Highlights
Field Mobile App
Find and open projects faster with Projects Search in the Field Mobile App
Before, technicians had no direct way to search for projects in the Field Mobile App. Now, you can tap Projects in the main navigation to view your five most recently opened projects or search by project name, project location name, project location address, customer name, or project status. If you're offline, cached near-term projects are available. This helps you start work faster, like adding timesheets or viewing project details.
How this works for you:
A technician opens a school remodel project from their recent list and enters notes on a completed inspection.
A foreman searches by location name to locate a large HVAC install project and review schedules.
A field manager working offline accesses cached data for the day’s project, including job location and assigned tasks.
Forms and Media
Improve collaboration with Document Management Annotation Commenting
Previously, you could not leave comments directly on document files or tag other employees. If you had a question about a photo or document, you had to call or email them separately. Now, you can add comments and directly tag other employees in the office or technicians in the field, who will receive a notification. This improves communication by allowing direct collaboration between users and keeping a record within the communication hub.
How this works for you:
A project coordinator reviews a spec sheet and tags the field supervisor for confirmation. The comment stays tied to the annotation.
A foreman replies to an engineering change comment from their tablet during a walkthrough.
A billing manager checks a signed-off job proposal and tags an estimator to clarify scope before billing.
Job and Project Management
Track and resolve project issues centrally with RFI & Change Order Request Management to protect your profit margins
Before, RFIs and Change Order Requests were handled using email, spreadsheets, or paper. Now, you can create and track RFIs and Change Order Requests inside each project in ServiceTitan. Project Managers can manage RFIs and Change Orders on desktop, and foremen can submit RFIs from the field using mobile webview. RFIs and Change Orders show in dedicated tabs with statuses, metrics, and export options.
How this works for you:
A subcontractor sees a design conflict. They log an RFI with notes and photos in the mobile webview.
The GC delays approval of a Change Order Request. The Project Manager tracks the pending request with a due date.
A PM exports all Change Orders to PDF for a billing meeting.
Track, manage, and report submittals with the new Submittals feature
Before, there was no built-in place in ServiceTitan to track and manage submittal logs. You had to use outside tools or workarounds. Now, a dedicated Submittals tab lets you view, create, and organize submittals. You can add fields like status, due date, and priority, and use filters and metrics to manage submittals across all your projects.
How this works for you:
You track shop drawings for steel fabrication in the dedicated tab.
A PM marks a lighting package submittal as Open to start the review process.
The office staff uses filters and reports to find all overdue submittals across multiple building sites.
Capture daily jobsite details with Daily Logs to reduce risk and improve communication
Before, daily project details were recorded across forms, paperwork, texts, and emails. This made it hard to keep updates consistent or share them with Project Managers. Now, you can use a new Daily Logs tab on the Project page to capture weather, labor, equipment, materials, safety issues, and more in one place. Each entry is stored and time-stamped, with photo support and weather integration included.
How this works for you:
A superintendent logs material deliveries and manpower counts for a retail buildout.
A safety officer records an incident, adds a photo, and tracks resolution notes in the same log.
A Project Manager uses past logs to track progress and submit a change order for extra labor.
Core Products
Dispatching
Track edits to Non-Job Events (NJEs) with Audit Trails for accurate reviews: This is a new feature in Early Access that logs changes to Non-Job Events (NJEs) to help verify scheduling and timesheet accuracy.
What this means for you:
A field lead edits an event’s visibility setting. The trail shows before and after values.
A technician is removed from a construction meeting. The Audit Trail shows who removed them and when.
Event timing is changed across all job sites for coordination. You can track each edit.
Customize the Jobs Tray with Updated Dispatch Jobs Tray Options to streamline technician scheduling and billing verification: This is an improvement to the existing Dispatch Center Jobs Tray that adds column flexibility and view controls.
What this means for you:
A dispatcher manages large-scale job sites by using customized column views and filtering.
A CSR checks job locations and totals before routing invoices to finance.
A manager uses the Unconfirmed tab to follow up on pending approvals.
View job details instantly with Job Detail Popover Support on New Daily Dispatch Board: This is an improvement to the new Daily Dispatch Board that helps dispatchers act faster with real-time job info at a glance.
What this means for you:
Hovering helps dispatchers monitor multiple trades on site at once without clicks.
Popover shows job progress so site supervisors get quick status updates.
Schedule conflicts become clearer during hover-based review.
Enterprise Hub
Secure administrator access with MFA Enforcement for Enterprise Hub: This improvement enforces multi-factor authentication (MFA) for administrator roles who haven't yet enabled MFA to prevent account takeovers and protect sensitive data.
