---
title: "Add notes and media to a Service Agreement visit in the ServiceTitan Field Mobile App"
slug: "add-notes-media-service-agreement-visit-servicetitan-field-mobile-app"
tags: ["Area - Service Agreements", "Area - Field Mobile App (FMA)", "Type - Commercial", "Focus - Service Replacement", "Role - Technician"]
updated: 2026-11-02T09:28:42Z
published: 2026-11-02T09:28:42Z
canonical: "help.servicetitan.com/add-notes-media-service-agreement-visit-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 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 work order, providing real-time insights from the field.

> [!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%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%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%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D).

[KB - Add Notes and Media to a Service Agreement Visit in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/0itjyyjqh9?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Technicians
- Primarily for Commercial Service and Replacement 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).
- Permissions are required to use certain features in the ServiceTitan Field Mobile App. Please contact the account administrator on your team.

## Add notes

1. Tap your work order to open it, then tap **Add**.
2. Tap **Note**. ![Menu options for HVAC maintenance including adding notes and capturing media.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-bmpc3n8p.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D)
3. Enter your note.
4. Tap the **Pin** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-5ysie3f9.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D) icon if you want to see this note first. ![Note section indicating replaced contactor and system testing with save options below.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-cvloyeiy.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D)
5. Tap **Save to** to select where you want the note to be attached to:
  - Customer
  - Location
  - Work Order ![Note indicating replaced contactor and system testing, with options to save details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-tqdnghsl.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D)
6. When finished, tap **Add** (iOS) or **Save** (Android).

## Edit notes

1. Tap your work order to open it.
2. On the *Work Order* tab, scroll to the *Pinned Notes* section and tap **View all**.

![HVAC work order with pinned note-4.png](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/HVAC%20work%20order%20with%20pinned%20note-4.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D)
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 ![](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%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D) (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 work order and can be viewed by the office employees in the work order history.

To capture or upload a photo or video:

1. Tap your work order to open it, then tap **Add**.

![Work order screen shows a confirmed appointment, customer details, special instructions, Add menu, and Dispatch.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793611668637.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D)
2. To take a new photo or video, tap **Take Photo** or **Video** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-a-photo.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D) on iOS devices and **Take Photo** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-a-photo.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D) or **Capture Video** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-video-call.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D) on Android devices.
3. To upload a photo or video, tap **Upload Photo or video** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-upload.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D).
4. To upload a file, tap **Upload File** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-upload-file.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D).

## Rename or delete photos and videos

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

To rename a photo:

1. Tap your work order to open it, then scroll to the *Media* section on the *Work Order* tab.
2. Tap the photo or video you want to rename and tap **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-9kbnldi8.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D). ![View of industrial ceiling with ducts and air conditioning units visible.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-avtmst9j.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D)
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 work order to open it, then scroll to the *Media* section on the *Work Order* tab.
2. Tap the photo or video you want to delete and tap **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D).

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

1. Tap your work order to open it, then scroll to the *Media* section on the *Work Order* tab.
2. Tap **View all**.

![HVAC maintenance work order displays a third-floor tag, equipment media, and options to add or close out.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/HVAC%20work%20order%20maintenance%20screen-5.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D)
3. Tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D) for the media you want to edit or delete.
4. From the Actions pop-up, select **Rename** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-9kbnldi8.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D) or **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D). ![HVAC maintenance job details with options to rename or delete files displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-llxhzil3.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A28Z&se=2026-11-09T11%3A57%3A28Z&sr=c&sp=r&sig=lek6cRfY%2F4xYRbe8hc20gZu%2FGncu3QApl4LrhqvhQ%2BQ%3D)

## Want to learn more?

- Previous topic: [Track equipment-related tasks for a Service Agreement visit in the ServiceTitan Field Mobile App](/commercial/docs/track-equipment-related-tasks-service-agreement-visit-servicetitan-1)
- Next topic: [Complete a Service Agreement visit in the ServiceTitan Field Mobile App](/commercial/docs/complete-a-service-agreement-visit-in-the-servicetitan-field-mobile-app)