At ServiceTitan, we are dedicated to providing the leading business management platform that makes your Commercial Service and Construction operations run smoother and more profitable by empowering you to focus on what matters most: building and maintaining communities.
This update covers the latest features now live for Commercial Service and Construction customers across CRM, financials, service agreements, project management, and equipment.
Financials & Accounting
Get Instant Financial Reports with AI
Now you can ask questions about your financial data in plain language and get a structured report right away. Ask about financial data across your projects, business units, and invoices and get an answer on the spot. This means faster answers without routing every finance question through a data analyst.
Credit Memo
Expedite the customer credit refund process with the ability to issue credit memos that can be directly applied to outstanding invoices. Eliminate manual reconciliation and netting.
Service Agreement Management
SA Renewals: Bulk Edit and Bulk Price Increase
Select a group of expiring agreements, apply a price adjustment across all of them, and move them to renewed status in one workflow.
Built for teams managing dozens of recurring maintenance contracts at once, whether that is HVAC, refrigeration, fire and life safety, or electrical. It's a faster, more consistent way to handle renewals at scale.
Project Management & Construction
Project Plan Baselines: Lock the Original Scope
Set a baseline at project kickoff and track how the schedule and budget shift over the course of the job. For GC-facing construction work, having a clear original baseline makes it easier to manage change orders, protect margins, and have informed conversations with the general contractor when scope changes.
When things shift, your project managers have the data they need to explain what changed and why.
Equipment Management
Organize and Manage Equipment with Equipment Systems
Equipment Systems lets you group related equipment into logical, connected systems so your team can see how everything fits together and understand parent and sub-component relationships at a glance.
During repairs, your team gets a complete system view to fix root causes, not just symptoms. During maintenance, every dependent component gets covered in one visit — eliminating missed steps and costly callbacks.
CRM
Multiple Owners on an Opportunity
Opportunities can now have more than one owner. All owners see the deal in their dashboard, receive updates, and share responsibility for moving it forward. For commercial sales teams pursuing large bids that involve an estimator, an account executive, and a project lead, this means everyone is working from the same information.
It keeps large, multi-stakeholder pursuits moving even when team members change or are unavailable.
Take Control of Your Pipeline with the Leads Module
The new Leads module gives your commercial sales team a dedicated workspace inside ServiceTitan CRM to capture, track, and qualify every lead in one place. Every lead displays its status, priority, owner, and job type at a glance, and when a lead is ready to move forward, your team can convert it directly to a Job or an opportunity with a single click.
For teams managing multiple inbound channels, it keeps lead data clean and connected to the right pipeline from day one.
Communicate with Clients Directly from Every Opportunity
Your team can now compose and send emails from inside the opportunity drawer without switching to a separate tool. Contacts linked to the customer and location pre-populate automatically, every outbound thread is tied to the opportunity so the full communication record is visible to everyone on the team. This keeps your sales reps focused on closing deals rather than managing context across disconnected tools.
Enforce Deal Discipline with Smarter Task Management
Tasks in ServiceTitan CRM now include owner assignment, due dates, and priority levels, giving managers clear visibility into what is being worked and by whom.
You can configure templated task lists that apply automatically when an opportunity reaches a specific pipeline stage, and set exit criteria that prevent a deal from advancing until those tasks are complete.
For commercial sales managers, it's a straightforward way to enforce consistency across every opportunity in the pipeline.
