Release Notes ST-63

DISPATCHING

• Edit job details from the Dispatch Board: 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 where you can edit essential job details and call customers directly from the Dispatch Board. This addition to the Dispatch Board helps you quickly and efficiently access and edit job information. For more on this feature, see Use the Dispatch Board, and visit ServiceTitan Academy to enroll in Dispatching Basics. Note: You can turn off the job details flyout in dispatch board Settings > Board Appearance. This only impacts your view and not other employees.

JOB BOOKING/CONTACT EXPERIENCE

• Ability to attach equipment on Call Booking screen: You can now add equipment to a job from the Call Booking screen. This helps your CSRs quickly add equipment while booking a job. It also allows your technicians to see what equipment needs to be worked on and the services performed previously on that equipment. For more on this feature, see Book a job. You asked, we listened!

ACCOUNTING

• More accurate information in Job Costing: To ensure Job Costing reports are as up to date as possible, the PO Costs column has been renamed to PO/Bill Costs and its enhanced drilldown now includes Bill Number, Bill Amount, Vendor, and Credit columns. The Invoice hyperlink has been replaced with a PO hyperlink. In addition, other Job Costing KPIs will calculate based on the Bill amount when it’s present. Non-PO Bills and non-return Credits are also factored into the Job Costing calculation. For more on this feature, see Run job costing reports, and visit ServiceTitan Academy to enroll in Job Costing Reports with Custom Reports.

PURCHASING AND INVENTORY

• Updates to the Purchase Orders page: Improvements across the Purchase Orders (PO) page make it easier for you to work with POs. Updates include:

  • The Required Date of the PO must be set after the creation and sent date of the PO. This helps you avoid data errors.

  • Previously, the PO Source field on the PO table and the PO details page had to first be enabled and configured before being visible to a user. This field is now available to all users. This field allows you to see where the PO comes from without digging for the PO source.

  • For the Partially Received POs, you can cancel items that are no longer coming from the vendor you ordered (Actions >Cancel Outstanding Qty).

  You can now also:

  • Attach documents from your vendors to Sent and Partially Received POs in ServiceTitan.

  • Download and email the generated PO PDF to your vendors. The information presented in the PDF matches the way it’s presented in ServiceTitan.

  • Roll over the partially received PO (Actions > Rollover P.O.). This helps you avoid taking multiple steps to update an existing PO and create a new one.

  For more on this feature, see the Purchase orders section under Purchasing Module.

JOB BOOKING & CONTACT EXPERIENCE

• Ability to collapse customer and location window on Call Booking screen: You can now set a preference that keeps the customer and location windows from automatically opening when booking a job on the Call Booking screen. When set, the window stays collapsed, and you can manually preview or open in a new tab if needed. This allows you to easily book a job without needing to close unwanted windows. For more on this feature, see Set up call booking preferences and Book a job. You asked, we listened!

TASK MANAGEMENT

• Add attachments to tasks: When creating tasks in Task Management, you can now add attachments to your tasks. This makes information sharing more efficient by having all attachments such as photos, invoices, and forms related to a task all in one place. For more on this feature, see Common use cases for task management.

JOB PLANNING AND MANAGEMENT

• Enhancements added to office estimates: With this release, we’re further improving the estimate creation and selling experience:

  • When searching for an item to add to an estimate, a full description is now shown for each item.

  • You can export the item list as a .CSV file.

  • You can copy and paste non-editable cells.

  • Total price is now displayed in green to help you differentiate from total cost.

  • New Sold/Convert and Dismiss buttons added to the estimate page.

  For more on this feature, see Manage estimates in Servicetitan and Sell estimates in ServiceTitan. You asked, we listened!

ACCOUNTING

• General Ledger Account change effect pop-up: Whenever you change an item’s assigned GL Account, you now have the option to choose what date range or set of transactions are affected by the edit.

  • Specific Date: Only transactions from that date onward will apply the change.

  • Open Transactions: Only transactions in a pending/posted batch will apply the change.

  This helps prevent historical financials from being unnecessarily overwritten. For more on this feature, see Retroactively change items’ GL Accounts.

ACCOUNTING

• Merge General Ledger Accounts: Instead of deactivating a GL Account, you can now merge multiple GL Accounts into one from the Settings page. WARNING: This action is not reversible. Doing this will automatically replace all previous instances of the old GL Account in ServiceTitan. For more on this feature, see General Ledger Account settings.

