Overview
Complete a work order after all technicians and appointments are marked Done. This updates the work order's status, ensuring all work is properly tracked.
To complete a work order, you need to complete the required forms, finalize the invoice, accept payment if the customer is paying right now, and get the customer's signature on the final invoice.
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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.
Things to know
Don't complete a work order if there are more appointments or technicians on the work order. Any technicians working or scheduled on other appointments will lose access to the work order when it's completed. Instead, mark the appointment as Complete.
Additional steps may be required for your business's work order workflow. Check with your field manager to learn more about any additional steps you need to complete.
There are a few things that block a work order from being completed:
A required form needs to be filled out
Required signatures need to be collected
Required equipment details need to be entered
In most cases, ServiceTitan requires at least one valid, active managed technician to perform work on a work order and generate a timesheet before it can be marked as complete, even if the work order's invoice is $0. If the work order is associated with a project, a managed technician with a timesheet entry must be on one of the work orders also associated with the project, excluding work orders with Sold estimates. For more, see Managed technicians and non-managed technicians in the ServiceTitan Field Mobile App.
Note: If the work order does have a managed technician with a timesheet but you still see a message stating Action Required: Managed Technician Not Detected, review the Common scenarios and solutions in this article for troubleshooting steps.
If you have the Book job permission, you can tap Schedule Another Work Order from the Close Out screen to schedule a new work order for the same customer without exiting the Close Out flow. For more, see Schedule another job during closeout in the ServiceTitan Field Mobile App.
Complete a work order in the Field Mobile App
Open the work order and tap Close Out.
On the Close Out screen that opens, tap Complete Work Order.
Note: If there are remaining technicians or appointments on the work order, you'll see Mark myself as done or Complete Appointment instead. All technicians and appointments on a work order must be marked Done before you can complete the work order.
On the Complete Work Order screen that opens, tap Complete Work Order.
Note: Make sure required forms are filled out, required signatures are collected, and required equipment details are entered.
Note: If needed, you can also complete a work order by tapping Close Out > Mark myself as done or Complete Appointment > Close out work order instead.
If your work order has transferred materials with unconsumed quantities, a warning appears before the appointment is completed. You can return to the Consumption tab to consume or return the remaining items, or proceed with completing the appointment. For more, see Record inventory consumption for transferred materials in the ServiceTitan Field Mobile App.
Tip: If you have the Enable Visit Assistant permission, you can have customers review and sign required work order signatures from their own device, without needing to share yours. For more, see Use the contactless experience for required work order signatures in the ServiceTitan Field Mobile App.