--- title: "Use Template Manager for work orders in the ServiceTitan Field Mobile App" slug: "use-template-manager-for-work-orders-in-the-servicetitan-field-mobile-app" tags: ["Area - Field Mobile App (FMA)", "Area - Payments", "Focus - Service Replacement", "Role - Technician", "Type - Commercial"] updated: 2026-10-30T08:07:27Z published: 2026-10-30T08:07:27Z canonical: "help.servicetitan.com/use-template-manager-for-work-orders-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. # Use Template Manager for work orders in the ServiceTitan Field Mobile App ## Overview If your office uses Template Manager and Enhanced Work Orders, you can select and apply templates for work orders in the Field Mobile App. You can also preview generated work order PDFs and send them through email. This helps ensure you send accurate, branded paperwork on every work order. --- ### #### 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](/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 and [office setup](/commercial/docs/create-a-new-document-template-with-template-manager) are required to use this feature. Please contact your office for details. ## Things to know - If your office has a required format for work orders, the Field Mobile App uses that template and allows you to preview it as a PDF before sending. You can still select from available templates, but the app helps to guide the choices. ## Best practices - For commercial businesses, we recommend that you also use the Appointment Summaries feature to help populate an invoice on work orders. For details, see ## Use cases - As a technician, you work for a commercial business that has customers who require a specific template for work orders. ## Present a work order using Template Manager in the Field Mobile App 1. Open your work order and tap the **Work Order** tab. 2. On the screen that opens, scroll to the *Share Work Order* section and tap **Present**. ![Work order summary with options to share via email or present.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-work-orders-in-the-servicetitan-field-mobile-app-image-v9rzuz1h.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A17Z&se=2026-11-09T11%3A57%3A17Z&sr=c&sp=r&sig=Z%2FW%2Fthe25QC%2BLX3G7bm0NUjWsuG32XONf%2Fx6Hyo3xAU%3D) 3. On the *Present* screen that opens, select the template you want to use. If you also need to include forms on the PDF, tap **Add forms**. > [!NOTE] > **Note:** If your office has set up a global default for Template Manager, a default template is preselected for you, but you can change it if needed. ![Work order templates for HVAC service and related tasks displayed on a mobile interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-work-orders-in-the-servicetitan-field-mobile-app-image-lxbbffby.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A17Z&se=2026-11-09T11%3A57%3A17Z&sr=c&sp=r&sig=Z%2FW%2Fthe25QC%2BLX3G7bm0NUjWsuG32XONf%2Fx6Hyo3xAU%3D) 4. On the *Forms* screen that opens, select the forms you want to include then tap **Select Forms**. ![A mobile interface displaying various job and service-related forms for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-work-orders-in-the-servicetitan-field-mobile-app-image-2bhqz62r.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A17Z&se=2026-11-09T11%3A57%3A17Z&sr=c&sp=r&sig=Z%2FW%2Fthe25QC%2BLX3G7bm0NUjWsuG32XONf%2Fx6Hyo3xAU%3D) 5. On the *Present* screen that opens, the template and forms you selected are shown. Tap **Present** to preview the work order and present it to the customer. ![Work order templates for HVAC services with forms included for diagnostics and checklists.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-work-orders-in-the-servicetitan-field-mobile-app-image-bk68bo9q.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A17Z&se=2026-11-09T11%3A57%3A17Z&sr=c&sp=r&sig=Z%2FW%2Fthe25QC%2BLX3G7bm0NUjWsuG32XONf%2Fx6Hyo3xAU%3D) > [!TIP] > **Tip:** On the preview that opens, you can tap **Mail** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-mail-outline.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A17Z&se=2026-11-09T11%3A57%3A17Z&sr=c&sp=r&sig=Z%2FW%2Fthe25QC%2BLX3G7bm0NUjWsuG32XONf%2Fx6Hyo3xAU%3D) to email the work order to the customer. This takes you to the *Email Work Order* screen where you can tap **Send** to email it. ![Work order document for preventive maintenance at Bello Italian Restaurant with email option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-work-orders-in-the-servicetitan-field-mobile-app-image-icpm6ib6.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A17Z&se=2026-11-09T11%3A57%3A17Z&sr=c&sp=r&sig=Z%2FW%2Fthe25QC%2BLX3G7bm0NUjWsuG32XONf%2Fx6Hyo3xAU%3D) ## Email a work order using Template Manager in the Field Mobile App 1. Open your work order and tap the **Work Order** tab. 2. On the screen that opens, scroll to the *Share Work Order* section and tap **Email**. ![Work order summary with options to share via email or present.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-work-orders-in-the-servicetitan-field-mobile-app-image-b4wv94pc.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A17Z&se=2026-11-09T11%3A57%3A17Z&sr=c&sp=r&sig=Z%2FW%2Fthe25QC%2BLX3G7bm0NUjWsuG32XONf%2Fx6Hyo3xAU%3D) 3. On the *Email* screen that opens, select the template you want to use. If you also need to include forms on the PDF, tap **Add forms**. > [!NOTE] > **Note:** If your office has set up a global default for Template Manager, a default template is preselected for you, but you can change it if needed. ![Email work order interface showing HVAC service template options and recipient details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-work-orders-in-the-servicetitan-field-mobile-app-image-youiapni.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A17Z&se=2026-11-09T11%3A57%3A17Z&sr=c&sp=r&sig=Z%2FW%2Fthe25QC%2BLX3G7bm0NUjWsuG32XONf%2Fx6Hyo3xAU%3D) > [!NOTE] > **Note:** If you want to send this work order to additional email addresses, tap **Add contacts** and add them there. 4. On the *Forms* screen that opens, select the forms you want to include then tap **Select Forms**. ![List of job and service-related forms with checkboxes for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-work-orders-in-the-servicetitan-field-mobile-app-image-rzw8eu6c.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A17Z&se=2026-11-09T11%3A57%3A17Z&sr=c&sp=r&sig=Z%2FW%2Fthe25QC%2BLX3G7bm0NUjWsuG32XONf%2Fx6Hyo3xAU%3D) 5. On the *Present* screen that opens, the template and forms you selected are shown. Tap **Present** to preview the work order and present it to the customer. ![Summary of AC diagnosis with total cost and required forms for completion.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-work-orders-in-the-servicetitan-field-mobile-app-image-4p2ux3tm.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A17Z&se=2026-11-09T11%3A57%3A17Z&sr=c&sp=r&sig=Z%2FW%2Fthe25QC%2BLX3G7bm0NUjWsuG32XONf%2Fx6Hyo3xAU%3D) 6. If everything looks good, tap **Send** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-send.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A17Z&se=2026-11-09T11%3A57%3A17Z&sr=c&sp=r&sig=Z%2FW%2Fthe25QC%2BLX3G7bm0NUjWsuG32XONf%2Fx6Hyo3xAU%3D) to email the work order to the customer. ![A hand points to a navigation arrow on a work order document interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-template-manager-for-work-orders-in-the-servicetitan-field-mobile-app-image-t14nq2q4.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A17Z&se=2026-11-09T11%3A57%3A17Z&sr=c&sp=r&sig=Z%2FW%2Fthe25QC%2BLX3G7bm0NUjWsuG32XONf%2Fx6Hyo3xAU%3D) ## Want to learn more? - See [Manage estimates, proposals, and invoices](/commercial/docs/field-mobile-app-home-1#manage-estimates-and-follow-ups-fma)