Release # 70 | Release Notes Overview Summer 2024

Introduction

This tutorial provides a comprehensive overview of the key features and updates released in ServiceTitan's Release #70 for Summer 2024. Whether you're an accountant, a team manager, or involved in dispatch and marketing, this guide will help you navigate the new functionalities and enhance your workflow.

Step 1: Understanding Accounting Updates

ServiceTitan has introduced several enhancements in the accounting module. Here’s what to look out for:

• Improved Reporting: Access more detailed reports to analyze financial performance.
• Streamlined Invoicing: Simplified processes for creating and sending invoices.
• Tips: Regularly review your reports to ensure accuracy and timely updates.

Step 2: Syncing Contact Methods

This update allows for better management of client communications.

• New Sync Options: Integrate multiple contact methods (email, SMS) seamlessly.
• Setup Instructions:
  1. Go to Settings.
  2. Select Communication Preferences.
  3. Choose the desired contact methods to sync.
• Tip: Keep your contact list updated to ensure efficient communication.

Step 3: Enhancing Teams Management

The teams management feature has been upgraded for better collaboration.

• Team Creation: Easily create and manage teams within the platform.
• Roles and Permissions: Assign specific roles to team members to enhance accountability.
• Tip: Regularly review team roles to ensure they align with current projects.

Step 4: Leveraging Dispatch Pro

The Dispatch Pro feature has received significant improvements.

• Real-Time Dispatching: Get real-time updates on job statuses and technician locations.
• Optimized Scheduling: Utilize new scheduling tools for better resource allocation.
• Tip: Monitor dispatch metrics to improve operational efficiency.

Step 5: Working with Estimates

Updates in the estimates module aim to streamline the quoting process.

• Quick Estimate Generation: Create and send estimates faster with new templates.
• Client Follow-Up: Automate follow-ups on estimates to increase conversion rates.
• Tip: Use the provided templates for consistency in communication.

Step 6: Enhanced Goodleap Integration

Integrating with Goodleap has been improved for better financing options.

• Easier Financing Options: Access and present financing options directly within the platform.
• Application Process: Simplified steps for clients to apply for financing.
• Tip: Familiarize yourself with the financing features to assist clients effectively.

Step 7: Enhanced ServiceChannel Integration

The integration with ServiceChannel has been optimized.

• Streamlined Communication: Better flow of information between ServiceTitan and ServiceChannel.
• Improved Work Order Management: Enhanced features for managing work orders.
• Tip: Regularly check the integration settings to ensure smooth operation.

Step 8: Text Formatting in Job Summaries

The ability to format text in job summaries has been added.

• Formatting Tools: Use bold, italics, and bullet points for clarity in job summaries.
• Application: Make your job summaries more readable and professional.
• Tip: Consistently use formatting to enhance communication with clients.

Step 9: Utilizing SMS Campaigns in Marketing Pro

Marketing Pro now includes the ability to run SMS campaigns.

• Create Campaigns: Design and launch SMS campaigns to engage clients.
• Tracking and Analytics: Monitor the success of your campaigns through built-in analytics.
• Tip: Experiment with different messages to determine what resonates best with your audience.

Step 10: Managing Suspended Membership Notifications

Stay informed about suspended memberships with new notifications.

• Automatic Alerts: Receive alerts when a membership is suspended.
• Action Steps: Quickly address issues to retain customers.
• Tip: Review membership statuses regularly to prevent lapses.

Step 11: Configuring Services for Core Pricebook

The core pricebook is now more configurable.

• Customizable Services: Tailor services offered in your pricebook based on customer needs.
• Setup Instructions:
  1. Navigate to the Pricebook section.
  2. Select Services.
  3. Customize as needed.
• Tip: Regularly update your pricebook to reflect current offerings.

Step 12: Understanding Service Agreements

Service agreements have been enhanced for better management.

• New Templates: Utilize updated templates for creating service agreements.
• Client Management: Easily manage and renew agreements.
• Tip: Keep track of expiration dates to maintain client relationships.

Step 13: Using Assemblies for Quicker POs

Assemblies can now be used to speed up the purchase order process.

• Create Assemblies: Group similar items for faster ordering.
• Application: Use assemblies to reduce time spent on purchase orders.
• Tip: Regularly review assembly items for accuracy and relevance.

Conclusion

ServiceTitan's Release #70 provides numerous enhancements that can significantly improve your operational efficiency and customer engagement. By familiarizing yourself with these new features, you can maximize your use of the platform. Take the time to explore each update and apply them to your daily tasks for the best results.