Core Products
Adaptive Capacity
Improve scheduling accuracy with Adaptive Capacity Tag Skills compatibility: This improvement ensures Adaptive Capacity now respects tag-based skills configured in Dispatch Pro when calculating technician availability at the time of scheduling. What this means for you:
A CSR books an HVAC job with certain skill-related tags. Only qualified techs appear in the capacity list.
A dispatcher sees scheduled jobs landing on the dispatch page that fit what the available technicians are qualified to do.
Admins align tagging strategy to improve technician matching and reduce reschedules.
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 homeowner changes the time of a water heater service without needing to call the office.
Customer Portal reflects the new time immediately after they finish in Scheduling Pro.
If they cancel, the appointment is removed and the job status updates.
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:
Use extra Jobs Tray columns to show service plan flags, age of equipment, and notes so you match the right technician and truck to each job.
Sort by arrival window to see which morning jobs you must cover before you add same day calls.
Filter and sort so you spot jobs that risk missing promised arrival windows and move them to open slots first.
Field Mobile App
Control technician job recording actions in the Field Mobile App with updated Field Pro settings: This improvement to the existing Field Pro job recording feature lets you decide which recording actions technicians can use in the Field Mobile App so job recordings follow your office rules. What this means for you:
A technician runs a residential drain clearing job where you need a full record from start to finish. You disable Recording Cancellation and Recording Pause for that technician so they can start and stop the recording, but not cancel or pause it during the visit.
On a large replacement job, you want to prevent technicians from canceling a recording after work begins. You leave Pause and Stop available, but you turn on Disable Recording Cancellation so recordings stay tied to the job.
For short maintenance visits, you allow Pause but disable Stop until the job is complete. Technicians can pause if they leave the site briefly, but they stop the recording only when the visit is truly finished.
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:
A technician at a home replacement call builds a Good/Better/Best estimate on a tablet. The auto summary fills in item names when they leave the summary blank so the homeowner still sees a clear list of options.
Pricebook descriptions for a new air conditioner include bold headlines and bullet lists with key benefits. In the Field Mobile App, those descriptions now show with the same structure the office team entered so the technician can walk through each point on screen.
During a maintenance visit, the technician adds photos and videos to show wear on equipment and then reorders line items so the must-do repair appears first. Media thumbnails and the full viewer are more stable, so the visual story stays in sync as they talk through the estimate.
Collect contactless card payments in the field with TSYS Tap-to-Pay for iOS in the Field Mobile App so you get paid on the spot: Tap-to-Pay in the Field Mobile App is a new feature that lets technicians accept contactless card payments using Total System Services (TSYS) processing on Near Field Communication (NFC) on supported mobile devices. What this means for you:
A technician finishes an air conditioning repair at a single-family home. With Total System Services (TSYS) tap-to-pay turned on and the job in an eligible business unit, the technician uses the Tap-to-Pay option, and has the payer tap a contactless card on the near field communication (NFC) enabled device so the payment posts to the invoice.
During a water heater replacement, the bill payer prefers to use a phone wallet instead of handing over a physical card. The technician selects Tap-to-Pay on the payment screen, holds the device near the payer's phone, and the Total System Services (TSYS) authorization flows through to Service Titan so the job can be closed out without a separate reader.
On a membership tune-up visit, the technician reviews the invoice at the door and offers a quick tap checkout experience. With near field communication (NFC) supported on the mobile device and Total System Services (TSYS) active as the processor for the Business Unit of the job, the payer taps a contactless card, and the payment appears on reports the same way as other Service Titan card payments.
Use Mobile Remote Deposit Capture to accept check deposits in the Field Mobile App: This new feature lets technicians use Mobile Remote Deposit Capture (MRDC) in the Field Mobile App to scan checks with a mobile device and send them through the Service Titan payments processor for automated clearing house (ACH) processing, so check payments are confirmed faster in Service Titan. What this means for you:
A technician replaces a furnace in a single-family home and the homeowner pays by check. The technician uses MRDC in the Field Mobile App to scan the front and back of the check and sees a success message before leaving the driveway.
A technician repairs a water heater for a landlord who prefers to pay by check for every visit. The technician selects the MRDC payment type to send the check for automated clearing house (ACH) processing, and office employees see matching payment records in Service Titan for reconciling that landlord's account.
