--- title: "Add notes in ServiceTitan Mobile" slug: "add-notes-in-servicetitan-mobile" updated: 2026-10-15T01:30:22Z published: 2026-10-15T01:30:22Z canonical: "help.servicetitan.com/add-notes-in-servicetitan-mobile" --- > ## 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. # Add notes in ServiceTitan Mobile ## Overview In ServiceTitan Mobile, you can add a note to a job, customer, or service location. After you sync the ServiceTitan mobile app, office employees can see your notes, conveniently allowing you to share what you learn in the field. Pin the most urgent notes so that you and others see the most important information. --- ### #### Who uses this feature - Technicians - Applies to all business types #### Feature configuration - Permission is required to add notes to customer and service Location Records. Please contact the account administrator on your team. ## Things to know By default, all technicians can add notes to jobs, but permission is required to add notes to customer and service location records. ## Add notes in ServiceTitan Mobile 1. If you are not already on the job screen for the job, tap **Overview** on the dashboard, and then tap the job. 2. Tap the **Pencil** icon. ![Job dashboard displaying customer details, scheduled time, and action buttons for management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-in-servicetitan-mobile-image-m4bffaet.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A12Z&se=2026-10-31T02%3A37%3A12Z&sr=c&sp=r&sig=1nkRt0vs5a1ebmOluwgttwNFrsWxR%2F%2F5zhxGGNS%2BRmY%3D) 3. Tap **ADD NOTE**. ![Notes section showing customer details and options to add or sort notes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-in-servicetitan-mobile-image-cp4pyogs.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A12Z&se=2026-10-31T02%3A37%3A12Z&sr=c&sp=r&sig=1nkRt0vs5a1ebmOluwgttwNFrsWxR%2F%2F5zhxGGNS%2BRmY%3D) 4. Select **Pin this note to the top** if you want to see this note first. ![User interface for adding a note with options to pin and assign jobs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-in-servicetitan-mobile-image-qhnd0tq1.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A12Z&se=2026-10-31T02%3A37%3A12Z&sr=c&sp=r&sig=1nkRt0vs5a1ebmOluwgttwNFrsWxR%2F%2F5zhxGGNS%2BRmY%3D) 5. If your account has the permissions for it, select whether you want the note to be attached to the job, customer, or service location. ![Dropdown menu showing options to categorize notes as job, customer, or location.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-in-servicetitan-mobile-image-a4rhxyv6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A12Z&se=2026-10-31T02%3A37%3A12Z&sr=c&sp=r&sig=1nkRt0vs5a1ebmOluwgttwNFrsWxR%2F%2F5zhxGGNS%2BRmY%3D) > [!TIP] > **Tip:** Most notes are about jobs, but you can also attach notes to the customer or service location records. For example, a reminder about a security gate code is relevant to the service location, while a mention of a customer's preference for phone calls at a certain time is useful if attached to their Customer Record. 6. Type your note. 7. When you're done, tap **SAVE**. ![Note section indicating customer prefers contact after business hours with save option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-in-servicetitan-mobile-image-2wgoyyup.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A12Z&se=2026-10-31T02%3A37%3A12Z&sr=c&sp=r&sig=1nkRt0vs5a1ebmOluwgttwNFrsWxR%2F%2F5zhxGGNS%2BRmY%3D) ## Edit notes in ServiceTitan Mobile 1. If you're not already on the job screen for the job, tap **Overview** on the dashboard, and then tap the job. 2. Tap **Pinned notes**. 3. Tap the note you want to edit. ![Notes section displaying pinned items with details and a finger pointing at an arrow.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-in-servicetitan-mobile-image-4fugdzd1.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A12Z&se=2026-10-31T02%3A37%3A12Z&sr=c&sp=r&sig=1nkRt0vs5a1ebmOluwgttwNFrsWxR%2F%2F5zhxGGNS%2BRmY%3D) 4. Tap **EDIT NOTE**. ![Note details showing new gate code, date, and office information for Adam.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-in-servicetitan-mobile-image-aj8a0sqa.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A12Z&se=2026-10-31T02%3A37%3A12Z&sr=c&sp=r&sig=1nkRt0vs5a1ebmOluwgttwNFrsWxR%2F%2F5zhxGGNS%2BRmY%3D) 5. Edit the note. If you want to reassign the note to a different record, tap **Assign this note to** and select **Job**, **Customer**, or **Location**. ![Editing a note with a new gate code and job selection options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-in-servicetitan-mobile-image-2nc766rr.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A12Z&se=2026-10-31T02%3A37%3A12Z&sr=c&sp=r&sig=1nkRt0vs5a1ebmOluwgttwNFrsWxR%2F%2F5zhxGGNS%2BRmY%3D) 6. When finished, tap **Save**. The note updates with your edits. The next time you sync, the edit shows in the job history on the office side. ![Notes list showing pinned job entries and gate codes for reference.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-in-servicetitan-mobile-image-4vox8d6t.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A12Z&se=2026-10-31T02%3A37%3A12Z&sr=c&sp=r&sig=1nkRt0vs5a1ebmOluwgttwNFrsWxR%2F%2F5zhxGGNS%2BRmY%3D) ## Want to learn more? See [Mobile Handbook](/construction/docs/servicetitan-mobile-legacy-home). A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)