Generate work summaries using TI in the ServiceTitan Field Mobile App

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Overview

Use Titan Intelligence (TI) to generate a clear, detailed invoice based on your work performed logs. You can then use this invoice to efficiently produce high-quality work order documents and invoices.

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Who uses this feature

  • Technicians

  • Primarily for Commercial Service 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.

  • Account configuration is required to use this feature. Please contact your office for details.

  • The Edit Work Summary permission is required to use this feature. Please contact your office for details.

Generate an invoice using TI in the Field Mobile App

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

  2. Go to the Work Order section and tap Add or Edit. Work order summary showing service details and total invoice amount for HVAC maintenance.

  3. (Optional) Tap Work Performed Logs to see the logs used to create the invoice.

  4. Tap Generate. Work summary for AC unit installation and operational check with customer feedback.

  5. Review the invoice:

    • If you're satisfied with the invoice, tap Save Summary.

    • If you need changes, tap Regenerate or tap into the box and manually edit the text. Summary of maintenance tasks performed on chiller systems and customer interactions.

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