--- title: "Manage work summaries and work orders for accurate job records" slug: "clone-manage-work-summaries-and-work-orders-for-accurate-job-records" tags: ["Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Role - Owner Admin", "Type - Commercial"] updated: 2026-10-15T00:53:01Z published: 2026-10-15T00:53:01Z canonical: "help.servicetitan.com/clone-manage-work-summaries-and-work-orders-for-accurate-job-records" --- > ## 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. # Manage work summaries and work orders for accurate job records ## Overview Work summaries provide a structured way for technicians to document their work on multi-day or multi-technician jobs. Each technician can create their own appointment summary without overwriting others’ notes, forming a complete chronological log of all job activity. Office staff can review, edit, and compile these entries into a single work summary, which can be enhanced using AI to create polished, customer-facing reports. This helps improve job tracking, simplifies invoicing, enhances documentation accuracy, and supports transparent customer communication. --- ### #### Who uses this feature - Administrators and office employees - Primarily for Commercial Service and Commercial Construction business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - You must have the following features enabled to use this feature. Contact your customer success manager (CSM) or [Technical Support](http://go.servicetitan.com/ask) for details. - [Template Manager](/construction/docs/create-a-new-document-template-with-template-manager) - [Field Mobile App](/construction/docs/field-mobile-app-home-1) ## Things to know - Appointment summaries are per technician, per appointment, meaning each technician can document their work completed for each appointment. - Work orders are sent as PDF files attached to your email, similar to when you send out your invoices. - Work orders can be sent independently or attached to an invoice. ## How it works ### For technicians using the Field Mobile App Technicians have tools to manage work summaries for each appointment: - Technicians can create and edit an individual appointment summary for each appointment they are assigned to. - Their summary is added to a chronological log for the job and will not overwrite summaries from other technicians. - When technicians arrive at a job, they can review a read-only list of all previous appointment summaries submitted by other technicians, giving them full context on what work has already been done. - Technicians can use the **Enhance with TI** button to help polish their notes, improve grammar, and create a more professional summary before submitting. - Office staff can set appointment summaries as **required**. If so, the Field Mobile App will indicate this, and technicians will be prevented from closing out the job until they enter a summary. - Technicians can review the final summary with the customer on-site and capture their digital signature to acknowledge the work performed. - Technicians can add or update summaries even when offline. The app will automatically sync the changes when they regain connectivity. For more, see: - [Generate work summaries using TI in the ServiceTitan Field Mobile App](/v1/docs/generate-work-summaries-using-ti-in-fma) - [Use Template Manager for work orders in the ServiceTitan Field Mobile App](/v1/docs/use-template-manager-for-work-orders-in-fma) ### For office staff #### Viewing and managing appointment summaries - On the *Job* screen, go to the *Appointments* section to see all technician summaries in chronological order. - You can edit any technician’s summary to fix errors or add details. Every change is tracked in the audit log. - If a technician forgets to enter notes, you can create a summary for them by selecting their name, however the audit log will show that you added it. #### Creating the final work summary - The *Work Summary* field combines all technician notes into a single, customer-facing report. You can manually type or edit the summary anytime. - Click **Populate with Appointment Summaries** to pull in all technician entries automatically. - Use **Generate with TI** to generate an AI-polished summary from the combined notes. Always make sure to review and make necessary edits before saving. #### Configuration and settings - In *Settings*, you can require technicians to complete summaries or collect customer signatures before closing a job. - You can also set rules for AI-assisted summaries to control tone, length, and keywords so the output matches your brand voice. #### Invoicing and customer communication - You can include the final work summary on invoices, just like Job Summaries. - Both individual appointment summaries and the final work summary are available in the Document Template Editor (DTE) for forms and customer communications. ## Manage appointment summaries 1. Go to the job record you want to manage. 2. On the *Job* screen, go to the **Appointments**. 3. If a technician has submitted an appointment summary, there will be a list of all submitted appointment summaries with their notes in addition to the name of the technician and timestamp. 4. Click **Edit** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A36Z&se=2026-10-31T02%3A47%3A36Z&sr=c&sp=r&sig=av22Bc1O5qbFRAjY2YrIgDZBlWtoqtmjMczt2p%2BF008%3D) to make changes to the appointment. ![Scheduled appointments for HVAC maintenance with detailed service summaries and technician signatures.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-work-summaries-for-accurate-job-records-image-nz9tfgor.