Core Products
Accounting
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 project starts with a 10% retainage rate but drops to 5% for labor in later AFPs. Edit the rate per item and Service Titan tracks the difference.
A builder applies no retainage to fast-turnaround items while keeping 10% on other materials. Each line can have its own rate.
Retainage on framing is billed differently from electrical work. Adjust item-level percentages to match subcontractor terms.
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 project lead adjusts an upcoming HVAC install time for their new home build.
Portal options follow rules set for confirmed vs. unconfirmed jobs.
Cancels flow through Scheduling Pro and remove the appointment from the job.
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:
Assign the same framing crew to a week of rough-in jobs in one step instead of adding each carpenter by name.
Keep your preferred pairing of lead and helper together on every multi-day project without re-building the team each time.
Use clear crew labels, like "Crew A - Framing," so dispatchers can find the right team fast during busy call times.
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 phase, crew, and schedule notes so you see where each crew should be during the day.
Sort by arrival window to line up rough in, trim, and start up visits in the right order.
Use the wider Jobs Tray to spot gaps in the schedule and drop in short visits without moving all day jobs.
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:
For a large home remodel, a technician on site builds change order estimates from a tablet. Auto summaries and reordering let them group all change items together and keep allowances at the bottom.
Descriptive text for fixtures and finish packages often includes bullets and short paragraphs. That structure now carries into the Field Mobile App on the tablet so homeowners can skim and make choices faster.
Photos and videos tied to rough-in and finish work show as consistent thumbnails during the walk-through. When the technician flips the tablet to the homeowner, the media viewer stays aligned with the estimate line they are discussing.
Protect your pricing with Sales Margin Enforcement to stop low-margin estimates before they are sold: Margin and discount enforcement is a new feature that enforces your Sales Margin Control rules in the Field Mobile App so you prevent discounts that cut into profit at the point of sale. What this means for you:
A field lead on a new home build uses the Field Mobile App to create a change order for upgraded fixtures. Margin Enforcement checks the change order against your new construction margin rules so upgrades do not undercut project profit.
When framing or electrical extras are added late in the job, the field lead builds the estimate on a tablet. If the pricing drops below your minimum margin, the app surfaces a warning icon that you can tap to see the needed dollar adjustment, prompting the lead to adjust before sending the change order to the homeowner's representative.
For volume builders, field staff often handle many small change orders. The Review Estimates modal helps them send compliant changes first and makes any low-margin change a clear, tracked exception for the construction manager.
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 who sometimes supports service work checks the scorecard to compare performance between divisions.
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 new-build subdivision, a lead technician opens My Forms each morning to complete a pre-task planning form that covers hazards, tools, and assignments for that day's phase. The form history gives managers a running log of jobsite conditions.
Weekly Safety Walk non-job events are scheduled for each active residential project. During the walk, the technician opens the linked safety form from the event card and logs hazards, photos, and actions so administrators can follow up.
New field employees complete an orientation form from My Forms before they step onto a project site. Office employees use the form status to confirm who has finished training and who still needs it.
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 foreman marks a rough-in as Completed so the office knows to schedule the inspection immediately.
A technician changes the status to Hold directly from the site if materials are missing. The project manager sees the status change instantly in the office and can invoice for the completed milestone.
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 construction manager wants to see projects where rough-in and trim-out jobs are both present. They use the Job Types column to confirm that each key phase has been scheduled and completed as expected.
A portfolio manager reviews projects that include change order jobs tagged with margin risk. They use the First Estimate Sold By column to see which estimators may need help with pricing new residential builds.
A leader checks which new home projects have service jobs mixed in, such as warranty or punch-list work. They use the Description to decide where to focus crew planning and follow-up conversations.
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 manager uses Global Search on a phone in a new build to confirm job status and schedule details.
Office coordinator on a tablet looks up permits and related projects while talking with a builder on site.
Warranty tech uses Global Search from a phone to confirm install dates before starting follow-up work.
Supply Chain
Automate Lennox Catalog pricing for accurate estimates: This improvement to the Lennox Catalog keeps Lennox items and costs in Service Titan aligned with your Lennox account. What this means for you:
Map Lennox equipment from the catalog to your standard build packages so pricing stays aligned with Lennox costs.
Use Lennox Catalog items in templates for common plans so estimators do not have to look up every model.
Update Lennox pricing in one place so every new home project reflects current equipment costs.
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:
Map rough-in and finish materials from supplier catalogs to your construction pricebook with fewer misses.
Keep package and upgrade pricing current as material costs shift during the season.
Support estimating teams with more accurate base costs on common build materials.
Leverage Robertson Heating Supply Full Procurement integration to keep pricing accurate and POs moving: This improvement maps Service Titan 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:
Map common rough-in, trim, and fixture items from Robertson Heating Supply into job templates for new builds.
Use nightly cost refresh to keep material budgets aligned with current supplier pricing during long projects.
Group POs by subdivision or builder so you can track spend with Robertson Heating Supply across multiple sites.
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:
Set up brand and campaign records that support long-running construction projects with clear labels and status tracking in ServiceTitan.
Create campaigns for project updates and inspection reminders and know that each campaign has the right brand data tied in.
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 pushes a Custom Fields template that includes region-specific project details to all construction tenants.
A project manager uploads permitting guides to a Content Portal template to use across multiple job sites.
