It’s April! Spring is here, and ServiceTitan is delivering a new release full of exciting updates for our customers.
Our team has been developing and refining key features across our platform. All of this leads to streamlining your operations and elevating experiences for your employees and your customers.
The Spring 2024 release for ServiceTitan is ready to rock, and this is your one-stop-shop for all the information you need to make the most of these updates.
Here are our top highlights from the Spring release:
Forms: You can now add tags to job, customer, location, and equipment records when specific responses are entered in forms, based on conditional logic. This allows you to automate workflows and drive a variety of actions based on responses entered in a form.
Job Planning: Project Portfolio is a new project tracking tool that provides a high-level overview of your projects and lets you manage different elements of your projects. You can find specific projects using various filters, group projects by specific information, and customize and save project list views.
Service Agreements: WithVisit Templates, you can build basic templates to provide visit-level cost estimates. This helps office employees accurately and efficiently build out the Scope of Work for Service Agreements.
Accounting: Ensure accountability and accuracy with ServiceTitan's Audit Trail feature, enabling thorough review and verification of all record changes, from creation to modification and deletion, ensuring any changes made to the record are complete, accurate, and authorized.
Configurable Services for Pricebook Pro: Powered by Titan Intelligence, Configurable Services automatically surfaces your relevant vendor materials for technicians to identify what’s being used on the job. This results in more accurate estimates and simplifies material tracking to maximize revenue. Configurable Services also makes it easy to start using Inventory in ServiceTitan with Pricebook Pro.
All New Scheduling Pro (Coming Soon): Introducing the new Scheduling Pro, a fully integrated online booking tool built for ServiceTitan contractors. Onboard in minutes, allowing customers to book jobs to your dispatch board instantly. New mobile-first, optimized UI to maximize conversions of job bookings plus advanced configurations to improve the contractor experience. Get on the Early Access Waitlist here.
Let’s get right to it! Here is a guide to all the resources you need to manage the Spring release:
Video: The Blue Collar Nerd reviews all the highlights of the release in this video.
Release Highlights: The top features, at a glance. Download here.
YAWL (You Asked, We Listened): Within the Release Notes, we’ve noted all the features that we improved thanks to your feedback and guidance — starting with this blog post, and all the updates to the release program overall.
Other YAWL highlights:
Use Accounting Periods to control when transactions can be created, edited, and deleted: You now control when a period is open or closed and can automate the closing of periods to ensure your accounting records are accurate and complete.
New Notes section in office and mobile estimates: You can now view and add internal notes to estimates in ServiceTitan and ServiceTitan Mobile to keep track of important information.
Task button renamed to Services in Estimates: Now, when you add or update Pricebook services on the Estimate screen, the Task button is named Services for consistency purposes across different areas of the product.
New setting to enable rounding in Dynamic Pricing: You can now select rounding as a setting in Dynamic Pricing so that the Dynamic Pricing price is rounded to the nearest dollar or tens or hundreds of dollars.
Check out all these highlights, marked with a fancy cowboy hat icon, in the release notes.
And then finally, keep these resources handy as well:
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