FINTECH

• Easily check for BBPOS firmware updates from the Technician Profile: Easily check for and install BBPOS firmware updates: A new button, EMV Reader Update, was added to the Technician Profile. Use this to check and install any BBPOS firmware updates before heading out to a job, instead of having to wait until a transaction is run. If multiple BBPOS devices are found while scanning for updates, you can select which device to update. The system lets you know when updates are finished and if they were successful. For more on this feature, see Set up BBPOS Chipper 2X BT credit card reader in ServiceTitan Mobile, and visit ServiceTitan Academy to enroll in (coming soon). You asked, we listened!

LEADS INTEGRATIONS

• Trane/American Standard Leads Integration: With the Leads Integration, you can now manage booking requests you receive directly from Trane/American Standard in ServiceTitan. This helps automate the population of customer data into ServiceTitan to increase the efficiency of booking leads into jobs. For more on this feature, see Trane/American Standard Leads Integration.

TITANADVISOR

• New TitanAdvisor Reporting data sets: We now have two new TitanAdvisor reporting data sets: TitanAdvisor Checkpoints and TitanAdvisor Features. Use the TitanAdvisor Checkpoints report template to create customized reports on your TitanAdvisor data, such as viewing checkpoint performance or feature scores within a selected timeframe. Use the TitanAdvisor Features report template to review your feature history. These reports give you more insight into your TitanAdvisor data than is currently available on the TitanAdvisor Overview and Score History pages. Don't see these reports in your account yet? They're coming soon! For more on this feature, see TitanAdvisor Checkpoints report template and TitanAdvisor Features report template.

ACCOUNTING

• Legacy Payments has been sunset and Payment Collections is enabled: To improve functionality across all financial systems, Payment Collections is replacing Legacy Payments for all users. Payment Collections was created to address issues with ServiceTitan’s original payment screen and this change allows us to bring those improvements to every user. To avoid confusion, the Enable Payment Collections toggle has been removed from Settings. For more on this feature, see Collect a payment, and visit ServiceTitan Academy to enroll in Payment Collections. You asked, we listened!

• Download Credits to XLSX: Export vendor credit details to Excel with the new Download button. This works just like the Download button on the Bills page, allowing you to generate an Excel file for each remittance vendor or just the selected credit item. Use this to mass export your credits and import them into your accounting software of choice. For more on this feature, see (coming soon), and visit ServiceTitan Academy to enroll in Download bills and credits.

• Processing label and tab for Payables: The Payments page now contains a label and tab called Processing. This new status will help you better track what stage your payment is currently in. Once a payment has been submitted to the vendor, it goes under the Processing tab and gains the Processing label. For more on this feature, see (coming soon), and visit ServiceTitan Academy to enroll in View payments by status.

• Customer name and location can now be searched in vendor bills and credits: To make Payables easier to use, we added a customer search functionality to the Job Number field on vendor bill and credit pages. Now you can quickly find associated job numbers without having to search for the relevant customer on another page. For more on this feature, see Payables, and visit ServiceTitan Academy to enroll in Payables in ServiceTitan.

API

• 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. In this release, V2 data export endpoints are ready for:

  • Purchase Orders

  • Gross Pay Items

  • Customers

  • Locations

  • Inventory Bills

  • Tags

  • Projects

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

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

  • Tag Types

  • Campaign Categories

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

• Create and view notes on projects: This new endpoint allows you to create and view notes on a project. For more on this feature, see Project API reference.

• Job type V2 API fields: Additional fields added to GET/jobTypes, POST/jobTypes, and PATCH/jobtypes/id:

  • Business Unit

  • Priority

  • Duration

  • Sold Threshold

  • Class

  • Tags

  • Skills

  • Summary

  • No Charge/unconvertible by default

  • Make selecting an RSE required when booking jobs if RSE exists for the location

  • Customer signature on invoices required for this job type

  For more on this feature, see Job Type API reference.

• New GET endpoints: We have added the following new GET endpoints:

  • PaymentTerms

  • CampaignCosts

  • JobSplits

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

• Payment Terms GET endpoint: The new Payment Terms GET endpoint includes all the standard API filters along with:

  • dueDayType

  • dueDay

  • isCustomerDefault

  • isVendordefault

  • inUseCount

  • name

  • modifiedOn

  • discountArray

  • interestArray

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

• Booking provider tags: GET, POST, and PATCH endpoints are now available for booking provider tag management. You can create, edit, and get a list of booking provider tags via API. Use a single GET endpoint to get all booking provider tags for a ServiceTitan company account. For more on this feature, see developer.servicetitan.io.

APPOINTMENTS

• Sort and filter appointments: If your job has several appointments, you can now quickly find the appointment you're looking for by using the new sort and filter capabilities on the job page. For more on this feature, see Job record overview.

