Field Mobile App cheat sheet

Home

Shows your current work orders scheduled for today. Tap View all to access more work orders in the following tabs:

• Upcoming: Work Orders scheduled for tomorrow and other future work orders assigned to you. It also includes work orders in the past that are still in Scheduled status. It does not include work orders in Working or Dispatched status.

• Previous: Previously completed and canceled work orders. You can search for previous work orders, customers, or locations and filter previous work orders by their start and end date.

• Paused: Paused and on-hold work orders. You can re-dispatch yourself to a Paused work order and view your On Hold work orders. On Hold work orders need to be updated by the office before you can resume work.

Note: The Show all assigned/dispatched/working appointments permission is required to see everything in the Today and Upcoming tabs. The View History Tab permission is required to see and use the Previous tab. Please contact the account administrator on your team.

Time

Take various timesheet actions to log your hours.

How you clock in and out to track your hours depends on your company's setup. For more, see Track your time and work.

Projects

Shows your five most recently opened projects and allows you to search for any project by name, location name, location address, customer name, or project status. For more, see Find projects in the ServiceTitan Field Mobile App.

Menu

Tap View Scorecard to see your technician scorecard. For more, see Use the mobile scorecard in the ServiceTitan Field Mobile App.

Your shortcuts:

• Tap Create a Work Order or Customer and Location details   to book a new work order or view customer and location details before a work order is booked.

  Note: If the Create Work Order permission disabled but the View Historical Details and View Location Record permissions are enabled, Create a Work Order changes to Customer and Location details. Please contact the account administrator on your team. For more, see: Book a job for an existing service location, Book a job for a new service location, Prepare for a job before it's been booked.

• Tap Financing History   to search for and manage financing applications.

  Note: Account configuration and office setup are required to see and use this feature. Please contact your office for details. For more, see Offer financing.

• Tap Card Reader Management   to connect a card reader to use for customer payments.

  Note: Account configuration and office setup are required to see and use this feature. Please contact your office for details. For more, see Pair an Adyen, BBPOS, or ID TECH credit card reader with the ServiceTitan Field Mobile App.

• Tap Opportunities   to review opportunities from previously completed work orders and set reminders to follow up with them.

  Note: Permissions are required to see and use this feature. Please contact the account administrator on your team. For more, see: Set follow-up reminders for opportunities, Follow up on opportunities, Update opportunities after following up.

• Tap Content Portal   to access office-uploaded content like training videos or documents. For more, see Use Content Portal in the ServiceTitan Field Mobile App.

• Tap My Forms   to access non-job related forms created by your office. For more, see Add technician forms in the ServiceTitan Field Mobile App.

Settings:

• Tap Residential   or Commercial   to set the Field Mobile App to show terminology that applies to your business type. For more, see Show Residential or Commercial terms in the ServiceTitan Field Mobile App.

• Tap Customize navigation   to rearrange or hide items on the bottom navigation bar. For more, see Explore the main layout of the ServiceTitan Field Mobile App.

• Tap Appearance   to set the Field Mobile App to Light mode, Dark mode, or have it follow what's configured in your device settings.

• Turn on or off the Activity status bar to show or hide your current timesheet activity status. This status shows your current activity, the time elapsed, and gives you an option to go to your current activity.

  Note: This setting is only available if your account is configured for Continuous Timekeeping.

• Tap Media upload quality   to set the Field Mobile App to upload media at Standard quality or High quality.

• Tap Location Tracking   to set how accurately your location is tracked in relation to your devices' battery life.

• Tap Clear external media   to delete all images stored in the external Field albums in your device photos. The images will remain on any work orders or forms.

• Tap Update Pricebook   to clear the current pricebook from the Field Mobile App and redownload it again to sync any recent updates made by the office.

General:

• Tap Switch environment   to switch between the Go live environment and the Next sandbox environment.

  Note: Always use Go to work on real work orders. Only use Next to test features and workflows. For more, see Switch between Next and Go environments in the Field Mobile App.

• Tap Change Password   to reset the password you sign in with. For more, see Reset your password in the Field Mobile App.

• Tap Help   to view the ServiceTitan Knowledge Base.

• Tap About   to view the app Version, Terms of Use, and Privacy Policy.

• Tap Provide feedback   to send feedback to our team about your experience using the Field Mobile App.

• Tap Sign Out   to sign out of the Field Mobile App.

Work Order

Access key information about the work order:

• Work Order number, name, status, scheduled time, Arrival Window, and duration

• Customer chats, contact number, and directions

• All assigned technicians

• Work Order Details and special instructions

• Location name, address, distance and drive time, property data, and tax zone

• Pinned notes, if there are any

• Work Order tags, if there are any

• Work Order media, if there are any

• Allocated hours (configuration required)

• Call Recordings, if there are any

• Recurring services, if there are any

• Purchase orders, if there are any

Location Info

Access service location details for the work order:

• All work orders for this location

• Previous opportunities from this location

• Recurring services for this location

• Documents for this location

• Projects for this location

Note: The View location record permission is required to see all details on this tab in the Field Mobile App. Please contact the account administrator on your team.

Equipment

View or add installed or replaced equipment to the service location for the work order.

Forms

View and complete forms assigned to you for the work order.

Estimates

View, create, and send estimates for the work order.

Work Order

Access the invoice for the work order:

• Have the customer sign authorization for you to perform work

• View and add work order items

  Tip: Adding a work order item is also how you access the pricebook.

