Core Products
Equipment
Track equipment age with the Manufactured On date field: This improvement adds a dedicated Manufactured On date field to installed equipment records so you can view, enter, and report on equipment age even when an Installed On date is not available. What this means for you:
A project team importing a large inventory of equipment records from a construction handoff uses the updated import template to populate Manufactured On dates in bulk. Equipment records are complete and searchable from day one.
A technician completing a post-installation walkthrough verifies and enters the Manufactured On date for each installed unit. The office team can see those dates in equipment drawers and reports without additional follow-up.
Field Mobile App
Manage non-job events directly from the timesheet with Continuous Timekeeping in the Field Mobile App: This improvement integrates non-job events directly into the Continuous Timekeeping workflow in the Field Mobile App, so technicians can start, create, edit, and end non-job events without leaving the timesheet. What this means for you:
A plumbing crew lead needs to run an unplanned supply pickup. They create a new NJE from the dashboard, label it as a supply run, and start it. The timesheet captures the time away from the job site accurately.
A project manager reviews the week's timesheets and sees that non-job time, including briefings, inspections, and supply trips, is recorded with accurate start and end times. No manual corrections are needed.
Go directly to document annotations and RFIs from Field Mobile App messages: This improvement lets field technicians and sales professionals navigate directly from messages and Request for Information (RFI) reviews to the exact document annotation in the Field Mobile App, eliminating the need for phone calls to coordinate on file references. What this means for you:
A framing crew lead is tagged in an annotation about a structural change on the second floor plan. They tap the link in Messages from the Field Mobile App and review the markup in real time, keeping the crew aligned.
A project superintendent reviewing a Request for Information (RFI) about a window placement taps View on drawing to see the exact location on the elevation drawing and responds with a decision from the job site.
A plumbing rough-in technician receives an annotation about a relocated drain line. They open the link in Messages and navigate to the annotation, confirming the change before cutting into the slab.
Identity and User Management
Sign in more reliably with Adaptive Login: Adaptive Login is a new feature that separates identity entry from authentication, so ServiceTitan can automatically route each person to the right sign-in method for their organization. What this means for you:
A residential construction project manager uses a company-issued laptop with SSO configured. They navigate to ServiceTitan, enter their email, and are redirected to their identity provider. After authenticating, they land directly in their project dashboard.
A subcontractor's admin accidentally enters the wrong username format. ServiceTitan routes them to a generic credential screen without exposing account details. They click Use a different account to re-enter the correct identifier.
A company rolling out Adaptive Login gradually enables it via a percentage rollout. Users on the new flow complete Step 1 and Step 2 as described. Users not yet on the new flow see the familiar combined sign-in screen until they are included.
Voice Agent
Manage multiple Voice Agents within Contact Center Pro: This is a new feature for Contact Center Pro (CCP) that lets administrators create and manage multiple Voice Agents within a single tenant, each with its own persona, voice, job type rules, and escalation settings. What this means for you:
A home builder with new construction and remodel divisions creates one Voice Agent per division. Each agent collects division-specific intake information and routes unresolved calls to the appropriate project coordinator.
A residential general contractor maps its warranty service tenants to a dedicated Voice Agent with custom escalation to the warranty team, keeping warranty calls separate from new project inquiries.
A roofing and exteriors company assigns a specialized Voice Agent for storm damage intake. The agent is configured to prioritize emergency job types and routes calls that need a live review to the estimating queue.
Pro Products
Dispatch Pro
Dispatch return visits with Dispatch Pro using multi-appointment support: This improvement to Dispatch Pro allows the system to optimize multi-appointment jobs where only one appointment is currently active, so return visits for parts installs and follow-up work are dispatched just as efficiently as the first trip. What this means for you:
A residential builder's HVAC subcontractor completes a rough-in inspection and schedules a return trip to finish trim-out after framing is complete. Dispatch Pro optimizes the second appointment alongside other scheduled work.
An electrical contractor on a new home build schedules a follow-up visit to install fixtures after the initial wiring appointment. Dispatch Pro assigns the return visit to the right technician without manual dispatcher input.
A plumbing contractor completes a top-out and schedules a trim appointment. With only the trim appointment active, Dispatch Pro includes it in daily optimization.
Early Access
Contact Center Pro
Review agent call handling events in Contact Center Pro Conversation: This improvement to Contact Center Pro (CCP) adds agent call handling events — Rejected, Missed, Hold Started, and Hold Ended — to the Call Journey in Conversation History, so managers can review a complete, timestamped record of agent actions alongside routing events. What this means for you:
A project coordinator reviews a call from a subcontractor contact that went unanswered. The Call Journey shows Missed by [agent name], confirming the call was routed to an available agent who did not respond in time.
A manager checks whether a call regarding a permit delay was handled appropriately. The Call Journey shows no hold events, confirming the agent addressed the matter in a single interaction.
A supervisor reviewing daily call activity spots an unusual number of rejections from one agent. The Call Journey now surfaces this pattern across individual call records.
Document Template Engine
Build dynamic contracts with conditional logic and calculated fields: This new feature adds conditional logic and calculated field capabilities to custom created templates and uploaded bring-your-own-document (BYOD) PDF templates, so administrators can create dynamic contracts that automatically adapt their content based on job data, geography, compliance requirements, and form responses. What this means for you:
A general contractor builds one contract template that includes a California Notice of Right to Cancel for California jobs and omits it for jobs in other states, using the state field as the condition.
A remodeling company offers financing and cash payment options. The administrator creates a conditional template with two payment term versions that display based on a form field capturing the payment method.
A residential builder needs different insurance requirements depending on the project size. The conditional template switches between standard and enhanced insurance clauses based on the contract value.
Financing
Offer multiple financing programs per business unit with concurrent rate sheets: This new feature allows you to assign multiple financing programs and rate sheets to a single business unit, so each division, brand, or product category can offer the right financing options to your homeowners. This is currently only supported for Synchrony and Wells Fargo financing partners. What this means for you:
A residential construction company offers different financing programs for new builds and remodels under the same business unit. The administrator assigns each program to its own merchant ID (MID), so the financing options presented to homeowners reflect the type of project.
A general contractor partners with multiple lenders for different phases of a home build. The administrator names each MID by phase and assigns them to the appropriate financing rules, allowing the sales team to present phase-specific financing without switching business units.
A home improvement contractor runs seasonal financing promotions alongside a standard year-round program. Both programs are configured on the same business unit with separate MIDs, so the team can offer the promotional rate when it applies and fall back to the standard program otherwise.
Forms and Media
Improve team collaboration with annotation comments in Document Management: This is an improvement to Document Management that lets your team leave comments directly on document annotations, tag teammates using @mentions, and receive Messages (Comms Hub) notifications with deep links back to the exact annotation keeping project conversations connected to the file. What this means for you:
A subcontractor submits a change order document. The project manager annotates the affected section and tags the site supervisor in a comment to confirm scope before approving. The comment thread records the decision alongside the document for future reference.