--- title: "Use the contactless experience for estimates in the ServiceTitan Field Mobile App" slug: "use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-ap" tags: ["Area - Field Mobile App (FMA)", "Focus - Construction", "Focus - Service Replacement", "Role - Technician", "Type - Commercial", "Type - Residential"] updated: 2026-10-30T08:06:58Z published: 2026-10-30T08:06:58Z canonical: "help.servicetitan.com/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-ap" --- > ## 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 the contactless experience for estimates in the ServiceTitan Field Mobile App ## Overview You can use [Online Estimates](/commercial/docs/use-online-estimates) with the Field Mobile App to send estimates to customers for e-signature. This contactless experience allows the customer to review and sign an estimate from their own device, without needing to share yours. > [!NOTE] > **Note:** If you want to send a form to a customer for e-signature, you'll need to use Visit Assistant. For how to do this, see [Use the contactless experience for forms in the ServiceTitan Field Mobile App](/commercial/docs/use-the-contactless-experience-for-forms-in-the-servicetitan-field-mobile-app). --- ### #### Who uses this feature - Technicians - Applies to all business types - Applies to all trades #### 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). ## Things to know - This feature does not work in offline mode. You must be online to send e-sign requests. - You do not need access to the Customer Portal feature for the contactless e-sign experience. - The names of certain screens, tabs, and so on may be different based on your selection in **Menu > Settings**. ## Best practices - Verify customer contact information before sending forms for e-signature to ensure links reach the correct recipient. - Let customers know during work order booking that you have a contactless option for signing documents, and ask them to have their devices charged and accessible. ## Use cases Residential Service and Replacement and Commercial Service and Replacement: - A technician presents multiple estimates for a large commercial repair. The technician selects all relevant estimates in *Presentation* mode and sends them together in a single email so the property manager can review and approve at their convenience. - After an estimate is signed, the technician selects **Perform Work Later** because the repair is scheduled for the following week. The work order remains open, and office staff handle any follow-up scheduling. Residential Construction: - A technician completing a pre-installation walkthrough needs the customer to sign off on an estimate. The technician sends the estimate through email, and the customer signs from their own device before the technician leaves the property. Commercial Construction: - A project manager needs a general contractor to sign off on an estimate for additional scope. The technician sends the estimate remotely through email. - After all estimates are signed, the technician selects **Perform Work Now** to immediately begin the next phase of work. The work order workflow continues without delays from waiting for in-person signatures. ## Step 1: Select and send estimates for e-signature in the Field Mobile App 1. [Build](/commercial/docs/create-estimates-in-the-servicetitan-field-mobile-app) an estimate, then [present](/commercial/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app) it as an estimate. 2. Tap the **Share** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-ios-share.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A32Z&se=2026-11-09T11%3A57%3A32Z&sr=c&sp=r&sig=JqSCCNyGl5Ngfqnj8oDlzEUiGFy%2FR7znFTFDik4xzP4%3D) icon at the top of the presentation screen. ![Proposal for duct cleaning service with estimated savings and highlighted options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-app-image-hsl4yamy.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A32Z&se=2026-11-09T11%3A57%3A32Z&sr=c&sp=r&sig=JqSCCNyGl5Ngfqnj8oDlzEUiGFy%2FR7znFTFDik4xzP4%3D) 3. Tap **Email** or **Text message**, depending on how you want to send the estimate. ![Options to share a proposal via email or text message are displayed on the screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-app-image-rv0ugbc9.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A32Z&se=2026-11-09T11%3A57%3A32Z&sr=c&sp=r&sig=JqSCCNyGl5Ngfqnj8oDlzEUiGFy%2FR7znFTFDik4xzP4%3D) 4. On the screen that opens, tap **Add contacts** and select an email address or mobile phone number, or add a new contact if the right one isn't listed. 5. Select the estimate(s) you want to send. > [!NOTE] > **Note:** If you're emailing the customer, you'll also need to select an estimate template. 6. When finished, tap **Send Estimate**. ![Email proposal interface showing recipient, estimate templates, and itemized options for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-app-image-3e08nssc.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A32Z&se=2026-11-09T11%3A57%3A32Z&sr=c&sp=r&sig=JqSCCNyGl5Ngfqnj8oDlzEUiGFy%2FR7znFTFDik4xzP4%3D) ## Step 2: Ask your customer to e-sign the estimate from their device 1. Ask the customer to check their mobile device or email for a link. 2. Ask the customer to open the email or text message and tap or click the link. ![Email from Wise Mechanical with clickable links to view estimates and attachments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-app-image-temxqfe2.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A32Z&se=2026-11-09T11%3A57%3A32Z&sr=c&sp=r&sig=JqSCCNyGl5Ngfqnj8oDlzEUiGFy%2FR7znFTFDik4xzP4%3D) 3. Ask the customer to sign and accept the estimate. ![Customer approval form for HVAC maintenance with signature and total amount highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-app-image-flb0tv9y.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A32Z&se=2026-11-09T11%3A57%3A32Z&sr=c&sp=r&sig=JqSCCNyGl5Ngfqnj8oDlzEUiGFy%2FR7znFTFDik4xzP4%3D) ## Step 3: Perform the work now or later in the Field Mobile App 1. After the customer signs and accepts the estimate, go back to the Field Mobile App and tap the **Estimates** tab or **Estimates** tab, depending on what your app shows. 2. Next to the estimate, tap the **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A32Z&se=2026-11-09T11%3A57%3A32Z&sr=c&sp=r&sig=JqSCCNyGl5Ngfqnj8oDlzEUiGFy%2FR7znFTFDik4xzP4%3D) icon. 3. On the window that opens, tap **Perform Work Now** if you're going to perform the work now, or tap **Perform Work Later** if the work will be completed at a later time. ![Estimate actions for duct cleaning, including options to perform work now or later.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-app-image-s5y8vgxh.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A32Z&se=2026-11-09T11%3A57%3A32Z&sr=c&sp=r&sig=JqSCCNyGl5Ngfqnj8oDlzEUiGFy%2FR7znFTFDik4xzP4%3D) > [!NOTE] > **Note:** The employee who created the estimate receives *Sold By* credit. ## Want to learn more? - See [Create estimates in the ServiceTitan Field Mobile App](/commercial/docs/create-estimates-in-the-servicetitan-field-mobile-app) - See [Edit estimates in the ServiceTitan Field Mobile App](/commercial/docs/edit-estimates-in-the-servicetitan-field-mobile-app) - See [Present and sell estimates in the ServiceTitan Field Mobile App](/commercial/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app) A self-service web portal where customers can view job history, request service, make payments, and communicate with the business. **What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records. **Also called:** Customer self-service, Online portal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)