---
title: "Update opportunities after following up in the ServiceTitan Field Mobile App"
slug: "update-opportunities-after-following-up-in-the-servicetitan-field-mobile-app"
updated: 2026-10-15T00:38:56Z
published: 2026-10-15T00:38:56Z
canonical: "help.servicetitan.com/update-opportunities-after-following-up-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.

# Update opportunities after following up in the ServiceTitan Field Mobile App

## Overview

After you [follow up with an opportunity](/construction/docs/follow-up-on-opportunities-in-the-servicetitan-field-mobile-app), update it in the Field Mobile App to keep the status up-to-date. You can add contact details, edit estimates, view forms and attachments, add the outcome of your follow up, convert the opportunity to a sold estimate, or dismiss the opportunity.

> [!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%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%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%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D).

[KB - Update Opportunities After Following Up in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/7vanpl4xld?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Technicians
- Primarily benefits Commercial Service and Replacement, Residential Service and Replacement, and Residential Construction 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.
  - *Access follow ups*
  - *Edit estimates in follow up*
  - *View Forms*
  - *Allow Form Duplication*

## Use cases

As a Residential Service and Replacement technician:

- You review a past unsold estimate for a water heater through the *Opportunities* screen. You adjust pricing and resend the estimate during a scheduled follow-up.
- During a callback visit, you view the details of the opportunity and mark the estimate as sold.
- You open an opportunity and tap the **Forms** tab to complete a required form directly from the *Opportunity* details screen, without leaving the opportunity context.

As a Residential Construction technician:

- You work on a construction project and tap **Menu > Opportunities**, review an old estimate for insulation add-ons, and revise it based on updated pricing.
- While reviewing open opportunities, you open the job record right from the opportunity to confirm work done before updating line items.

## Step 1: Add a new contact and edit estimates from an opportunity in the Field Mobile App

### Add a new contact

1. [Locate the opportunity](/construction/docs/set-follow-up-reminders-for-opportunities-in-the-servicetitan-field-mobile-app#step-1-locate-an-opportunity-in-the-field-mobile-app) then tap **Email** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-mail.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D) .![Job opportunities listing with follow-up and appointment details for Emily Wilson.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(127).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D)
2. On the screen that opens, tap **Add new contact**.![User interface showing contact details with an option to add a new contact.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(128).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D)
3. On the screen that opens:
  1. Enter a memo note about the contact for the office.
  2. Enter the details of the new contact method or methods.
  3. Select if the contact should be saved to the customer or location record.
  4. Tap **Save**. ![Form to add a new contact with fields for memo, phone, and email.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(129).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D)

### Edit estimates

1. [Locate the opportunity](/construction/docs/set-follow-up-reminders-for-opportunities-in-the-servicetitan-field-mobile-app#step-1-locate-an-opportunity-in-the-field-mobile-app) then tap it to open it.
2. On the opportunity that opens, scroll to the Estimates tab and tap it.

> [!NOTE]
> **Tip:** If needed, scroll up to the *Job Information* section and tap the **job link** to open and review the details of the job this opportunity originated from.
3. Tap the **estimate** you want to edit.![Estimate for emergency plumbing repair totaling $750 with recommended service details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(130).png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D)
4. On the estimate that opens, [edit the estimate](/construction/docs/edit-estimates-in-the-servicetitan-field-mobile-app) as needed.

### Edit forms

1. Locate the opportunity then tap it to open it.
2. On the opportunity that opens, scroll to the **Forms** tab and tap it.
3. Tap **Open Forms**.

![Manage forms section displaying various reports with completion statuses and action options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Forms.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D)
4. On the screen that opens, you can edit, rename, duplicate, or delete a form as needed. For more, see [Complete and send forms in the ServiceTitan Field Mobile App](/construction/docs/complete-and-send-forms-in-the-servicetitan-field-mobile-app).

![List of required forms including checklists and inspection details for completion.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1777496567243.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D)

> [!NOTE]
> **Note:** The *View Forms* permission is required to see the *Forms* tab, and the *Allow Form Duplication* permission is required to duplicate forms. Please contact the account administrator on your team.

## Step 2: Add the outcome of your follow up in the Field Mobile App

1. [Locate the opportunity](/construction/docs/set-follow-up-reminders-for-opportunities-in-the-servicetitan-field-mobile-app#step-1-locate-an-opportunity-in-the-field-mobile-app) then tap it to open it.
2. On the opportunity that opens, scroll to the bottom and tap **Add Note**.

![Contact details and opportunity metrics for Emily Wilson, including follow-up date and status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/update-opportunities-after-following-up-in-the-servicetitan-field-mobile-app-image-54de58ye.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D)
3. On the screen that opens:
  1. Enter a brief note detailing what happened.
  2. Select if you successfully reached the customer.
  3. Tap **Expand** ![](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%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D) next to *Also save to* and select if you want to save this information to the **Customer, Location,** and/or **Job**.
  4. Tap **Save** when finished. ![Customer communication log indicating a follow-up needed after discussion with her husband.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/update-opportunities-after-following-up-in-the-servicetitan-field-mobile-app-image-6bfj9iri.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D)

If you selected that you successfully reached the customer, the opportunity status changes to *Contacted*. If you did not select this option, the status changes to *Unreachable.*

## Step 3: Convert an opportunity to a sold estimate in the Field Mobile App

If you sell an opportunity after following up, mark it as sold:

1. [Locate the opportunity](/construction/docs/set-follow-up-reminders-for-opportunities-in-the-servicetitan-field-mobile-app#step-1-locate-an-opportunity-in-the-field-mobile-app) then tap it to open it.
2. Tap the **Estimates** tab and turn on the **Sold** toggle next to the estimate or estimates you sold.

![Details of Emily Wilson's plumbing repair estimate and follow-up schedule.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/update-opportunities-after-following-up-in-the-servicetitan-field-mobile-app-image-8nygclvf.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D)
3. In the confirmation that appears, confirm that you want to mark the estimate as sold.

![Reminder message about marking an estimate as sold with an irreversible action warning.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Reminder 2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D)

The opportunity status changes to *Won* for both you and the office.

> [!TIP]
> **Tip:** Confirm with your office if [they'll be booking a new job](/construction/docs/follow-up-on-opportunities-1#book-a-sold-estimate-into-a-new-job) for this or if they want you to [book a new job](/construction/docs/book-a-job-for-an-existing-service-location-in-the-servicetitan-field-mobile-app).

## Dismiss an opportunity in the Field Mobile App

If you aren't able to sell an opportunity, you can dismiss it:

1. Go to the *Opportunities* screen or the *Opportunity Details* screen.
2. Tap **Dismiss** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-cancel.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D) on the opportunity.
3. On the screen that opens, confirm that you want to dismiss the opportunity. ![Confirmation prompt to dismiss an opportunity with options to dismiss or cancel.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/update-opportunities-after-following-up-in-the-servicetitan-field-mobile-app-image-p4jg43z0.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A50%3A59Z&se=2026-10-31T02%3A50%3A59Z&sr=c&sp=r&sig=7CZLYpsNiTW0nkkHaO8sM0YRi%2BNhiCzErLALID1D0SY%3D)

The opportunity status changes to *Dismissed*. If you need to reopen it, reach out to your office.

## Want to learn more?

- Previous topic: [Follow up on opportunities in the ServiceTitan Field Mobile App](/construction/docs/follow-up-on-opportunities-in-the-servicetitan-field-mobile-app)