---
title: "Field Mobile App cheat sheet"
slug: "field-mobile-app-cheat-sheet"
updated: 2026-10-29T12:38:36Z
published: 2026-10-29T12:38:36Z
canonical: "help.servicetitan.com/field-mobile-app-cheat-sheet"
---

> ## 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.

# Field Mobile App cheat sheet

## Overview

Get up to speed with the ServiceTitan Field Mobile App quickly and easily. The Field Mobile App cheat sheet gives you a high-level overview of key features and common workflows.

**Terminology differences**

---

### 

#### 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).
- Account configuration and office setup may be required to see and use certain features in the Field Mobile App. Please [contact Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com) for details.

In Commercial terminology, jobs are referred to as work orders.

## Main screens

When you first sign in, you can access the following screens.

| **Screen** | **Purpose** |
| --- | --- |
| **Home** ![Home icon](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-home.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) | Shows your current jobs scheduled for today. Tap **View all** to access more jobs in the following tabs: - **Upcoming:** Jobs scheduled for tomorrow and other future jobs assigned to you. It also includes jobs in the past that are still in *Scheduled* status. It does not include jobs in *Working* or *Dispatched* status. - **Previous:** Previously completed and canceled jobs. You can search for previous jobs, customers, or locations and filter previous jobs by their start and end date. - **Paused:** Paused and on-hold jobs. You can re-dispatch yourself to a *Paused* job and view your *On Hold* jobs. On Hold jobs need to be updated by the office before you can resume work. > [!NOTE] > **Note:** The *Show all assigned/dispatched/working appointments* permission is required to see everything in the *Today* and *Upcoming* tabs. The *View History Tab* permission is required to see and use the *Previous* tab. Please contact the account administrator on your team. |
| **Time** ![Time icon](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-access-time.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) | Take various timesheet actions to log your hours. How you clock in and out to track your hours depends on your company's setup. For more, see [Track your time and work](/construction/docs/field-mobile-app-home-1#track-your-time-and-work). |
| **Projects** ![Projects icon](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-projects-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) | Shows your five most recently opened projects and allows you to search for any project by name, location name, location address, customer name, or project status. For more, see [Find projects in the ServiceTitan Field Mobile App](/construction/docs/find-projects-in-the-servicetitan-field-mobile-app). |
| **Menu** ![Menu icon](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-grid-view-outline.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) | Tap **View Scorecard** to see your technician scorecard. For more, see [Use the mobile scorecard in the ServiceTitan Field Mobile App](/construction/docs/use-the-mobile-scorecard-in-the-servicetitan-field-mobile-app). Your shortcuts: - Tap **Book a Job** (Residential) or **Create a Work Order** (Commercial) or **Customer and Location details** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-legacy-search-outline.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to book a new job or view customer and location details before a job is booked. > [!NOTE] > **Note:** If the *Book Job* permission disabled but the *View Historical Details* and *View Location Record* permissions are enabled, **Book a job** changes to **Customer and Location details**. Please contact the account administrator on your team. For more, see: [Book a job for an existing service location](/construction/docs/book-a-job-for-an-existing-service-location-in-the-servicetitan-field-mobile-app), [Book a job for a new service location](/construction/docs/book-a-job-for-a-new-service-location-in-the-servicetitan-field-mobile-app), [Prepare for a job before it's been booked](/construction/docs/prepare-for-a-job-before-it-s-been-booked-in-the-servicetitan-field-mobile-app). > > **Commercial:** **Note:** If the *Create Work Order* permission disabled but the *View Historical Details* and *View Location Record* permissions are enabled, **Create a Work Order** changes to **Customer and Location details**. Please contact the account administrator on your team. For more, see: [Book a job for an existing service location](/construction/docs/book-a-job-for-an-existing-service-location-in-the-servicetitan-field-mobile-app), [Book a job for a new service location](/construction/docs/book-a-job-for-a-new-service-location-in-the-servicetitan-field-mobile-app), [Prepare for a job before it's been booked](/construction/docs/prepare-for-a-job-before-it-s-been-booked-in-the-servicetitan-field-mobile-app). - Tap **Financing History** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-work-history.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to search for and manage financing applications. > [!NOTE] > **Note:** Account configuration and office setup are required to see and use this feature. Please contact your office for details. For more, see [Offer financing](/construction/docs/field-mobile-app-home-1#offer-financing). - Tap **Card Reader Management** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-devices-other.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to connect a card reader to use for customer payments. > [!NOTE] > **Note:** Account configuration and office setup are required to see and use this feature. Please contact your office for details. For more, see [Pair an Adyen, BBPOS, or ID TECH credit card reader with the ServiceTitan Field Mobile App](/v1/docs/pair-an-adyen-bbpos-or-id-tech-card-reader-in-fma). - Tap **Opportunities** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-currency-exchange.