Service Titan Knowledge Base

Release Notes - February 2018

Feature Spotlights

  • Ability to apply tags to the Job, Customer, and/or Location when adding or editing a form: Now when you add or edit forms in Settings > Forms, you will be able to apply tags to the job, customer, and/or location. Then, you will be able to select the Tag(s) that you would like to apply to your selections.

    applytags.jpg

  • Additional PDF form Smart Field codes: Additional PDF form Smart Field codes have been added to Mobile. You may use any of the following new codes to set up your PDF form smart fields:

    Documentation Links
  • Custom date range selector in Mobile Technician Dashboard: Technicians can now set a custom date range to view the Technician Dashboard. To set a custom date range, complete the following:

    1. Navigate to the Dashboard.

    2. Use the Trailing 30 Days dropdown to select Custom Date Range.

    3. Set a custom date range. You can use the arrows to navigate to a different month. Once you set a custom date range, the date range selected will change colors.

    4. When you are finished, tap the Check icon.


Other Features and Improvements

ALERTS

  • Clickable Job ID: On any email alert where the Job ID is visible, the Job ID is now a clickable link rather than just text. The link will lead to the Job Page for that job. Dispatchcanceled.png

    Email alerts that now include the link include the following:

    • Form Completed

    • Job Booked

    • Job Cancelled

    • Job Completed

    • Job Dispatched

    • Task Used

CUSTOMER AND LOCATION RECORDS

  • Job Display on Customer and Location Records: Previously in ServiceTitan

    The Jobs display on customer and location record pages showed 5 jobs by default and displayed the business unit, scheduled date, type, total, technicians, priority, and status for those jobs.

    jobs-old-display_thumb_0_0.png

    What's new with this feature

    The Jobs display on customer and location record pages will show 15 jobs by default. In addition to information regarding the business unit, scheduled date, type, total, technicians, priority, and status of the job, you will also see the Job number.

    job-display-new_thumb_0_0.png

DISPATCH BOARD

  • Technician Visibility on the Dispatch Board: Previously in ServiceTitan

    Technicians who were not dispatched to a job on a particular day in the past did not show up on the Dispatch Board for those days, even if they had clocked in or been assigned to a job or non-job event for that day.

    What’s new with this feature

    You will be able to view which technicians worked on a particular day more easily when looking back at past dates on the Dispatch Board.

    A technicians will show up on the Dispatch Board if any of the following applies for that day:

    • The technician was assigned to at least one job that was scheduled, worked on, completed, placed on hold, or cancelled.

    • The technician had at least one non-job events.

    • The technician clocked in/out.

ESTIMATES

  • Updates to Opportunity Follow-Up: Ability to unsell an estimate: When permission is enabled, Office employees will be able to unsell a sold estimate on the Opportunity Follow-Up when the sold estimate meets the following criteria:

    • A signature is not attached to the sold estimate.

    • The work of the estimate has not been booked into a new job.

    To unsell a sold estimate, complete the following:

    1. Navigate to Follow Up > Sold Estimates.

    2. Click into the sold estimate you wish to unsell.

    3. Click View Opportunity. The Opportunity Follow-Up will appear.

    4. Next to the Status field, click Unsell.

    To set permission for a employee, complete the following:

    1. Navigate to Settings > Employees.

    2. Click Edit next to the desired employee.

    3. Click the Permissions tab.

    4. Check Sell/Unsell Estimate.

    5. When you are finished, click Save.

INVOICING

  • Create adjustment invoice with prepopulated invoice date: Whenever an adjustment invoice is created, the invoice date will be automatically populated with the current date.

    adjustment-invoice.png

  • Signature Date Stamp added to new Invoice layout: Previously in ServiceTitan

    When collecting a signature from a customer, no date was saved by ServiceTitan or displayed next to the signature in the new invoice layout.