What this means for you:
A Business Owner with sensitive permissions in Enterprise Hub must complete TOTP MFA to proceed, ensuring only verified administrators modify enterprise-level settings.
Search across all tenants with Global Search in Enterprise Hub: This new feature adds a unified search bar to Enterprise Hub, letting you find jobs, customers, invoices, and more across all your tenants without switching tabs.
What this means for you:
A project director searches for contacts, customers, or invoices across all active jobs.
Multi-entity finance teams quickly navigate to records needed for audits or reporting.
Global Search helps reduce delays by giving visibility across large organizations.
Field Mobile App
Access company videos and documents in the field with the Content Portal: The Content Portal is an improvement to the Field Mobile App that lets technicians view office-uploaded videos and resources right from the field.
What this means for you:
Project managers upload staging and delivery timelines to the portal for field access.
Foremen view training on new commercial install equipment uploaded by engineering.
Safety briefings are recorded and uploaded for all techs working on multi-phase builds.
Collect deposits on sold estimates to improve invoice accuracy and reduce office workload: This is a new feature that helps technicians collect job-specific deposits when work is scheduled for later.
What this means for you:
On a multi-phase build, a technician sells the next phase during a site visit. They collect a deposit and ServiceTitan tracks it to the correct job.
The deposit from a field estimate links to a follow-up job and appears on the final invoice sent to the property manager.
For complex projects, field teams collect deposits and project managers see all balances linked to jobs and projects.
Global Navigation
Use the new Global Navigation to find what you need faster on desktop and mobile devices: The enhanced left navigation layout is now generally available and on by default.
What this means for you:
A supervisor toggles between plans and changes orders while onsite.
A manager opens cost summaries for a multi-unit build while walking the property.
Identity and User Management
Secure administrator access with MFA Enforcement for administrators: This improvement enforces multi-factor authentication (MFA) for administrator roles who haven’t yet enabled MFA to prevent account takeovers and protect sensitive data.
What this means for you:
A Branch Operations Manager with an Administrator role in ServiceTitan is required to authenticate using TOTP MFA before gaining access.
Job and Project Management
Control access with granular Job, Project and External Communications Settings permissions: This improvement allows Administrators to allow or restrict access by page.
What this means for you:
Administrators can set permissions so project coordinators manage Project Statuses and Types but don’t have access to Job Types.
Administrators can set permissions so only the senior project manager can update Project Settings for multi-phase developments.
Administrators can set External Communication tools so they are restricted to executives to control external messaging.
Payables
Automate bill reviews with 3-Way Match to save time and reduce errors: This is a new feature that automates the process of comparing purchase orders, receipts, and vendor bills to flag mismatches.
What this means for you:
A vendor sends a bill for multiple deliveries on one PO. Some items weren’t received. 3-Way Match shows missing receipts.
One PO covers several job sites. The bill mixes quantities. ServiceTitan flags the mismatches before it affects your project costing.
You turn on strict matching for subtotal amount discrepancies to improve cost tracking and vendor accountability.
Search
Search across more data with custom fields in Global Search: This improvement lets you find records using Global Search based on custom fields in Job, Customer, or Location records.
What this means for you:
A manager searches for clients by developer ID saved in a custom field on the Customer record.
A back-office employee finds commercial sites flagged for compliance using a custom field.
A CSR pulls up projects based on a construction phase code saved on the Job.
Telecom
Ensure reliable delivery with the deprecation of custom “From” and “Reply-To” on no-reply email sends: This improvement helps your emails reach the inbox instead of the spam folder by validating sender addresses.
What this means for you:
An account sends project invoices from custom domains. Without approval, those messages show a default sender.
Admin staff setting From fields for estimates are unaware of domain rules. Email deliverability suffers until corrected.
A builder’s customer communications department sees Reply-To replaced unless their domain is cleared.
Voice Agents for Phones and Phones Pro
Customize dispatch fee message to align with your business needs: This is an improvement that lets you customize the message about dispatch fees that Voice Agent delivers. This improvement is for Voice Agents for both basic phones and Phones Pro.
What this means for you:
Dispatch fees apply to project walkthroughs. Let the Voice Agent say the fee will be credited if the project moves forward.
Use job-type-specific messages to explain dispatch fees for project design meetings or engineering assessments.
Add messaging for bids that include site visits, letting the caller know the fee is refundable if they accept the estimate.
Add custom job type descriptions with Customize Job Type Descriptions to improve Voice Agent’s Job Type matching accuracy: This improvement helps job booking accuracy by letting you add custom descriptions for each job type. This improvement is for Voice Agents for both basic phones and Phones Pro.
