Core Products
Accounting
Reduce reconciliation effort and improve billing accuracy with the AFP Rounding Discrepancies Enhancement: This improvement removes rounding discrepancies between Application for Payment (AFP) amounts and the invoices generated from them, so billing totals are accurate without manual corrections. What this means for you:
A billing specialist enters a progress billing amount for a ductwork installation at 60% complete. The quantity is not evenly divisible by the unit price. ServiceTitan generates an invoice that matches the Application for Payment (AFP) sub-total exactly, with no rounding differences to address.
A concrete work line item reaches 100% complete. The dollar total does not match the Scheduled Value on the Continuation Sheet, so a warning icon appears on the AFP. The billing specialist clicks Complete in Price view, and ServiceTitan adjusts the price automatically.
A pay application is submitted to the general contractor (GC). Because invoice totals now match AFP amounts exactly, the pay application is less likely to be returned for corrections related to rounding.
Improve your QuickBooks Online integration with three accounting accuracy enhancements: This improvement delivers three enhancements to accounting integration workflows: service location invoice mapping for QuickBooks Online, customer reference data on vendor bills and vendor credits, and a notification to help prevent discrepancies when editing exported transactions in open accounting periods. What this means for you:
A commercial general contractor exporting invoices for multiple tenant improvement projects maps each service location to a QBO sub-customer, reducing manual correction time in QBO after each batch export.
Vendor credits associated with job-linked purchase orders now carry the customer reference on exported QBO line items, improving job cost accuracy for large multi-trade projects without additional manual entry.
Accountants editing exported transactions in open accounting periods see a notification to verify their accounting software, reducing the risk of mismatched records between ServiceTitan and QBO.
Dispatching
Reschedule appointments in bulk directly from the Dispatch Board header: This improvement adds the Mass Reschedule button to the Daily and Weekly Dispatch Board header so dispatchers can reschedule appointments in bulk without switching to the legacy dispatch board. What this means for you:
A general contractor changes the access schedule for a job site, and the dispatcher needs to move a full day of appointments. They use Mass Reschedule in the Daily Dispatch Board header.
An inspection delay pushes several appointments to a later date. The dispatcher reschedules all affected appointments in bulk from the Daily Dispatch Board.
A large crew rotation requires moving appointments from one day to another. The dispatcher handles the change from the Daily Dispatch Board without navigating to the legacy board.
Estimates
Hide all line items on estimates to create cleaner, more focused printouts: This improvement lets office employees hide all line items on an estimate so that printed estimates, emailed PDFs, online estimates, contactless estimates, and estimates in presentation mode show only the items that matter to the customer. What this means for you:
A general contractor (GC) estimator builds a large estimate that includes both billable scope items and internal cost-tracking lines for subcontractor labor. They use Select All > Hide Items before sending the estimate to the client as a PDF, so the client sees only the priced scope.
A project manager (PM) includes material staging costs as separate line items on an estimate for budget-tracking purposes. Those lines are hidden before the estimate is sent to the owner for approval, keeping the estimate presentation clean while preserving budget-versus-actual data in ServiceTitan.
An office employee prepares a multi-phase estimate that includes allowance items not yet confirmed with the client. They hide the allowance lines for the initial proposal and unhide them once scope is agreed upon, avoiding confusion during early negotiations.
Field Mobile App
Access tagged Field Mobile App conversations instantly from @mention email notifications: This new feature delivers one-tap navigation from @mention email notifications directly to the exact conversation and message in the Field Mobile App. What this means for you:
A technician is @mentioned in a message thread about material staging for the next day's work on a large commercial build. They tap the email link and open directly to that message in the Field Mobile App.
A project manager @mentions a technician about a punch list item that needs same-day attention. The technician taps the link in the email notification and responds directly from the Field Mobile App.
A field technician is tagged in a thread about a structural inspection sign-off. They navigate to the conversation with one tap from the notification email, keeping the project on schedule.
Job and Project Management
Customize Daily Log PDF output with print templates: This improvement lets you create customizable Daily Log PDF templates so you can control which sections appear when sharing logs with different audiences, such as general contractors, owners, or internal teams. What this means for you:
A general contractor (GC) requires daily logs without labor hour data. The project manager downloads the GC-facing template, which excludes the timesheet section, so the GC receives only the field activity summary.
A subcontractor team uses a stripped-down template that includes only Materials, Safety, and Notes sections when reporting to the GC, keeping proprietary scheduling data out of external PDFs.
The construction office creates separate templates for project managers, the owner, and the GC, each showing only the sections relevant to that audience without any manual editing of the document.
Access cost codes settings directly in ServiceTitan: This improvement renames the Work Breakdown Structure (WBS) screen in Settings to Cost Codes so that the setting matches the terminology contractors already use. What this means for you:
A project administrator is onboarding a new employee and walks them through setting up budget codes. They navigate to Settings and search for "cost codes" — the Cost Codes screen appears immediately, matching the term the new hire already knows from previous construction software.
A company migrating from a legacy system has existing documentation that refers to "cost codes." The team searches ServiceTitan Settings for the same term and lands on the correct screen without needing to know the prior "Work Breakdown Structure" label.
An administrator reviewing Settings after a software audit notes that all cost code segments — including cost types and phases — are now accessible from a screen clearly labeled "Cost Codes," making the structure easier to explain during team walkthroughs.
Reporting and Dashboards
Analyze deeper and act faster with Foundational Dashboard Enhancements: This improvement transforms Custom Dashboards from static summary views into interactive analytical tools — so you can move from summary to insight without leaving the dashboard. What this means for you:
A project executive builds a stacked bar chart showing revenue by project manager, segmented by project phase. They add a target line at the expected phase revenue and click underperforming segments to view the individual project records in a drill-in table.
