Release #69 | Release Notes Overview Spring 2024

Introduction

This tutorial provides an overview of the key features and updates in the ServiceTitan Spring 2024 Release #69. The information is designed to help users navigate new functionalities effectively, enhancing their experience with the platform.

Step 1: Accounting Enhancements

• Improved Features: Familiarize yourself with the new accounting features that streamline financial management.
• Action Items:
  • Review your current accounting processes to identify areas that can benefit from these enhancements.
  • Update your accounting settings in ServiceTitan to utilize the latest features.

Step 2: Utilizing Dispatch Pro

• Overview: Dispatch Pro has received significant updates that improve scheduling and dispatching efficiency.
• Action Items:
  • Watch the dedicated Dispatch Pro video for in-depth insights: Dispatch Pro Tutorial.
  • Implement any new features that can optimize your dispatching workflow.

Step 3: Crafting Accurate Estimates

• Key Changes: The estimates functionality has been refined for better accuracy and user experience.
• Action Items:
  • Explore the updated estimate templates and tools.
  • Train your team on how to create estimates using the new features to ensure consistency and accuracy.

Step 4: Enhanced Payment Statuses

• New Features: Payment statuses now provide clearer insights into transaction progress.
• Action Items:
  • Update your payment tracking processes to incorporate these enhanced statuses.
  • Ensure your team is trained on how to interpret these statuses for improved customer communication.

Step 5: Adding Tags with Condition Logic in Forms

• Functionality: You can now add tags to forms using condition logic for better categorization.
• Action Items:
  • Review your existing forms and consider how tags can improve data organization.
  • Implement condition logic to automatically assign tags based on user inputs.

Step 6: Inventory Management Updates

• Improvements: The inventory management system has been updated for better tracking and management.
• Action Items:
  • Take inventory of your current stock and update it in ServiceTitan.
  • Use the new features to set reorder alerts and manage inventory levels effectively.

Step 7: Increased Dropdown Limit for Custom Fields

• Enhancement: The limit for dropdown custom fields has been increased, allowing for more options.
• Action Items:
  • Review and update any forms that utilize custom fields.
  • Consider how additional options might help in data collection and reporting.

Step 8: Projects Functionality

• New Features: The Projects section has been enhanced for better project management.
• Action Items:
  • Familiarize yourself with the new project management tools.
  • Train your team on how to use these tools for better project tracking and reporting.

Step 9: New Thumbtack Integration

• Integration Overview: A new integration with Thumbtack allows for easier client acquisition.
• Action Items:
  • Connect your ServiceTitan account with Thumbtack to start benefiting from this integration.
  • Monitor the results and adjust your marketing strategies accordingly.

Step 10: Configurable Services for PB Pro

• Feature Update: Services are now more configurable, enhancing customization for users.
• Action Items:
  • Review your service offerings and modify them using the new configuration options.
  • Ensure that your team is aware of the changes to avoid confusion.

Step 11: Displaying Savings on Invoices

• New Feature: Invoices can now display savings and potential savings clearly.
• Action Items:
  • Update your invoice templates to include savings information.
  • Inform your team about how to communicate these savings to clients effectively.

Step 12: Rounding in Dynamic Pricing

• Feature Overview: There are new rounding options available for dynamic pricing models.
• Action Items:
  • Review your pricing strategies and implement the rounding options where applicable.
  • Test the new pricing setup to ensure it meets your business needs.

Step 13: Managing Commercial Service Agreements

• Enhancements: The management of commercial service agreements has been improved.
• Action Items:
  • Review your existing service agreements and update them as needed.
  • Train your staff on the new features for managing these agreements effectively.

Conclusion

By following these steps, you can effectively utilize the new features and enhancements introduced in ServiceTitan's Spring 2024 Release #69. Consider watching the linked tutorials for deeper insights and ensure your team is trained on these updates for a smooth transition. For further assistance, don't hesitate to book a demo with ServiceTitan if you're not yet a user.