• View and add an invoice summary

• Present the invoice and have the customer sign it to confirm the work was completed

• View and add payment to the invoice

• Email or present the invoice to the customer

Contact

View the customer's phone number and call them.

Directions

Get directions to the work order through the native map application on your mobile device.

Chat

Read chats between the customer and the office.

Note: The View customer chats permission is required to use chat in the Field Mobile App. Please contact the account administrator on your team.

Dispatch

Signal to the office that you're dispatched and en route to the work order.

Arrive

Signal to the office that you've arrived and the work order is in Working status.

Close Out

Signal to the office that you're ready to leave the work order appointment. After you tap Close Out, take one of the following actions:

• Pause Appointment  : Pause the appointment if you plan to return later and complete the work.

• Hold and Reschedule Appointment  : Place the appointment on hold so it can be rescheduled by the office.

• Schedule Another Appointment  : Add another appointment if you need more time to complete the work.

• Mark Myself as Done  : If there are remaining appointments on the work order, complete the current appointment you're working to leave the work order open for the remaining appointments. If there are no more appointments left on the work order or all work has been completed, complete the work order.

Add

After you tap Add  , you can take the following actions if you've already tapped Dispatch > Arrive for the work order:

• Add Equipment  

• Add an Invoice/Work Order Item  

• Add Payment  

• Add estimates from template  

You can take the following actions regardless of the work order status:

• Add Work Performed Log  

• Create Contract  

• Add a Purchase Order  

• Log a Finding  

• Add an internal Note  

  Note: The Set notes on customer, location, or job permission is required to add notes in the Field Mobile App. Please contact the account administrator on your team.

• Take Photo or Capture Video  

• Upload Photo or Video  

• Upload File  

Time

Take various timesheet actions to log your hours.

How you clock in and out to track your hours depends on your company's setup. For more, see Track your time and work.

Look up previous invoices for the customer

Option 1:

1. Open your current work order and tap Location Info.

2. Go to the All Work Orders section and tap View All  .

3. Use the filters to find the work order you want to view a previous invoice for.

4. Tap the work order to open it and scroll to the Invoice section on the Overview tab.

Option 2:

1. Go to the main Home   screen and tap View all > Previous.

2. Search for the previous work order you want to view an invoice for.

3. Open the work order and tap the Work Order tab.

Note: The Send emails from technician email address permission is required to email invoices to customers. Please contact the account administrator on your team.

Listen to call recordings

1. Open the work order.

2. On the main Work Order tab for the work order, scroll to the More section.

3. Tap Call Recordings  .

Note: The Listen to Call Recording (mobile) permission is required to use this feature. Please contact the account administrator on your team.

Review work order tags

1. Open the work order.

2. On the main Work Order tab for the work order, scroll to the Tags section.

3. To see all tags, tap View All  .

Review pinned notes

1. Open the work order.

2. On the main Work Order tab for the work order, scroll to the Pinned Notes section.

3. To see all notes, tap View All  .

Access projects related to the location

1. Open the work order.

2. Tap the Location Info tab.

3. Scroll to the Projects section and tap the number to see all projects.

Contact the customer

1. Open the work order.

2. On the main Work Order tab for the work order, tap Contact  .

Get directions to the location

1. Open the work order.

2. On the main Work Order tab for the work order, tap Directions  .

Take or upload a picture or video

1. Open the work order and tap Add  .

2. Tap one of the following actions:

   • Take Photo (Android)

   • Capture Video (Android)

   • Take Photo or Video (iOS)

   • Upload Photo or Video (Android and iOS)

Add a note to the work order

1. Open the work order and tap Add  .

2. Tap Note  .

3. Enter your note, select Save to Work Order, then tap Save.

Note: The Set notes on customer, location, or job permission is required to add notes in the Field Mobile App. Please contact the account administrator on your team.

Fill out forms

1. Open the work order and tap the Forms tab.

2. Tap a form to open and complete it.

View and add contact details

1. Open the work order.

2. On the main Work Order tab for the work order, scroll to the Location section and tap the name of the location (Android) or Expand   (iOS).

3. Tap the Contacts   tab.

4. To add a new contact, tap Add   (Android) or Add Contact (iOS).

View the customer's balance

1. Open the work order.

2. On the main Work Order tab for the work order, scroll to the Location section and tap the name of the location (Android) or Expand   (iOS).

3. View the balance on the Customer   tab.

View the customer's bill-to address

1. Open the work order.

2. On the main Work Order tab for the work order, scroll to the Location section and tap the name of the location (Android) or Expand   (iOS).

3. View the bill-to address on the Customer   tab.

Leave an appointment without ending it for the other technicians scheduled or working on it

1. Open the work order and tap Close Out.

2. Tap Mark Myself as Done  .

3. On the screen that opens, tap Mark Myself as Done.

Leave an appointment and mark the entire work order and any remaining appointments as complete

1. Open the work order and tap Close Out.

2. Tap Mark Myself as Done  .

3. On the screen that opens, tap Close out work order instead.

Pause an appointment

1. Open the work order and tap Close Out.

2. Tap Pause Appointment  .

3. On the screen that opens, tap Pause.

Place an appointment on hold

1. Open the work order and tap Close Out.

2. Tap Hold and Reschedule Appointment  .

3. On the screen that opens, select a hold reason then tap Place Appointment on Hold.

Reschedule an appointment

1. Open the work order and tap Close Out.

2. Tap Hold and Reschedule Appointment  .

3. On the screen that opens, select a hold reason then tap Place Appointment on Hold.