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to review opportunities from previously completed jobs and set reminders to follow up with them. > [!NOTE] > **Note:** Permissions are required to see and use this feature. Please contact the account administrator on your team. For more, see: [Set follow-up reminders for opportunities](/construction/docs/set-follow-up-reminders-for-opportunities-in-the-servicetitan-field-mobile-app), [Follow up on opportunities](/construction/docs/follow-up-on-opportunities-in-the-servicetitan-field-mobile-app), [Update opportunities after following up](/construction/docs/update-opportunities-after-following-up-in-the-servicetitan-field-mobile-app). - Tap **Content Portal** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-video-library.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to access office-uploaded content like training videos or documents. For more, see [Use Content Portal in the ServiceTitan Field Mobile App](/construction/docs/use-content-portal-in-the-servicetitan-field-mobile-app). - Tap **My Forms** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-form.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to access non-job related forms created by your office. For more, see [Add technician forms in the ServiceTitan Field Mobile App](/v1/docs/add-technician-forms-in-fma). Settings: - Tap **Residential** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/ icon-cabin.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) or **Commercial** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-domain.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to set the Field Mobile App to show terminology that applies to your business type. For more, see [Show Residential or Commercial terms in the ServiceTitan Field Mobile App](/construction/docs/show-residential-or-commercial-terms-in-the-servicetitan-field-mobile-app). - Tap **Customize navigation** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-home-outline.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to rearrange or hide items on the bottom navigation bar. For more, see [Explore the main layout of the ServiceTitan Field Mobile App](/construction/docs/explore-the-main-layout-of-the-servicetitan-field-mobile-app). - Tap **Appearance** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-brightness-6.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to set the Field Mobile App to **Light** mode, **Dark** mode, or have it follow what's configured in your device settings. - Turn on or off the **Activity status bar** to show or hide your current timesheet activity status. This status shows your current activity, the time elapsed, and gives you an option to go to your current activity. > [!NOTE] > **Note:** This setting is only available if your account is configured for [Continuous Timekeeping](/construction/docs/use-continuous-timekeeping-in-the-servicetitan-field-mobile-app). - Tap **Media upload quality** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-perm-media.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to set the Field Mobile App to upload media at **Standard** quality or **High** quality. - Tap **Location Tracking** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-location-on-outline.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to set how accurately your location is tracked in relation to your devices' battery life. - Tap **Clear external media** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-cleaning-services.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to delete all images stored in the external Field albums in your device photos. The images will remain on any jobs or forms. - Tap **Update Pricebook** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-pricebook-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to clear the current pricebook from the Field Mobile App and redownload it again to sync any recent updates made by the office. General: - Tap **Switch environment** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-sync-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to switch between the **Go** live environment and the **Next** sandbox environment. > [!NOTE] > **Note:** Always use *Go* to work on real jobs. Only use *Next* to test features and workflows. For more, see [Switch between Next and Go environments in the Field Mobile App](/construction/docs/switch-between-next-and-go-environments-in-the-field-mobile-app). - Tap **Change Password** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-vpn-key.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to reset the password you sign in with. For more, see [Reset your password in the Field Mobile App](/construction/docs/download-sign-in-reset-your-password-update-servicetitan-field-mobile-app-1#reset-your-password-in-the-field-mobile-app). - Tap **Help** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-help-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to view the [ServiceTitan Knowledge Base](/construction/docs/field-mobile-app-home-1). - Tap **About** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-info-outline.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to view the app **Version**, **Terms of Use**, and **Privacy Policy**. - Tap **Provide feedback** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-feedback.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to send feedback to our team about your experience using the Field Mobile App. - Tap **Sign Out** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-exit-to-app.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) to sign out of the Field Mobile App. |

