Core Products
Dispatching
Strengthen the Dispatching Experience improvements to keep your new Dispatch Board consistent and reliable: These improvements to the new redesigned Dispatch Board helps you reschedule faster, see clearer job timing, and keep your filters and preferences in place. What this means for you:
Reschedule multiple site visits in one action after a route change.
Switch between Weekly and Daily views without losing filters.
Allow arrival windows to update when earlier jobs exceed planned time.
Field Mobile App
Send forms for e-signature in the ServiceTitan Field Mobile App: This is a new feature that enables technicians to collect customer signatures on standard and PDF forms contactlessly by sending a secure link via email or SMS, so customers can review and sign on their own devices. What this means for you:
A technician finishing a commercial heating, ventilation, and air conditioning (HVAC) service visit needs a facilities manager to sign a required compliance form. The technician sends the form via Visit Assistant so the manager can sign from their office without interrupting the technician's workflow on-site.
Send required job signatures remotely with the ServiceTitan Field Mobile App: This is a new feature that lets technicians send required job signature requests—such as customer authorization and acknowledgement—directly to customers via email or SMS, so customers can sign on their own device without sharing the technician's phone. What this means for you:
A technician completes preventive maintenance (PM) on a rooftop unit (RTU) at a commercial property. The facility manager is in a meeting and cannot come to sign on-site. The technician sends the customer authorization via email, and the manager signs remotely before the technician leaves the property.
A technician finishing a commercial refrigeration repair needs a customer acknowledgement from the store manager. The technician sends a Visit Assistant link via SMS so the manager can sign from the back office without interrupting the front-of-house workflow.
After completing an emergency plumbing repair at a commercial facility, a technician needs an authorization signature. The technician sends the signature request to the property contact on file, and the contact signs on their device while the technician completes their job notes.
Manage equipment media and documents in the ServiceTitan Field Mobile App: This is a new feature that lets technicians capture, upload, view, and manage photos, videos, and documents directly on equipment records in the ServiceTitan Field Mobile App. What this means for you:
A technician at a retail site takes photos of a failing rooftop unit, attaches them to the equipment record, and adds notes so a sales rep can build a clear replacement proposal.
A maintenance tech records readings and filter conditions on each visit as attachments so managers can track equipment decline over time and time replacements correctly.
A dispatcher helps a technician on an emergency call by opening the equipment record in ServiceTitan, reviewing past attachments, and sharing key details over the phone.
Add serialized items to invoices in the ServiceTitan Field Mobile App: This is a new feature that enables technicians to select or enter serial numbers for serialized inventory items on invoices in the ServiceTitan Field Mobile App, ensuring serial number data is captured at the point of service. What this means for you:
Log rooftop unit serials during service or replacement so warranty work at strip malls and office parks links to the right piece of equipment.
Capture serial numbers for pumps, boilers, and other plant equipment on the invoice so building owners get clean records for audits.
Track serials for repeated repairs on the same unit so you can show when a piece of equipment has become a replacement lead.
Generate estimate names and summaries with Titan Intelligence in the Field Mobile App: This new feature uses Titan Intelligence (TI) to automatically generate estimate names and summaries for technicians in the Field Mobile App, saving time and reducing manual writing during a job. What this means for you:
A service technician generates a name and summary for a preventive maintenance estimate. They select Also generate estimate name and tap Generate. TI names the estimate based on the job type and summary content so the office can identify it without opening the estimate.
A technician reviewing an existing estimate taps Edit next to the summary. The TI-assisted screen opens with the current summary displayed. The technician changes their input selections and taps Regenerate to produce a revised version.
Identity and User Management
Restore access faster with admin-controlled unlock for MFA initialization lockouts: This improvement lets you reset the 1-hour multi-factor authentication (MFA) setup cooldown so you can try again right away. What this means for you:
A dispatcher is locked out after repeated MFA setup attempts. You reset the cooldown so jobs can be assigned without delay.
An account manager setting up a new device fails MFA setup. You clear the lockout after identity verification.
A service coordinator cannot access contract details because of the 1-hour MFA cooldown. You restore access to prevent delays.
Control access with New Security permissions for multi-factor authentication (MFA): This improvement adds new Security permissions for multi-factor authentication (MFA) so you can control who can view, edit, and receive notifications. What this means for you:
You assign View MFA to a compliance lead who needs read-only visibility.
You grant Edit MFA only to senior Administrators.
You control which roles receive MFA notification emails about number changes or resets.
Identify privileged users on MFA to Prepare for Multi-Factor Authentication (MFA) enforcement: This improvement adds a Privileged column and filter on the Security > Multi-Factor Authentication (MFA) page so you can see which employees have high-risk permissions and confirm MFA is turned on before enforcement. What this means for you:
An Administrator checks which team members can adjust large commercial invoices. The Privileged column highlights those accounts.
Before rolling out stricter MFA rules, the Administrator filters for Privileged users and confirms enrollment.
When new managers are added, the Administrator reviews the MFA page to confirm high-risk accounts are protected.
Service Agreements
Apply price increases and edit renewals in bulk with Service Agreement Renewals – Bulk Edit & Bulk Price Increase: This is a new feature that speeds up renewals by letting you apply pricing and field changes across service agreements in Draft and Auto-renew statuses at once. What this means for you:
A manager applies a flat $50 increase to all expiring multi-location service agreements due to increased parts costs.
An administrator updates the Business Unit for agreements after a branch consolidation.
A CSR changes agreement terms from monthly to quarterly for a group of contracts under one property group.
Streamline tracking and documentation with Service Agreement enhancements: These improvements to the Service Agreements feature lets you add tags while creating draft agreements and include the salesperson's name in your agreement document templates. What this means for you:
You create a multi-site service agreement and tag it for internal review before activation.
You filter agreements by tag to manage renewals across properties.
You add the Sold By name to the document to track which salesperson closed the agreement.
Pro Products
Contact Center Pro
Improve Contact Center Pro with clearer reports, daily performance insights, and a cleaner conversation history: These improvements to Contact Center Pro give you clearer reports, real-time daily performance insight, and a cleaner conversation history. What this means for you:
You review multi-queue performance for the day. Inbound and outbound totals now match the overall call count.
Transfer and internal call fields are clearly labeled so you understand where calls moved.
You validate answered call totals before sharing results with leadership.
Dispatch Pro
Assign the right technician faster with Tech Assignments by Tags: This improvement to an existing feature lets you use tags to guide technician assignments in Dispatch Pro so you can match jobs with the right skills faster. What this means for you:
Tag technicians as Commercial and Installer. When a large rooftop unit (RTU) job is created, apply matching tags to the job.
Dispatch Pro filters technicians based on tags, skills, and zones to show who qualifies.
As your team grows, use tags to group technicians by specialty without changing your entire skills setup.
Field Pro
Find matched Pricebook and Vendor parts in Equipment Hub Replacement Part Matches to move faster: This improvement shows matched Pricebook materials and Vendor catalog parts next to Bluon replacement parts in Equipment Hub so you can review and act without manual searches. What this means for you:
A project manager reviews rooftop unit (RTU) repairs in Equipment Hub. Bluon replacement parts show matched Pricebook materials in the table. The manager opens the material record to confirm contract pricing.
A parts coordinator reviews a large equipment repair. The matched Vendor catalog part appears next to the Bluon recommendation. The coordinator selects the link to confirm supplier details.
A service manager compares multiple replacement options. Linked Pricebook materials help validate cost and margin before moving forward.