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A36Z&se=2026-10-31T02%3A47%3A36Z&sr=c&sp=r&sig=av22Bc1O5qbFRAjY2YrIgDZBlWtoqtmjMczt2p%2BF008%3D) 5. From here you can edit the appointment and add, edit, or remove individual technician’s summaries. ![Appointment details for job #19863, including technician and summary of work completed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-work-summaries-for-accurate-job-records-image-myi7xax9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A36Z&se=2026-10-31T02%3A47%3A36Z&sr=c&sp=r&sig=av22Bc1O5qbFRAjY2YrIgDZBlWtoqtmjMczt2p%2BF008%3D) 6. When finished, click **Save**. ## Add or update a work summary 1. Go to the job record you want to update. 2. On the *Job* screen: - If a **Work Summary** does not already exist, click **+ Add Work Summary**. ![Prompt to add a work summary in a job application interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-work-summaries-for-accurate-job-records-image-ubdrrsag.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A36Z&se=2026-10-31T02%3A47%3A36Z&sr=c&sp=r&sig=av22Bc1O5qbFRAjY2YrIgDZBlWtoqtmjMczt2p%2BF008%3D) - If a **Work Summary** already exists, click **Edit** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A36Z&se=2026-10-31T02%3A47%3A36Z&sr=c&sp=r&sig=av22Bc1O5qbFRAjY2YrIgDZBlWtoqtmjMczt2p%2BF008%3D) to update it if needed. > [!NOTE] > **Note:** The *Work Summary* field can be leveraged for display on work order documents, which are managed through [Template Manager](https://help.servicetitan.com/construction/docs/create-a-new-document-template-with-template-manager). 3. To add or update a work summary, the following options are available: - Manually type in a summary of the work completed. - Populate with existing technician summaries. - Generate with TI. This uses AI to read all the aggregated technician notes and generate a clean, concise, customer-facing summary. You can review and edit this AI-generated summary before saving. ![Text fields for Job Summary and Work Summary with options for formatting and populating.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-work-summaries-for-accurate-job-records-image-syv8bo5m.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A36Z&se=2026-10-31T02%3A47%3A36Z&sr=c&sp=r&sig=av22Bc1O5qbFRAjY2YrIgDZBlWtoqtmjMczt2p%2BF008%3D) 4. When finished, click ![A simple icon in the shape of a checkmark.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-check.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A36Z&se=2026-10-31T02%3A47%3A36Z&sr=c&sp=r&sig=av22Bc1O5qbFRAjY2YrIgDZBlWtoqtmjMczt2p%2BF008%3D) to save. ## Send work orders 1. [Search for](/construction/docs/use-search-in-servicetitan) and go to the job record you want to send a work order for. 2. On the *Job* screen, click **Email** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-mail.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A36Z&se=2026-10-31T02%3A47%3A36Z&sr=c&sp=r&sig=av22Bc1O5qbFRAjY2YrIgDZBlWtoqtmjMczt2p%2BF008%3D). ![Job details for a furnace installation, including service location and invoice status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-work-summaries-for-accurate-job-records-image-680shql9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A36Z&se=2026-10-31T02%3A47%3A36Z&sr=c&sp=r&sig=av22Bc1O5qbFRAjY2YrIgDZBlWtoqtmjMczt2p%2BF008%3D) 3. On the *Email Work Order* screen that opens, select the work order **Template** you want to use. 4. In **Append Forms to Work Order**, select the forms you want to include in your work order. > [!NOTE] > **Note:** Information entered in these forms are added to the work order. 5. Enter the sender information in the **From** fields. 6. Select or enter the email address you want to send the work order to. 7. Enter a **Subject** for the email. 8. In the **Body** field, enter a message for your email. 9. When finished, click **Send**. ![Email template for sending a work order from Wise Mechanical to a client.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-work-summaries-for-accurate-job-records-image-c3mh2j3k.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A36Z&se=2026-10-31T02%3A47%3A36Z&sr=c&sp=r&sig=av22Bc1O5qbFRAjY2YrIgDZBlWtoqtmjMczt2p%2BF008%3D) ## Send an invoice and attach a work order 1. [Search for](/construction/docs/use-search-in-servicetitan) and go to the invoice record you want to attach a work order with. 2. On the invoice record, click **Email** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-mail.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A36Z&se=2026-10-31T02%3A47%3A36Z&sr=c&sp=r&sig=av22Bc1O5qbFRAjY2YrIgDZBlWtoqtmjMczt2p%2BF008%3D). ![Invoice details for Southern Brand, including job summary and payment information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-work-summaries-for-accurate-job-records-image-oab39itu.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A47%3A36Z&se=2026-10-31T02%3A47%3A36Z&sr=c&sp=r&sig=av22Bc1O5qbFRAjY2YrIgDZBlWtoqtmjMczt2p%2BF008%3D) 3. On the *Email Invoice* screen that opens, select the **Invoice Template** you want to use for the invoice. 4. Select the **Work Order Template** for the work order. 5. In **Append Forms to Work Order**, select the forms you want to include in your work order. > [!NOTE] > **Note:** Information entered in these forms are added to the work order. 6. Select *Consolidate Invoice & Work Order into a single PDF* if you want to send one PDF attachment. 7. Enter the sender information in the **From** fields. 8. Select or enter the email address you want to send the work order to. 9. Enter a **Subject** for the email. 10. In the **Body** field, enter a message for your email. 11. When finished, click **Send**. ## Want to learn more? - See [Create a new document template with Template Manager](/construction/docs/create-a-new-document-template-with-template-manager)