## Job tabs

After you tap a job (Residential) or Work Order (Commercial) to open it, you can use the following tabs.

| **Tab** | **Purpose** |
| --- | --- |
| **Job** | Access key information about the job: - Job number, name, status, scheduled time, Arrival Window, and duration - Customer chats, contact number, and directions - All assigned technicians - Job summary and special instructions - Location name, address, distance and drive time, property data, and tax zone - Pinned notes, if there are any - Job tags, if there are any - Job media, if there are any - Allocated hours (configuration required) - Call Recordings, if there are any - Recurring services, if there are any - Purchase orders, if there are any |
| **Location Info** | Access service location details for the job: - All jobs for this location - Previous opportunities from this location - Recurring services for this location - Documents for this location - Projects for this location > [!NOTE] > **Note:** The *View location record* permission is required to see all details on this tab in the Field Mobile App. Please contact the account administrator on your team. |
| **Equipment** | View or add installed or replaced equipment to the service location for the job. |
| **Forms** | View and complete forms assigned to you for the job. |
| **Estimates** | View, create, and send estimates for the job. |
| **Invoice (Residential) or Work Order (Commercial)** | Access the invoice for the job: - Have the customer sign authorization for you to perform work - View and add invoice items > [!TIP] > **Tip:** Adding an invoice item is also how you access the pricebook. - View and add an invoice summary - Present the invoice and have the customer sign it to confirm the work was completed - View and add payment to the invoice - Email or present the invoice to the customer |

## Job actions

After you open a job (Residential) or Work Order (Commercial), you can take the following actions.

> [!NOTE]
> **Note:** Depending on your office's account settings, some notifications are sent to customers in addition to the office. For more, see [Customer notifications](/construction/docs/customer-notifications-home).

| **Action** | **Purpose** |
| --- | --- |
| **Contact** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-local-phone.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) | View the customer's phone number and call them. |
| **Directions** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-directions.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) | Get directions to the job through the native map application on your mobile device. |
| **Chat** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-message.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) | Read chats between the customer and the office. > [!NOTE] > **Note:** The *View customer chats* permission is required to use chat in the Field Mobile App. Please contact the account administrator on your team. |
| **Dispatch** | Signal to the office that you're dispatched and en route to the job. |
| **Arrive** | Signal to the office that you've arrived and the job is in *Working* status. |
| **Close Out** | Signal to the office that you're ready to leave the job appointment. After you tap **Close Out**, take one of the following actions: - **Pause Appointment** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/before-and-after-guide-compare-the-legacy-mobile-app-with-the-new-field-mobile-app-image-9s9s6186.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) **:** Pause the appointment if you plan to return later and complete the work. - **Hold and Reschedule Appointment** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/before-and-after-guide-compare-the-legacy-mobile-app-with-the-new-field-mobile-app-image-u3ieg539.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) **:** Place the appointment on hold so it can be rescheduled by the office. - **Schedule Another Appointment** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/before-and-after-guide-compare-the-legacy-mobile-app-with-the-new-field-mobile-app-image-jbrv2obe.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) **:** Add another appointment if you need more time to complete the work. - **Mark Myself as Done** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/before-and-after-guide-compare-the-legacy-mobile-app-with-the-new-field-mobile-app-image-sqz26w6j.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) **:** If there are remaining appointments on the job, complete the current appointment you're working to leave the job open for the remaining appointments. If there are no more appointments left on the job or all work has been completed, complete the job. |
| **Add** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-down.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) | After you tap **Add** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-down.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) , you can take the following actions if you've already tapped **Dispatch > Arrive** for the job: - Add **Equipment** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-inbox.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) - Add an **Invoice/Work Order Item** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-request-quote.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) - **Add Payment** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-monetization-on.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) - **Add estimates from template** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-ballot.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) You can take the following actions regardless of the job status: - **Add Work Performed Log** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-note-add.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) - **Create Contract** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-text-snippet.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) - Add a **Purchase Order** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-receipt.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) - Log a **Finding** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-follow-up-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) - Add an internal **Note** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-draft.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) > [!NOTE] > **Note:** The *Set notes on customer, location, or job* permission is required to add notes in the Field Mobile App. Please contact the account administrator on your team. - **Take Photo or Capture Video** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-a-photo.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) - **Upload Photo or Video** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-upload.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) - **Upload File** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-upload-file.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) |
| **Time** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/before-and-after-guide-compare-the-legacy-mobile-app-with-the-new-field-mobile-app-image-u3ieg539.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) | Take various timesheet actions to log your hours. How you clock in and out to track your hours depends on your company's setup. For more, see [Track your time and work](/construction/docs/field-mobile-app-home-1#track-your-time-and-work). |