A technician has a full day of replacement jobs and collects several checks. The technician captures each check with MRDC in the Field Mobile App throughout the day, and Service Titan processes them in the background so deposits are handled without extra trips to the bank.
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 heating and cooling sales technician builds a replacement proposal for a furnace with add-on accessories. Margin Enforcement flags the estimate when discounts push margin below your rule and shows the dollar shortfall, so the technician can adjust pricing or scope before presenting to the homeowner.
A technician working a plumbing repair visit adds parts and a courtesy discount in the Field Mobile App. The app shows a margin warning and the technician raises the price slightly to bring the estimate back within your margin rules, protecting profit on small jobs that add up over the year.
During a comfort consultation, the technician builds several options. The Review Estimates modal pre-selects compliant options and leaves non-compliant ones unchecked with warnings, guiding the technician to present options that meet your margin targets first.
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 sales technician replaces a furnace and, at the end of the day, opens the scorecard to see how many jobs they sold this week and how their close rate compares to last week.
A service leader reviews a ride-along plan with a technician and asks them to watch specific metrics in the scorecard between coaching sessions.
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:
A technician starts their week by opening the Field Mobile App and tapping My Forms to complete a required Safety Meeting Form before heading to the first home. The completed form stays tied to the technician record so managers can confirm safety talks took place.
At the end of the day, a technician taps Show All Forms on a Truck Inspection non-job event on their schedule, opens the linked inspection form, and logs mileage, defects, and photos. Administrators use these forms to plan repairs and keep vehicles in service.
For background checks, uniform policies, or policy acknowledgments, technicians complete assigned forms from My Forms without a job, and office employees track who has signed which document.
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.
Pricebook
Add Business Units to Client Specific Pricing to apply accurate pricing This improvement to Client Specific Pricing (CSP) helps apply correct rates by letting you assign Business Units (BUs) to pricing rules. What this means for you:
When assigning rates for service visits, only show special pricing if the residential Business Unit performed the work.
If two divisions handle different HVAC jobs, you can now separate pricing logic.
Avoid pricing errors for dispatches by assigning rules only to your residential BU.
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:
On-call manager uses Global Search on a phone at night to look up service history before calling a homeowner.
CSR on a mobile device searches for unsold estimates while walking the shop, without needing a laptop.
Service leader checks membership details from a phone between ride-alongs using Global Search.
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:
Pull Lennox air conditioners and furnaces into your pricebook so CSRs can quote work with current pricing.
Use Lennox Catalog costs to set flat rate prices that protect your margins on repair and replacement jobs.
Give technicians clear Lennox item descriptions on estimates so they know what to install on site.
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:
Match your HVAC, plumbing, and electrical pricebook items to supplier catalogs faster so you can refresh prices more often.
Reduce manual mapping when you bring in a new Ferguson catalog or change preferred vendors.
Keep repair and replacement pricing aligned with material costs so margins stay where you planned.
Leverage Coburn Supply Company Full Procurement integration 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 Service Titan. What this means for you:
An HVAC shop maps its business units to Coburn branches, so POs for condensers and furnaces show live branch stock and cost before you place the order.
A plumbing contractor adds Coburn catalog items into Pricebook with Auto Update turned on, so water heater and valve costs stay in sync without manual entry.
A small electrical team builds POs in Service Titan with Coburn real-time pricing, so you can quote panels and breakers with better margin control.
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:
Keep furnace and air conditioner part costs current so CSRs and technicians can quote work with up to date material pricing.
Build POs for common maintenance and repair parts across branches without calling the counter to confirm stock.
Use accurate cost data from Robertson Heating Supply to protect margins on flat rate pricing.
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 brands, campaigns, and phone numbers with clear steps and built-in checks. What this means for you:
Use the new The Campaign Registry (TCR) Brand Management screen to register the brand for your home service business and keep all texting campaigns in one place.
Set up campaigns for booking reminders, maintenance notices, and follow-up messages so CSRs can trust that outbound texts meet carrier rules.
Keep a clear audit trail for brand edits, campaign changes, and number assignments so managers can answer compliance questions fast during busy seasons.
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:
Keep a master list of install and service skills in a template tenant and share it to each branch so every technician follows the same standards in every house.
Lock safety and license skills so local teams cannot drop them from a technician record, which helps keep work in line with state and local rules.
Change a skill level or training requirement in the template tenant and apply it across all service branches so dispatch uses the same rules on every call.
