Overview
Atlas is the AI assistant built into your job page in the ServiceTitan Field Mobile App. In ServiceTitan Max, Atlas is one part of a connected workflow that already handed your job off through Marketing, Contact Center, Scheduling, Dispatch, and Pricebook before you ever tapped Arrive. By the time you're on site, the right job is on the right tech, the right pricebook is loaded, and Atlas is ready to answer equipment questions, run diagnostics, find replacement parts, and walk you through troubleshooting — all from the same Ask Atlas screen.
This guide walks technicians through the four Atlas modules in the ServiceTitan Field Mobile App and how to use them inside a typical ServiceTitan Max job.
Who uses this feature
Technicians
Primarily for Residential Service and Commercial Service business types
Feature configuration
The following permissions must be enabled by your office:
Enable Field Pro - Standard
Enable Atlas in Mobile for Technician
Atlas in Field Pro is available only for managed technicians.
What Atlas is
Atlas is ServiceTitan's mobile AI assistant for technicians, powered by Titan Intelligence. Inside the ServiceTitan Field Mobile App, Atlas adds four modules to the job page so you can look up equipment information, troubleshoot issues, run common HVAC calculations, and find compatible replacement parts — without leaving the job. Each module is built on equipment manuals, install guides, vendor catalogs, and ServiceTitan job context, and every answer includes cited sources so you can verify before acting.
Atlas is currently available for Commercial HVAC, Residential HVAC, and Plumbing. It is only available to managed technicians.
Where you'll see Atlas
Atlas lives in the ServiceTitan Field Mobile App. In ServiceTitan Max, the Field Mobile App is the app you'll use for your daily mobile workflows.
You access Atlas from these places in the Field Mobile App:
The job page — Tap Ask Atlas to open the Atlas screen with all four modules and the existing Information in ServiceTitan module.
The equipment screen — Tap Ask Atlas directly from a piece of Location Equipment. The equipment model auto-fills in Atlas, saving you a step. If the equipment was added using Optical Character Recognition (OCR), the model is also automatically preselected.
The invoice screen — After adding a replacement part to an invoice from Atlas, tap Ask Atlas from the Invoice screen to relaunch Atlas and pick up where you left off.
The estimate screen — After adding a replacement part to an estimate from Atlas, tap Ask Atlas from the Estimates screen to return to Atlas in the same context.
Note: Atlas is not currently available in the Inventory Mobile App.
Admin callout: enabling Atlas for your team
Office admins and managers — Atlas access is gated by two settings on each technician's profile in Settings > People > Technicians:
Enable Field Pro - Standard (in the Pro Products section)
Enable Atlas in Mobile for Technician (in the Assist Platform section — enabled by default for managed technicians)
You can bulk-update these for multiple technicians at once. For the full setup procedure, see Enable Atlas in Field Pro for technicians in the Field Pro Standard documentation.
Things to know
All four modules share one Atlas screen. Equipment Information, Troubleshooting, Calculators & Diagnostic Tests, and Replacement Part Finder are tabs on the same screen, alongside the original Information in ServiceTitan module. You can move between them without leaving the job.
Supported trades today: Commercial HVAC, Residential HVAC, and Plumbing. Calculators & Diagnostic Tests is available only for Commercial HVAC and Residential HVAC. Replacement Part Finder is primarily for Commercial HVAC and Residential HVAC.
Atlas uses your ServiceTitan context. The equipment list comes from your job's Location Equipment. The Replacement Part Finder match types reflect your Pricebook catalog. The job, customer, and history Atlas has access to were captured by Contact Center at booking and updated through Dispatch Pro.
Ask about one make or model at a time. Atlas works one piece of equipment per question.
Answers include cited sources so you can verify before acting. Unsupported equipment is marked with a red triangle — you can still ask questions or search similar models, but documentation may not be available.
OCR shortcut: If you add equipment using Optical Character Recognition (OCR) from the equipment screen, the equipment model is automatically preselected when you tap Ask Atlas.
Atlas is generative AI. It may produce inaccurate, incomplete, or outdated responses. Verify details before acting, and don't treat answers as professional advice.
Data and privacy: Your conversations with Atlas may be stored to improve the service. Avoid sharing sensitive customer information (PII, credit card numbers, account credentials) in Atlas prompts. By using Atlas, you agree to use the feature responsibly and acknowledge that data collected will be used in accordance with the ServiceTitan Privacy Policy and may be shared with third-party service providers.
Best practices
Use Atlas early in diagnosis. The AI-cited sources are most valuable when they shape your approach, not after you've already made a call.