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:
Keep one list of rough-in, trim, and inspection skills for new build crews and share it with each construction tenant through TitanExchange.
Lock skills tied to inspection and code steps so branch teams cannot change them, which helps crews pass inspections across subdivisions.
When standards change, edit the skill template in Enterprise Hub and apply changes across all construction tenants so phase scheduling and dispatch stay in sync.
Voice Agents for Phones, Phones Pro, and Contact Center Pro
Use the Voice Agents Dashboard to prove AI call performance: This new feature lets you see how your Voice Agent drives booked jobs, revenue, and call outcomes in one place inside ServiceTitan. What this means for you:
Measure how many bookable versus non-bookable calls the AI Voice Agent handles without tying up your office staff.
Track booked jobs or follow-up visits that start from AI-handled calls on large projects.
Use call outcomes to see where project-related calls still need a live person and adjust scripts or handoff rules.
Automate Call Classification for Call Reasons and Call Types to reduce call review work: This new feature uses AI to classify inbound voice agent calls so you get accurate call reasons and call types with less manual review. This feature is for Voice Agents for basic phones, Phones Pro, and Contact Center Pro. What this means for you:
A residential builder receives calls from homeowners asking to move start dates; ServiceTitan treats these calls as excused, so you do not chase them as lost leads.
Office staff see unbooked calls labeled with reasons tied to bids or design changes, which helps them follow up on open proposals instead of guessing why the caller did not book.
Managers review call data by call reason to find gaps in hand offs between sales and project teams and adjust scripts for CSRs who answer early stage project calls.
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:
Coordinators receive more consistent inbound call connections with fewer delays.
Technicians logged in for construction job support stay connected during long shifts.
Callbacks for project changes don’t get missed due to call handling issues.
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:
Install crews get a recap showing wins from that day’s jobs and a simple view of how they performed.
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 construction crews to specific Field Pro teams so project managers see the right technicians on long-running jobs.
Set Day In Review earlier in the afternoon so crews finish documentation before leaving the site.
Use configuration status to make sure new hires have Field Pro enabled before they start their first build.
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 construction manager confirms subcontractor jobsite presence during framing work.
Project leads verify that scheduled inspections were actually performed by reviewing visit timestamps.
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:
Builders reviewing service plans on company trucks see a cleaner view with grouped vehicle reminders.
CSRs managing schedules can see overdue and upcoming services by expanding rows.
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:
Use First Touch to see which campaigns bring in new builder or developer leads for install work.
Track how follow-up campaigns assist long sales cycles that may close from direct calls or repeat visits.
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:
Review open draws and change orders by account so you know which builders or property owners are slow to pay.
Net retainage and other credits against invoices by account when you plan which jobs to hold or release.
Share a detailed export with your lender or bonding company when they ask for proof of receivables quality.
Use Customer Financial Summary section on Customer Records to see clear 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:
Billing teams for install jobs see open invoices and credits in one place when they collect progress payments.
Project managers use the standardized balance fields to confirm that job costs and payments line up before closing projects.
Accountants pull reports knowing they match the balance cards on the Customer Record.
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:
Understand how project clients navigate your call options.
Catch issues in call routing before they hit a rep.
Keep records for inbound vendor or subcontractor calls.
Protect call reporting with the ability to block Contact Center Pro agents from interacting with call bubbles in Service Titan 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 takes a call from a homeowner about a new build schedule and logs it in Contact Center Pro. The call bubble in ServiceTitan Core does not accept clicks, so all follow-up notes and tags stay tied to the Contact Center Pro call record, not a separate ServiceTitan Core interaction.
Coordinators checking construction project records in ServiceTitan Core during a live call no longer risk clicking the call bubble and causing a misaligned call record. They view project details in ServiceTitan Core and manage the conversation in Contact Center Pro.
When leadership reviews inbound construction inquiry trends, they rely on Contact Center Pro call reports that are not skewed by accidental bubble clicks in 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:
You set the Projects Dispatch Board as your default and use compact job bubbles so you can see more rough-in and trim jobs for each crew on one screen.
You use hover popovers to confirm start time, crew, and phase details before moving jobs, which helps avoid slotting a framing crew into a finish day by mistake.
You keep the job details flyout open while you drag and drop jobs so you can review notes from the builder and adjust timing without losing the board view.
See Technician Timekeeping Statuses on New Dispatch Board: The new Dispatch Board shows each technician’s current Legacy Timekeeping status directly under their name, with how long they have been in that status. What this means for you:
A coordinator sees Idle under a rough-in crew lead and sends them to start the next phase on a nearby build without digging through job records.
When trim crews show Working (90 minutes) on a long task, the coordinator can balance labor by moving shorter tasks to technicians showing Idle.
During end-of-day planning, the board shows who is still Working so you can decide who should pick up one more small task on the way back to the shop.
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:
Drop trim-out and final inspection jobs directly onto the board as build stages finish.
Shift rough-in work from the Jobs Tray onto a crew that has had a cancellation, without walking through a long reschedule flow.
Balance projects across crews by placing smaller visits into open slots you can see on the Dispatch Board.
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:
Use membership tags to track jobs that include follow up service plans tied to new installs.
Help Dispatchers see which jobs connect to long term agreements so they can protect those visits when slots are tight.
Prioritize warranty or follow up work tied to a membership style program over one off jobs when you need to make trade offs.