Release Notes ST–58

ACCOUNTING

• Enter payments for multiple customers in the same screen: A new Collect Multiple Payments screen allows you to enter payments for multiple customers at the same time so you don’t have to navigate to each customer’s profile to add a payment. For more on this feature, see Collect payments from multiple customers.

COMMUNITY

• A new ServiceTitan Community is launching in Spring 2022: This new Community will help you get the most out of ServiceTitan through active and engaging experiences. Here you'll find expert advice from peers and ServiceTitan Certified Administrators (STCAs) and Providers (STCPs) across key topics. Additionally, you'll be able to search for answers across all official product training and knowledge resources, empowering you to grow professionally by expanding your knowledge and network. Note: Our existing Community will be temporarily read-only beginning February 22. You may continue to search and view content, but commenting or creating new posts, submitting or voting for product ideas, and filing support cases through Community will be temporarily unavailable. You can still reach out to support by the in-app help widget.

Onboarding

• Enhanced Permissions Experience: We have redesigned the User Settings area, making it much easier to locate and manage your user permissions and user info pages.

  • New features include:

    • New search filter to help you locate permissions 

    • Hover over a permission for its description

    • Moved Role Permissions from Operation menu to People menu

    • Updated Employee and Technician info pages 

  For more on this feature, see Settings and visit ServiceTitan Academy to enroll in Managing ServiceTitan Permissions & Roles.

FORMS AND MEDIA

• Technician Forms: In ServiceTitan you can create a form and assign it to a technician. After doing this, technicians will be able to fill out non-job related forms, such as COVID 19 symptom check-in, safety meetings, truck inspections, and so on in the new My Forms tab in ServiceTitan Mobile. For more on this feature, see Trigger technician forms and visit ServiceTitan Academy to enroll in Technician Forms.

JOBS AND PROJECTS

• Project Page Redesign: The Project page redesign improves the overall user experience. Now it has a more structured view of project information, a navigation menu that helps jump to different sections quickly, inline editing, and action buttons that help office staff work more efficiently. For more on this feature, see Create a project and visit ServiceTitan Academy to enroll in Project Page Redesign.

REPORTING

• Added Appointment Key Performance Indicators to Jobs Data Set: We have added Upcoming Appointment Start Date, Upcoming Appointment Start Time, Upcoming Appointment Technicians, and Upcoming Appointment Confirmed to the Jobs data set in Reports. This helps you better understand and plan your upcoming work. For more on this feature, see Run custom appointments reports.

PURCHASING

• Can receive more quantity of an item than was ordered: When purchasing managers create receipts for items, they can now record a Quantity Received that is greater than the Quantity Outstanding. This allows purchasing managers to account for extra items they receive from vendors. For more on this feature, see Receive purchase orders or, for serialized inventory, see Receive a shipment.

ACCOUNTING

• Create customer statements that include only invoices with a certain export status: When you create customer statements from the AR Management screen, you can now choose to include only invoices that have a certain export status, such as pending, posted, and exported. This reduces the amount of unnecessary information that is included on the statements. For more on this feature, see Send customer statements or Send balance forward statements and visit ServiceTitan Academy to enroll in Send Customer Statements.

• Create customer statements as of a certain date in AR Management: In the AR Management screen, you can now create customer statements that show transactions as of a certain date, which allows you to generate a list of outstanding transactions, such as transactions not paid or not fully paid, as of that date. For more on this feature, see Send customer statements.

• Set a rule that determines how frequently you can send AR statements in bulk: A new optional setting, Statement Send Frequency, in Settings > Invoicing > Customer Statement, allows you to specify the number of weeks that you must wait between sending statements in bulk by email and print. The frequency appears on the AR Management screen so you can filter statements and control which statements to send. For more on this feature, see Send customer statements.

• Payment Split error is hidden if it’s the only error while exporting batches: If you export a batch of transactions and ServiceTitan can’t automatically apply a payment and invoice together, you will no longer see a Payment Split error if that is the only error. All transactions will still export, as they did before this update, but the error will be hidden to avoid confusion. For more on this feature, see Resolve QuickBooks Desktop integration export error messages.