    What's new with this feature

    When collecting a signature from a customer on an estimate or invoice from Mobile, the signature date stamp will be auto-populated and displayed next to that that signature in the date field on the printed estimate or invoice. However, this change will not be visible from Mobile preview.

JOBS AND PROJECTS

  • Additional restrictions on required forms: Previously in ServiceTitan

    Office employees would be able to complete a job, even if a form was marked required and was not complete.

    What's new with this feature

    When this feature is enabled for your account, Office employees will not be able to complete a job if a form is marked required and is not yet complete.

    To fill out required forms and close out the job, complete the following:

    1. Navigate to the job.

    2. Click Complete Job.

    3. A pop up will appear stating You cannot complete this job out until all required Forms have been completed. Click Okay.

    4. Once you click Okay, you will automatically be taken to the Files tab on the Job screen, where you can view required forms.

    5. Complete all required forms.

    6. Once all required forms are completed, a completed tag will appear next to the form and you will be able to close out the job as you normally would.

MEMBERSHIPS

  • Completing recurring events on a job: Previously in ServiceTitan

    When a technician was working on a job for a location with an upcoming recurring event, the event could only be marked as complete while the job was in a scheduled or working status.

    What's new with this feature

    Now you can mark recurring events as completed if the job is scheduled, working, or completed and the invoice is not posted or exported. When a technician is performing a job at a location which also has a recurring event, the office can now mark this event as complete if the technician forgot to mark the event as complete whilst working on the job.

    To mark a recurring event as complete, navigate to the completed job, and click Mark as complete for the recurring event.

    Documentation Links

MOBILE

  • Photo sync icon on Mobile forms: Previously in ServiceTitan

    When a customer would take a photo on a form question, the camera icon would turn from blue to green once the photo was finished syncing.

    What's new with this feature

    Now when a customer takes a photo on a form question, they will notice a sync icon and a number icon to the right of the camera. The sync icon will only appear when photos are in the process of being uploaded and the number icon will tell you how many photos are left to be uploaded. Once the photos are done uploading, the camera icon will change from blue to green.

    formsphotosync.PNG

  • View approved TURNS application on NEXT: In ServiceTitan NEXT, customers will now be able to walk through the entire TURNS application process, automatically be approved, and view an approved loan application.

    To walk through the TURNS application process and view an approved loan application, complete the following:

    1. Open ServiceTitan NEXT (Mobile).

    2. Navigate to the Job > Invoice > Pay.

    3. Tap Apply for Financing.

    4. Tap Apply Now under TURNS Financing Services.

    5. Enter Prequalification Application details and tap Continue.

    6. Check the Electronic Consent boxes and tap Submit. An approved loan application will appear, where you may view available offers.

    7. Once you have reviewed available offers and the Summary of credit terms, tap Select next to desired offer.

    8. Once you select an offer, tap Continue.

    9. Check the credit agreement box to accept the loan offer. Then, tap Exit.

    Required Setup

    This update is automatically available if you have TURNS Integration enabled. If you do not yet have TURNS Integration enabled, please contact the Platform team at platform@servicetitan.com.

    Documentation Links
  • GreenSky® Financing: Max number of available plans is 6: This update allows you to select up to 6 financing plans to display in Mobile.

    Required Setup

    This update is automatically available if you have GreenSky® Integration enabled. If you do not yet have GreenSky® Integration enabled, please contact the Platform team at platform@servicetitan.com.

    Documentation Links
  • GreenSky® Financing: Two additional plans added to available plans: Two additional GreenSky® plans have been added to Settings > Financing Loans > Loan Options tab. The first additional GreenSky® plan that has been made available is Plan # 1039. This plan includes the following details:

    The second additional GreenSky® plan that has been made available is Plan # 1389. This plan includes the following details:

    Required Setup

    This update is automatically available if you have GreenSky® Integration enabled. If you do not yet have GreenSky® Integration enabled, please contact the Platform team at platform@servicetitan.com.