## Common job workflows

These are common workflows with tips on how to perform each action.

### Prepare for a job

| **Workflow** | **Instructions** |
| --- | --- |
| **Look up previous invoices for the customer** | **Option 1:** 1. Open your current job and tap **Location Info**. 2. Go to the *All Jobs* (Residential) or *All Work Orders* (Commercial) section and tap **View All** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-arrow-forward.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . 3. Use the filters to find the job you want to view a previous invoice for. 4. Tap the job (Residential) or Work Order (Commercial) to open it and scroll to the *Invoice* section on the *Overview* tab. **Option 2:** 1. Go to the main **Home** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-home.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) screen and tap **View all > Previous**. 2. Search for the previous job you want to view an invoice for. 3. Open the job and tap the **Invoice** tab. **Commercial:** Open the work order and tap the **Work Order** tab. > [!NOTE] > **Note:** The *Send emails from technician email address* permission is required to email invoices to customers. Please contact the account administrator on your team. |
| **Listen to call recordings** | 1. Open the job (Residential) or Work Order (Commercial). 2. On the main *Job* tab for the job, scroll to the *More* section. 3. Tap **Call Recordings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-local-phone.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . > [!NOTE] > **Note:** The *Listen to Call Recording (mobile)* permission is required to use this feature. Please contact the account administrator on your team. |
| **Review job tags** | 1. Open the job (Residential) or Work Order (Commercial). 2. On the main *Job* tab for the job, scroll to the *Tags* section. 3. To see all tags, tap **View All** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-arrow-forward.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . |
| **Review pinned notes** | 1. Open the job (Residential) or Work Order (Commercial). 2. On the main *Job* tab for the job, scroll to the *Pinned Notes* section. 3. To see all notes, tap **View All** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-arrow-forward.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . |
| **Access projects related to the job site** | 1. Open the job (Residential) or Work Order (Commercial). 2. Tap the **Location Info** tab. 3. Scroll to the *Projects* section and tap the number to see all projects. |
| **Contact the customer** | 1. Open the job (Residential) or Work Order (Commercial). 2. On the main *Job* tab for the job, tap **Contact** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-local-phone.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . |
| **Get directions to the job site** | 1. Open the job (Residential) or Work Order (Commercial). 2. On the main *Job* tab for the job, tap **Directions** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-directions.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . |
| **Take or upload a picture or video** | 1. Open the job (Residential) or Work Order (Commercial) and tap **Add** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-down.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . 2. Tap one of the following actions: - **Take Photo (Android)** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-a-photo.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) - **Capture Video (Android)** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-video-call.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) - **Take Photo or Video (iOS)** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-a-photo.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) - **Upload Photo or Video (Android and iOS)** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-upload.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) |
| **Add a note to the job** | 1. Open the job (Residential) or Work Order (Commercial) and tap **Add** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-down.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . 2. Tap **Note** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-draft.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . 3. Enter your note, select **Save to Job**, then tap **Save**. > [!NOTE] > **Note:** The *Set notes on customer, location, or job* permission is required to add notes in the Field Mobile App. Please contact the account administrator on your team. |
| **Fill out forms** | 1. Open the job (Residential) or Work Order (Commercial) and tap the **Forms** tab. 2. Tap a form to open and complete it. |
| **View and add contact details** | 1. Open the job (Residential) or Work Order (Commercial). 2. On the main *Job* tab for the job, scroll to the *Location* section and tap the name of the location (Android) or **Expand** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) (iOS). 3. Tap the **Contacts** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-local-phone.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) tab. 4. To add a new contact, tap **Add** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-circle.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) (Android) or **Add Contact** (iOS). |
| **View the customer's balance** | 1. Open the job (Residential) or Work Order (Commercial). 2. On the main *Job* tab for the job, scroll to the *Location* section and tap the name of the location (Android) or **Expand** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) (iOS). 3. View the balance on the **Customer** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-person.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) tab. |
| **View the customer's bill-to address** | 1. Open the job (Residential) or Work Order (Commercial). 2. On the main *Job* tab for the job, scroll to the *Location* section and tap the name of the location (Android) or **Expand** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-right.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) (iOS). 3. View the bill-to address on the **Customer** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-person.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) tab. |