API

• GET V1 Customer endpoint is updated: The new endpoint is api.servicetitan.com/v1/customers and it helps users filter or search for data before the year 2010. For more on this API endpoint see https://docs.servicetitan.com/ > Customer > GET /v1/customers.

FORMS AND MEDIA

• Additional Smart Fields in PDF forms: Now in ServiceTitan there are three new smart fields that automatically populate details into a PDF form:

  • Invoice Item 1 Subtotal  (II1ST)

  • Estimate 1 Item 1 Subtotal (E1I1ST)

  • Invoice Subtotal (IST)

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

INVENTORY

• Add the current average cost of items to report templates: Inventory managers can add the current average cost of items to the following report templates: Aggregate Inventory Stock, Aggregate Inventory Stock Report for Serialized Items, and Inventory Line Items. This allows them to see the average cost of every item in one place when they create reports based on those templates. For more on this feature, see Create custom reports.

MARKETING PRO

• Auto-verification of Reviews: When turning on the new auto-verification feature in Reputation the algorithm will automatically verify the reviews that have higher accuracy. The threshold is defined based on statistical analysis and beta tests. This feature helps in saving the time you spend on verifying reviews with higher accuracy. For more on this feature, see Manage reviews.

Membership

• Added Item Description Key Performance Indicator to Recurring Services Dataset: We have added the Item Description KPI to the Recurring Service dataset. This helps you see more detail on items included in the recurring service when running reports. For more on this feature, see Recurring Services - Upcoming Appointments report template.

• Added Historic Insight Data to Customer Memberships Data Set: We have added new columns and a new filter to the Customer Membership report template. These additions allow you to compare current states of memberships to historic states, giving you insight into growth and retention for your memberships. They also give you new ways to audit your membership workflows.

  • Updates include:

    • Current Status column (formerly called Membership Status)

    • Current Status Change Date column

    • Status As Of column

    • Status Change As Of column

    • Status As Of Date filter

  For more on this feature, see Customer Memberships report template.

• Added Historic Insight Data to Memberships Summary Data Set: We have added a new column and new filters to the Memberships Summary report template. We also added new columns to the drill down data in this report.

  • Updates include:

    • Active Type column

    • Business Unit filter

    • Zip Code filter

    • Include Inactive Membership Types filter

    • New drill down data columns (Customer Membership ID, Business Unit, Sold By, Status Change As Of Date)

  With the inclusion of the new inactive membership types filter this report should now accurately and reliably reflect your membership program. For more on this feature, see Membership Summary report template.

• Assign Membership Business Unit Based on Invoice Business Unit: We have updated how business units are assigned to memberships. Now a membership’s business unit will be assigned based on the invoice item business unit when a renewal or sales task is added to an invoice. This will allow you to assign a different business unit to the membership than the business unit of the invoice. For more on this feature, see Sell memberships from the office and Sell memberships in ServiceTitan mobile.

Onboarding

• Removed Save Redirect When Creating a New User: We have removed the save redirect that occurred when creating a new user. Now, instead of being redirected to the Users list, you will stay on the User Info page when you click save. For more on this feature, see Add and manage office employee profiles.

PAYROLL AND TIMESHEETS

• Add Default Start/End Times on Technician Timesheets: We have added default start and end times for Technician timesheet events created or edited by an office user. This makes it easier to quickly manage timesheets. For more on this feature, see Edit technician timesheets.

• Log Total Gross Pay in Audit Trail for Each Payroll Period: We have added the Total Gross Pay amount to events approved or disputed by employees in the Audit Trail. This allows you to easily see the total pay that was approved or disputed for that payroll period. For more on this feature, see Review payroll.

• Redesigned Technician and Employee Profile Edit Screens: The Edit Technician and Edit Employee screens have been redesigned to make entering payroll details more intuitive so your team members are paid properly. For more on this feature, see Set up payroll for office employees and Enter payroll settings.

