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 tracks progress billing on a large residential addition. When Application for Payment (AFP) amounts for a framing phase are entered and the amounts are not evenly divisible by the unit price, the resulting invoice matches the AFP total exactly.
A line item for electrical rough-in reaches 100% complete, but the dollar total does not match the Scheduled Value. A warning icon appears on the AFP, and the billing specialist clicks Complete to resolve the mismatch in one step.
When a payment request is submitted, the AFP and invoice totals match, reducing back-and-forth over billing differences.
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 residential remodeling contractor uses service location mapping so that invoices for each job site export to the correct QBO sub-customer, simplifying billing reconciliation across multiple active projects.
Vendor bills tied to residential construction jobs now include the customer reference on exported QBO line items, allowing the bookkeeper to reconcile material costs to specific jobs without manually editing bill details in QBO.
When editing an exported vendor bill while the period is open, a notification reminds the accountant to verify the change in their accounting software.
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:
Rain delays push a full day of roofing install appointments to later in the week. The dispatcher opens Mass Reschedule from the Daily Dispatch Board header and moves the appointments in bulk.
A materials delivery is delayed, and the dispatcher needs to reschedule all related install appointments. They handle the change directly from the Daily Dispatch Board.
A crew lead is reassigned to a priority project. The dispatcher uses Mass Reschedule in the Daily Dispatch Board to move that crew's appointments to another day.
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 project manager tags a technician in a message thread about an inspection on a residential build. The technician taps the email link and views the conversation immediately in the Field Mobile App.
A technician is @mentioned in a conversation about a change order on a job. They tap the link to review the revised scope and confirm from the Field Mobile App.
An office team member tags a field technician about new permit requirements for a job. The technician taps the email link and finds the conversation immediately without opening the app manually.
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 project manager creates two Daily Log templates: one with timesheet data for internal use and one without it for sharing with the homeowner. When downloading a PDF, they select the appropriate template from the window.
A foreman finishes a daily log and the project manager downloads the homeowner-facing PDF using a template that excludes equipment detail and timesheet entries, keeping the document clean and easy to review.
A company manages multiple homes simultaneously and creates a simplified template with only notes and project health for weekly owner updates, and a full template for internal records.
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 manager setting up a new construction project navigates to Settings to assign cost codes to pricebook items. The renamed screen is now labeled "Cost Codes," matching the term used in the project's billing documentation and making navigation more intuitive.
A bookkeeper who handles residential construction accounts searches for "cost codes" in ServiceTitan Settings for the first time. The screen appears directly in search results, reducing the time needed to locate the right configuration area.
A company that uses "WBS" internally can still find the screen by searching "work breakdown structure" — both terms now surface the same Cost Codes screen, preserving existing search habits while introducing the new label.
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 manager builds a stacked bar chart showing project costs by project manager, segmented by cost category (labor, materials, subcontractor). They add a manual target line at their budgeted cost per project manager to quickly spot overruns.
A business owner reviews boolean KPI data by building a bar chart using the "Is Recall" KPI to track how many recall jobs each technician generates. They toggle to percentage view to compare each technician's recall rate as a share of total jobs.
A finance manager tracks monthly revenue over time using a time-series bar chart set to Monthly. The chart surfaces seasonal revenue peaks and troughs, helping the team plan for slower months.
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:
A Forms admin updates template layouts only after unlocking them.
Teams preparing for project launches avoid disruption from accidental template edits.
Office employees importing Forms see a warning when trying to edit a locked template.
Pro Products
Marketing Pro
Swap images in Autopilot campaigns to launch on-brand emails faster: This improvement to Autopilot image management lets you replace default images in campaign templates with your own brand images in seconds so you can launch campaigns faster. What this means for you:
A residential contractor runs a post-project follow-up campaign. They swap the default image for a photo of a recently completed kitchen remodel to showcase their work.
A builder promotes a seasonal discount on new system installations. They replace the generic image with a branded photo of their latest install to make the email feel personal.
A remodeling company sends a referral campaign. They swap in a photo of a completed bathroom project to encourage homeowners to share with friends and neighbors.
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 homeowner calls to check on a punch-list item before project closeout. The CSR uses the Technicians tab to reach the lead technician and completes a warm transfer so the homeowner can confirm completion details directly.
A project coordinator needs to confirm a material delivery with the field crew. The CSR dials the technician from the Make a Call modal without navigating to the dispatch board.
When a technician's schedule changes and a callback is needed, the CSR finds the technician by phone number in the Technicians tab and places the call without leaving Contact Center Pro.
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 home builder operating multiple company accounts in Contact Center Pro activates call continuity across all accounts during an outage, so homeowner warranty calls and new construction inquiries are not lost.
A residential remodeler reviews the Call Continuity screen to confirm which phone numbers route to Voice Agent versus a custom third-party answering service before activating continuity.
After restoring service, the construction company administrator deactivates call continuity globally and verifies that all phone numbers return to their normal Contact Center Pro routing.
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 home builder filters the report by their Project Scheduling queue and reviews the true abandoned under threshold metric to evaluate whether their service level agreement (SLA) target is realistic.
A remodeling company reviews average duration to true abandon for their Customer Inquiries queue. They find callers hang up within 45 seconds on average, indicating the queue greeting or hold message may need adjustment.
A residential construction manager reviews the transfer in and transfer out columns to understand how often calls move between queues, then streamlines the workflow to reduce unnecessary transfers.
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 booking a roofing consultation notices the caller cannot hear them. They open the settings panel, switch to a different microphone, and complete the booking without needing to call back.
A dispatcher testing their setup before a shift uses the speaker test button to confirm audio plays through their desk speakers, then switches the ring output to their headset so they hear incoming call alerts directly.
A CSR working remotely receives a banner that no audio device is detected. They plug in their headset, and the settings panel refreshes to show the new device, ready for selection.
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:
A project training NJE is adjusted for one technician who moves to another job. The rest of the crew keeps the original event.
You delete a scheduling block for one technician without removing it from the full series.
The Audit Trail shows the full change history for better record keeping.
Schedule recurring non-job events by monthly weekday pattern and set end dates for recurring series: This improvement to the Dispatch Board lets dispatchers schedule recurring non-job events on a specific weekday each month and set an end date for any recurring series, replacing manual workarounds with a built-in scheduling option. What this means for you:
A general contractor's dispatcher schedules a monthly subcontractor coordination meeting on the first Wednesday of each month for an active build. Setting the end date to the projected completion date keeps the Dispatch Board clean after the project wraps up.
A dispatcher blocks the second Monday of every month for a recurring materials review with the purchasing team. The series runs only through the duration of the construction phase rather than indefinitely.
A home builder's dispatcher creates a recurring safety walk on the last Friday of each month across all active job sites. Each event stops automatically when the build season ends in the fall.
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 home remodeling company dispatcher creates a New Builds view filtered to the new construction business unit and a Punch List view for warranty callback teams. Switching between the two during the day takes one click.
A residential roofing and siding contractor saves a view called Install Crews filtered by skill to see only certified installers. After morning assignments, the dispatcher switches to a Service Calls view to handle same-day repair requests.
A custom home builder dispatcher managing multiple project sites saves a view for each active project's business unit. During progress check-ins, she selects the project view to see only the technicians and jobs assigned to that site.