Release Notes ST–56

ACCOUNTING

• View customer invoice/statement mail preferences: You can now see if a customer prefers to have their invoices and statements mailed, emailed, or both on the following sections: Customer, Location, Invoice, Project Summary Invoice, and Project Invoice. For more on this feature, see Send customer statements.

DISPATCH, MOBILE, and JOBS AND PROJECTS

• Individual appointment instructions: Based on your feedback we’ve added the option to add instructions to each appointment on a job. Technicians see these instructions in ServiceTitan Mobile, and they appear on the dispatch board as Special Instructions when hovering on an appointment. This gives you the option to communicate what needs to be done on each appointment. For more on this feature, view Manage Appointments and Prepare for a job before you've been dispatched.

MARKETING PRO

• Email campaigns can now be launched immediately: You can now have the campaign launch immediately or later that same day. No more scheduling 24 hours in advance. This helps you make time-sensitive announcements and get earlier reactions from campaigns. For more on this feature, see Create and edit email campaigns.

REPORTING

• Filter Technician Performance report template by job type: You can now filter the Technician Performance report template by job type. This lets you see how your technicians perform on specific jobs so you can identify coaching opportunities. For more on this feature, see Technician Performance report template.

• Enhanced report sharing and permissions: Report permissions and sharing functionality have been updated:

  • A new Share Access button opens a list of all employees and company roles so you can quickly share reports

  • New warnings help you identify and fix any missing permissions right away without digging into your settings

  • Reports 2.0 category-based permissions have been removed, simplifying report access management. Permissions for legacy reports categories are preserved.

  • Default report permissions by role have been updated

  For more on this feature, see Manage report sharing settings.

APIs

• API changes are coming: We are working on a new set of APIs (V2 APIs) and will close our current APIs (V1 APIs) in July 2022. V2 APIs come with improved performance and security, and give you more control over your resources. We have an integration environment where you can begin testing V2 APIs, and have created a new developer portal. For more on these changes, and to request testing access see the Developer Portal.

ACCOUNTING

• Warning message when exporting bills before receipt is exported: If your account is set up to export both receipts and bills in Settings > Intacct, when you export a vendor bill and the corresponding receipt is not exported, you now get this warning message: The following bills have corresponding receipts that have not been exported. Exporting the bills before the receipts will result in blank Receipt ID and URL fields on the bill in Intacct. Proceed? This helps you avoid exporting bills that do not include receipt details. For more on this feature, see Batch, post, and export transactions.

• Select customer in AR Management: To send a statement to specific customers, you can now use the Customer filter to search. This will help you find customers faster when working in AR Management. For more on this feature, see Send customer statements.

• Prevent editing of original payment if it is refunded: When a payment is refunded partially or fully, you can no longer edit the original payment. Now if you try to edit, you get this message: Refunded payments are not editable. Delete the refund first to edit this payment. This helps keep the integrity of the data and history of all payments, regardless of their status. For more on this feature, see Edit or delete payment credits with Payment Collections.

• QBD 2.0 Customer Mapping warning message to prevent data issues: When you attempt to edit Customer Mapping in Settings > Integrations > QuickBooks Desktop, you will get a warning message: Making changes to the way customers map to QuickBooks could result in export errors, list duplicates, and AR report issues. Please confirm you would like to continue. This warning message helps you avoid changing Customer Mapping settings before you research and understand the potential results. You can change Customer Mapping settings after you confirm the message. For more on this feature, see Understand data mapping to Quickbooks Desktop.

• Export advances or deposits into general ledger accounts in QBD 2.0: Now you can export advances and deposits into a QuickBooks Desktop general ledger (GL) account instead of exporting them as payments. Advances and deposits exported as normal payments reduce your accounts receivable without representing the work that you are liable for, whereas advances and deposits exported into GL accounts don’t reduce your accounts receivable. For more on this feature, see Enable Deposit Workflow.

FORMS

• New technician Smart Fields: Fill out forms faster by using Smart Fields to auto-populate information about one or more technicians on a job. The following information about a technician can now be added to a PDF form from a timesheet using Smart Fields:

  • Technician name

  • Technician email

  • Technician phone

  • License

  • Time dispatched

  • Time arrived

  • Time done

  • Time canceled

  • Total duration on a job

  • Labor type

  For more on this feature, see Smart fields in PDF forms.

• Smart Fields for service, materials, and equipment: You can now retrieve the name, code, description and price for material, equipment, and services from an invoice. This allows for more flexibility when using invoice item codes on your PDF forms. For more on this feature, see Smart fields in PDF forms.

EQUIPMENT

• New Installed On date calculation for equipment: When you install equipment at a service location, the Installed On date now defaults to the job completion date. Previously, the date the item was added to an invoice was used. The job completion date is more accurate for measuring warranty length and replacement dates. This does not affect any previously installed equipment. For more on this feature, see Set up your account for replacement opportunities.

