Add and edit notes in the ServiceTitan Field Mobile App

Overview

Add notes to work orders, customers, or locations in the ServiceTitan Field Mobile App. Notes sync with the office, giving office employees real-time field insights.

Tip: If the video doesn't play in full screen, tap More then Fit Screen .

Commercial businesses

Residential businesses

Who uses this feature

Technicians
Applies to all business types

Feature configuration

The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see System requirements and mobile app information.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
The Set notes on customer, location, or job permission is required to use this feature. Please contact the account administrator on your team.

Things to know

You can add notes to work orders, but permission is required to add notes to customer and service location records. Please contact the account administrator on your team to have permission enabled.
Notes can be added to completed work orders where no notes previously exist. For more on completed-job workflows, see Add estimates, notes, and more to completed jobs in the ServiceTitan Field Mobile App.

Add notes in the Field Mobile App

Open the work order and tap Add at the bottom of the screen.
Tap Note.
Enter your note.
Tap the Pin icon if you want to see this note first.
If your account has permission, tap the Save to dropdown to select if you want the note to be attached to the work order, customer, or service location.
Tip: Most notes are work order-specific, but you can attach them to customer or service location records if needed. For example, add a note about a security gate code to the service location, or a customer's preferred call time to their record.
When finished, tap Add (iOS) or Save (Android).

Edit notes in the Field Mobile App

Open the work order.
Scroll to the Pinned Notes section of the Work Order tab and tap View All.
On the Notes screen that opens, tap the note you want to edit.
On the Note Details screen that opens, tap Edit Note (iOS) or (Android).
Edit the note.
Tip: If your account has permission, you can reassign the note to a different record by tapping the Save to dropdown and selecting Work Order, Customer, or Location.
When finished, tap Save. The note updates with your edits.

The next time the Field Mobile App syncs, the edit shows in the work order history on the office side.