Release Notes

Contact Center Pro

• New Check your call quality before taking calls with the Network Test.

ServiceTitan Max. A new, AI-native ServiceTitan experience — one connected system, with capabilities exclusive to Max. It also includes the Pro products, so this release's Pro updates apply to Max customers and are collected below. Max-exclusive updates will appear here as they ship.

New

Automatically follow up with customers when parts arrive using the virtual agent

Schedule Parts Follow-Up is a new virtual agent automation that texts homeowners as soon as a part for their job arrives so they can pick their own follow-up appointment time.

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New

Notify technicians of Dispatch Pro assignments with Voice Agent calls

This new feature lets the Voice Agent automatically call and text the technician assigned to a standard after-hours job it booked, whether or not you use Dispatch Pro, so no assignment goes unnoticed.

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New

Check your call quality before taking calls with the Network Test

The Network Test is a new built-in check inside the Contact Center Pro calling experience that lets your team confirm their connection can carry a clear call before they start taking calls.

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New

Answer customer texts without leaving Contact Center Pro with Messages

Messages is a new feature that brings two way texting into Contact Center Pro, so you can read and answer customer texts in the same place you take calls, with the customer's account details already on screen. The Messages feature is currently in Private Preview and not available for all accounts.

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New

Book jobs faster in Contact Center Pro with a new guided booking flow

A new guided booking experience lets Customer Service Representatives (CSRs) complete a full job booking without ever leaving Contact Center Pro. This feature is currently in Private Preview and not available to all accounts.

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New

Apply each company's brand colors automatically when deploying campaigns in Marketing Pro Enterprise

This new feature in Marketing Pro Enterprise applies each company's own brand colors to an email campaign at the moment it is deployed, so a single campaign reaches every company in your network correctly branded. This feature is currently in Private Preview and not available for all accounts.

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New

Book jobs from your website with Webchat in Virtual Agent

Webchat is a new artificial intelligence (AI) chat widget you add to your own website so a visitor can book a job in a conversation, set up in the same place as your voice and text agents.

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Enhancement

Book jobs automatically when customers reply to Marketing Pro texts

The Virtual Agent's inbound SMS agent now automatically responds when a customer replies to a Marketing Pro (MP) missed-call, aging-equipment, or recurring-service campaign text, instead of that reply going unanswered.

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Enhancement

SMS agent responds to replies after reminders and automated texts

The SMS agent now tells the difference between an automated text and a live conversation with a customer service representative (CSR), so replies to reminders and other automated messages get answered instead of being held back. This is an improvement to an existing feature.

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Enhancement

Reach leads faster with AI voice follow-up in Speed to Lead

Speed to Lead can now escalate unanswered text conversations to a live AI voice call, so a lead who doesn't respond to SMS still gets a real-time follow-up instead of going cold.

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Coming soon

Get ready for Voice Intelligence with ServiceTitan Calls

Voice Intelligence is coming to ServiceTitan Calls as a ServiceTitan Max capability. Review what's changing so your team is ready before it arrives.

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Additional enhancements and fixes

• Fix Contact Center Pro — Phone Numbers — Adding a tracking number no longer reports a false failure. Assigning a newly generated local number to a workflow returned an error even though the number was created, leaving the list and the message out of step, and the result now matches what actually happened.

• Enhancement Dispatch Pro — Review override reasons in the Supervisor Console. The Supervisor Console now groups the reasons dispatchers give for moving a job to a different technician, so you can spot patterns and coach with specifics.

• Fix Marketing Pro — Campaigns — Launch date now stays on the day the campaign was sent. Campaigns launched from certain time zones showed the previous day as the launch date after processing, and the correct date is now recorded.

• Fix Marketing Pro — Campaign Settings — Business unit list now scrolls in full. The business unit dropdown on the Edit Campaign page was cut off for tenants with many business units, and the entire list is now reachable.

• Fix Marketing Pro — Text message replies now count in metric totals. Replies received after moving to the newer Marketing Pro experience were missing from the reply totals on category and campaign scorecards, and these replies now appear.

• Fix Marketing Pro — Audiences — Cloning an audience now opens the new copy. Duplicating an older audience in the newer Marketing Pro experience sent the user back to the Marketing Overview page instead of the clone, and the new audience now opens directly.

• Fix Pricebook Pro — Pending updates no longer disappear after a single item is synced. Triggering one pending update cleared the entire queue from the Updates tab without syncing the rest or recording them in the history log, and only the item acted on is now cleared.

These updates also appear under Core Products, Pro Products and Early Access, which remain available on their own.

Financing

• New Offer multiple financing programs per business unit with concurrent rate sheets.

• Enhancement Increase approval rates with Wells Fargo prequalification and automatic second-look financing.

Contact Center Pro

• New Answer customer texts without leaving Contact Center Pro with Messages.

• New Book jobs faster in Contact Center Pro with a new guided booking flow.

CRM

• New Manage your sales pipeline in the field with Mobile CRM Opportunities.

• New Manage your sales leads on the go with Mobile CRM Leads.

• Enhancement Log outbound calls automatically on ServiceTitan CRM opportunities and leads.

Enterprise Hub

• New Track financing performance across companies with the Financing Dashboard in Enterprise Hub.

Estimates

• Enhancement Assign findings across multiple estimates when you create an opportunity.

Job Booking and Contact Experience

• Coming soon Get ready for Voice Intelligence with ServiceTitan Calls.

Marketing Pro

• New Apply each company's brand colors automatically when deploying campaigns in Marketing Pro Enterprise.

Scheduling Pro

• New Book jobs from your website with Webchat in Virtual Agent.

Field Mobile App

• Enhancement Find equipment faster with Physical Location and Service Areas in the Field Mobile App.