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:
Filter by Technician Shift Type to view only full-time installers.
Set your default timeline start time to match early crews.
Select all job types at once in the NJE dropdown.
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 needs a customer to sign a required acknowledgment form before starting work. The technician fills in the required fields, taps E-Sign, and sends the form. The signed document is stored with the job and emailed to the customer automatically.
If the customer has not signed by the time the technician is ready to begin, the technician can check the form signatures in the app for real-time status and resend the link if needed.
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 wraps up a rough-in inspection for a new construction project. The homeowner is not on-site but needs to authorize the next phase. The technician sends the customer authorization via email, and the homeowner signs remotely so the project can move forward without delay.
During a residential installation, a technician requires a signed customer acknowledgement at job closeout. The homeowner is available by phone but not in the same room. The technician sends the Visit Assistant link via SMS and receives confirmation of signature before leaving.
A technician completing finish work on a residential build needs a required signature before the job can close. They send the signature request to the homeowner, who signs on their own device, allowing the technician to complete the closeout and move to the next job.
View and manage a consolidated project invoice in the ServiceTitan Field Mobile App: This improvement gives technicians a single, consolidated view of the project invoice across all jobs in a project directly from the ServiceTitan Field Mobile App, so they can review line items, collect signatures, process payments, and share the invoice without leaving the field. What this means for you:
A foreman wraps up a multi-phase home addition. Instead of opening each job invoice separately, they open the project invoice in the Field Mobile App to review all line items and the total balance in one view before sitting down with the homeowner.
A technician completing the final job on a residential remodel collects the customer's acknowledgement signature at the project level directly in the app, then processes the remaining project balance as a single payment.
When it's time to leave the customer a copy, the technician taps Present and ServiceTitan pulls the layout from Document Template Manager. If no template is configured, it falls back to the default format automatically.
Manage contracts and track signatures in the Field Mobile App: This is a new feature that gives field sales representatives the ability to create contracts and track signature statuses from the Field Mobile App. What this means for you:
A sales rep on a residential construction job presents a contract to a homeowner. The homeowner prefers to sign digitally. The rep emails the contract from the contract web view and monitors the status from the job view.
A rep saves a partially completed contract as a draft to finish later. The draft appears in the contracts list so the rep can return to it before the next customer visit.
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 technician building a multi-option estimate for a bathroom remodel taps Generate Name and Summary. They select Job Summary and Estimate Items and Descriptions and let TI draft the summary. Each estimate option gets its own TI-generated summary, keeping descriptions accurate and distinct.
A technician who previously unselected Job Summary from their inputs finds that selection retained on their next estimate. The app remembers their preferences across jobs so they do not need to reconfigure inputs each time.
An installer who does not have the Generate Estimate Name and Summary with AI permission enabled does not see the Generate Name and Summary button. They continue to use the existing manual summary experience.
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:
Record serials for HVAC and plumbing equipment during rough and trim stages so final turnover packets match installed units.
Capture serials for tankless heaters and packaged units by lot or phase so you can find them later without digging through paper.
Help field leaders verify that the right units are installed in each plan type by checking serials on job invoices in ServiceTitan.
Reply to customers directly from the Field Mobile App with Two-Way Chat: This improvement adds the ability for technicians to send SMS text messages to customers from the Field Mobile App, completing two-way communication that was previously only available in the legacy technician app. What this means for you:
During a multi-day roofing project, a homeowner texts to ask about progress. The technician replies from the Field Mobile App with a status update, keeping the customer informed without a phone call.
A homeowner sends a text with a gate code the day of a foundation inspection. The technician receives and confirms receipt directly from the Messages tab.
A customer asks by text whether the crew will arrive in the morning or afternoon. The technician sends a quick reply to confirm timing, reducing inbound calls to the office.
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 project manager fails MFA setup while preparing schedules. You reset the cooldown so planning can continue.
An estimator cannot log in to review bids due to an MFA lockout. You remove the cooldown after verifying identity.
An office lead setting up a replacement laptop triggers the MFA cooldown. You clear it to keep projects on track.
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 allow a project leader to view MFA status without giving editing rights.
You centralize MFA changes under a single Administrator role.
You reduce inbox clutter by limiting who receives MFA alerts.
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 reviews permissions for project managers handling change orders. The Privileged column identifies those with elevated access.
Before enforcement begins, the Administrator filters for Privileged employees and checks MFA status.
As roles change during a build cycle, the Administrator revisits the MFA page to confirm coverage.
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 monitor call handling during peak project periods. Updated totals help you confirm booking performance.
Inbound and outbound counts reconcile with Total Calls, so reports match your expectations.
You review abandoned call metrics to identify gaps in follow-up.
Field Pro
Find matched Pricebook and Vendor parts in Equipment Hub Replacement Part Matches to move faster on Bluon recommendations: 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 construction manager reviews equipment for a new install. Bluon replacement parts show matched Pricebook materials in the same view. The manager opens the material record to confirm standard pricing.
A purchasing lead reviews Vendor catalog matches for long-lead items. The linked Vendor part opens so supplier details can be confirmed.
An estimator checks part compatibility. Matched records in Equipment Hub reduce back-and-forth between records.