PURCHASING

• View long lists of documents attached to purchase orders: When multiple documents are attached to a purchase order and you click the Documents link, a popup window lists up to five bills and five receipts and includes a link to view all bills or receipts. This improvement makes it easier to view long lists of documents that are attached to purchase orders. For more on this feature, see View bills and receipts from a purchase order.

• Purchase orders show all items received based on receipts attached to purchase orders: Purchase orders (PO) now show all items that were received based on the receipts that are attached to a PO, including items that were not on the original PO. This helps inform purchasing managers of all items received as a result of a PO, even when items received were different than ordered. For more on this feature, see Purchasing.

• Prevent inventory personnel from editing notes on customer records but allow personnel to comment on inventory transactions: A new Edit Note permission allows owners to control who can edit notes on customer records and who can comment on inventory transactions. When personnel have permission to edit notes, they can edit notes on customer records. When personnel do not have permission to edit notes, they can still add, pin, edit, and remove comments on inventory transactions which still allows them to relay internal information. For more on this feature, see articles about setting permissions for individuals and roles.

• Update project numbers on purchase orders: Purchasing managers can now update the project number on a purchase order (PO), which allows them to move a PO that was incorrectly assigned instead of having to cancel the PO and create a new PO. For more on this feature, see Edit a purchase order from the office.

• The Bills link was removed from the side panel navigation: Considering billing and accounts payable are part of the Accounting Module, we removed the Bills link from the side panel in the Inventory Module to avoid confusion. To access bills, go to Accounting in the main navigation bar, then click Bills in the side panel. For more on this feature, see Manage bills.

Pricebook

• Changes to AutoDismiss feature: Now you can select which fields you want to be auto- updated, auto-dismissed, or manually managed in Pricebook Connect.

  • When you select the Auto Update option, whenever a supplier is making an update to that field, it should be automatically updated in your pricebook. Note: You set the fields to be updated once but you can make changes, for example, change cost prices, etc. 

  • When you select the Auto Dismiss option, you select a provider’s field updates that you don’t want to apply to your pricebook. Note: These updates will appear in the Dismiss tab where you can either dismiss them or make changes.

  • When you select the Manual option, you update fields manually in your pricebook. Note: When the supplier makes changes, they appear on the Updates page. You can decide if you want to manually update them or dismiss them.

  For more on this feature, see Update your pricebook with Pricebook Connect.

• Changes in Updates section: Now you can access the Updates, Dismissed Updates and History log pages from a dropdown menu in Pricebook Connect. This helps you view the Updates page with all the necessary information. For more on this feature, see Update your pricebook with Pricebook Connect.

• History Log in Pricebook Connect: Now you can view item changes in the History log option in Pricebook Connect. This is only for the items that are downloaded from Pricebook Connect, and the changes that are being made from Pricebook Connect. This way you will monitor services, materials, and equipment by providers. For more on this feature, see Update your pricebook with Pricebook Connect.

• History of items in the expanded mode: Now you can view the changes that happened to Pricebook items in the expanded mode. This helps you monitor changes in the Updated Fields, Your Pricebook, and New Updated fields in Pricebook Connect. For more on this feature, see Update your pricebook with Pricebook Connect.

SUPPORT

• Help widget improvements: Now you can provide more details when you create a support case in the help widget. This way our customer support associates can provide a faster solution to your issue. For example, if you select the Invoicing component when creating a support case, you will be asked to provide an invoice number. Or if you select the Reporting component, you will be asked to provide a report name. You can access the Help widget by clicking the ? icon in the upper right section of ServiceTitan, or see Contact Technical Support to learn the various ways you can get in touch with our Technical Support team.

SUPPLY CHAIN

• Warning message for Procure-to-Pay (P2P) users: Now when P2P users send an electronic purchase order and the line item quantity is invalid, users will receive a warning message. This way, users can correct the quantity before sending the purchase order to the vendor. For more information on this feature, see Send a purchase order electronically.

• Jobs and Projects: Before, when you searched for a customer in the Customer PO# field, you had to enter the entire customer PO (Purchase Order) number to be able to find that job. Now you can search in the PO # field and enter only a portion of the number and the system will show all jobs  starting or ending with those same numbers.