INVENTORY

• Choose to replenish items from their primary vendor or warehouse: When you select an item’s replenishment source in Inventory > Replenishment, you can now choose Default Replenishment Vendor or Default Replenishment Warehouse for Truck replenishment or Default Replenishment Vendor for Warehouse replenishment. This allows you to replenish an item from the desired source without needing to select the actual primary vendor or warehouse. For more on this feature, see Replenish items with purchase orders.

• Ability to add non-PO items to receipts: You can now add items to receipts that were not on the initial purchase order, which allows you to accurately record items you received even if vendors sent you incorrect items. For more on this feature, see Receive purchase orders.

JOB BOOKING/CONTACT EXPERIENCE

• Global job type mapping is now job type mapping: To make the feature name more readable, we changed Global Job Type Mapping to Job Type Mapping. For more on this feature, see Map job types.

• Improvement in job type mapping: To save you time and effort, now you can choose the job type verticals related to your business before mapping. This way you will not be distracted by unnecessary information while mapping job types. For more on this feature, see Map job types.

MARKETING PRO

• Changed integration name to Google Local Services Ads: To standardize naming and prevent confusion when using this featured integration, we updated Google local services-related mentions and references across our product and content to use the official name, Google Local Services Ads. For more on this feature, see Google Local Services Ads integration.

• Updates in the direct mail campaign metrics: New detailed metrics allow you to keep track of the entire postcard creation process, from order to shipping. This gives you more visibility into the status of your campaign. For more on this feature, see Use marketing analytics. Manage Marketing Pro functions, and Review Direct Mail campaigns.

• View and export metrics from the campaigns details page: You can now view and export the details of the metrics in Campaigns Details from Marketing Analytics. This helps to mirror the functionality the dashboard drill downs had. You can also view the details of the campaign lifecycle and the responses it received to help you better plan for the next campaigns. For more on this feature, see Use marketing analytics.

PAYROLL AND TIMESHEETS

• Extended payroll history in ServiceTitan Mobile: ServiceTitan Mobile now extends payroll history beyond four pay periods. Technicians can filter and review their payroll for all previous pay periods. For more on this feature, see Sign off on payroll in ServiceTitan Mobile and Review your paystubs in ServiceTitan Mobile.

PRICEBOOK

• Pricebook columns are now sortable and resizable: While browsing tables in your pricebook, you can resize columns and sort the table by certain columns. This new feature helps you customize pricebook views to fit your workflow. For more on this feature, see Edit pricebook items.

• New Materials section in Pricebook Connect provider catalogs: Materials in provider catalogs now appear in their own section in Pricebook Connect separate from services and equipment. This makes browsing for materials in catalogs and Pricebook Pro more efficient. For more on this feature, see Add provider catalog items to your pricebook.

PURCHASING

• Shortened item descriptions on screen and full descriptions on hover: We reduced the number of visible characters for item descriptions on Purchase Orders, Receipts, Bills, Transfers, Adjustments, and Returns when in View Mode. This allows you to see more items on screen with less scrolling, regardless of the length of the descriptions. To see an item’s full description, hover over that item description. For more on inventory and purchase orders, see Inventory and purchase orders.

REPORTING

• Previous year option in date filters: The new date filter option Last Year allows you to filter reports and dashboards from January 1 through December 31 of the previous year. For more on this feature, see Run, filter, and export reports.

SUPPORT

• Knowledge base search results filters: Now you can filter your search results by topic to find specific answers to your questions in our ServiceTitan Knowledge Base. To use, enter a specific keyword or topic in the search bar. In Results, use Filters to select as many topics to find how-to articles, FAQs, or other help documentation related to your search. Try it out by visiting the knowledge base.

TITANADVISOR

• Points recalculation for Google Local Services usage: We have revised the TitanAdvisor scoring for our Google Local Services integration. When viewing your score, this now gives you points calculation based on your usage of this feature for the last 30 days. For example, before when you were receiving bookings from Google Local Services Ads during 7 days for each booking you got one point, and for three bookings three points now you will get one point for two bookings and three points for five bookings for the bookings received in the past 30 days. For more on TitanAdvisor and how it works, see TitanAdvisor Overview.

• Accounting - QBD 2.0: When you export bills to QuickBooks, sales tax is no longer doubled. This change is for Canada only.

• Purchasing: When you create a new purchase order and automatically copy items from a job’s invoice to the PO, the items’ replenishment records are removed when the job is complete. This fix helps prevent you from ordering items that you don’t need in the future.

• Purchasing: When you create a replenishment purchase order, the cost of items is based on the current cost in the pricebook for the vendor assigned to the replenishment request. This fix ensures item costs are accurate so you don't have to update costs after you create the purchase order.