Overview
Use Service Agreement jobs to complete tasks related to work orders before the work order is complete. This way, you complete all necessary work order tasks and enhance service quality.
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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.
Account configuration is required to use the Service Agreement feature. Please contact your office for details.
The Allow Adding Additional Services for Equipment Tasking permission is required to add services and materials for Service Agreement tasks. Please contact the account administrator on your team.
Things to know
For now, only jobs booked from Service Agreements show this workflow in the ServiceTitan Field Mobile App. This happens automatically in the background.
All services and materials not linked to equipment are displayed as a work order task.
Upon work order closeout, you're prompted with a warning if there are incomplete tasks but are not blocked from closing out the work order if there are incomplete tasks.
You can edit service items on the work order's invoice after the visit is booked and scheduled. For more, see Create a service agreement step 3: Equipment.
You can also track equipment-related tasks before completing the work order. For more, see Track equipment-related tasks for a Service Agreement visit in the ServiceTitan Field Mobile App.
Track work order tasks and forms
View tasks required on the work order you are on and the forms based on the equipment type and service being performed:
Open your work order and:
Tap the Tasks
tab.
Or,Tap Tasks Completed.
Tap the form to view the form associated with work order tasks.
Complete the form.
Tip: Make sure to complete all required forms.
To service the equipment, tap the checkbox.
When you're finished servicing all your work order-related tasks, tap Done.
View service equipment details
Tap a service to view its details.
View or edit the Price, Description, or Quantity.
When finished, tap Update.
Note: If the task is part of servicing equipment, tap +Equipment and follow the prompts to link it properly. This removes it from the Tasks tab and adds it to the appropriate equipment.
Repeat these steps for as many services as needed.
When finished, tap the checkboxes next to the Services and Materials you completed.
Note: You can add additional items by tapping Add Services or Add Materials. This also adds these items to the work order's invoice. For more, see Add material or services to job tasks in the Field Mobile App.
Add additional material or services to work order tasks
Add additional services or materials to the work order tasks you are working on.
Tap Add Services or Add Materials from the work order tasks you're working on.
Use the Equipment and Materials tabs and the search box to locate the required item.
When located, tap Add under the item.
If needed, repeat these steps for additional items.
When finished, tap Add to Tasks.
These items are automatically added to the work order's invoice and linked to the corresponding piece of equipment. For more, see Present or email an invoice in the ServiceTitan Field Mobile App.
Close out the work order with incomplete tasks
To close out the work order with incomplete tasks:
Open the work order you're working on.
Tap Close Out.
Tap Complete Work Order to mark the work order as Done.
In the Complete Work Order window that opens, tap Complete Work Order.
In the window that opens, view incomplete tasks and complete them if needed.
Note: View equipment-related tasks in the Equipment & Tasks section.
Tap Complete Work Order