Schedule another appointment during closeout in the ServiceTitan Field Mobile App

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Overview

Book a follow-up appointment or ask the office to schedule another appointment by sending a reason through the Field Mobile App. This ensures the job continues and all its work is properly tracked.


Who uses this feature

  • Technicians

  • Applies to all business types

Feature configuration

Things to know

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

  • You need to dispatch and arrive at the job to be able to schedule another appointment.

  • The Schedule Another Appointment option adds another appointment to the job and closes the one you're working on.

Schedule another appointment during closeout in the Field Mobile App

  1. Open your job (Residential) or Work Order (Commercial) and tap Close Out.

  2. On the Close Out screen, tap Schedule Another Appointment. IMG_6356.png

  3. On the screen that opens, select Schedule Myself.

  4. Select the Date, Time, and Arrival Window for the new appointment.

  5. (Optional) Enter a memo.

  6. When finished, tap Schedule and Closeout. IMG_6357.png

Ask the office to schedule another appointment in the Field Mobile App

  1. Open the job (Residential) or Work Order (Commercial) and tap Close Out.

  2. On the Close Out screen that opens, tap Schedule Another Appointment.

  3. On the screen that opens, select Notify Office.

  4. In Why do you need another appointment field, enter the reason why you want to schedule another appointment. IMG_6358.png

  5. Fill out the remaining fields, such as Work Performed Log, Signature, Timesheet Activities and Forms.

  6. When finished, tap Notify Office and Closeout to let the office know you want to schedule another appointment and wait for them to reschedule the appointment on their end.

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