--- title: "Field Pro overview" slug: "field-pro-overview" updated: 2026-10-15T00:40:33Z published: 2026-10-15T00:40:33Z canonical: "help.servicetitan.com/field-pro-overview" --- > ## 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 Pro overview ## Overview Field Pro is the next generation of Sales Pro, built directly into the ServiceTitan navigation bar. It captures and analyzes technician–customer conversations, links them to job data, and pairs them with insights. Technicians get pre-job briefs, guided diagnostics, HVAC calculations, and equipment documentation with Atlas in Field Pro. Managers can review calls, coach faster, and act in one place without switching tools. This leads to more deals, more opportunities, and growing revenue. --- ### #### Who uses this feature - Technicians, administrators, business owners, and sales managers #### Feature configuration - To get started with Field Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro/field), or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM). - If you're an existing Sales Pro customer and want to migrate to Field Pro, please fill out [this form](https://forms.gle/vctEqVSszf5gaBkR9). ## Things to know - You can view which technicians have Field Pro enabled and bulk update settings or enable Field Pro for multiple technicians at once. For more, see [Manage Field Pro settings for technicians](/v1/docs/manage-field-pro-settings-for-technicians). - You can run reports to see which technicians are using Field Pro Standard and how often they Ask Atlas questions. For more, see [Field Pro Standard: Usage Overview report template](https://help.servicetitan.com/v1/docs/field-pro-standard-usage-overview-report-template) and [Field Pro Standard: Atlas Questions report template](https://help.servicetitan.com/v1/docs/field-pro-standard-atlas-questions-report-template). ## Benefits of using Field Pro - **Capture every interaction automatically:** Recording starts the moment a technician taps **Arrive** and is tied to the correct job, providing full customer context. - **Equip Technicians with Atlas in Field Pro:** Technicians access guided diagnostics, HVAC calculations, equipment documentation, and real-time troubleshooting to solve problems faster and present credible solutions. - **Increase close rates and average tickets:** Spot patterns, reinforce top-performing behaviors, and consistently present the right solutions. - **Targeted and actionable Coaching:** Use AI-tagged moments, custom scorecards, and objection tracking to coach effectively and drive consistent performance. - **Faster onboarding and continuous learning.** Build playlists and trainings from real calls to ramp up new technicians quickly and develop experienced team members. ## Difference between Field Pro Standard and Field Pro Advanced See the table below for a side-by-side look at Field Pro Standard and Advanced features. | **Mobile features** | **Field Pro Standard** | **Field Pro Advanced** | | --- | --- | --- | | Equipment Information in Atlas | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | | Troubleshooting in Atlas | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | | Calculators and Diagnostic tests in Atlas | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | | Automated Job Recordings | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-remove.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | | Pre-Job Briefs | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-remove.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | | **Office features** | **Field Pro Standard** | **Field Pro Advanced** | | --- | --- | --- | | View and manage recordings | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-remove.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | | Atlas enhanced Insights | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-remove.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | | Performance scorecards | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-remove.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | | Review and manage comments | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-remove.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | | Ask Atlas | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-remove.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | ![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=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) | ## How Field Pro works for managers Field Pro combines job data, Call Recordings, and **Atlas insights** to give managers a complete view of team performance. It helps them spot patterns, highlight missed opportunities, and coach with precision, all in one place. Managers can use the following tools in Field Pro: - [Recordings](/v1/docs/review-recordings-in-field-pro): Review every conversation automatically captured in the field. Jump to AI-tagged moments, such as objections or pricing, for faster, focused coaching. - [Insights](/v1/docs/view-insights-in-field-pro)**:** Track team performance across key drivers such as talk ratios, objection handling, and process