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:
See how many inbound Voice Agent calls turn into booked service jobs each day or week.
Track revenue from AI-booked jobs to decide how much call volume your office staff should handle versus the Voice Agent.
Use escalation reasons to spot patterns, such as callers often asking for sooner appointments, then adjust schedules or capacity.
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. What this means for you:
A plumbing shop gets many schedule change calls; ServiceTitan marks these as excused instead of unbooked so your unbooked call report shows real missed booking chances.
An HVAC team sees unbooked calls tagged with clear call reasons, such as price concerns or no decision, so CSRs know which homeowners to call back first.
Managers review call type and call reason reports to spot trends, then coach CSRs on how to handle common booking objections on the first call.
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 who receive inbound calls while on jobs now experience fewer dropped calls.
Dispatchers get fewer call-related complaints from field teams during service hours.
CSRs no longer need to follow up on missed inbound calls caused by infrastructure issues.
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:
Keep today in Light mode so Dispatch Pro fills open spots without moving booked visits for homeowners who already confirmed times.
Set future days to Full Auto so Dispatch Pro packs in tune-ups and demand calls as new work comes in.
Use Assist mode on heavy seasonal days so dispatchers see strong suggestions but still make the final call on tight windows.
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:
During summer no-cool calls, a dispatcher checks the Troubleshooter to see that the "closest" technician is actually blocked by drive-time limits, so they keep the recommended technician to protect response time for later jobs.
For a membership tune-up, a dispatcher uses the Troubleshooter to confirm that a junior technician is skipped because they do not have the needed skills, and keeps the senior technician on the job.
When a homeowner requests a tight arrival window, a dispatcher reviews the Troubleshooter to see which technicians can realistically meet that window before moving the job.
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 same-day jobs, then tweak the copy to focus on emergency calls.
Create one "master" workspace for service work, then copy it and adjust filters for installation crews.
Copy a workspace that highlights membership jobs and apply it across branches that sell maintenance plans.
Use Job Score and Lead Score Columns in the Supervisor Console to judge technician performance better: This improvement adds Job Score and Lead Score columns to the Technician Revenue Performance table in Supervisor Console so you see quality and sales metrics side by side. What this means for you:
Use Job Score and Lead Score to see which HVAC or plumbing technicians close add-on work without hurting customer satisfaction.
During performance reviews, compare two technicians with similar revenue but different scores to plan ride-alongs and coaching.
Sort by low Job Score to catch repeat visit issues on tune-ups before they turn into callbacks.
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:
A technician completes a full day of HVAC repair work and receives a recap highlighting sales closed, jobs completed, and wins and opportunities for improvement based on their call transcripts.
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:
Use Day In Review timing so service technicians wrap up notes and photos at a set time every day, not late at night.
Bulk-assign technicians to replacement teams so the right people see bigger ticket jobs in Field Pro.
Turn off recording cancel rights for new technicians so they cannot cancel call or job recordings by mistake.
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 manager checks if furnace installations were actually visited and completed by the technician assigned.
A payroll reviewer filters for a tech and sees one job marked "Not Visited" despite job completion—triggers a timecard review.
A dispatcher uses the report to confirm if return trips occurred for a warranty follow-up.
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 dispatcher managing recurring jobs for a service van sees all upcoming services like brake checks and tire rotation grouped under one row.
A CSR checking on a vehicle's readiness can view all service statuses with one click.
An Administrator assigning vehicles knows which ones are overdue based on visible due metrics in the grouped reminder.
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:
See how top-of-funnel ads (for example, Facebook or display) start new homeowner journeys that later close from search.
Use Assisted Revenue to track how Meta and Google ads drive tune-up and replacement jobs.
Plan budget splits across awareness, retargeting, and branded search instead of guessing from a single report.
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 automates tracking so you can see ROI without spreadsheets. What this means for you:
A home services team running furnace tune-up campaigns links their Meta account and sees real-time results in Marketing Pro.
A manager adjusts ad spend after seeing low conversion on a summer cooling promo.
A manager filters ad performance by service category to plan next month's campaigns.
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 homeowner books a furnace tune-up online and sees how many steps are left, reducing drop-off.
A CSR reviewing a booking sees fewer buttons and a cleaner interface.
An HVAC dispatcher spots fewer incomplete bookings in their queue.
