Service Titan Knowledge Base

Release Notes ST-62

This Fall, we are releasing some of your most requested features yet!

  • For the first time ever, enjoy Automatically Emailing Invoices after a job is completed.

  • An overhaul of Memberships, including a full redesign of all RecurringService pages and Membership Type settings, improves the overall experience.

  •  You can now configure your Pricebook with rules for Dynamic and Client Specific Pricing! Set automatic pricing rules for aspects like categories, billable rates, markups, and high-volume customers.

  • Equipment types can now have their own custom field for easy reference.

  • The General Ledger Accounts settings page is redesigned and now includes generic GL Accounts you can use with any accounting software.  

There are also improvements to other areas, including Accounting, CRM, Forms, Job Booking, Telecom, and many more! For more information, check out the ST-62 Release Notes Overview video, or visit the Academy to enroll in the ST-62 Release Notes Training course.

You asked, we listened! Look for this icon yawl-icon-sm on features we improved using your feedback.


Top Highlights

ACCOUNTING

  • Automatically send invoices: yawl-icon-sm To help speed up the invoice process, invoices can now be automatically emailed to your customers. If you turn automatic-invoicing on, invoices are sent to the most recent email address added to the customer’s profile.

    Use the Automatic Invoicing settings page to customize how invoices are automatically emailed to customers. This feature is not turned on by default. You can choose to automatically send invoices based on:

    • Business Units

    • Job Types

    • Technicians

    • Customers

    If you choose to allow automatic invoicing, you can still exclude specific customers by using the new tag, Do not auto-send invoice. Apply this tag to a customer’s profile to exclude that customer from receiving invoices automatically. For more on this feature, see Automatically email invoices. You asked, we listened!

MEMBERSHIPS

  • Updates to Membership Pages: We have improved the user experience across the Membership Types and Recurring Services pages, making it easier for you to create new or edit existing memberships. Updates include:

    • Membership Types: 

      • Reorganized fields on all create and edit Membership Type pages

      • Redesigned billing template page when creating or editing a membership type

        • Removed Materials section from billing templates to ensure proper workflow when creating billing templates

      • Added the ability to edit existing recurring services on the Add Recurring Services page 

      • General usability improvements, such as improved search for tasks

    • Recurring Service Types:

      • Complete redesign of all recurring services pages, including Recurring Service Types and Location Recurring Services pages

      • Reorganized fields on all add and edit Recurring Services pages

      • Redesigned invoice template everywhere for all Recurring Services pages

      • Made it easier to create a new recurring service on an existing membership

    For more on this feature, see Create membership types and Create and edit recurring service types.

JOB BOOKING AND CONTACT EXPERIENCE

  • Call Linking Confirmation added: yawl-icon-sm The new Call Linking Confirmation feature prevents customer calls from being linked to a mismatched customer, location, or job. This happens with the help of a pop-up confirmation window. Moreover, you can control whether CSRs see call linking confirmation prompts during the job booking process. Configure this feature in Settings > Operations > Job Booking. For more on this feature, see Set up call linking confirmation. You asked, we listened!


Additional Highlights

PRICEBOOK—PRICING BUILDER

  • Dynamic Pricing now available: You can now use Dynamic Pricing to create pricing rules that automatically apply to your flat-rate services based on multiple factors such as categories, billable rates, markups, surcharges, after hours jobs, add-ons, membership discounts, and more. Dynamic Pricing uses industry best practices to calculate prices so you can optimize margins across multiple trades. For more on this feature, see Dynamic Pricing and visit ServiceTitan Academy to enroll in Set Service Prices with Dynamic Pricing.

  • Client Specific Pricing now available: With Client Specific Pricing, you can now use rate sheets to set unique prices for customers without having to duplicate pricebook items. Client specific pricing is often used in commercial service and repair when dealing with high-volume customers who use specialized pricing. For more on this feature, see Set up unique prices with Client Specific Pricing and visit ServiceTitan Academy to enroll in Client Specific Pricing.

EQUIPMENT

  • Custom fields for equipment types: You can now create a custom field that only applies to a specific equipment type. This way, the fields you create are only shown for relevant equipment. For more on this feature, see Use custom fields.

ACCOUNTING

  • Updated General Ledger Account settings page: The updated page makes it much easier to view, edit, and manage your GL accounts.

    • Bulk editing of GL Accounts allows you to activate, deactivate, or edit multiple GL Accounts at the same time.

    • Narrow down the data set using the new Type, Subtype, and Associations filters.

