---
title: "Track job-related tasks in the ServiceTitan Field Mobile App"
slug: "track-job-related-tasks-in-the-servicetitan-field-mobile-app"
tags: ["Area - Service Agreements", "Area - Field Mobile App (FMA)", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Technician"]
updated: 2026-11-02T09:48:11Z
published: 2026-11-02T09:48:11Z
canonical: "help.servicetitan.com/track-job-related-tasks-in-the-servicetitan-field-mobile-app"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Track job-related tasks in the ServiceTitan Field Mobile App

## Overview

Use [Service Agreement jobs](/commercial/docs/service-agreements-home) 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.

> [!TIP]
> **Tip:** If the video doesn't play in full screen, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-horiz.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A38Z&se=2026-11-09T11%3A57%3A38Z&sr=c&sp=r&sig=JUbWXh%2BTbtUcCWDWwl2hZW0U2r1ArEyMacklxT7CJTQ%3D) then **Fit Screen** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-fit-screen.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A38Z&se=2026-11-09T11%3A57%3A38Z&sr=c&sp=r&sig=JUbWXh%2BTbtUcCWDWwl2hZW0U2r1ArEyMacklxT7CJTQ%3D).

[KB - Track Job-Related Tasks in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/dxnxud8h74?web_component=true&seo=true&videoFoam=false)

---

### 

#### 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](/v1/docs/system-requirements).
- If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto: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](/commercial/docs/create-a-service-agreement-step-3-equipment) 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](/commercial/docs/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](/commercial/docs/track-equipment-related-tasks-service-agreement-visit-servicetitan-1).

## 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:

1. Open your work order and:
  - Tap the **Tasks** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-task-alt.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A38Z&se=2026-11-09T11%3A57%3A38Z&sr=c&sp=r&sig=JUbWXh%2BTbtUcCWDWwl2hZW0U2r1ArEyMacklxT7CJTQ%3D) tab. Or,
  - Tap **Tasks Completed**. ![Job summary showing tasks completed and equipment serviced for Coca-Cola North America.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793346200462.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A38Z&se=2026-11-09T11%3A57%3A38Z&sr=c&sp=r&sig=JUbWXh%2BTbtUcCWDWwl2hZW0U2r1ArEyMacklxT7CJTQ%3D)
2. Tap the form to view the form associated with work order tasks.
3. Complete the form. ![Form for adding HVAC equipment details, including age and cooling performance options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-job-related-tasks-in-the-servicetitan-field-mobile-app-image-atu7du4s.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A38Z&se=2026-11-09T11%3A57%3A38Z&sr=c&sp=r&sig=JUbWXh%2BTbtUcCWDWwl2hZW0U2r1ArEyMacklxT7CJTQ%3D)

> [!TIP]
> **Tip:** Make sure to complete all required forms.
4. To service the equipment, tap the checkbox.

![Work Order Tasks Overview-4.png](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Work%20Order%20Tasks%20Overview-4.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A38Z&se=2026-11-09T11%3A57%3A38Z&sr=c&sp=r&sig=JUbWXh%2BTbtUcCWDWwl2hZW0U2r1ArEyMacklxT7CJTQ%3D)
5. When you're finished servicing all your work order-related tasks, tap **Done**.

## View service equipment details

1. Tap a service to view its details. ![Work order tasks screen highlights selected Biltmore maintenance service and required field maintenance forms.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Work%20Order%20Tasks%20checklist-3.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A38Z&se=2026-11-09T11%3A57%3A38Z&sr=c&sp=r&sig=JUbWXh%2BTbtUcCWDWwl2hZW0U2r1ArEyMacklxT7CJTQ%3D)
2. View or edit the *Price, Description,* or *Quantity.*
3. When finished, tap **Update.**

> [!NOTE]
> **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.
4. Repeat these steps for as many services as needed.
5. When finished, tap the checkboxes next to the *Services* and *Materials* you completed. ![Task list showing completed services and required materials for maintenance work.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-job-related-tasks-in-the-servicetitan-field-mobile-app-image-6es1j2nr.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A38Z&se=2026-11-09T11%3A57%3A38Z&sr=c&sp=r&sig=JUbWXh%2BTbtUcCWDWwl2hZW0U2r1ArEyMacklxT7CJTQ%3D)

> [!NOTE]
> **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](/commercial/docs/track-job-related-tasks-in-the-servicetitan-field-mobile-app#add-additional-material-or-services-to-job-tasks) in the Field Mobile App.
6. [Complete the job](/commercial/docs/complete-a-job-with-the-servicetitan-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.

1. Tap **Add Services** or **Add Materials** from the work order tasks you're working on. ![User interface showing services to complete with an option to add services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-job-related-tasks-in-the-servicetitan-field-mobile-app-image-bw1vwyzu.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A38Z&se=2026-11-09T11%3A57%3A38Z&sr=c&sp=r&sig=JUbWXh%2BTbtUcCWDWwl2hZW0U2r1ArEyMacklxT7CJTQ%3D)
2. Use the *Equipment* and *Materials* tabs and the search box to locate the required item.
3. When located, tap **Add** under the item.
4. If needed, repeat these steps for additional items.
5. When finished, tap **Add to Tasks**. ![List of services with prices and options to add items to tasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-job-related-tasks-in-the-servicetitan-field-mobile-app-image-ocshhtup.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A38Z&se=2026-11-09T11%3A57%3A38Z&sr=c&sp=r&sig=JUbWXh%2BTbtUcCWDWwl2hZW0U2r1ArEyMacklxT7CJTQ%3D)

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](/commercial/docs/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:

1. Open the work order you're working on.
2. Tap **Close Out**.
3. Tap **Complete Work Order** to mark the work order as *Done*. ![Work order action menu-2.png](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Work%20order%20action%20menu-2.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A38Z&se=2026-11-09T11%3A57%3A38Z&sr=c&sp=r&sig=JUbWXh%2BTbtUcCWDWwl2hZW0U2r1ArEyMacklxT7CJTQ%3D)
4. In the *Complete Work Order* window that opens, tap **Complete Work Order**.
5. In the window that opens, view incomplete tasks and complete them if needed.

> [!NOTE]
> **Note:** View equipment-related tasks in the *Equipment & Tasks* section.
6. Tap **Complete Work Order**

## Want to learn more?

- See [Track equipment-related tasks for a Service Agreement visit in the ServiceTitan Field Mobile App](/commercial/docs/track-equipment-related-tasks-service-agreement-visit-servicetitan-1)