Service Titan Knowledge Base

Release Notes ST-62

These notes are part of an upcoming release and are subject to change. Related articles are coming soon. They will be updated before or on the day the release goes live. Stay tuned!

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


Highlights

ACCOUNTING

  • Automatically send invoices: yawl-icon-sm To help speed up the invoice process, invoices can now be automatically emailed to your customers. The invoice will be sent to the most recent email address added to the customer’s profile. You can customize how and when invoices are automatically emailed to customers using the Automatic Invoicing settings page. Here you can choose to automatically send invoices based on:

    o   Business Units

    o   Job Types

    o   Technicians

    o   Customers

    This feature includes a new tag, Do not auto-send invoice. To exclude a customer from receiving invoices automatically, simply add the tag to their profile. More information about this feature coming soon. 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

    More information about this feature coming soon.

JOB BOOKING AND CONTACT EXPERIENCE

  • Call Linking Confirmation feature 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. More information about this feature coming soon. You asked, we listened!

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. More information about 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.

    • A new standard set of GL Accounts which can be used for your accounting workflows in ServiceTitan is now included as part of the page.

    • 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.

    More information about this feature coming soon.


New

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. More information about this feature coming soon. 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

    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. 

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 We have found that users search for customers more often than jobs, so we changed the default selection on the search page from Job to Customer.  We have also made the selection of the search type sticky. Any change a user makes to this selection remains until the user selects a different search type. 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

    More information about this feature coming soon. You asked, we listened!

IDENTITY AND USER MANAGEMENT

  • New 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. More information about this feature coming soon.

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. More information about this feature coming soon.

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. More information about this feature coming soon.

MARKETING PRO

  • Campaign Templates: You can now create campaigns quickly and more easily by using campaign templates. The tailored and customizable marketing campaigns guide you to organize and manage your campaigns from scratch, and help you envision how you can create your company-specific campaigns in the future. The improved user experience interface and campaign templates are designed to make your campaign creation process more enjoyable. For more on this feature, see Create email campaigns.

PAYROLL PRO

  • New Note field on Benefits and Post Tax Deductions: We have added a new 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. More information about this feature coming soon.

  • 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. Visit ServiceTitan Academy to enroll in Set Service Prices with Dynamic Pricing. More information about this feature coming soon.

  • 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.  

    More information about this feature coming soon.

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.

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. More information about this feature coming soon.

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. More information about this feature coming soon.

  • 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. More information about this feature coming soon.

  • 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 Purchase orders. 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. More information about this feature coming soon.


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.