--- title: "Create, send, and edit purchase orders in the ServiceTitan Field Mobile App" slug: "create-send-and-edit-purchase-orders-in-the-servicetitan-field-mobile-app" updated: 2026-10-29T12:36:43Z published: 2026-10-29T12:36:43Z canonical: "help.servicetitan.com/create-send-and-edit-purchase-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. # Create, send, and edit purchase orders in the ServiceTitan Field Mobile App ## Overview Create and send purchase orders (POs) in the Field Mobile App to increase efficiency and shorten job completion timelines. This reduces the burden on your administrative team, allowing them to spend more time tracking the items and associated job costs. > [!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=2026-10-31T01%3A37%3A58Z&se=2026-10-31T02%3A37%3A58Z&sr=c&sp=r&sig=ccZWa4IF94Hpjol%2FKF5W5BeQXeDsonM%2BGBPrF63W37s%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=2026-10-31T01%3A37%3A58Z&se=2026-10-31T02%3A37%3A58Z&sr=c&sp=r&sig=ccZWa4IF94Hpjol%2FKF5W5BeQXeDsonM%2BGBPrF63W37s%3D). ### Commercial businesses [KB - Create, Send, and Edit Purchase Orders in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/g5181rb8zr?web_component=true&seo=true&videoFoam=false) ### Residential businesses [KB - Create, Send, and Edit Purchase Orders in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/jcf64k878p?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). - The *Create purchase order* and *Edit purchase order in pending status* permissions are required to use this feature. Please contact the account administrator on your team. ## Things to know - In Commercial terminology, jobs are referred to as work orders. - To complete certain workflows, the following is required. Please contact the account administrator on your team: - The [Purchase Order Type](/construction/docs/set-up-purchase-order-types) must have *Display to technicians* enabled to edit POs and see them in the *PO Type* list selection in the Field Mobile App. - The [Purchase Order Type](/construction/docs/set-up-purchase-order-types) must have *Allow permitted technicians to send and receive POs of this type* enabled to send and receive POs in the Field Mobile App. - If the *Purchase order receipt photo required* permission is enabled, you must upload a receipt for POs. - You can only edit a PO only if it's in *Pending* status. - You can also [receive purchase orders](/v1/docs/receive-purchase-orders-in-fma) in the Field Mobile App. - Purchase orders can be created and edited on completed jobs. Equipment and materials added to a purchase order on a completed job are reflected on the invoice, including markup if applicable. If a completed job's invoice was previously exported, a discrepancy is noted for office reconciliation when the purchase order is saved. For more on completed-job workflows, see [Add estimates, notes, and more to completed jobs in the ServiceTitan Field Mobile App](/construction/docs/add-estimates-notes-and-more-to-completed-jobs-in-servicetitan-field-mobile-app). - If your account is configured for it, ServiceTitan automatically reserves a PO number when you create a new PO, so you have the correct number before you submit. > [!NOTE] > **Note:** Account configuration is required to use this feature. Please contact your office for details. ## Create and send a purchase order in the ServiceTitan Field Mobile App You can create a purchase order (PO) connected to the job you're on, add items to it, and send it to a vendor for counter pick up or delivery. To create and send a PO: 1. Open the *Job* that requires a PO. 2. Tap **Add** and then tap **Purchase Order**. > [!TIP] > **Tip:** You can also create POs from the *Job Summary* (Residential) or *Work Order Details* (Commercial) screen by tapping **Purchase Orders** and then **Create PO**. 3. On the *Create PO* screen, tap **Add** next to *Order Details.* ![User interface for creating a purchase order with highlighted 'Add' button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-send-and-edit-purchase-orders-in-the-servicetitan-field-mobile-app-image-nr1inx9p.