adherence. - [Scorecards](/v1/docs/review-scorecards-in-field-pro)**:** Measure performance against customized workflows, ensuring consistent coaching and reinforcing best practices. - **Comments:** Leave time-stamped feedback directly on transcripts, enabling targeted, collaborative coaching. - [Re-Engage](/v1/docs/re-engage-in-field-pro)**:** Identify high-potential open opportunities, quickly review the context, and send an AI-drafted follow-up to win back revenue. - [Equipment Hub](/v1/docs/use-equipment-hub-in-field-pro): Access equipment specifications, documentation, and OEM parts. Look up models, identify replacements, and streamline your estimating process. ## How Field Pro works for technicians Field Pro captures real customer conversations on mobile and turns them into insights technicians and managers can use for training and improvement. - [Atlas in Field Pro](/construction/docs/field-pro-home#field-pro-standard)**:** Instantly access equipment documentation, service histories, diagnostic steps, and HVAC calculations to solve problems faster and impress customers. - **Automatic recordings**: Start when a technician taps **Arrive** (with customer consent) and stop when the job is marked *Completed*. Technicians can also pause and resume recordings as needed. - [Pre-job briefs](/v1/docs/pre-job-briefs-in-servicetitan-mobile): Provide customer history and job details so technicians walk in prepared to recommend the right solutions. - **Call review and feedback**: Access recordings, AI summaries, and key call moments. Collaborate with managers using time-stamped comments. - **Self-insights**: View talk ratios, pacing, and engagement metrics to identify strengths and growth areas. ## Enable Field Pro Standard for technicians To enable Field Pro in Atlas for technicians: 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/field-pro-overview-image-xiyi0kcc.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D)**. 2. In the side panel, go to **People** **>** **Technicians**. 3. On the *Technicians* screen that opens, click **Edit** next to the technician you want to enable Atlas in Field Pro for. 4. In the *Pro Products* section, turn the **Enable Field Pro - Standard** toggle on. ![Settings for enabling Field Pro features for technicians, including AI functionalities.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/field-pro-overview-image-f5tezgbp.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) 5. When finished, click **Save Changes**. > [!NOTE] > **Note:** The *Enable Atlas in Mobile for Technician* permission also controls access to Atlas in Field Pro. This permission is enabled by default for managed technicians but can be updated anytime by going to **Settings > People > Technicians > Permissions**. ## Set Field Pro Advanced permissions for technicians To give a technician access to Field Pro: 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/field-pro-overview-image-7db1rley.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D)**. 2. In the side panel, go to **People** **>** **Employees**. 3. On the *Employees* screen that opens, click **Edit** next to the employee you set permissions for. 4. Click **Permissions**. 5. In the *Field Pro* section, select the following permissions: 1. **View Field Pro:** Gives the technician access to the Field Pro app. 2. **Enable job briefs**: Allows the technician to view and access job briefs. ![Settings for Field Pro permissions, including options to view and enable job briefs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/field-pro-overview-image-fmkqzdkb.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) 6. When finished, click **Save Changes**. ## Set Field Pro Advanced permissions for office employees To give your office employees access to the Field Pro dashboard and recordings: 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/field-pro-overview-image-mm4twsaj.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D)**. 2. In the side panel, go to **People** **>** **Employees**. 3. On the *Employees* screen that opens, click **Edit** next to the employee you want to enable Field Pro for. 4. Click **Permissions**. 5. In the *Field Pro* section, select the following permissions: 1. **View Field Pro:** Gives access to Field Pro from the navigation bar. 2. **View Insights**: Gives access to the Insights tab within Field Pro. ![Settings for Field Pro permissions with options to view Field Pro and insights.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/field-pro-overview-image-kji65mgt.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A27%3A05Z&se=2026-10-31T03%3A27%3A05Z&sr=c&sp=r&sig=GQIlLU7hBluwns2%2F2Mavm3FddWToNLEtWotJuD%2BSAhc%3D) 6. When finished, click **Save**. ## Want to learn more? - See [Field Pro](/construction/docs/field-pro-home) In-app button that lets technicians or managers ask AI a question about a job, recording, or troubleshooting topic. **What it does:** Gives techs instant AI answers in the field without leaving the app, improving first-visit resolution. **Tags:** AI-Powered [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Ask Field Pro 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)