see revenue and confirm they are meeting quota.
A commercial technician who focuses on repair work uses the scorecard to see conversion from visits to approved repairs over a custom date range.
Capture daily job progress with technician work performed logs and work summaries: This is a new feature that helps record technician work performed logs by appointment and builds a clean work summary for billing. What this means for you:
A technician on a multi-day HVAC repair job enters their progress at the end of each appointment; the log is saved and can't be overwritten by others.
A lead technician checks the feed to confirm all tasks were done before closing the job.
The lead technician or office manager uses the Work Summary field to populate a Work Order Document (Using DTE) and sends it to the customer meeting service agreement terms.
Connect technician notes to billing with Work Summaries as an additional source for invoice summaries: This improvement lets you use the saved Work Summary when you generate Titan Intelligence (TI) Invoice Summaries, so the narrative better matches the work done on the job. What this means for you:
A technician completes time and materials work on a HVAC rooftop unit at an office park. They save a detailed Work Summary that explains diagnostics, parts used, and recommendations. They then generate a Titan Intelligence (TI) Invoice Summary with Work Summary selected as additional data, so the narrative mirrors those notes and the property manager understands the value of the repair.
A technician handles an emergency call for a restaurant walk-in cooler. They add a clear Work Summary that outlines the cause of failure and needed follow-up visits. When the office reviews the Titan Intelligence (TI) Invoice Summary created with Work Summary selected under Include Additional Data, they can send the invoice to the client with fewer edits and keep the service history consistent.
Your team manages a planned replacement of several aging rooftop units under a national service agreement. Technicians log Work Summaries on each visit, and your billing team selects Work Summary as additional data when generating Invoice Summaries. This keeps narratives aligned across sites, so Managers can audit commercial work across locations using consistent invoice language.
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:
For a large office building, a technician opens My Forms before the first visit of the week to fill out a site access and safety checklist required by the property manager. The form records building rules, access codes, and contact details in ServiceTitan instead of on paper.
Dispatchers schedule a recurring Safety Meeting non-job event for the commercial team. When technicians tap Show All Forms on the event card, they tap a linked lockout-tagout checklist form and record each step before working on rooftop equipment.
For on-call crews, a non-job event at the start of each shift links to a shift readiness form. Technicians confirm tools, ladders, and safety gear, and Managers review responses to spot issues before anyone leaves the yard.
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.
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:
Dispatcher checks equipment history from a phone while walking a large facility with a site contact.
Service manager uses Global Search on a tablet in the truck to find open work orders at a location.
On-call supervisor looks up recent invoices on a phone before talking with a property manager after hours.
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:
Build Lennox equipment packages for rooftop units and controls with consistent pricing across locations.
Use Lennox costs to bid large repair jobs with confidence on contracts and service agreements.
Let technicians see mapped Lennox items on service invoices so they know which parts to keep on trucks.
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:
Speed through mapping large commercial catalogs so you can keep up with contract pricing changes.
Improve match quality for specialized commercial equipment so fewer items need manual review.
Help your service teams quote faster because pricebook items stay in sync with vendor catalogs.
Leverage Coburn Supply Company Full Procurement integration to for efficient purchasing and cost accuracy: This improvement adds the Coburn Supply Company Full Procurement integration to help you keep Pricebook costs up to date, see real-time branch pricing and availability, and send purchase orders (POs) directly from ServiceTitan. What this means for you:
A mechanical contractor services rooftop units for retail sites and uses the Coburn integration to check multi-branch availability before dispatching a crew.
A commercial plumbing team uses nightly cost updates from Coburn to keep high-volume repair parts priced correctly across all technicians.
A service manager reviews live Coburn pricing while building bulk POs for upcoming planned maintenance visits so materials are ready at the right branch.
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:
Pull rooftop unit and control parts straight from the supplier catalog into Pricebook for complex service jobs.
Check branch stock before you promise same day or next day repairs to property managers.
Create POs from quoted jobs so purchasing, warehouse, and field crews stay in sync on what is ordered and where it ships.
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:
Register one or more brands for different legal entities and use guided campaigns to support work with property managers and facility teams.
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 updates a Custom Field for RTU (rooftop unit) preventive maintenance (PM) and syncs it to all tenants supporting enterprise clients.