ATTACHMENTS

• Specific file types can be added as attachments: When adding an attachment to a job, project, location, form, or customer record, only the following file types are now allowed to be uploaded:

  • image (jpg, jpeg, gif, png, webp, 3gp, rup, dng, heic, heif, tif, tiff, jfif)

  • pdf

  • video (mov, mp4)

  • doc (doc, xls, docx, xlsx, ppt, pptx)

  • other (mp3, htm, html, vcf, txt, xml, csv, smil)

  This helps ensure that the files uploaded to your account aren’t corrupt. For more on this feature, see Add notes, media, and attachments in ServiceTitan.

DISPATCHING

• Optional timesheet codes: When creating a non-job event on the Dispatch Board, you can deselect Needs a Timesheet?. This gives you the ability to create non-job events that don’t trigger timesheet entries. For more on this feature, see Schedule and manage non-job events, and visit ServiceTitan Academy to enroll in Dispatching Basics.

FINANCING

• Estimated Financeit costs added to printed estimates: To help you close open opportunities with your customers, the calculated Financeit costs are now available in the PDF version of your estimates. This allows you to email estimates to your customers with potential financing already accounted for. If the estimate is attached to a Business Unit that is configured to work with Financeit, it will display the lowest amount for the calculation. For more on this feature, see Use Financeit Financing, and visit ServiceTitan Academy to enroll in Financeit.

JOB BOOKING & CONTACT EXPERIENCE

• Create estimate from job booking setting: You can now turn on a setting under Settings > Operations > Booking Jobs that allows your CSRs to create estimates from the job booking screen. This eliminates the need to contact Technical Support to turn this setting on for you, making it easier for you to manage your operations. For more on this feature, see Set up estimate creation when booking a job. You asked, we listened!

JOB PLANNING AND MANAGEMENT

• Custom fields added to project and job audit trail: When a custom field is updated for a job or project, you can now find a record of this in the audit trail. This gives you visibility and traceability for updated custom fields in jobs and projects. For more on this feature, see Job record overview.

PAYMENTS

• Statement payments improvement: Now, when you charge a statement in AR Management, customers will only be charged once per statement instead of being charged for each invoice separately. This helps ensure the payment processes successfully. Note: If you have multiple merchant IDs, there are separate charges for each merchant ID. For more on this feature, see Send customer statements.

PRICEBOOK

• Categories added to Pricebook Connect updates: The Updates screen of your pricebook now has the Categories tab. Here you can manage updates made to categories by suppliers, which includes accepting or dismissing these changes. Make updates to fields such as name, description, and media. This helps you keep your pricebook up to date with quick access to updates. For more on this feature, see Update your pricebook with Pricebook Connect, and visit ServiceTitan Academy to enroll in Using ServiceTitan Pricebook Connect.

• Assign multiple categories to Discounts & Fees and Equipment: When adding categories to Discounts & Fees and Equipment, you can now add more than one category. This helps you keep your pricebook consistent and use the same equipment in multiple categories. For more on this feature, see Add equipment to your pricebook and Add discounts and fees.

PURCHASING AND INVENTORY

• Update technician assignment and inventory location: When you assign a technician to a job, you can review and update invoice items without a technician assignment and inventory location. This helps you avoid manually updating inventory location and technician assignment on the invoice item. For more on this feature, see Manage technicians on appointments.

• Default Return Type: Now, you can add a new Default option to a return type (Settings > Inventory > Return Types). This feature helps you select the correct return type while creating a new return in the Inventory > Returns section. For more on this feature, see Return Types.

  Note: You can always deactivate and change the default return type.

• Display the user who updated the Return status: Now, managers can see who changed the return status to Received and Credit Received. They can view the information in the Returned tab under the Returned By column, or in the Credit Received tab under the Credit Received By column. This helps managers to identify who to speak with when any issue related to the return occurs. For more on this feature, see Returns overview.

• Define whether the Purchase Order type is taxable: In certain states, there are certain situations where ServiceTitan users are responsible for collecting sales tax from their customers based on materials used on the job. Therefore, job-specific purchase orders are subject to taxation. Now, in Settings > Purchase Order Types, you can control whether a PO contributes to a sales tax calculation or not. This allows you to collect the proper tax amount from your customers. For more on this feature, see Set up purchase order types.

• Return to warehouse: Now, you can return items to the warehouse even after the job has been exported. This helps you update the job costing more accurately and use the inventory on another job. For more on this feature, see Create, edit, copy, and cancel a return.

