Core Products
Adaptive Capacity
Prevent assignment errors with the Dispatch Pro integration: This improvement ensures Dispatch Pro honors Adaptive Capacity technician-to-zone rules to avoid misassignments. What this means for you:
A commercial dispatcher restricts a technician from working high-voltage zones. Dispatch Pro avoids those assignments.
A rule prevents warehouse staff from being dispatched to job zones. Dispatch Pro skips these technicians.
Technicians who lack certification for certain building types are blocked from dispatch using zone rules, which Dispatch Pro now respects.
Dispatching
View more job and technician details on hover in the Dispatch Board to improve dispatching efficiency: This improvement adds hover popovers to the Dispatch Board, letting you see job and technician activity details without opening the full record. What this means for you:
A dispatcher managing preventive maintenance routes hovers over job bubbles to review job duration and arrival windows before finalizing technician assignments.
When coordinating large commercial jobs, a dispatcher hovers over technician activity lines to see which technicians have scheduled breaks or training events.
A manager reviews the board and hovers over job bubbles to check invoice subtotals and dispatch status without disrupting the dispatcher's workflow.
Estimates
Choose how online estimates appear with the Online estimate non-PDF web view setting: This improvement gives more control over how estimates are shown online by adding a non-PDF web view option. What this means for you:
A property manager views an estimate for HVAC repairs without needing to open a file.
A CSR walks through options with a business owner using the line-by-line web view.
A technician adds images and descriptions that appear clearly in the web format.
Control Estimate visibility with the Estimate Restriction permission to support competitive sales workflows: This is an improvement that lets you restrict who can view and interact with Estimates based on who created them. What this means for you:
A regional sales rep builds Estimates for a property management contract. Now, only they can view and revise their Estimates.
A service team lead assigns Estimate permissions by role, so each team works with its own deals without conflict.
The reporting team disables Estimate access for field roles to prevent visibility through reporting.
Payroll and Timesheets
Configure drive time pay rules with First & Last Drive Configuration: This new feature restores commute and drive time payroll settings under Flexible Timekeeping, helping calculate pay more accurately. What this means for you:
A technician is dispatched to their first job, and it’s their first event of the day. Commute time is deducted from the drive to the first job.
Last drive settings help prevent overpaying techs returning from distant commercial sites.
Office teams reduce weekly adjustments to drive time.
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:
Create BU-specific pricing for your commercial HVAC team to reflect contract rates.
For plumbing work across multiple BUs, apply CSP rules only to relevant groups.
Link CSP rules to BUs serving specific property types or client accounts.
Reporting and Dashboards
Add Multi-Template Reports to custom dashboards to combine data from multiple report templates in one view: This improvement allows you to use Multi-Template Reports when creating report modules in custom dashboards and custom Rollup Dashboards in Enterprise Hub, giving you more flexibility to visualize complex data relationships. What this means for you:
Monitor project profitability by joining Jobs, Invoices, and Purchase Orders templates to track labor costs against revenue for commercial HVAC maintenance contracts.
Create a dashboard showing equipment service history by combining Jobs and Equipment templates to track preventive maintenance (PM) schedules across multiple commercial properties.
Build a business unit performance module joining Jobs and Technicians templates to compare productivity metrics across different service divisions or locations.
Pro Products
Field Pro
Use Field Pro Chat (Rep Companion) to coach sales calls faster: This new feature lets your sales reps get instant coaching on calls through natural voice or text chats with Field Pro in ServiceTitan, so they can improve between jobs instead of waiting for a manager review. What this means for you:
A service rep debriefs a long call with a facility manager and asks Field Pro to pull key concerns to use in a follow up visit.
A salesperson roleplays with Field Pro on how to present a multi-site service agreement for a small chain.
A team lead has reps review several recent recordings in Field Pro Chat to prepare for a bid review meeting.
Use Replacement Part Finder to add matched parts to invoices and estimates: This improvement to the Replacement Part Finder in Field Pro helps technicians add compatible parts to invoices and estimates from the field without extra lookup. What this means for you:
Technician on a rooftop unit service call searches by the existing part, then selects a compatible heavy-duty replacement part from your commercial pricebook and adds it to the estimate.
Night-shift technicians at a restaurant use Replacement Part Finder to pick a compatible motor from approved vendor lines so equipment is back up before opening time.
A technician at a multi-site property adds the matched replacement part directly from the job, giving the building manager a clear, itemized estimate without delays.
Early Access
Accounting
Gain clarity with CRM Page Financial Summary Standardization: This new feature brings consistent financial logic and customizable settings to the Customer Profile page, helping explain balances and aging more clearly. What this means for you:
Collections teams get accurate aging reports that reflect their credit policy.
Account managers reduce support tickets by pointing to the tooltips in the profile.
Enterprise Hub
Set up Self-Service Administration to control SSO access in Enterprise Hub: This new feature adds a new Single Sign-On (SSO) screen with Microsoft Entra ID in Enterprise Hub. Administrators can now manage identity settings without filing support requests. What this means for you:
A facilities maintenance company’s IT lead connects Microsoft Entra ID in the new SSO settings page.
The company monitors SSO sign-in status for field supervisors working in secure commercial buildings.
Onboarding for large teams happens faster without involving support.