### Leave a job

| **Workflow** | **Instructions** |
| --- | --- |
| **Leave an appointment without ending it for the other technicians scheduled or working on it** | 1. Open the job (Residential) or Work Order (Commercial) and tap **Close Out**. 2. Tap **Mark Myself as Done** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/before-and-after-guide-compare-the-legacy-mobile-app-with-the-new-field-mobile-app-image-sqz26w6j.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . 3. On the screen that opens, tap **Mark Myself as Done**. |
| **Leave an appointment and mark the entire job and any remaining appointments as complete** | 1. Open the job (Residential) or Work Order (Commercial) and tap **Close Out**. 2. Tap **Mark Myself as Done** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/before-and-after-guide-compare-the-legacy-mobile-app-with-the-new-field-mobile-app-image-sqz26w6j.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . 3. On the screen that opens, tap **Close out job instead**. |
| **Pause an appointment** | 1. Open the job (Residential) or Work Order (Commercial) and tap **Close Out**. 2. Tap **Pause Appointment** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/before-and-after-guide-compare-the-legacy-mobile-app-with-the-new-field-mobile-app-image-9s9s6186.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . 3. On the screen that opens, tap **Pause**. |
| **Place an appointment on hold** | 1. Open the job (Residential) or Work Order (Commercial) and tap **Close Out**. 2. Tap **Hold and Reschedule Appointment** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/before-and-after-guide-compare-the-legacy-mobile-app-with-the-new-field-mobile-app-image-u3ieg539.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . 3. On the screen that opens, select a hold reason then tap **Place Appointment on Hold**. |
| **Reschedule an appointment** | 1. Open the job (Residential) or Work Order (Commercial) and tap **Close Out**. 2. Tap **Hold and Reschedule Appointment** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/before-and-after-guide-compare-the-legacy-mobile-app-with-the-new-field-mobile-app-image-u3ieg539.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A48%3A44Z&se=2026-10-31T02%3A48%3A44Z&sr=c&sp=r&sig=GPOLBaxLVLLNTotv5xVxayld5pfn%2FQa1I69K0p%2Fdk3Y%3D) . 3. On the screen that opens, select a hold reason then tap **Place Appointment on Hold**. |

## Want to learn more?

- See [Before and after guide: Compare the legacy mobile app with the new Field Mobile App](/construction/docs/before-and-after-guide-compare-legacy-mobile-app-new-field-mobile-app)
- See [Explore the main layout of the ServiceTitan Field Mobile App](/construction/docs/explore-the-main-layout-of-the-servicetitan-field-mobile-app)
- See [Explore job details and actions in the ServiceTitan Field Mobile App](/construction/docs/explore-job-details-and-actions-in-the-servicetitan-field-mobile-app)

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)

Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs.

**What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront.

**Also called:** Customer financing, Payment plans

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** Customer Financing

The time range communicated to a customer for when a technician will arrive.

**What it does:** Sets customer expectations proactively, reducing 'where's my tech?' calls and improving satisfaction scores.

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

Automatic recording of all inbound and outbound calls logged against the customer record in ServiceTitan.

**What it does:** Provides a permanent, searchable audio record for dispute resolution, training, and quality assurance.

**Tags:** Phones Pro

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)