Release Notes

Dispatch Pro

• Enhancement Keep dispatchers focused with workstreams integration into the new Dispatch Board.

Scheduling Pro

• New Capture and reply to Google Local Services Ads message leads in ServiceTitan.

ServiceTitan Max. A new, AI-native ServiceTitan experience — one connected system, with capabilities exclusive to Max. Max-only updates are listed first. Max also includes the Pro products, so the Core, Pro, and Early Access updates that apply to Max customers follow below.

Exclusive to Max

Updates available only to ServiceTitan Max customers.

• New Use Voice Intelligence in ServiceTitan Max to review every recorded call

  Voice Intelligence with Calls is now in Early Access for companies on ServiceTitan Max. It reviews every recorded call your team takes and gives you an objective read on what actually happened.

• Enhancement Review recordings and transcripts for every call type in call details

  This enhancement extends the call details flyout beyond Voice Agent calls, so you can review the recording, the classification controls, and the transcript for other phone call types in the same place.

• Enhancement Manage texts and team chat in one Messages list, with new access controls

  Messages brings customer texts and internal team chat into a single list on the record where the work already lives, and adds administrator control over who can open the message center, who can read customer texts and emails, and who can send them.

Additional enhancements and fixes

• Enhancement Atlas — Assign Atlas personas from a new Settings area. Administrators assign Atlas personas in Settings, instead of asking ServiceTitan to change internal flags.

• Enhancement Contact Center Pro — New screen for configuration checks. Administrators see each configuration issue in plain language, with a link to the screen that resolves it.

• Enhancement Contact Center Pro — Voice Intelligence — Choose which calls Voice Intelligence analyzes. A new Voice Intelligence Settings screen lets an administrator exclude calls from analysis by phone number and by user, so technician lines, dispatch lines, and other non-sales calls stop affecting booking rate and scorecards.

• Enhancement Contact Center Pro — Voice Intelligence — Answered call counts and analysis coverage. Answered call counts now include outbound calls, and forwarded-out calls are analyzed regardless of seat type.

• Enhancement Contact Center Pro — Call recording and transcript permissions move to ServiceTitan. You now manage access to call recordings and transcripts from ServiceTitan roles in one place.

• Enhancement Contact Center Pro — Answered call counts and forwarded-out call analysis. Voice Intelligence Insights now counts outbound calls as answered and analyzes all forwarded-out calls.

• Enhancement Contact Center Pro — Voice Intelligence — Manage permissions in ServiceTitan Role Permissions. Grant Voice Intelligence access in Settings > Role Permissions; the Contact Center Pro entries are removed in a later release.

• Enhancement Contact Center Pro — Voice Intelligence — Edit the prompt instructions on scoring components. Score calls against prompt instructions you write, instead of only the ones ServiceTitan provides.

• Fix Contact Center Pro — Chat — Conversations stayed marked unread. Opening a conversation that contains only outbound or automated messages now marks it as read and moves it into the read section as expected.

• Fix Dispatch Pro — Duplicate technician assignment alerts on reschedule. Technicians no longer receive a new assignment text and email each time Dispatch Pro reschedules an appointment they are already assigned to.

• Fix Phones Pro — Call recordings missing for tracking number calls. Recordings for calls placed to ServiceTitan tracking numbers are now saved and available in ServiceTitan rather than only in the phone provider.

Also included with Max

These updates also apply to Max customers. Each one appears in its home tab with the full product context.

From Core Products

• New Recover unsold estimates automatically with your Virtual Agent  Virtual Agent

• Enhancement Configure how and when Voice Agent escalates each call  Virtual Agent

• Enhancement Control your Voice Agent's task creation with task types to optimize call containment  Virtual Agent

• Enhancement Set separate reschedule and cancel permissions for each job type  Virtual Agent

• Enhancement Set a custom opening message for inbound SMS conversations  Virtual Agent

• Enhancement Fill schedule gaps with Appointment Move Up  Virtual Agent

From Pro Products

• New Capture and reply to Google Local Services Ads message leads in ServiceTitan  Scheduling Pro

• Enhancement Keep dispatchers focused with workstreams integration into the new Dispatch Board  Dispatch Pro

From Early Access

• New Set up and monitor your own automations from the Automations screen  Roofing and Exteriors

• New Ask Atlas about your business from your phone with the Atlas mobile app  Atlas

• New Compare your performance against industry peers with Benchmark+  Enterprise Hub

• New Fill your schedule before it thins with Demand Orchestration in Command Center  Marketing Pro

• New Describe your audience in plain language with the Segment Assistant  Marketing Pro

• New Review and act on listing suggestions with Publisher Listing Feedback Automation  Marketing Pro Reputation

• Enhancement Score calls your way with Voice Intelligence custom scorecards  Contact Center Pro

• Enhancement Recover more bookings with the Abandoned Lead SMS Recovery Automation  Scheduling Pro

Financing

• New Generate pre-approved financing offers for existing homeowners with Prescreen Financing.

Atlas

• New Ask Atlas about your business from your phone with the Atlas mobile app.

Contact Center Pro

• Enhancement Score calls your way with Voice Intelligence custom scorecards.

CRM

• New Create CRM opportunities automatically when you book a site visit.

• New Spot at-risk accounts and upsell openings with AI Account Management.

• New Get notified in ServiceTitan CRM when a lead or opportunity is assigned to you.

• Enhancement Match your sales process with Custom Staging in ServiceTitan CRM.

• Enhancement Track every deal in a project as its own opportunity in ServiceTitan CRM.

• Enhancement Group and manage findings on a ServiceTitan CRM opportunity.

• Enhancement Select opportunity types in the Duplicate Estimate window upon creating new opportunities.

• Enhancement See and call opportunity contacts with the Contacts tab in Mobile CRM.

Enterprise Hub

• New Compare your performance against industry peers with Benchmark+.

Marketing Pro

• New Fill your schedule before it thins with Demand Orchestration in Command Center.

• New Describe your audience in plain language with the Segment Assistant.

Marketing Pro Reputation

• New Review and act on listing suggestions with Publisher Listing Feedback Automation.

Reporting and Dashboards

• New Find the numbers you need faster with Reporting Analytics.

Roofing and Exteriors

• New Set up and monitor your own automations from the Automations screen.

Scheduling Pro

• Enhancement Recover more bookings with the Abandoned Lead SMS Recovery Automation.

Field Mobile App 23.0 Release

• New Apply a discount to every estimate in a contract with Contracts Discounts.

• Enhancement Resend contracts for signature and send signed PDFs from the Field Mobile App.

Field Mobile App 24.0 Release

• Enhancement Override estimate deposit defaults in the Field Mobile App to match each job.