Highlights
Estimates
Enforce minimum margins with the Margin Enforcement feature to protect profitability
Before, sales representatives could send or sell estimates even when the projected margin fell below acceptable thresholds. With Margin Enforcement, you can now set a minimum margin percentage in Settings. When estimates fall below that margin, a warning appears in ServiceTitan and the Field Mobile App, so technicians can contact ServiceTitan to fix the issue. This change ensures pricing aligns with company margin policies before approval or sale.
How this works for you:
A project coordinator prepares an estimate for a remodel. The margin control stops it from being sent if it’s below 20%.
Margin settings help enforce standardized pricing across multiple construction jobs.
A field sales tech can’t submit an underpriced project estimate, avoiding inconsistent pricing practices.
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 starts a shift and taps Projects to open a custom home project they accessed yesterday. They add a timesheet for the day.
During a service visit, a foreman searches for a kitchen remodel project by customer name to update progress photos.
A field lead checks the crew’s assigned project list offline when there's no cell service.
Manage opportunity follow-ups with an enhanced interface
Before, technicians using the Opportunities tab in the Field Mobile App couldn’t edit estimates natively or view job details without help from the office. Now, technicians can deep-link to job details and edit estimates directly in the app. They also gain access to an audit trail, giving more context around activity history. This improvement supports better opportunity management in the field and faster follow-up conversions.
How this works for you:
A technician working a construction project taps Account > Opportunities, reviews an old estimate for insulation add-ons, and revises it based on updated pricing.
While reviewing open opportunities, the technician opens the job record right from the opportunity to confirm work done before updating line items.
Process check payments through ACH in the field
Technicians can now enter ACH check details and process payments with them right in the Field Mobile App. The technician taps a payment type marked for ACH, then adds the check details, such as name, routing number, and account number. The payment goes into a pending state, with updates shown as it’s accepted or denied. Before this, technicians couldn’t manually process checks in the field. This improvement supports check collection workflows and helps businesses transition from paper to digital faster.
How this works for you:
A technician finishing work on a new HVAC install logs the check payment immediately through ACH entry.
The homeowner gives a handwritten check at the final walkthrough; the technician adds the required info to the mobile app using the ACH payment type.
A subcontractor’s check for materials gets entered and confirmed by the technician in the field through an ACH transaction.
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 foreman encounters a missing wall detail on a plan. They submit an RFI with photos using mobile webview.
The Project Manager reviews an RFI from the desktop, emails the GC, and updates the RFI status.
A homeowner changes materials. The Project Manager logs a Change Order Request so it’s tracked on the project.
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:
A PM creates a submittal to track custom cabinetry finishes.
You set a due date for the homeowner to approve tile samples.
The team views a report to ensure all window specifications are approved before ordering.
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 foreman logs crew hours, equipment used, and a safety note in the Daily Log after a framing day.
A Project Manager reviews weather delays and safety entries before approving an invoice.
A team uses photo attachments to document truss delivery for the day.
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 project manager edits a team standup event. The updated event appears in the trail with previous values.
An office coordinator shifts multiple technicians between NJEs. Changes are logged clearly for each tech.
A recurring safety briefing is adjusted to a new day. The update is visible in the trail.
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 tracks jobs by building zone and assigns technicians based on job size and distance.
A CSR sets the tray to show only Confirmed appointments to schedule follow-ups.
A manager monitors high-priority commercial service visits in the Future tab.
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:
Popover reveals which phase a tech is scheduled for without diving into job details.
Job assignments for subcontractors can be verified on hover before rerouting.
Late starts or delays are addressed quicker with a glance at expected arrival.
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 business with multiple construction offices uses Global Search to locate projects across tenants.
Team leads find purchase orders (POs), estimates, or SMS records across jobs from different branches.
Search results respect user permissions to ensure secure access to the right data.
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:
Install crews view documentation on project-specific rough-in requirements.
Subcontractors watch orientation videos on jobsite expectations before arriving.
Office staff posts last-minute permit changes to the Content Portal for visibility.
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:
A technician collects a deposit on a remodel estimate. The deposit links to the construction project so it’s visible on reports and budgets.
Technicians collect a percent-based deposit for phased residential jobs. The deposit carries through to future visits.
Deposits collected in the field show on initial job invoices and are reconciled automatically.
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 team leads can view Job Types and Project Settings but can’t adjust Project Statuses or Types without approval.
Administrators can set permissions so site supervisors are allowed to manage Project Types to better align job planning with construction phases.
