Winter 2026 Release (ST-76.1)

Accounting

• Enhancement See which equipment materials were used on with the new Material for Equipment data field in Invoice Item Reports

• Enhancement Control inventory and equipment tracking with the new Application for Payment (AFP) setting

• Enhancement Use AFP variable retainage to adjust retainage by item and billing period

Adaptive Capacity

• Enhancement Improve scheduling accuracy with Adaptive Capacity Tag Skills compatibility

Customer Portal

• New Let customers reschedule or cancel appointments using Edit scheduled appointments in Customer Portal by Scheduling Pro

• Enhancement Control your customer experience with new Customer Portal improvements that enhance branding, data visibility, and payment workflows

Dispatching

• Enhancement Crews now show in technician assignment dropdown to assign jobs faster

• Enhancement See more job details with Jobs Tray enhancements, such as increased column limits and sorting by arrival windows

Field Mobile App

• New Collect contactless card payments in the field with TSYS Tap-to-Pay for iOS in the Field Mobile App so you get paid on the spot

• New Use Mobile Remote Deposit Capture to accept check deposits in the Field Mobile App

• New Protect your pricing with Sales Margin Enforcement to stop low-margin estimates before they are sold

• New View technician performance with Mobile Scorecard in the Field Mobile App

• New Capture daily job progress with technician work performed logs and work summaries

• New Streamline safety and fleet compliance with Technician Forms

• Enhancement Control technician job recording actions in the Field Mobile App with updated Field Pro settings

• Enhancement Strengthen proposals with tablet optimizations for estimates to improve clarity and close more work with the Field Mobile App

• Enhancement Connect technician notes to billing with Work Summaries as an additional source for invoice summaries

• Enhancement Update project statuses from the Field Mobile App to keep office and field teams aligned

• Enhancement Streamline your field workflow with new mobile app enhancements that improve navigation, pricing visibility, and inventory management

Job and Project Management

• Enhancement New columns in Project Portfolio help you quickly spot the right projects to review and manage

Search

• Enhancement Improved Global Search on mobile so your team can search and tap actions faster

Supply Chain

• Enhancement Automate Lennox Catalog pricing for accurate estimates

• Enhancement Improve Pricebook Connect Matching Algorithm to cut pricebook mapping time

• Enhancement Leverage Coburn Supply Company Full Procurement integration to for efficient purchasing and cost accuracy

• Enhancement Leverage Robertson Heating Supply Full Procurement integration to keep pricing accurate and POs moving

Telecom

• Enhancement Streamline TCR Brand Management to keep your texting compliant

TitanExchange

• Enhancement Sync custom fields and content portal across tenants with TitanExchange to reduce setup work

• Enhancement Lock technician skills in TitanExchange to standardize technician qualifications across branches

Voice Agents

• New Use the Voice Agents Dashboard to prove AI call performance

• New Automate Call Classification for Call Reasons and Call Types to reduce call review work