Book a job for an existing service location in the ServiceTitan Field Mobile App

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Overview

Book a new work order for an existing service location and customer in the Field Mobile App. This allows for quick upsells and accurate logging to reduce office workload.

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


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 (through the office) or reach out directly to support@servicetitan.com.

  • The Book job permission is required to book work orders for yourself in the Field Mobile App. Please contact the account administrator on your team.

Things to know

Create a Work Order from an existing service location in the Field Mobile App

  1. Open the Field Mobile App and tap Menu at the bottom of the screen.

  2. On the Account screen that opens, tap Create a Work Order.

    Menu screen highlights the Create Work Order shortcut alongside Tasks and a user profile.

  3. On the Create Work Order screen that opens, use the Search box to find the service location. You can search by name, location, phone number, or email address.

  4. Tap Add next to the location address. 

    Create Work Order screen shows ABC Child Care Center search result with an add button highlighted for selection.

  5. On the screen that opens, enter the required work order details:

    • Work Order Type

    • Business Unit

    • Marketing Campaign

    • Priority

    • Start Date & Time

    • Arrival Window

    • Summary (Optional)

    • Send booking confirmation (Optional)

  6. When finished, tap Create Work Order. 

    Create work order mobile form-2.png

If your office has enabled the Leave Unassigned permission for you, an Assigned Technician field appears in the booking flow. The field defaults to you. To leave the work order unassigned for dispatcher routing, tap the field and select Unassigned. When finished, tap Create Work Order.

Work order form for Facebook advertising shows normal priority, scheduled date, time, arrival window, and unassigned technician.

Note: If the Leave Unassigned permission is not enabled for your account, the Assigned Technician field does not appear and work orders continue to be automatically assigned to you when you tap Create Work Order.

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