Track Marketing Pro Campaigns in Scheduling Pro to see web booking results: This improvement shows the Marketing Pro campaign name in your Scheduling Pro export from the performance flyout and in the Sessions Details report, so you can group, sort, and filter by campaign without extra work. What this means for you:
See which "no heat" or "no cool" web campaigns bring the most booked sessions and sold jobs.
Compare average ticket and close rate by Marketing Pro campaign in the Sessions Details report.
Export sessions by campaign and share with your marketing partner to tune ads and landing pages.
Turn on Block fake addresses to cut down fake jobs: This is a new feature that lets you stop bots and bad actors from booking jobs with made-up addresses, so your team spends more time on real work. What this means for you:
Reduce spam bookings from bots that use fake street names for tune-ups or repair calls.
Keep the board clear so CSRs can focus on real calls from homeowners who actually live in your service area.
Improve route planning by making sure addresses on the schedule match real locations.
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:
See which homeowner accounts have true past-due balances after credits from callbacks or change orders are applied.
Focus collection calls on accounts with the highest net balance instead of working a long list of invoices.
Review aging buckets before you pause memberships or stop scheduling visits due to overdue balances.
Use Customer Financial Summary section on Customer Records to see clear AR balances: This improvement updates the Customer Record to show a unified financial summary that matches your aging reports. What this means for you:
Office team checks Customer Records during payment calls and can explain how a tune-up credit changes the balance before booking more work.
Billing staff match balances from ServiceTitan to the GL faster, so month-end close for service memberships runs smoother.
CSRs see unapplied credits on one card and suggest using credits on the next repair instead of leaving money on the account.
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:
Hear how customers interact with your IVR before speaking to anyone.
Catch voicemails that used to get missed.
Track full call flow for quality reviews.
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 answers a no-heat call and sees the linked call bubble in ServiceTitan Core. Because the bubble no longer responds to clicks, the agent finishes all call actions in Contact Center Pro, so call source and outcome stay correct.
During a busy winter rush, CSRs taking back-to-back service calls keep ServiceTitan Core open for job history. They can still see the call bubble as a reference, but they handle transfers, holds, and wrap-up in Contact Center Pro, which keeps service call metrics reliable.
When a supervisor reviews same-day booking rates, they trust that call tags from Contact Center Pro match what appears in ServiceTitan Core reports because agents are not triggering hidden errors by clicking bubbles.
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 turn on hover job detail popovers and compact mode so you can scan a full day of tune-ups and replacements, then quickly see which jobs are running long without opening each record.
You set the Service Dispatch Board as your default view so you land where you work most, then use Jobs Tray filters to pull out no-heat or no-cool jobs first during weather spikes.
You use the job details flyout to review notes, equipment, and add quick comments while keeping the board in sight so you do not lose track of other active jobs.
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:
Fill same-day no-heat or no-cool calls straight from the Jobs Tray into open slots on the Dispatch Board during weather spikes.
Drop urgent water leak jobs on the closest available technician without stepping through a reschedule form.
Clear out marketing campaign jobs from the Jobs Tray by placing them quickly into lighter parts of the day.
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 a no-heat job and use Enable Dispatch Pro so the job gets priority in the schedule during cold weather.
When a homeowner reschedules, the dispatcher right-clicks the technician and uses Optimize Technician Route to tighten gaps in the rest of that day.
For same-day add-on work, the dispatcher right-clicks open jobs to toggle Dispatch Pro and find the best slot without leaving the board.
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 on the Dispatch Board to spot maintenance plan jobs and keep them ahead of one time work.
Hold same day spots for members by using tags to see who should get priority when the board fills up.
Help CSRs and Dispatchers stay aligned on which calls must stay same day for members by checking tags on job bubbles.
Estimates
Streamline your sales process with Contract Builder to send and track custom contract packages: This is an improvement to the existing contract workflow that replaces Proposal Builder. What this means for you:
A sales rep builds a contract using two different estimate templates and sends it to a couple—one signs on a tablet, the other by email.
A roofing job includes attachments like inspection photos. These are added to the contract package.
A rep tracks when a homeowner has signed, then signs as the company rep to complete the process.
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 homeowner sees the last 4 digits of their saved card while booking, then completes payment without typing again.
A CSR confirms the card is on file and reassures the caller during booking.
A technician sees jobs with payment already authorized more often.