Summer 2025 Release - Accounting

  • Updated on Apr 30, 2026
  • Published on Apr 17, 2026
  • 3 minute(s) read
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The ServiceTitan Summer 2025 release contains several new features and feature updates that impact Accounting.

ST-74

Core Products

Accounting

  • See accurate WIP numbers with the new Hold and Completed Project Status filters in the WIP report: Before, missing project statuses meant not all projects showed up in the productized WIP report. Now, you can filter for Hold and Completed projects, so month-end numbers are more complete. A new date filter lets you include projects completed on or after a selected date, starting 90 days prior by default.

Equipment

  • Manage equipment records more efficiently with the redesigned Equipment screen, now generally available: Previously, finding and updating equipment details required navigating multiple screens. Now, a centralized landing page, advanced search, in-line editing and equipment estimate history streamline workflows. You can also upload and manage documents directly within each equipment record.

Early Access

Financing

  • Access financing details faster with the new Application Management feature, now in Early Access: This provides a clear view of all loan applications in one place. Before, you had to check different partner portals or ask technicians for updates. Now, you can track everything from submission to funding without leaving ServiceTitan.

  • Experience the new and improved left navigation bar, now in Early Access: Before, top navigation was cluttered and didn't scale well. Now, the new left navigation bar and integrated submenus allow for more content on the page with quicker access to tools you use.

ST-74.1

Core Products

Financing

  • Send financing application links straight from the desktop to help close sales faster: Before, back office teams had to use external tools to share these links with homeowners. Now, you can set up email templates and send links right from the job or invoice page.

Roofing

  • Search installed equipment details faster with the Installed Equipment in Global Search update: Before, you couldn't search by equipment name, type, or model in Global Search. Now, typing a keyword brings up matching installed equipment with details like serial number or service date, and you can filter results by category.

ST-74.2

Core Products

Accounting

  • Add specific completed forms to summaries with the updated TI Invoice Summary drawer: Now, anyone with access can pick specific completed forms and see the number of forms selected. The drawer layout also matches the latest design and groups extra info under one section.

  • Show taxes separately on AFP continuation sheets to meet Canadian invoicing rules and reduce manual steps: Before, taxes were rolled into totals. Now, the continuation sheet shows clear rows for Sub-Total, Tax, and Grand Total. You can also toggle a new setting in AFP and global AFP settings to display taxes in their own row.

  • Enable Avalara API to include business unit ID in estimates for improved reporting: The Avalara API now records the business unit ID in the reporting location code during estimate calculations, ensuring accurate sales tax calculation and streamlining compliance reporting.

ST-74.3

Core Products

ServiceTitan Academy

  • Get more training power with the new Academy Integration, built to improve your learning experience, now generally available: The new Academy, powered by an upgraded learning platform, delivers a simplified training experience in both Academy and TitanAdvisor.

    Note: Incomplete training won't transfer—make sure to finish it by September 3, 2025; completed training will carry over. Everyone will be fully moved to the new system on September 11, 2025.

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