---
title: "Prepare for a job before it’s been booked in the ServiceTitan Field Mobile App"
slug: "prepare-for-a-job-before-it-s-been-booked-in-the-servicetitan-field-mobile-app"
updated: 2026-10-29T12:37:21Z
published: 2026-10-29T12:37:21Z
canonical: "help.servicetitan.com/prepare-for-a-job-before-it-s-been-booked-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.

# Prepare for a job before it’s been booked in the ServiceTitan Field Mobile App

## Overview

If a job hasn't been booked yet but you want to learn about the customer ahead of time, you can review their details in the Field Mobile App.

> [!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%3A51%3A02Z&se=2026-10-31T02%3A51%3A02Z&sr=c&sp=r&sig=ziAvj07JSF7ykRKQBUUlGUTrhvn73NnrGfk9RfF8yKw%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%3A51%3A02Z&se=2026-10-31T02%3A51%3A02Z&sr=c&sp=r&sig=ziAvj07JSF7ykRKQBUUlGUTrhvn73NnrGfk9RfF8yKw%3D).

### Commercial businesses

[KB - Prepare for a Job Before It's Been Booked in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/86arlga9sf?web_component=true&seo=true&videoFoam=false)

### Residential businesses

[KB - Prepare for a Job Before It's Been Booked in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/npb3t8cmcr?web_component=true&seo=true&videoFoam=false)

---

### 

#### 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).
- The following permissions are required to use this feature. Please contact the account administrator on your team.
  - *View Location Record*
  - *View Historical Details*

> [!NOTE]
> **Note:** If the *Book Job* permission is enabled, the *Customer & Location Details* button in the Field Mobile App changes to *Book a job*.
> 
> **Commercial:** **Note:** If the *Create Work Order* permission is enabled, the *Customer & Location Details* button in the Field Mobile App changes to *Create a Work Order*.

## Thing to know

- In Commercial terminology, jobs are referred to as work orders.
- A customer and location record must already exist in ServiceTitan before you can view their details.

## Prepare for a job before it's been booked in the Field Mobile App

1. Open the Field Mobile App and tap **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%3A51%3A02Z&se=2026-10-31T02%3A51%3A02Z&sr=c&sp=r&sig=ziAvj07JSF7ykRKQBUUlGUTrhvn73NnrGfk9RfF8yKw%3D) at the bottom of the screen.
2. On the Menu screen that opens, tap **Customer and Location Details**.

> [!NOTE]
> **Note:** If the *Book Job* permission is enabled, **Customer & Location Details** changes to **Book a job**.
> 
> **Commercial:** **Note:** If the *Create Work Order* permission is enabled, **Customer & Location Details** changes to **Create a Work Order**.

![Menu screen showing user shortcuts for customer details and messages.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(31).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A51%3A02Z&se=2026-10-31T02%3A51%3A02Z&sr=c&sp=r&sig=ziAvj07JSF7ykRKQBUUlGUTrhvn73NnrGfk9RfF8yKw%3D)
3. On the screen that opens, use the *Search* box to find the customer or location you want to check details for.
4. Tap the customer or location record to open it. ![User interface displaying job booking options with search results for 'sam'.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/prepare-for-a-job-before-its-been-booked-in-the-servicetitan-field-mobile-app-image-et3z4n0w.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A51%3A02Z&se=2026-10-31T02%3A51%3A02Z&sr=c&sp=r&sig=ziAvj07JSF7ykRKQBUUlGUTrhvn73NnrGfk9RfF8yKw%3D)
5. On the screen that opens, tap the **Customer details** tab to review information about the bill-to party. ![Details for Fresno Properties, including contact information and customer notes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/prepare-for-a-job-before-its-been-booked-in-the-servicetitan-field-mobile-app-image-x5dqpneg.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A51%3A02Z&se=2026-10-31T02%3A51%3A02Z&sr=c&sp=r&sig=ziAvj07JSF7ykRKQBUUlGUTrhvn73NnrGfk9RfF8yKw%3D)
6. Tap the **Location details** tab to review information about the service location. ![Details for Fresno Properties, including location, notes, and job statuses.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/prepare-for-a-job-before-its-been-booked-in-the-servicetitan-field-mobile-app-image-7z9m2jtm.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A51%3A02Z&se=2026-10-31T02%3A51%3A02Z&sr=c&sp=r&sig=ziAvj07JSF7ykRKQBUUlGUTrhvn73NnrGfk9RfF8yKw%3D)

## Want to learn more?

- See [Book a job for an existing service location in the ServiceTitan Field Mobile App](/construction/docs/book-a-job-for-an-existing-service-location-in-the-servicetitan-field-mobile-app)
- See [Book a job for a new service location in the ServiceTitan Field Mobile App](/construction/docs/book-a-job-for-a-new-service-location-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)