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A58Z&se=2026-10-31T02%3A37%3A58Z&sr=c&sp=r&sig=ccZWa4IF94Hpjol%2FKF5W5BeQXeDsonM%2BGBPrF63W37s%3D) 4. Enter the *Order Details*, such as *Vendor* and *Order Type,* from the dropdowns. > [!NOTE] > **Note:** If the *PO Type* is set to [auto receive](/construction/docs/set-up-purchase-order-types), the *Vendor Invoice Number* is required. 5. Enter the *Location* and *Date* details, such as the *Ship to Location, Date Created* and *Date Required*. 6. Enter any additional custom fields and when finished, tap **Save Details.** ![Form fields for locker details including location, weight, and number of boxes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-send-and-edit-purchase-orders-in-the-servicetitan-field-mobile-app-image-n489rhgg.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A58Z&se=2026-10-31T02%3A37%3A58Z&sr=c&sp=r&sig=ccZWa4IF94Hpjol%2FKF5W5BeQXeDsonM%2BGBPrF63W37s%3D) 7. On the *Create PO* screen that opens, tap **Add** next to *Item List.* ![Purchase order details including vendor, order type, and required date information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-send-and-edit-purchase-orders-in-the-servicetitan-field-mobile-app-image-m5j7dumt.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A58Z&se=2026-10-31T02%3A37%3A58Z&sr=c&sp=r&sig=ccZWa4IF94Hpjol%2FKF5W5BeQXeDsonM%2BGBPrF63W37s%3D) 8. Use the *Equipment* and *Materials* tabs and the search box to locate the required item. 9. Once located, tap **Add** under the item. If needed, repeat these steps for additional items. ![Search results displaying two items: Ultravation Catalyst and CAT5 RJ45 Insert.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-send-and-edit-purchase-orders-in-the-servicetitan-field-mobile-app-image-w0yrbj34.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A58Z&se=2026-10-31T02%3A37%3A58Z&sr=c&sp=r&sig=ccZWa4IF94Hpjol%2FKF5W5BeQXeDsonM%2BGBPrF63W37s%3D) 10. When finished, tap **Add to PO**. > [!NOTE] > **Note:** Tap the **Item** hyperlink under the price to view a list of selected items and edit the quantity required or the price. 11. Go back to the *Create PO* screen and tap **Create PO**. ![Purchase order details including vendor, item list, and total costs displayed clearly.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-send-and-edit-purchase-orders-in-the-servicetitan-field-mobile-app-image-plcw7m9g.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A58Z&se=2026-10-31T02%3A37%3A58Z&sr=c&sp=r&sig=ccZWa4IF94Hpjol%2FKF5W5BeQXeDsonM%2BGBPrF63W37s%3D) > [!NOTE] > **Note:** If the *PO Type* is set to [auto receive](/construction/docs/set-up-purchase-order-types), a notification appears confirming the PO was created and received. No further action is required. 12. The PO is now created. To send the PO, on the *PO Summary* screen tap **Send PO.** ![Purchase order summary showing vendor details, item list, and total costs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-send-and-edit-purchase-orders-in-the-servicetitan-field-mobile-app-image-8d1gf8k6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A58Z&se=2026-10-31T02%3A37%3A58Z&sr=c&sp=r&sig=ccZWa4IF94Hpjol%2FKF5W5BeQXeDsonM%2BGBPrF63W37s%3D) > [!NOTE] > **Note:** To create and send in one step, tap **Create and Send** on the previous screen. ## Edit a purchase order in the ServiceTitan Field Mobile App You can edit a purchase order (PO) connected to the job you're on as long as the PO is in a *Pending* status. To edit a PO: 1. Open the *Job* and tap **Purchase Orders.** 2. Tap the PO you want to edit. 3. On the *PO Summary screen*, tap **Edit:** - Next to *Order Details* to edit the vendor or shipping information. - Next to *Item List* to edit the quantity or delete an item. - Next to *Costs* to edit tax or shipping rates. Or, tap **Add items** to add more. ![Purchase order summary showing vendor details, item list, and total costs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-send-and-edit-purchase-orders-in-the-servicetitan-field-mobile-app-image-7fnlzy42.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A37%3A58Z&se=2026-10-31T02%3A37%3A58Z&sr=c&sp=r&sig=ccZWa4IF94Hpjol%2FKF5W5BeQXeDsonM%2BGBPrF63W37s%3D) 1. When finished, tap **Add to PO** or **Save.** 2. To return to the job, tap **Close.** To send the PO, tap **Send PO**. ## Want to learn more? - See [Receive purchase orders in the ServiceTitan Field Mobile App](/v1/docs/receive-purchase-orders-in-fma)