A CSR uploads building-specific access instructions to the Content Portal template and makes them available across branches.
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:
Standardize commercial equipment skills, such as rooftop units and control systems, in the template tenant and share them to all regional tenants through TitanExchange.
Lock mission critical skills used on priority accounts so dispatchers always see the correct qualifications before sending a technician on site.
Adjust skill setups for night work or emergency coverage in the template and apply them to all branches that share the same on-call plan.
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 handling after-hours calls have more reliable access post-migration.
Managers reviewing call logs see fewer disconnects due to infrastructure downtime.
Office teams don’t need to manually reassign dropped calls or missed connections.
Dispatch Pro
Control Dispatch Pro Mode per Day to Protect Today’s Schedule: This is an improvement to Dispatch Pro that lets you set different modes for each planning day so you can protect today’s schedule and still keep future days filled. What this means for you:
Use Light mode for today so visits for property managers stay locked while Dispatch Pro fills last minute emergency calls.
Turn on Full Auto for future days to build tight routes for multi-stop commercial jobs across the week.
Mix Assist and Auto by day so planners can protect key visits while letting Dispatch Pro handle repeat contract work.
Clarify Troubleshooter Enhanced Explainability for confident dispatch choices: This update enhances the Dispatch Pro Troubleshooter by making it easier for dispatchers to see why jobs and technicians are matched or skipped, so they can trust and act on ServiceTitan scheduling decisions more quickly. What this means for you:
For a large rooftop unit call, a dispatcher opens the Troubleshooter to confirm that only technicians with the right commercial skills and enough shift time left are suggested.
When a multi-stop commercial route is packed, a dispatcher uses the Troubleshooter to see that a “free” technician is skipped due to drive-time limits that would break the route, and chooses not to override.
For a high-priority service level agreement job, a dispatcher checks the Troubleshooter to verify that Dispatch Pro is favoring technicians who can meet both priority and arrival window, not just distance.
Speed up Supervisor Console setup with Duplicate Workspace: This improvement allows you to duplicate Supervisor Console workspaces so you reuse layouts across teams instead of rebuilding from scratch. What this means for you:
Duplicate a workspace that tracks contract jobs, then adjust the copy for non-contract work on the same sites.
Create copies of a dispatch-focused workspace for different verticals such as retail centers or office parks.
Use workspace copies to keep the same key metrics across branches while letting each branch fine-tune technician groups.
Use Job Score and Lead Score Columns in the Supervisor Console to judge technician performance better: This improvement to Supervisor Console helps you see revenue, Job Score, and Lead Score together so you can coach techs and assign jobs with more confidence. What this means for you:
Spot commercial technicians who bring in strong revenue but have low Lead Score so you can coach on lead capture on large sites.
Use scores to balance who you send to high-value contracts, not just the highest seller.
Track how coaching changes Job Score and Lead Score over time for key accounts.
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:
Field technicians receive a daily recap that calls out wins on service work and key performance highlights, so they can see their day as a whole instead of digging into reports.
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:
Set a later Day In Review time for commercial techs who finish large rooftop or boiler jobs after normal hours.
Group technicians into building, industrial, or restaurant teams to match your commercial contracts.
Give senior commercial technicians Field Pro Advanced while keeping Field Pro Standard on for newer techs.
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 commercial operations lead confirms visit frequency on a high-rise maintenance job for billing verification.
Fleet managers track idle time on-site to improve fuel usage and vehicle wear.
CSRs check service call accuracy against site visits when a commercial client disputes a charge.
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:
A fleet lead servicing box truck sees grouped service reminders for filters, batteries, and inspections all in one row.
Dispatchers expand each truck’s row to ensure service schedules don’t conflict with job assignments.
Administrators plan preventive maintenance (PM) based on consolidated service timelines.
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:
Spot which campaigns start journeys for new maintenance agreements with property managers.
Measure how mid-funnel ads assist emergency calls and quoted repairs that close from direct search.
Share clear reports with leadership to defend brand and retargeting campaigns during budget reviews.
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 see full performance visibility without manual setup. What this means for you:
A commercial HVAC contractor tracks conversions from Meta Ads promoting maintenance contracts.
The team connects UTM-tagged campaigns to learn which industries are responding best.