    • Use the new Associations column to see which accounts were populated by default, which were imported from your accounting software, and which accounts were manually created in ServiceTitan.

    • Use the new Description column as a handy reference for what each account is used for. Default accounts include pre-written descriptions. You can customize the name and number to match your existing chart of accounts.

    For more on this feature, see General Ledger Account settings.

  • New default General Ledger Accounts: A new standard set of GL Accounts for your accounting workflows in ServiceTitan are now included as part of the Settings page. These defaults are present when you enable ServiceTitan features that may require them. They are a great place to start if you are new to accounting with ServiceTitan. You don’t need to take any specific actions or switch to these default accounts. For more on this feature, see General Ledger Account settings.


New

DISPATCH

  • Job details flyout now available (open beta): You can now find and edit job details directly from the dispatch board without the need to open the job record. Click on any job from the dispatch board to open the job details flyout. You can edit job tags, job type, priority, customer information, skills, and job summary from the flyout and access invoices for the job. This addition to the dispatch board helps you quickly and efficiently access and edit job information. For more on this feature, Use the Dispatch Board.

REPORTING AND DASHBOARDS

  • Email Delivery Status report: yawl-icon-smThe Email Status Delivery report gives you a centralized place to see the delivery statuses (delivered, bounced, etc.) of your outbound ServiceTitan emails. Previously, you had to check that information record-by-record or rely on alerts. For more on this feature, see Email Delivery Status report. You asked, we listened!


Improvements

ACCOUNTING

  • All existing returns now have the Credit Received status: Included with the implementation of the new inventory return statuses, all of your existing returns will be marked as Credit Received. For more on this feature, see Returns overview.

  • Returns and credits logic under Payables updated: When a vendor credit is posted or exported and the associated return's status is Credit Received, the associated return's status can no longer be modified. For more on this feature, see Returns overview.

  • Receipts will be exported in a closed status in Intacct: To help reduce the possibility of duplicate bills being created in Intacct, receipts are now sent as closed, even before the associated bill is exported. This only applies if you’re exporting both receipts and bills and when using Payables. For more on this feature, see Export to Intacct.

  • Labels field can now be edited if the bill is exported: You can now edit the Label field in ServiceTitan in cases where your bill has the wrong Label assigned when it's exported to your accounting software. With this update, the bill takes the label of the PO when initially created, but then carries its own label independently. This allows it to be edited independently of the PO. For more on this feature, see Create purchase orders.

API

  • Standard V2 API filters: V2 APIs will support createdOnOrAfter, createdBefore, modifiedOnOrAfter, modifiedBefore, sort, page, and pageSize for all endpoints that use these filters. As of this release, these filters have been created for these endpoints:

    • Job Hold Reasons

    • Job Cancel Reasons

    • Call Reasons

    • Timesheet Codes

    • Campaign Categories

    • Warehouses

    • Trucks

    • Purchase Order Types

    • Recurring Service Types

    • Appointment Assignments

    All endpoints that use these filters will be updated over the next few releases. For more on this feature, see developer.servicetitan.io.

  • Data Export V2 APIs: These endpoints allow you to have copies of your data and refresh it on a regular basis. They also return deleted and inactive records for all areas of ServiceTitan supported by APIs. As of this release, V2 data export endpoints are ready for:

    • Appointment Assignments

    • Appointments

    • Jobs

    • Job splits

    • Calls

    • Customer contact

    • Location contact

    • Bookings

    • Leads

    • Estimates

    • Invoices 

    • Payments 

    • PayrollAdjustments

    • Timesheets

    • ActivityCodes

    • TimesheetCodes

    • Customer

    • Location

    For more on this feature, see developer.servicetitan.io.

  • externalLinks parameter creates a field on estimates: Now, when you use the externalLinks parameter in V2 POST and PUT requests, a section is created on estimates in ServiceTitan. This section is under the summary and is only shown when external links exist. This works the same for both V1 and V2 endpoints. External Links can only be added and updated through an API. For more on this feature, see Sales & Estimates API Reference.

  • Bulk-receive customer and location contacts: We have added Customer IDs and Location IDs as parameters to {tenant}/customers/contacts and {tenant}/locations/contacts respectively. This will let you retrieve contacts for a set of location or customer IDs all at once, instead of making individual calls for each location or customer. 

  • Attribute campaign's cost: Now, you can use the CampaignCosts parameter to create and update costs of a campaign, or get a cost of a campaign through the new endpoints available in API V2. For more on this feature, see Marketing APIs.