• Update to Inventory Permissions: We have added additional inventory permissions to the list of employee permissions (Settings > People > Role Permissions > Purchasing & Inventory):

  • Access to the Inventory/Purchasing Module

  • Access to see transaction totals on Invoices

    • Purchase Orders

    • Returns

  • Access to modify

    • Purchase Order Types

    • Inventory Templates

    • Transfer Types

    • Return Types

    • Trucks and Warehouses

  • Access to Open Transactions

    • Returns

    • Purchase Orders

  These permissions help system administrators control user access to the inventory settings and functionality. For more on this feature, see Inventory permissions for office employees and technicians. You asked, we listened! Note: These permissions are automatically enabled only for administrative role users.

• Filter active vendors: With the new Show inactive vendors toggle, you can choose whether to include inactive vendors in your list of vendors. Note: The Show inactive vendors toggle is off by default. For more on this feature, see Set up vendors.

• Updates to the Install Requisition process: The new Only show Requisitions where all jobs have been completed checkbox filters the jobs list so that only requisitions with no open jobs on the project are shown. This allows you to complete invoice closeout on requisitions where all work has been finished, without reviewing each requisition manually.

  • A new description field in the Requisitions record and table now shows you the items ordered.

  • When adding additional items to a requisition, if you select the inventory location as the procurement source, the system now shows the available quantity for that item at the inventory location if it is an inventoried item. 

  • You can no longer create a requisition for those items that were previously added to an Invoice from the sold estimate. This prevents you from creating a requisition for items that were already used.

  We have also added the ability to:

  • Review incoming requisitions without reloading the Demand requisition page. This helps you save time while completing tasks.

  • Update the Procurement Source and Ship To location fields in bulk while creating a requisition.

  • Select the location of the requested items before the requisition is accomplished. This helps you avoid manually updating the requisition.

  For more on this feature, see the Requisition section under Purchasing Module.

• Service and Install Requisitions: We have added two new subsections to the Requisition page (Inventory > Requisitions): Install and Service. This helps you easily distinguish between install and service requisitions so that you can prioritize accordingly. For more on this feature, see Inventory Requisition.

• Additional Reporting KPIs: We have added two new KPIs to the Aggregate Inventory Stock dataset: ST Inventory Location Code and ST Item Code. This helps you to reconcile reporting from the accounting platform with ServiceTitan and keep both systems in sync.

• Purchase Order (PO) Status tags: We have added new Auto apply tags to jobs based on PO status configuration (Settings > Inventory > Configuration > Purchasing). When you turn this on, the system automatically adds and removes tags from jobs based on the status of the PO. This helps dispatchers see whether the job can be scheduled or not based on whether the job has the required parts in hand or if they are still on order. For more on this feature, see Inventory and Purchasing Configurations.

Support

• Redesigned Help feature: We have redesigned the flow of our Help feature to collect more information about questions you have, which allows us to provide more relevant information to help answer your questions. If these articles aren’t helpful, we provide ways for you to reach our Technical Support team.

• Request an emergency callback: If you need urgent help during off hours or when the Callback and Live Chat options are unavailable, you can now use the new Emergency callback option in the Help feature to reach our Technical Support team. These callback requests are evaluated based on the emergency, for example, phones are down or users are unable to access ServiceTitan, so please use this feature for true emergency cases only.

TELECOM

• 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

• TitanAdvisor enhancements: You can now filter your Top Recommendations features by Primary Business Goal and Customer Type. Also, when you open a TitanAdvisor feature, there are now labels in the feature modal indicating which customer types the recommendation applies to. These enhancements allow you to focus on specific areas of your business. For more on this feature, see TitanAdvisor: Prepare to Launch and TitanAdvisor administrator overview.

• Accounting: Items that were added to receipts but were not in the original POs are now accounted for in the Budget vs Actuals table in Projects.

• Pricebook: When adding items to an item group on an estimate, the linked items are now listed within the item group instead of separately in another section of the estimate.

• Equipment: When you set an existing equipment on a location to the Replaced status, the Replacement Opportunity tag for the original equipment is now removed.

• Memberships: Membership type location settings are respected when selling on mobile and in the office. On mobile, if a sale task is added to an invoice and the membership type is set to all locations then recurring services are added to all locations and discounts apply to all locations. If additional locations are added after the sale, discounts will apply to all locations, however recurring services will only exist on those locations that were on the customer at the time of sale. In addition, location selections made during an office sale take precedence over the membership type settings. Any memberships sold prior to this update will be unaffected by these changes. For more information, see Create membership types and Sell memberships from the office.