Description
Carla Lynn, Customer Marketing Manager at ServiceTitan, joins the show to break down the 2026 winter release highlights for ServiceTitan. This episode explores four major updates designed to streamline operations: enhancements to the Field Mobile app for better project visibility, the new Atlas-powered Rule Builder for adaptive capacity, three-way matching in accounts payable to protect the bottom line, and a centralized hub for end-to-end construction management. Carla also introduces the new Release Hub, a centralized knowledge base where users can preview walkthrough videos and test upcoming features in their “Next” environment before they go live.
Join us as we discuss:
[1:39] Field Mobile app enhancements, including technician appointment summaries
[4:19] The Atlas Rule Builder for strategic rules in adaptive capacity planning
[7:48] How new three-way matching in accounts payable protects your bottom line
[9:37] End-to-end construction management for residential and commercial builders
[13:58] Where customers can provide feedback and provide ideas for future updates
Check out these resources we mentioned during the podcast:
Pro Tips for ServiceTitan Mobile Training and Adoption with Tim Newhook
Discover the New ServiceTitan Field Mobile App: Less Screen Time, More Wrench Time with David Erickson
How to Set Up Adaptive Capacity Strategic Rules with Zack Kays
You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.
Know a business that could use a bit of muscle from ServiceTitan? Refer them here!
Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.
Hosted on Ausha. See ausha.co/privacy-policy for more information.