  • Require Email and Phone in Call Booking requirement removed when booking a job using V2 APIs: There is a setting in ServiceTitan that makes the email and phone number fields required when booking a job on the call booking screen. V2 APIs inadvertently honored this required setting, and we have now removed this requirement. You can still use these fields when booking a job, however they are no longer required when booking a job using V2 APIs. They will still be required when booking a job on the call booking screen. This will help when integrations use endpoints to book jobs.

  • Supply Chain CategoryID: The CategoryID field is required while using it for the V1 POST and PUT requests. It allows suppliers and partners to easily navigate to the active items that have been categorized in Pricebook. This also reduces the time needed to troubleshoot as you build iterations of the product catalog. For more on this feature, see V1 Master Pricebook APIs.

  • Create, edit, and deactivate employees and technicians: You can now create and edit employees and technicians using POST and PATCH requests on the /employee and /technicians V2 endpoints. You can also perform additional actions, such as send invite or deactivate, using /employees/{id}/account-actions or /technicians/{id}/account-actions.  For more on this feature, see Settings API Reference.

CRM

  • Internal Notes discontinued on customer records: yawl-icon-sm There was an outdated field on Customer > Edit Customer called Internal Notes that never displayed anywhere outside of the Edit Customer page. To eliminate confusion, this field is removed, and you can no longer add internal notes to a customer record. Any internal notes currently on a customer record will be converted to a customer note. For more on this feature, see Manage customer and service location records. You asked, we listened!

  • Call the customer, Log a follow-up, and Upload attachment buttons easier to find: yawl-icon-sm We have moved the action buttons from the bottom of the Opportunity Follow-Up page to just above the audit trail. This way, you don’t have to scroll to find them when the audit trail gets too long. For more on this feature, see Follow up on opportunities. You asked, we listened!

  • Default selection on search page now Customer: yawl-icon-sm Users tend to search for customers more often than they search for jobs, so the default selection on the search page was changed from Job to Customer. The selection of the search type is now also persistent, meaning it will remain in place across sessions. Any change you make to this selection remains until you select a different search type. This persistence is local to each user, so you can change your default search type without altering anyone else’s. For more on this feature, see Use search in ServiceTitan. You asked, we listened!

DISPATCH

  • Enhanced optimization of technician route: When you click Optimize Technician Route from the dispatch board, you’re now given the best possible route for your technician. This update identifies the shortest routes for your technicians to ensure that your dispatching experience is smooth. For more on this feature, see Optimize technician route.

FORMS

  • Forms page improvements: yawl-icon-sm Save time and prevent mistakes with these enhancements to the Forms page under Settings:

    • A new Status column shows if a form is published or unpublished. The status can be changed directly from this column

    • Make one or multiple copies of a form with the option to also copy Conditional Logic and triggers

    • See which forms have triggers, and easily add triggers from that column

    • Instead of copy and pasting code, we now support the download and upload of form files

    • A new scroll to top button on the form builder page

    • An improved design makes important information visible at all times on the form builder page

    • A more visible search field

    For more on this feature, see Forms and visit ServiceTitan Academy to enroll in Forms Basics. You asked, we listened!

IDENTITY AND USER MANAGEMENT

  • Assign User Roles permission added: Previously, only office employees with the View or Update User Employee Permissions permission had the ability to assign user roles. A new permission, Assign User Roles, was created. Those assigned this permission can edit an office employee’s or technician’s role, but can’t update their permissions. Office employees with the View or Update User Employee Permissions can still edit roles. For more on this feature, see Explanation of office employee permissions in ServiceTitan.

JOB BOOKING AND CONTACT EXPERIENCE

  • Required Skill and Job Type in Availability Flyout: When viewing the Availability Flyout you now see Required Skills and Job Type under Job Details. This makes picking the right technician easier. For more on this feature, see Manage job booking with Adjustable Capacity Planning.

JOB PLANNING AND MANAGEMENT

  • Project page updates: You now have the option to edit project information directly on the project page. Previously, you had to navigate to a different page to make edits. A new collapsible right panel was also added which houses custom fields and other project information. Previously, this information was found at the top of the page, which could make the content below hard to view. For more on this feature, see The project page.

PAYROLL PRO

  • New Note field on Benefits and Post Tax Deductions: We have added a Note field when adding or editing a Benefit or Post Tax Deduction. This allows you to enter additional information about the benefit or post tax deduction without creating inconsistencies on reports or pay stubs. For more on this feature, see Assign employee benefits and post-tax deductions.