    Documentation Links
  • GreenSky® Financing: Updates to disclosures for compliance: When you add details to the New Application tab in the Greensky Financing application and select Yes under Co-Applicant, you will be prompted to fill in Co-Applicant details before tapping Next. When you tap Next, you will be presented with the the following disclosures:

    If you tap No under Co-Applicant, you will only see an Applicant checkbox on the Disclosures screen. You must check all applicable disclosures to move forward with the GreenSky® application process.

    Required Setup

    This update is automatically available if you have GreenSky® Integration enabled. If you do not yet have GreenSky® Integration enabled, please contact the Platform team at platform@servicetitan.com.

    Documentation Links

PAYMENTS

  • ACH Payment Compliance updates: ServiceTitan features have been built in the Office to comply with ACH payment authorization requirements. With this feature enabled, Office employees will be required to specify how they obtained ACH authorization by selecting Telephone, Mail, or In Person as the Authorization Method and answering a question, based on the Authorization Method to process the ACH payment.

    Documentation Links

PAYROLL

PRICEBOOK

  • Add-Ons field in Services and Equipment changed to Recommendations: Previously in ServiceTitan

    When looking at a specific service or equipment in the Pricebook, you would see the Add-Ons field which allowed you to add recommended suggestions. The technician then was able to view this Add-On when adding that specific service or equipment to the invoice. Also when exporting the Pricebook, you were able to see a columns for Add-Ons in the Services and Equipment tab.

    Previously in Services addon-services.png

    Previously in Equipment addon-equipment.png

    Previously in Exported Pricebook oldpricebook.png

    What's new with this feature

    Now when looking at a specific service or equipment in the Pricebook, instead of seeing an Add-Ons field, you will see a Recommendations field. This is also reflected in the exported Pricebook.

    New in Services recomend-services.png

    New in Equipment recomend-equipment.png

    New in exported Pricebook newpricebook.png

  • Replacement Opportunity Tag and Equipment Types Improvements: You are now able to create a tag for an equipment type that will allow you to specify which business units can result in a replacement opportunity. This will allow you to accurately track replacement opportunities that were successfully converted and will help you avoid penalizing technicians for not converting replacement opportunities outside of their business unit(s).

    Documentation Links

SEARCH

  • Balance and Total Material Cost columns in Job and Invoice search Excel export: When you export Job or Invoice searches to Excel, you will now see a Balance column and a Total Material Cost column.

    job-invoice-export.png

SETTINGS

  • Permission to make estimate name required in Mobile: When this permission is enabled, the technician will be required to name the estimate option before tapping Add Items or Done.

    namethisoptionrequired.jpg

    To set permission for a technician, complete the following:

    1. Navigate to Settings > Technicians.

    2. Click Edit next to the desired technician.

    3. Click the Permissions tab.

    4. Check Make Estimate Name Required.

    5. When you are finished, click Save.

  • Financing Integrations moved from Settings > Business Units to Settings > Financing Loans: Previously in ServiceTitan

    When setting up financing for GreenSky® or TURNS, you would navigate to Settings > Business Units and would be required to individually go into every business unit and enter the Merchant/Contractor ID.

    What's new with this feature

    Now when setting up financing for GreenSky® or TURNS, you will navigate to Settings > Financing Loans. You will then create integrations at the Merchant/Contractor ID level and select which business units the integration should apply to.

    To create integrations at the Merchant/Contractor ID level and apply business units, complete the following:

    1. Navigate to Settings > Financing Loans.

    2. Click the TURNS Accounts tab or the GreenSky Accounts tab.

    3. Click + Add Account.

    4. Enter the Contractor ID and check the Business Units you wish to apply to the Contractor ID.

    5. When you are finished entering the Contractor ID and checking the business units, click OK.

    6. When you are finished, click Save.

    Required Setup

    This update is automatically available if you have GreenSky® or TURNS Integration enabled. If you do not yet have GreenSky® or TURNS Integration enabled, please contact the Platform team at platform@servicetitan.com.




Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.