A construction operations manager monitors job costing trends by creating a time-series bar chart grouped by cost type and set to a Weekly time bucket. The visual reveals weeks with unusual material cost spikes, prompting early investigation.
A finance director builds a stacked bar chart showing billed versus unbilled work by business unit, then toggles to percentage view to see which units have the largest share of unbilled work — helping prioritize billing follow-up.
TitanExchange
Protect shared form templates and prevent unauthorized edits with TitanExchange Forms Lock and Update: This improvement enforces lock checks when updating shared Forms templates, helping avoid accidental edits. What this means for you:
Centralized teams push out Forms templates and lock them to maintain uniformity.
Local branches can view templates but must request unlocks for edits.
Editing workflows respect lock enforcement, keeping shared processes intact.
Pro Products
Marketing Pro
Swap images in Autopilot campaigns to launch on-brand emails faster: This improvement to Marketing Pro Autopilot lets you replace the default image on any Autopilot campaign with your own photo, so your emails match your brand and the moment you are marketing to. What this means for you:
A commercial general contractor promotes preventive maintenance agreements after project completion. They swap the default image for a photo of the completed building to reinforce the relationship.
A commercial MEP contractor sends a quarterly check-in campaign to property managers. They swap the template image for one showing their commercial service fleet to build credibility.
A construction firm runs a new service announcement campaign. They replace the generic image with a branded photo of a recent large-scale project to demonstrate capability.
Early Access
Contact Center Pro
Call and transfer to technicians directly from Contact Center Pro with Transfer to Technician: Transfer to Technician is an improvement to Contact Center Pro that lets agents call and transfer live calls directly to technicians in the field without leaving the platform. What this means for you:
A general contractor calls to discuss site access on a large commercial project. The CSR transfers the call directly to the site technician through the Technicians tab without requiring dispatcher involvement.
For accounts with technicians across multiple tenants, the CSR searches by tenant to narrow results and reach the right field contact quickly.
A project supervisor calls with a question about scope on an active job. The CSR completes a cold transfer to the technician so the technician receives the call directly while the CSR returns to other work.
Manage call continuity for all your companies directly in Contact Center Pro during outages: This improvement to the existing call continuity experience in Contact Center Pro gives administrators faster, clearer controls to protect incoming calls during outages, including the ability to activate call continuity across all companies at one time. What this means for you:
A commercial general contractor managing multiple project offices uses the global switch during an outage to keep subcontractor coordination calls and client inquiries flowing to Voice Agent.
A specialty contractor checks the Call Continuity screen to see per-company status and confirms that each company forwards calls to the correct backup number before activating continuity.
After the outage, the contractor deactivates call continuity for all companies at one time and checks that the real-time banner clears, confirming normal call routing has resumed.
Use the Queue Performance Report to identify call handling bottlenecks and improve service levels: This new feature gives Contact Center Pro managers a dedicated report to measure how each queue handles inbound calls, so you can spot performance gaps and take action to reduce missed calls and improve service levels. What this means for you:
A general contractor monitors Queue Performance Report data weekly for their Subcontractor Coordination queue. They notice a spike in missed calls abandoned elsewhere and investigate whether the rollover destination needs updating.
A commercial construction company uses the service level compliance column to compare queue performance against their internal SLA targets and shares the results in weekly operations meetings.
A project-based construction firm filters by the Billing Inquiries queue and identifies that most missed calls happen during lunch hours, leading them to stagger agent breaks.
Manage your microphone and speaker settings directly in Contact Center Pro to resolve audio issues faster: This new feature lets you view, select, and test your microphone and speaker devices directly from the Contact Center Pro call bar so you can prevent and fix audio problems without leaving the app. What this means for you:
A CSR managing calls for a multi-site commercial project switches their speaker output to a conference speakerphone using the audio settings panel so the project manager can also hear the call.
Before a scheduled call with a general contractor, a CSR tests their microphone from the settings panel and sees the input level indicator respond to their voice, confirming the mic is active.
A dispatcher receives a warning that microphone permissions are blocked. They follow the banner instructions, reload the screen, and verify their mic is working using the audio level indicator.
Dispatching Early Access
Manage technician schedules with Edit and Delete, Audit Trail Updates to control Non-Job Events with precision: This new feature in the Non-Job Event (NJE) panel lets you edit, complete, or delete events for one technician at a time and adds clearer history in the Audit Trail. What this means for you:
On a multi-phase project, you edit a meeting NJE for one technician reassigned to another phase. Other technicians stay scheduled.
You complete a compliance NJE for a single technician who finished early.
The Audit Trail displays linked NJEs so you can trace schedule decisions across the project.
Save and reuse filter combinations on the Daily Dispatch Board with quick filters: This improvement to the Daily Dispatch Board lets dispatchers save their most-used filter combinations as named views and reapply them in one click, so they spend less time configuring filters and more time dispatching. What this means for you:
A commercial general contractor dispatcher saves views by trade, such as Electrical and Mechanical, to monitor subcontractor crews assigned to a large job site. Switching between trades during daily coordination takes one click.
A tenant improvement company dispatcher creates a Downtown Campus view filtered to the downtown business unit and a Suburban Sites view for outlying locations. The dispatcher toggles between views throughout the day as priorities shift.
A commercial mechanical contractor with multiple shift teams saves a Day Shift and Night Shift view filtered by team. During shift handoffs, the incoming dispatcher applies their team view to immediately see only relevant assignments.