Add notes and media to a Service Agreement visit in the ServiceTitan Field Mobile App

Overview

Use the ServiceTitan Field Mobile App to add notes and upload photos, videos, and files to your Service Agreement job, providing real-time insights from the field.

Add notes

1. Tap your job to open it, then tap Add.

2. Tap Note. 

3. Enter your note.

4. Tap the Pin icon if you want to see this note first. 

5. Tap Save to to select where you want the note to be attached to:

   • Customer

   • Location

   • Job 

6. When finished, tap Add (iOS) or Save (Android).

Edit notes

1. Tap your job to open it.

2. On the Job tab, scroll to the Pinned Notes section 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, you can:

   1. Tap Edit Note (iOS) or (Android) to edit the note.

   2. Tap Delete to delete the note.

5. When finished, tap Save. The note updates with your edits.

Capture or upload photos and videos

Capture or upload photos and videos to provide a visual record of the work done. The media appears in the job and can be viewed by the office employees in the job history.

To capture or upload a photo or video:

1. Tap your job to open it, then tap Add. 

2. To take a new photo or video, tap Take Photo or Video on iOS devices and Take Photo  or Capture Video on Android devices.

3. To upload a photo or video, tap Upload Photo or video .

4. To upload a file, tap Upload File .

Rename or delete photos and videos

After you capture or upload media to a job, you can rename it to help you easily find and reference it later.

To rename a photo:

1. Tap your job to open it, then scroll to the Media section on the Job tab.

2. Tap the photo or video you want to rename and tap Edit . 

3. Enter a name for the image or video.

4. Tap outside the image to save (iOS) or tap Save (Android).

To delete a photo:

1. Tap your job to open it, then scroll to the Media section on the Job tab.

2. Tap the photo or video you want to delete and tap Delete .

You can also edit or delete media from the Media screen:

1. Tap your job to open it, then scroll to the Media section on the Job tab.

2. Tap View all. 

3. Tap More for the media you want to edit or delete.

4. From the Actions pop-up, select Rename or Delete . 

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