--- title: "Add and edit notes in the ServiceTitan Field Mobile App" slug: "add-and-edit-notes-in-the-servicetitan-field-mobile-app" tags: ["Area - Jobs, Appts, Projects", "Area - Field Mobile App (FMA)", "Area - Customer and Location", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Technician"] updated: 2026-11-02T10:27:09Z published: 2026-11-02T10:27:09Z canonical: "help.servicetitan.com/add-and-edit-notes-in-the-servicetitan-field-mobile-app" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # 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] > **Tip:** If the video doesn't play in full screen, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-horiz.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A08Z&se=2026-11-09T11%3A57%3A08Z&sr=c&sp=r&sig=TqQ84b90k0%2BF3P8ubQAwIsL58iZfTWGqDezb1AQKaWw%3D) then **Fit Screen** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-fit-screen.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A08Z&se=2026-11-09T11%3A57%3A08Z&sr=c&sp=r&sig=TqQ84b90k0%2BF3P8ubQAwIsL58iZfTWGqDezb1AQKaWw%3D). ### Commercial businesses [KB - Add and Edit Notes in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/qky38gpigy?web_component=true&seo=true&videoFoam=false) ### Residential businesses [KB - Add and Edit Notes in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/tl7rfxgh9f?web_component=true&seo=true&videoFoam=false) --- ### #### 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](/v1/docs/system-requirements). - If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto: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](/commercial/docs/add-estimates-notes-and-more-to-completed-jobs-in-servicetitan-field-mobile-app). ## Add notes in the Field Mobile App 1. Open the work order and tap **Add** at the bottom of the screen. ![Mobile work order screen shows a working residential warranty job with location details and highlighted Add button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Residential%20work%20order%20details-8(1).png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A08Z&se=2026-11-09T11%3A57%3A08Z&sr=c&sp=r&sig=TqQ84b90k0%2BF3P8ubQAwIsL58iZfTWGqDezb1AQKaWw%3D) 2. Tap **Note**. ![Menu options for adding items, highlighting the 'Note' selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-notes-in-the-servicetitan-field-mobile-app-image-tsu4vd3w.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A08Z&se=2026-11-09T11%3A57%3A08Z&sr=c&sp=r&sig=TqQ84b90k0%2BF3P8ubQAwIsL58iZfTWGqDezb1AQKaWw%3D) 3. Enter your note. 4. Tap the **Pin** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-edit-notes-in-the-servicetitan-field-mobile-app-image-965zk9l2.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A08Z&se=2026-11-09T11%3A57%3A08Z&sr=c&sp=r&sig=TqQ84b90k0%2BF3P8ubQAwIsL58iZfTWGqDezb1AQKaWw%3D) icon if you want to see this note first. 5. 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. ![Note menu lists Customer, selected Work Order, and Location options with a close button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Work%20Order%20label%20update.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A08Z&se=2026-11-09T11%3A57%3A08Z&sr=c&sp=r&sig=TqQ84b90k0%2BF3P8ubQAwIsL58iZfTWGqDezb1AQKaWw%3D) > [!TIP] > **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. 6. When finished, tap **Add** (iOS) or **Save** (Android). ## Edit notes in the Field Mobile App 1. Open the work order. 2. Scroll to the *Pinned Notes* section of the *Work Order* tab and tap **View All**. 3. On the *Notes* screen that opens, tap the note you want to edit. 4. On the *Note Details* screen that opens, tap **Edit Note** (iOS) or ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A08Z&se=2026-11-09T11%3A57%3A08Z&sr=c&sp=r&sig=TqQ84b90k0%2BF3P8ubQAwIsL58iZfTWGqDezb1AQKaWw%3D) (Android). 5. Edit the note. > [!TIP] > **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**. 6. 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. ## Want to learn more? - See [Manage photos, videos, and files in the ServiceTitan Field Mobile App](/commercial/docs/manage-photos-videos-and-files-in-the-servicetitan-field-mobile-app) - See [Manage location-related documents and media in the ServiceTitan Field Mobile App](/commercial/docs/manage-location-related-documents-and-media-in-the-servicetitan-field-mobile-app)