You can keep External Communication templates locked down to leadership only.
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:
Your team orders materials for a new home build. The bill arrives missing two high-cost items. 3-Way Match flags the missing lines so you don’t overpay.
You receive the correct quantity, but the bill shows higher unit costs. The mismatch is flagged in red.
You set relaxed custom thresholds on tax and shipping amount but strict matching on item costs and quantities.
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 project manager looks up jobs using a builder code stored in a custom field.
A coordinator finds all projects that used a certain flooring type saved in the Job custom field.
A CSR locates properties based on regional identifiers stored in the Location record.
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:
A scheduler uses a domain like office@buildhomesfast.com for job updates. If not whitelisted, the default no-reply is used instead.
A project manager attempts to customize email replies to reach their own address. ServiceTitan replaces it unless the domain is approved.
Office employees may see unexpected email behavior when Reply-To fields are set but domains are not registered.
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:
Your team books jobs for new builds that include plan reviews. Customize the message to say the dispatch fee covers initial review time.
You offer premium consultations. Voice Agent can now say the dispatch fee counts toward design services.
You include dispatch fees on permit-related visits. Adjust the message to reflect it’s part of permit prep.
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:
The Voice Agent recognizes “RES-NEW” as residential new install after you define it clearly in the job type description.
A job code like “R-INST-PL” now books correctly because the Voice Agent reads the full description as rough-in plumbing install.
Job types used by subcontractors are easier to match after you enter project-specific descriptions.
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 recognizes a warranty client and thanks them for their continued membership.
A homeowner calls about a new build, and Voice Agent books their scheduled system checkup.
Voice Agent identifies an unused electrical inspection included in the handover package and schedules it.
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 client asks about financing options for a kitchen remodel. Voice Agent explains the plans based on your uploaded guide.
You upload a timeline for standard renovations. Voice Agent gives the client a rough estimate of time.
A caller asks if you offer free estimates for additions. Voice Agent confirms your policy from the Knowledge Base.
Customize Follow-up Questions to gather detailed job information: This new feature lets you set up the Voice Agent to ask callers specific questions so you can understand the job needs better. This update for Voice Agents is for both basic phones and Phones Pro.
What this means for you:
The Voice Agent asks if the caller has approved architectural plans ready for review.
When a caller asks for an estimate, the agent asks for the square footage of the project.
The agent asks about the desired start date to see if it fits the current schedule.
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:
A subcontractor’s recording stays live through the inspection walkthrough without pause/delete interruptions.
Administrators restrict controls during rough-in plumbing to ensure all steps are recorded for later review.
Quality checks on framing work are fully captured by requiring unbroken recordings.
Early Access
Contact Center Pro Voice Agents
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:
Your team books jobs for new builds that include plan reviews. Customize the message to say the dispatch fee covers initial review time.
You offer premium consultations. Voice Agent can now say the dispatch fee counts toward design services.
You include dispatch fees on permit-related visits. Adjust the message to reflect it’s part of permit prep.
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:
The Voice Agent recognizes “RES-NEW” as residential new install after you define it clearly in the job type description.
A job code like “R-INST-PL” now books correctly because the Voice Agent reads the full description as rough-in plumbing install.
Job types used by subcontractors are easier to match after you enter project-specific descriptions.
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 recognizes a warranty client and thanks them for their continued membership.
A homeowner calls about a new build, and Voice Agent books their scheduled system checkup.
Voice Agent identifies an unused electrical inspection included in the handover package and schedules it.
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 client asks about financing options for a kitchen remodel. Voice Agent explains the plans based on your uploaded guide.
You upload a timeline for standard renovations. Voice Agent gives the client a rough estimate of time.
A caller asks if you offer free estimates for additions. Voice Agent confirms your policy from the Knowledge Base.
Customize Follow-up Questions to gather detailed job information in Contact Center Pro: This new feature lets you set up the Voice Agent to ask callers specific questions so you can understand the job needs better. This update for Voice Agents is for both basic phones and Phones Pro.
What this means for you:
The Voice Agent asks if the caller has approved architectural plans ready for review.
When a caller asks for an estimate, the agent asks for the square footage of the project.
The agent asks about the desired start date to see if it fits the current schedule.
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:
Add SKUs for vents, drip edge, and roof decking materials directly into your job template.
Get real-time prices and availability to improve the accuracy of your project estimate.
Submit POs directly to ABC Supply during job setup.