---
title: "Generate invoice summaries using TI in the ServiceTitan Field Mobile App"
slug: "generate-invoice-summaries-using-ti-in-the-servicetitan-field-mobile-app"
updated: 2026-10-29T12:36:38Z
published: 2026-10-29T12:36:38Z
canonical: "help.servicetitan.com/generate-invoice-summaries-using-ti-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.

# Generate invoice summaries using TI in the ServiceTitan Field Mobile App

Use Titan Intelligence (TI) to generate a clear and detailed invoice summary based on the job summary, completed forms, and invoice items with just one tap. This saves you time from manually entering an invoice summary and improves your customer communication.

---

### 

#### 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](/construction/docs/automatically-generate-invoice-summary-using-titan-intelligence) are required to use this feature. Please contact your office for details.
- The *Edit Invoice Summary* permission is required to add or edit the invoice summary. Please contact the account administrator on your team.

## Things to know

- The *Generative Invoice Summary* option must be enabled in ServiceTitan to use this feature. Please contact the account administrator on your team. For more, see [Automatically generate invoice summary using Titan Intelligence](/construction/docs/automatically-generate-invoice-summary-using-titan-intelligence).
- The names of certain screens, tabs, and so on may be different based on your selection in **Menu** ![](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%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D) **> Settings**. For more, see [Show Residential or Commercial terms in the ServiceTitan Field Mobile App](/v1/docs/show-residential-or-commercial-terms).

## Generate an invoice summary using TI in the Field Mobile App

1. Open the job and:
  - If your default terminology is set to *Residential*, tap the **Invoice** tab.
  - If your default terminology is set to *Commercial*, tap the **Work Order** tab.
2. Go to the *Invoice Summary* section and tap **Add** or **Edit.**
3. Tap **Enhance summary with Ti**.
4. Ensure there is a prompt in *Prompt Instructions*.

> [!NOTE]
> **Note:** You can tap on the arrow to open and edit the prompt to create a custom prompt that impacts the generated output.
5. (Optional) Select additional data as details to the TI invoice summary generation, including:
  - **Job Summary:** Includes the job summary to the invoice summary
  - **Work Order:** Adds the work summary to the invoice summary
  - **Completed Forms:** Includes forms to the invoice summary

> [!NOTE]
> **Note:** Tap the arrow to select which forms you want to include.
  - **Invoice Items (Residential)** or **Work Order Items (Commercial) & Descriptions:** Includes invoice item descriptions

> [!NOTE]
> **Note:** Tap the arrow to select which items you want to include.
6. When finished, tap **Generate**.

![Invoice summary showing customer check-in and work summary details for maintenance tasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(105).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D)
7. Review the invoice summary:
  - If you're satisfied with the invoice summary, tap **Save Summary**.
  - If you need changes, tap **Regenerate** or tap into the box and manually edit the text. ![Summary of AC unit installation and service tasks, highlighting key maintenance actions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/generate-invoice-summary-using-titan-intelligence-in-the-servicetitan-field-mobile-app-image-hjr4dtqa.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A49%3A32Z&se=2026-10-31T02%3A49%3A32Z&sr=c&sp=r&sig=kvzJrOGuosdI5HFX9coogswWXdM0XZ%2BlHWsuAk4vojo%3D)

## Want to learn more?

- See [Manage taxes in the ServiceTitan Field Mobile App](/v1/docs/manage-taxes-in-fma)