PRICEBOOK

  • True time and material or honor estimate setting: When using Client-Specific Pricing, you can now specify if you want to charge for all of the time and material needed for a job or if you’d rather stick to the estimated price. This makes billing more straight-forward for office employees and technicians. For more on this feature, see Set up unique prices with client-specific pricing.

  • Pricing calculation automated in ServiceTitan Mobile: Users of Dynamic Pricing and Client Specific Pricing no longer have to click Calculate in ServiceTitan Mobile after adding items. Removing this extra step means you don’t have to click an extra button to get your price. For more on this feature, see Dynamic Pricing and visit ServiceTitan Academy to enroll in Set Service Prices with Dynamic Pricing.

  • Pricebook Connect enhancements: To make keeping your Pricebook updated more efficient, we’ve made a few improvements:

    • History log updates: In your Pricebook Connect history log, the Images filter is renamed to Media and Assets to accurately describe the functionality of the filter. The Media and Assets filter includes updates for images, videos, and PDFs. Additionally, Filter Updates is renamed to Filter Changes to represent the changes that were made to your Pricebook.  

    • Auto panel updates: When you open the Auto panel from the Updates screen, the panel shows fields only for the provider that you selected. This helps you save time by providing you with the details for the provider you’re working with. 

    • PDF view changes for services, materials, and equipment:  The Updates, Dismissed Updates, and History Log pages now have a detailed preview of the PDF attached to services, materials, and equipment. This gives you the ability to quickly skim through your updates, and you don’t need to open PDFs if not needed.  

    For more on this feature, see Add provider catalog items to your pricebook with Pricebook Connect and Update your pricebook with Pricebook Connect.

REPORTING AND DASHBOARDS

  • Added Jobs with Next Appt Start Date filter option to Jobs dataset: You can now filter any reports using the Jobs dataset for Jobs with Next Appt Start Date. This helps streamline the usage of any emergency outages reports that need to be filtered by jobs with a specific next appointment start date. For more on this feature, see Jobs report template.

SUPPORT

  • ServiceTitan Academy courses now included in Knowledge Base search results: Search results in the Knowledge Base show a page icon for Knowledge Base articles knowledge-base-icon and a video icon for Academy content academy-icon. Use the tabs along the top of the results to see All results, Knowledge Base only, or Academy only.

  • Mobile-friendly Knowledge Base: The Knowledge Base is now optimized for mobile! All content is now formatted to fit your screen whether you are viewing an article on your smartphone or on another device.

PURCHASING AND INVENTORY

  • Email a Return: You can email a Return as a PDF to the vendor. It allows you to share information with vendors and have a record of the communication. The Return is marked as Sent when the vendor receives the email. For more on this feature, see Returns overview.

  • Add items to inventory templates in bulk: Now, you can add items to inventory templates in bulk instead of having to manually update each template to which you need to add an item. For more on this feature, see Inventory templates in Pricebook.

  • Select multiple POs by clicking checkbox cells: yawl-icon-sm Previously, when selecting multiple POs, you had to be precise about clicking inside a checkbox: clicking anywhere else in the cell would open the PO record.  Now, you can click anywhere in the checkbox cell. For more on this feature, see the Purchase orders sub-section under the Purchasing Module page. You asked, we listened!

TELECOM

  • Call recording enhancements: Now, administrator-role employees are able to directly manage their call recording settings rather than needing to contact ServiceTitan. Laws regarding call recording vary throughout the US and Canada. If there are questions regarding the laws within the jurisdictions they operate, an attorney should be consulted.  For more on this feature, see Call Recording Settings for Basic Phone Integration and visit ServiceTitan Academy to enroll in Phone Integration - Call Recordings.

  • Blue Call Bar usability enhancement: Due to customer feedback during usability testing, we removed the Back to Call link from the blue call bar. The more popular ways to return to the job booking page are to either hit the browser back button or go directly to the page via the Job Booking link at the top.

TitanAdvisor

  • Improved Training Journey in TitanAdvisor: We have enhanced the TitanAdvisor training experience to simplify the organization of your courses and make it easier for you to access the course assessments. We also now open the training directly in ServiceTitan, so you don’t have to exit the system to access the training content. For more on this feature, see TitanAdvisor administrator overview and TitanAdvisor Training View for office employees.


FIXES

  • Accounting: We have updated the in-app descriptions for customer mapping options to be more accurate.

  • Equipment: Only installed equipment with an Installed status will be selectable when linking equipment to a service or material on an invoice or estimate. Additionally, you will now be able to filter the existing equipment table within history based on status, with installed equipment being the default view.




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