---
title: "Use the Follow Up tab in ServiceTitan Mobile"
slug: "use-the-follow-up-tab-in-servicetitan-mobile"
updated: 2026-10-15T01:28:50Z
published: 2026-10-15T01:28:50Z
canonical: "help.servicetitan.com/use-the-follow-up-tab-in-servicetitan-mobile"
---

> ## 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.

# Use the Follow Up tab in ServiceTitan Mobile

## Overview

Use the *Follow Up* tab in ServiceTitan Mobile to follow up on estimates, leave notes each time you follow up, set reminders to follow up again, and duplicate forms.

---

### 

#### Who uses this feature

- Technicians
- Applies to all business types

#### Feature configuration

- The *Access follow ups* permission is required to use this feature. Please contact the account administrator on your team.

[KB - Use the Follow Up Tab in ServiceTitan Mobile Video](https://fast.wistia.net/embed/iframe/zd11r3p66n?web_component=true&seo=true&videoFoam=false)

## Things to know

- Find the opportunity you're looking for using filters. Filters are only applied after you tap search.
- You can filter by date, follow up date, business unit, opportunity status, or search using a keyword. For more on opportunity statuses, see [Understand opportunity statuses](/construction/docs/follow-up-on-opportunities-1).
- You can choose to only show opportunities with reminders.
- You can sort opportunities in ascending or descending order.
- You can find details such as photos, forms, and other activities by scrolling down to history.
- If the estimate that generated the opportunity was built with estimate templates, each estimate has a corresponding label.

## Follow up on an opportunity

1. Go to the navigation bar and tap **Follow Up**.
2. Tap **View Opportunity** on the opportunity you want to follow up on. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-follow-up-tab-in-servicetitan-mobile-image-a9ksdcdc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A01Z&se=2026-10-31T02%3A38%3A01Z&sr=c&sp=r&sig=dOqKBVPQq4WJSfW%2Fjgyj6sPJHwv17lBhCZsA2fxQvLI%3D)
3. To call the customer, tap **Phone ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-follow-up-tab-in-servicetitan-mobile-image-sqa01xj9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A01Z&se=2026-10-31T02%3A38%3A01Z&sr=c&sp=r&sig=dOqKBVPQq4WJSfW%2Fjgyj6sPJHwv17lBhCZsA2fxQvLI%3D)**. To send them an email, click **Mail ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-follow-up-tab-in-servicetitan-mobile-image-n3jqhb9n.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A01Z&se=2026-10-31T02%3A38%3A01Z&sr=c&sp=r&sig=dOqKBVPQq4WJSfW%2Fjgyj6sPJHwv17lBhCZsA2fxQvLI%3D)**.
4. Tap the **Estimate Title** to open the estimate.
5. If you need to follow up again, tap **Calendar** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-follow-up-tab-in-servicetitan-mobile-image-3vqghpxh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A01Z&se=2026-10-31T02%3A38%3A01Z&sr=c&sp=r&sig=dOqKBVPQq4WJSfW%2Fjgyj6sPJHwv17lBhCZsA2fxQvLI%3D) to set a follow-up reminder.
6. Tap **Log A Follow Up** if you want to add notes about your follow-up. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-follow-up-tab-in-servicetitan-mobile-image-wocnezqe.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A01Z&se=2026-10-31T02%3A38%3A01Z&sr=c&sp=r&sig=dOqKBVPQq4WJSfW%2Fjgyj6sPJHwv17lBhCZsA2fxQvLI%3D)

## Set reminders

You can add an in-app, email, or text reminder to remind yourself to follow up on an opportunity.

1. In the dashboard, tap **Follow Up**.
2. Find the opportunity that needs a reminder and tap **View Opportunity**.
3. Tap the **Calendar**.
4. Tap the date you want to be reminded of.
5. If the customer prefers to be contacted at a certain time, tap **Set Time**.
6. Turn on the **Reminder**.
7. Tap **OK**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-follow-up-tab-in-servicetitan-mobile-image-zwzppd9l.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A01Z&se=2026-10-31T02%3A38%3A01Z&sr=c&sp=r&sig=dOqKBVPQq4WJSfW%2Fjgyj6sPJHwv17lBhCZsA2fxQvLI%3D)
8. Select if you would like additional reminders sent by **Email** or **Text**.
9. Tap **Finish**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-follow-up-tab-in-servicetitan-mobile-image-nqnxb2i1.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A01Z&se=2026-10-31T02%3A38%3A01Z&sr=c&sp=r&sig=dOqKBVPQq4WJSfW%2Fjgyj6sPJHwv17lBhCZsA2fxQvLI%3D)
10. Review your follow-up reminder confirmation, then tap **Close**.
11. If you just reached out to a customer, tap **Log A Follow Up**.

## Log a follow up

You can add notes to an opportunity to provide helpful details for future follow-ups.

1. Go to the navigation bar and tap **Follow Up**.
2. Tap **View Opportunity** on the opportunity you want to add a note to.
3. Tap **Log A Follow Up**.
4. Enter a note into the field provided.
5. Select **Successfully reached customer** if you did.
6. Copy the note to the location, customer, or job notes by selecting the corresponding options.
7. Tap **Save**.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-follow-up-tab-in-servicetitan-mobile-image-8csiqdh3.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A01Z&se=2026-10-31T02%3A38%3A01Z&sr=c&sp=r&sig=dOqKBVPQq4WJSfW%2Fjgyj6sPJHwv17lBhCZsA2fxQvLI%3D)

## Duplicate a form

To make it easier to complete all of the necessary paperwork when selling an opportunity, you can duplicate forms from the *Follow Up* tab:

1. Go to the navigation bar and tap **Follow Up**.
2. Tap the opportunity where you need to duplicate a form.
3. Tap **Forms**.
4. Tap **More** next to the form you want to duplicate.
5. Tap **Duplicate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-follow-up-tab-in-servicetitan-mobile-image-26lcs5xd.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A01Z&se=2026-10-31T02%3A38%3A01Z&sr=c&sp=r&sig=dOqKBVPQq4WJSfW%2Fjgyj6sPJHwv17lBhCZsA2fxQvLI%3D)
6. If you've completed any of the fields in the form you're duplicating, you're prompted to either make a blank copy or a copy that contains the information you added.

> [!TIP]
> **Tip:** By default, the original form is named 1, the first copy is named 2, and any further copies continue the numbering. You can rename the form.
7. Tap **Save**.
8. Complete the form as usual. For more on completing forms, see [Complete and send forms in ServiceTitan Mobile.](/v1/docs/forms-in-servicetitan-mobile)

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Mobile Follow Up](https://servicetitan.myabsorb.com/#/online-course-player/a037211d-28ad-45a5-a267-013b64dadb61)
- See [Use the Overview tab in ServiceTitan Mobile](/construction/docs/use-the-overview-tab-in-servicetitan-mobile)
- See [Use the History tab in ServiceTitan Mobile](/construction/docs/use-the-history-tab-in-servicetitan-mobile)