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 dispatcher sets capacity rules to prevent a new technician from working in a specific zone. Dispatch Pro honors the rule and skips that technician.
During peak season, senior technicians are blocked from far zones. Dispatch Pro automatically assigns them to local zones only.
A service manager uses Adaptive Capacity to keep training technicians in their home zone, and Dispatch Pro no longer overrides this rule.
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 hovers over a job bubble in the holding area to check the arrival window and customer location before assigning the job to a nearby technician.
When reviewing technician schedules, a dispatcher hovers over activity history lines to see what non-job events are planned without opening each record.
During peak call times, a CSR hovers over jobs in the holding area to quickly verify job details before confirming appointments with customers.
Enterprise Hub
Control Intacct GL Groups and Expense Accounts from Centralized Pricebook: This improvement to Centralized Pricebook helps manage accounting fields across multiple tenants for consistent financial tracking. What this means for you:
A technician installs a new water heater. The related expense is mapped to the correct expense account from Centralized Pricebook.
A manager reviews service revenue by item group, which reflects centralized GL Group settings.
Bookkeepers prepare end-of-month financials knowing all tenant accounts use the same GL mapping.
Track changes across teams with Centralized Pricebook Audit Trail: This new feature adds a searchable history of changes in the Centralized Pricebook, so teams can see what changed, who changed it, and when. What this means for you:
A manager sees that a material price was changed two days ago and confirms who made the edit.
A technician reports a missing service code; the audit trail confirms it was deleted and by whom.
Accounting finds a job underbilled and uses the audit trail to trace back to the price edit.
View tenant-specific campaigns in one place with Tenant View in Campaign Calendar in Marketing Pro Enterprise: This improvement to the campaign calendar helps track all campaigns for a selected tenant, whether launched from the Enterprise Hub or locally. What this means for you:
A franchise marketer checks the Tenant View to identify gaps in a local branch's marketing calendar, enabling them to advise on strategy or deploy campaigns to ensure the tenant is running enough local campaigns to maximize lead generation and drive revenue.
A marketing manager reviews a tenant’s calendar to spot gaps in outreach.
A regional lead compares enterprise-level and tenant-level campaigns to align scheduling.
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 technician creates an estimate after inspecting a failed water heater. The estimate appears in a clear web format with itemized costs and images.
A CSR helps a homeowner choose between two options by showing the non-PDF estimate during a call.
When a customer clicks a link from their email, they see the details without downloading a PDF.
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. The system pays drive time minus the defined commute.
An office manager applies a consistent commute deduction to all techs across the region.
Payroll exports reflect clean, policy-aligned payable 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:
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.
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:
Create a dashboard module showing total revenue by combining Jobs and Invoices templates to see completed work and billing status in one view for your HVAC service calls.
Build a technician performance module that joins Jobs and Sold Estimates templates to track conversion rates from estimate to completed job for plumbing repairs.
Design a customer value module combining Customers and Invoices templates to identify high-value residential clients for targeted service agreement offers.
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.
Note: Field Pro updates may arrive on a different schedule than other items in this release. Because Field Pro updates separately, the latest changes may appear shortly after this release goes live.
What this means for you:
A comfort advisor runs a quick voice debrief with Field Pro after a water heater call to check how they handled options and financing.
A technician uses Field Pro Chat to practice a simple script before offering a maintenance plan on the next tune up.
A sales lead asks reps to review three recent phone calls in Field Pro Chat before a weekly coaching huddle.
Capture in-person sales talks with Desktop Recording to improve follow-up: This new feature lets your sales staff record in-person conversations from a desktop computer, tie them to the right account and deal, and share them for coaching and follow-up. What this means for you:
Comfort advisor records a kitchen-table discussion with a homeowner about replacing an aging furnace, then saves it with a Won deal status for future training.
Call center lead reviews a shared recording from the Team Feed to hear how a rep handled pricing pushback on a high-efficiency system.
Sales manager builds a library of strong in-person sales talks to use in weekly coaching with new desk reps.
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:
A technician uses Replacement Part Finder to match a failed condenser fan motor to a stocked part in your pricebook and adds it straight to the invoice before talking price with the homeowner.
A technician on a no-cool call looks up the original board, sees several compatible options, and picks the one your shop prefers without calling the office.
The technician doing a warranty swap pulls up the original part, chooses the correct replacement from pricebook, and adds a clear note on the job so the office can process the claim later.
Use Field Pro Daily Insights Email to act faster on team coaching and rehash: Field Pro Daily Insights Email sends managers one daily email per team with key rehash, comment, performance, and recording insights so you can coach your team and recover more revenue without digging through reports. What this means for you:
Use the daily email to call or text homeowners on the rehash list from yesterday so you can close more replacement and repair work.
Use the coaching callouts and recording links to review ride alongs or sales calls with comfort advisors and service experts after a busy day.
Use the recording and Ask Atlas sections to spot team members who are not recording often or who need more help using Field Pro, then plan training or shadowing.
Catch Failed Recordings with Automatic Retry Prompts in Field Pro: This improvement helps technicians maximize recording success by automatically detecting when a recording fails to start and prompting them to retry. What this means for you:
A heating, ventilation, and air conditioning (HVAC) technician arrives at a furnace repair job and taps the recording link. The recording fails to connect to the service. After 30 seconds, Field Pro displays a retry dialog. The technician taps Retry, the recording starts, and the manager can review the customer interaction later.
A plumbing technician starts a water heater replacement and initiates the recording. When the technician switches apps to check parts inventory, Field Pro verifies the recording status. No recording is detected, so the dialog appears. The technician retries immediately and captures the entire installation process.
An electrical technician begins recording before a panel upgrade job. The recording silently fails due to a network issue. Field Pro detects the failure within 30 seconds and prompts the technician to retry. The technician retries successfully and the visit is recorded for quality assurance review.
Marketing Pro
Control Network Campaign Filtering to protect your brand: This improvement lets you control which Autopilot campaigns your team sees so they use only approved Email and SMS campaigns. What this means for you:
Use the Push as Template feature in Marketing Pro Enterprise and the Network Campaign Filtering will ensure every franchise location can see the same branded tune-up and maintenance campaigns across your territory.
Keep national brand rules in place while still letting locations browse ServiceTitan campaigns when they need fresh ideas for slow seasons.
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:
A CSR confidently explains a customer’s balance using the updated summary.
Office staff toggle ON unapplied credits in aging for clearer collection processes.
Accounting gains clarity on how adjustments show up in Customer Balance.
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:
An administrator sets up SSO with Entra ID in Enterprise Hub for a plumbing company with multiple branches.
A regional manager links new dispatcher accounts to corporate credentials to keep sign-ins consistent.
The business rolls out SSO to mobile crews as they expand into new service areas.