Giving equipment a real address
When a customer calls to say the rooftop unit on the southeast corner of Building A is making noise, the dispatcher has a problem. They need to identify the right piece of equipment, attach it to the job, and get a technician moving fast. Too often, that process depends on memory, a custom field someone filled in months ago, or a phone call from the parking lot.
Physical Locations and Service Areas introduces a structured way to capture where equipment is installed and what spaces it serves. That information becomes searchable, filterable, and available across the full ServiceTitan experience.
Two concepts, clearly defined
Physical location captures where a piece of equipment is installed. Contractors can build a nested hierarchy to describe a facility at whatever level of detail the job requires. A small shop might need just a single level ("Roof"). A large commercial campus might need several ("Building A > Mechanical Zone 3 > Rooftop"). Equipment is assigned to the right node, and that information travels with the record.
Service areas capture what spaces the equipment serves. A single rooftop unit might condition an entire floor, three conference rooms, and a lobby. Because individual components within a system often serve different zones, service areas are managed independently from the system level. That flexibility reflects how real commercial facilities actually work.
Field tools for finding equipment on-site
For outdoor equipment, GPS coordinates do the heavy lifting. Technicians can open a Google Maps view from the equipment record, drop a pin, and save those coordinates for anyone who shows up next.
Inside a building, GPS alone is not enough. Location attachments let technicians capture or upload photos directly to the equipment record: the hallway, the door label, the equipment tag. The next tech sees those photos before they ever step on site.
Both coordinate capture and location attachments are available exclusively in the ServiceTitan Field Mobile App (FMA).
Smarter filtering at dispatch
Physical location and service area data become filters in the equipment drawer during job booking. A dispatcher handling a rooftop complaint can filter by location and narrow a long equipment list in seconds. A call about a room with no heat? Filter by service area and find every unit that serves that space. The right equipment gets attached to the right job, faster.
Centralized area management
As equipment is tagged across a location, the data builds into a shared hierarchy accessible from the location page. The Manage Areas view lets office staff and managers see all nodes, edit naming, and add new levels as a facility grows. The system also auto-suggests location combinations based on existing nodes, so staff and technicians are not rebuilding the path from scratch every time.
Built for Enterprise Commercial. Available to all.
The feature was designed with large commercial facilities in mind, where managing hundreds of pieces of equipment requires more than memory and custom fields. But it is available to all commercial contractors across every trade and market segment. The same structure that helps a commercial HVAC contractor manage a multi-building campus works for any contractor who needs to know exactly where equipment lives and what it does.
Editable service agreement documents
Service Agreement Document Editing brings inline customization directly into Step 7 of the service agreement creation workflow. Business-development users can now edit the agreement document before sending it: adjust text, add images, insert site-specific clauses, or tailor legal language for a particular customer. Once done, the document goes out by email with e-sign support, all without leaving ServiceTitan or building a separate document template.
Coming soon
Arriving Q2 FY27
Agreement Review Agent
Reviewing a service agreement closely, line by line, takes time most operations managers don't have. The Agreement Review Agent uses AI to review an individual agreement and surface what needs attention: billing anomalies, coverage gaps, missed visits, and upcoming renewals. Instead of manually combing through an agreement to catch what's easy to miss, you get a clear, prioritized list of what actually matters, ready to act on.
Arriving Q4 FY27
Show customer-facing forms and attachments
Customers shouldn't have to call the office to track down a form or a job attachment. Today, that information often lives behind the scenes, invisible to the customer even when it directly affects their experience. Contractors will be able to flag specific forms and documents as customer-facing, at both the tenant and form level, so they can be surfaced directly inside the customer portal, starting with the job record. The result: fewer calls to the office and a portal that gives customers real visibility into their own service history.
