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 all jobs for a heating, ventilation, and air conditioning (HVAC) technician who calls out sick.
Review NJE-based expected duration on each job card to avoid overbooking.
Let arrival windows shift automatically when a job runs long.
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 wraps up a furnace repair and needs a customer authorization signature before closing the job. Instead of handing over their tablet, the technician taps the E-Signature icon and sends a Visit Assistant link to the homeowner's phone via SMS. The homeowner signs from their couch, and the technician sees the status update before leaving.
A technician completes a water heater replacement at a residential property. The customer is outside and uncomfortable touching the technician's device. The technician sends the customer acknowledgement for e-signature via email, and the customer signs on their own device in under a minute.
A technician finishing a seasonal HVAC tune-up needs a signed acknowledgement. They send the signature request to the customer and use the time to pack up tools while the customer reviews and signs remotely.
Review your day and improve performance with Field Pro Day in Review: Field Pro Day in Review is a new feature that gives technicians a personalized summary of their workday—including key performance metrics, highlights, and training recommendations—directly in the ServiceTitan Field Mobile App. What this means for you:
A heating, ventilation, and air conditioning (HVAC) technician completes three service calls in a day. At the end of their shift, they tap the Your Day in Review card on the Field Mobile App dashboard and see a summary of their day.
A plumbing technician who has been working on improving their estimate conversion rate taps into their Day in Review and sees a training recommendation.
A technician who missed seeing their latest Day in Review can tap View All from the Field Mobile App dashboard to pull up a full history of past reviews, so they can track their progress over time.
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 finishes presenting a good-better-best estimate to a homeowner. The homeowner is ready to sign. The rep taps Create Contract from the estimate presentation view, selects the estimate to include, and collects an in-person signature without leaving the Field Mobile App.
After a customer signs a contract, the rep sees status indicating the contract is ready for countersignature. The rep taps Sign Now to countersign directly in the app, completing the deal on the spot.
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 completes an HVAC inspection and builds an estimate with several line items. They tap Generate Name and Summary, select Estimate Items and Descriptions and Job Summary as inputs, and tap Generate. The TitanIntelligence (TI) produces a clear summary describing the work recommended. The technician saves it without typing a word.
A plumbing technician uses voice-to-text to add a note in the Estimate info and recommendations field before tapping Generate. TI incorporates the spoken context into the summary, producing a description that matches what the technician communicated to the homeowner.
A technician generates a summary offline but wants to regenerate with different inputs after reconnecting. When offline, the Regenerate option is disabled and a "You're not connected" message appears. After reconnecting, the technician regenerates with updated inputs.
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:
Track furnace and condenser serial numbers right from the driveway so the office can see which unit was installed at each home.
Capture water heater serials on the invoice so warranty calls and future flush visits line up with the right tank and install date.
Record serials when swapping comfort accessories, such as zoning panels or thermostats, so repeat visits tie back to the right equipment.
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:
A homeowner texts "Running 10 minutes late, please wait" before a furnace repair appointment. The technician sees the message in the Field Mobile App and replies "No problem, I will be here" — all without leaving the app.
After completing a drain cleaning job, a technician sends a follow-up message to let the homeowner know the work is done and the technician is on the way out.
A homeowner asks by text whether the technician needs access to the backyard for an air conditioning (AC) inspection. The technician replies directly from the Field Mobile App so access is ready on arrival.
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 call center staff member is locked out during multi-factor authentication (MFA) setup before the morning rush. You reset the cooldown so they can log in and book calls.
A new office hire fails MFA setup on their first day. After you verify their identity, you clear the lockout so they can start training.
A manager cannot access scheduling tools due to an MFA cooldown. You remove the restriction to keep dispatch moving.
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 give a manager View MFA access so they can check status without changing settings.
You limit Edit MFA access to a small group of Administrators.
You remove Receive MFA Notifications from roles that do not need email 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 the Security > Multi-Factor Authentication (MFA) page before enforcement. The Privileged column shows which office staff have sensitive permissions tied to service pricing or refunds.
Before an enforcement deadline, the Administrator filters by Privileged = Yes. They confirm that managers with approval rights have MFA enabled.
During a quarterly security review, the Administrator exports or reviews the list of privileged users and verifies MFA coverage.
Payments
Prepare your technicians for the Adyen passcode requirement for card reader and Tap to Pay payments: This improvement adds a security requirement for technicians using Adyen card reader or Tap to Pay payments in the ServiceTitan Field Mobile App or ServiceTitan Mobile — their mobile device must now have a passcode set up. What this means for you:
A plumbing technician arrives at a job and attempts to collect payment using Tap to Pay on their iOS device. Because their phone's passcode was recently removed, they see the "Set Up a Passcode" prompt. They add a passcode in Settings, return to the app, and complete the payment without needing a physical card reader.
A technician using an Adyen NYC1 card reader to collect payment on a furnace replacement job is prompted to set up a device passcode if one isn't present. After adding the passcode, the card reader pairs normally and the transaction proceeds.
An administrator receives notice of this requirement ahead of the 76.3 release and communicates to their technician team that all devices used for Adyen payments must have a passcode configured before the update goes live.
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:
A manager reviews daily inbound and outbound call totals. The updated report shows totals that add up to Total Calls so you can confirm performance without manual adjustments.
You compare Answered Inbound Calls and Outbound Calls to Total Answered Calls and see that they reconcile.
You track true abandoned calls separately from other call types to understand missed opportunities.
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 Residential and Senior Tech. When a complex system replacement comes in, use those tags to narrow the list of eligible technicians.
Apply an Installer tag to technicians who handle changeouts. Dispatch Pro uses the tag to guide assignment.
Use tags with existing skills to match the right technician for high-value repair calls.
Field Pro
Recognize Re-engage (formerly Rehash) to keep your follow-up workflow clear: This improvement renames Rehash to Re-engage across ServiceTitan, with no change to how the feature works. What this means for you:
An office manager reviews past unsold estimates and uses Re-engage to follow up with homeowners about open opportunities.
A plumbing team sends a Re-engage email to homeowners who declined a water heater replacement.
A heating, ventilation, and air conditioning (HVAC) team tracks outreach under Re-engage to reconnect with homeowners before peak season.
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 comfort advisor reviews a furnace in Equipment Hub. Bluon shows a replacement part, and the matched Pricebook material appears in the same row. The advisor selects the link to confirm pricing before building an estimate.
A warehouse manager checks a condenser motor replacement. The matched Vendor catalog part displays next to the Bluon recommendation. The manager opens the Vendor record to confirm availability.
An office lead reviews part options for a repair. The matched Pricebook material link opens the material record so markup and cost can be verified before approval.