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 work summary based on your work performed logs. You can then use this work summary 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.

  • Coming soon to Field Mobile App Release 19.0: The Edit Work Summary permission is required to use this feature. Please contact the account administrator on your team.

Generate a work summary using TI in the Field Mobile App

  1. Open the job and tap the Work Summary tab.

  2. Go to the Work Summary section and tap Add or EditWork 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 work summary.

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

  5. Review the work summary:

    • If you're satisfied with the work summary, 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.

FAQ


Where do I write the summary of work performed in the Field Mobile App?

Coming soon to Field Mobile App Release 19.0: The Edit Work Summary permission is required to use this feature. Please contact the account administrator on your team.

  1. Open the job and tap the Invoice or Work Summary tab.

  2. Scroll to the Work Summary section and tap Add.

  3. Tap Enhance summary.

  4. (Optional) Tap Work Performed Logs to see the logs used to create the work summary.        

    Note: You can add work performed logs using the job actions.

  5. Tap Generate.

  6. Review the work summary:        

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

    • If you need changes, tap Regenerate or tap into the box and manually edit the text.

For more, see Generate work summaries using TI in the ServiceTitan Field Mobile App.

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