What this means for you:
Your job type “CONST-HVAC” now includes a description about HVAC installs for new commercial builds, helping the Voice Agent match jobs correctly.
When descriptions mention stages like “rough-in” or “final,” the Voice Agent can guide callers more accurately.
Job types for tenant improvement projects are matched correctly after adding a detailed explanation.
Greet members and book their recurring services automatically with membership greeting and recurring service booking: This new feature uses Voice Agent to thank members and book jobs included in their memberships. This update is for Voice agents for both basic phones and Phones Pro.
What this means for you:
Voice Agent answers a general contractor and acknowledges the active service contract tenure.
A site manager calls for support, and Voice Agent books the required post-construction safety audit.
Voice Agent checks the recurring service schedule and books the quarterly HVAC inspection for the site.
Train the Voice Agent with the Knowledge Base to answer common questions: This new feature lets you upload documents to train the Voice Agent to answer general questions about your business. This update for Voice Agents is for both basic phones and Phones Pro.
What this means for you:
A general contractor asks about your liability insurance limits. Voice Agent reads the limits from your uploaded certificate info.
You upload a list of certified equipment installers. Voice Agent confirms your team has the right certifications.
A developer asks if you perform design-build work. Voice Agent answers yes based on your capabilities document.
Pro Products
Field Pro
Control recording permissions with Technician Recording: This improvement gives Administrators the ability to restrict stop, pause, and delete controls for recordings at the technician level.
What this means for you:
Recording during a final walkthrough on a large build-out is locked to ensure accountability.
Stop and delete buttons are turned off during safety inspections to keep logs consistent.
Foremen record project progress without risk of team members pausing or removing files.
Scheduling Pro
Track remaining steps and improve clarity with the Scheduler Progress Bar: This improvement helps reduce confusion and drop-off by showing how many steps are left in the scheduling process.
What this means for you:
A general contractor books inspection visits and confirms each step with the progress bar.
A CSR entering job details avoids misclicks with cleaner back/forward navigation.
A foreman prepping for the visit sees more complete info thanks to fewer drop-offs.
Early Access
Contact Center Pro Voice Agent
Customize dispatch fee message to align with your business needs in Contact Center Pro: This is an improvement that lets you customize the message about dispatch fees that Voice Agent delivers. This improvement is for Voice Agents for both basic phones and Phones Pro.
What this means for you:
Dispatch fees apply to project walkthroughs. Let the Voice Agent say the fee will be credited if the project moves forward.
Use job-type-specific messages to explain dispatch fees for project design meetings or engineering assessments.
Add messaging for bids that include site visits, letting the caller know the fee is refundable if they accept the estimate.
Add custom job type descriptions with Customize Job Type Descriptions to improve Voice Agent’s Job Type matching accuracy in Contact Center Pro: This improvement helps job booking accuracy by letting you add custom descriptions for each job type. This improvement is for Voice Agents for both basic phones and Phones Pro.
What this means for you:
Your job type “CONST-HVAC” now includes a description about HVAC installs for new commercial builds, helping the Voice Agent match jobs correctly.
When descriptions mention stages like “rough-in” or “final,” the Voice Agent can guide callers more accurately.
Job types for tenant improvement projects are matched correctly after adding a detailed explanation.
Greet members and book their recurring services automatically with membership greeting and recurring service booking in Contact Center Pro: This new feature uses Voice Agent to thank members and book jobs included in their memberships. This update is for Voice agents for both basic phones and Phones Pro.
What this means for you:
Voice Agent answers a general contractor and acknowledges the active service contract tenure.
A site manager calls for support, and Voice Agent books the required post-construction safety audit.
Voice Agent checks the recurring service schedule and books the quarterly HVAC inspection for the site.
Train Voice Agents with the Knowledge Base to answer common questions in Contact Center Pro: This new feature lets you upload documents to train the Voice Agent to answer general questions about your business. This update for Voice Agents is for both basic phones and Phones Pro.
What this means for you:
A general contractor asks about your liability insurance limits. Voice Agent reads the limits from your uploaded certificate info.
You upload a list of certified equipment installers. Voice Agent confirms your team has the right certifications.
A developer asks if you perform design-build work. Voice Agent answers yes based on your capabilities document.
Roofing and Exteriors
Connect ABC Supply Integration to receive live pricing and place orders electronically: The ABC Supply Early Access helps Roofing contractors connect to ABC Supply’s catalog, receive pricing, check availability, and submit purchase orders (POs) electronically.
What this means for you:
Connect ABC Supply for multi-phase roofing builds with large material orders.
Ensure job costing stays accurate across all phases with daily pricing updates.
Submit large-quantity orders via API and confirm fulfillment with branch-level availability.