A manager evaluates campaign ROI without needing a spreadsheet.
Scheduling Pro
Track remaining steps and improve clarity with the Scheduler Progress Bar: This improvement helps reduce confusion and drop-off by showing how many steps are left in the scheduling process. What this means for you:
A facility manager scheduling regular service sees a clear path to finish the form.
A plumbing CSR fields fewer calls about "confusing booking pages."
A building maintenance manager completes requests faster using the new flow.
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:
View all work for a national account by billing account so you can see net exposure at a glance.
Confirm that credits and change orders are applied before you send month end statements to property managers.
Export an aging slice that shows only large past-due accounts for your collections team.
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:
AR staff for service contracts review Customer Records before sending statements so they can speak to credits and adjustments from a single view.
CSRs who work with property managers use tooltips to explain why invoices fall into each aging bucket.
Managers use the clearer balances to decide which accounts need follow-up calls or payment plans.
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:
Record long hold times for review and coaching.
Verify that all routing paths are working.
Use complete call records for dispute resolution.
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 handling a rooftop unit repair call for a retail chain has both Contact Center Pro and ServiceTitan Core open. They ignore the call bubble in ServiceTitan Core and finish the conversation in Contact Center Pro, so the multi-location account’s call records stay clean.
For emergency calls from property managers, CSRs might switch between multiple ServiceTitan Core tabs. Call bubbles stay visible but inactive, so no stray clicks interfere with Contact Center Pro call routing or call result codes.
When managers audit response times for service level agreements, they view reports knowing call dispositions and durations align between Contact Center Pro and ServiceTitan Core.
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:
A dispatcher for rooftop unit service checks the board, sees two technicians Idle, and assigns a priority call to the one closest to the site without opening timesheets.
For multi-building service contracts, the dispatcher spots a technician Working (5 minutes) on a small ticket and queues a nearby emergency call for them as the next job.
When a technician clocks Dispatched but has not arrived yet, the status sits under their name so the dispatcher can follow up before a facility manager calls in.
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 dispatcher sees Idle (10 minutes) under a technician’s name and drops in a same-day no-heat call without opening any extra screens.
When a water heater install runs long, the dispatcher sees Working (45 minutes) under that technician and moves the next job to a different technician right away.
During a weather spike, the board shows which technicians are On meal so you avoid sending rush work to someone who is not actually available.
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 planned maintenance visits from the Jobs Tray onto the best technician based on open gaps on the board.
React fast when a rooftop unit fails by dropping that job onto the technician already at the same site.
Move multi-site service jobs from the Jobs Tray onto a senior technician’s schedule as you confirm access windows.
Use Dispatch Board Job Context Menu Items from Dispatch Pro and Schedule Assistant to speed routing: This improvement to the new Dispatch Board adds job and technician context menu actions from Dispatch Pro so you work faster with fewer clicks. What this means for you:
Dispatchers right-click planned maintenance visits for a large site and use Enable Dispatch Pro so Smart Dispatch keeps those visits grouped together.
After an emergency call at a key account, the dispatcher right-clicks the technician and runs Optimize Technician Route to fit in the call with minimal drive time.
For multi-site work, dispatchers use the job context menu to manage Dispatch Pro on specific jobs that must stay with certain technicians, while still using route optimization for the rest of the day.
Display Membership Tags on Redesigned Dispatch Board to spot member jobs faster: This improvement adds membership tags to job bubbles on the redesigned Dispatch Board so you can identify and prioritize member work immediately. What this means for you:
Use membership tags to see which service calls are tied to service agreements for key accounts.
Protect agreement work when you reshuffle the day by keeping tagged jobs on the board and moving non tagged jobs first.
Triage rush calls from large accounts by checking tags so you know which visits are covered under a service agreement.
Scheduling Pro
Display last 4 digits of stored cards with the Credit Card visibility and edit-ability for customers with existing card on file: This Early Access improvement helps reduce repeat entry by showing the last 4 digits of a stored credit card on the scheduler and letting the person choose to re-use or replace it. What this means for you:
A property manager re-books service using a stored card, saving time on re-entry.
A CSR helps a regular client by verifying the last 4 digits of the card during a call.
A facilities coordinator avoids errors by using a verified saved card.