Start from the equipment screen when possible. Tapping Ask Atlas from a piece of Location Equipment auto-selects the model, saving you a step.
Verify before quoting or replacing. Atlas's citations link straight to the source document — confirm the spec, then move on.
Watch for the red triangle. If your equipment is unsupported, switch to a similar supported model or fall back to the manufacturer documentation.
Pair Atlas with your Pricebook catalog. The match types in Replacement Part Finder tell you whether you can act on a part directly in the app or whether the office needs to add it to your Pricebook first.
Use cases
A residential HVAC technician on a no-cool call opens Equipment Information for an unfamiliar furnace, asks Atlas for the error code meaning, and gets a cited install guide page in seconds.
A commercial HVAC technician runs the Airflow Diagnostic in Atlas before quoting a duct repair, confirms a static pressure issue, and shows the customer the result on the spot.
A plumbing technician encounters a vendor-only valve replacement, runs Replacement Part Finder, finds a Matched Pricebook item equivalent, and adds it directly to the open estimate from Atlas — without leaving the job.
A technician finishes a job, marks it Completed, and the Field recording, Atlas activity, and final invoice all flow back to the office through ServiceTitan — feeding Dispatch for the next assignment and Marketing for follow-up.
Atlas in the ServiceTitan Max workflow
Your job didn't start when you tapped Arrived. In ServiceTitan, the path that brings you to a customer's door connects across several products:
Marketing captures the lead and tracks campaign attribution through ServiceTitan.
Contact Center answers the inbound call and books the job with full context written into ServiceTitan.
Scheduling captures self-scheduled bookings from your company's website, 24/7, into the same dispatch queue.
Dispatch uses Titan Intelligence to match the right technician — you — to the right job based on skills, location, and capacity.
Pricebook loads the right catalog with Dynamic Pricing rules already applied, so the materials and pricing you see in Atlas's Replacement Part Finder match what you'll quote.
Field records the conversation, links the recording to the job, and ties outcomes back to the estimates you build.
Fleet (if added) tracks vehicle location, geofencing, and GPS timesheets — including Auto-Arrive when you're within 125 meters of the job.
Atlas is the technician-facing AI layer of that workflow. Everything Atlas knows about your job — the location, the equipment, your Pricebook — is the result of those upstream products doing their work first.
Step 1: Open Atlas on the job page
The starting point is the same for all four modules.
Open the job in the ServiceTitan Field Mobile App.
Tap Ask Atlas.
On the Atlas screen that opens, choose the module you need: Equipment Information, Troubleshooting, Calculators & Diagnostic Tests, or Replacement Part Finder.
Tip: The Information in ServiceTitan module is on the same screen — use it when you need account history, customer details, or notes from earlier visits.
Step 2: Use Equipment Information for manuals, specs, and install guides
Use Equipment Information to access equipment documents and get source-cited answers for the unit you're working on. You can view manuals, install guides, spec sheets, wiring diagrams, and more.
On the Atlas screen, tap Equipment Information.
Select the equipment using one of the following methods:
Method 1: From the location's equipment list:
Tap Location Equipment to view all equipment installed at the job location, then select the unit you need.
Tap Submit.
Method 2: By typing the model number:
Tap the Model Number dropdown.
Type at least 4 characters, then select the matching model from the suggestions.
(Optional) From the Manufacturer and Model Line dropdowns, select manufacturer and model line to narrow results.
Tap Submit.
Ask Atlas a question in one of the following ways:
Enter your question in the Ask Atlas field and tap Send.
Tap a suggested category such as Error Codes, Specs, Install, or View PDF Documents.
Use your phone's voice-to-text feature to speak your question instead of typing.
Review the answer. Atlas cites the exact document and page used.
Enter a follow-up question, or tap Back to open another module or return to the job page.
Tip: When searching for an equipment model, enter at least 4 characters in the Model Number field. The full model number is not required.
Step 3: Use Troubleshooting to diagnose equipment issues
Use Troubleshooting to diagnose equipment issues, identify likely causes, and follow guided repair steps, all from the job page.
On the Atlas screen, tap Troubleshooting.
Select the equipment using Location Equipment or by typing the Model Number (same methods as Equipment Information).
In the Ask Atlas field, enter your question and tap Send.
Tap Back to open another module or return to the job page.
Example troubleshooting questions
How do I change the fan speed?
How do I test static pressure?
Why would the blower not start?
Why are the heat strips not heating?
How can I diagnose a bad ECM?
How do I diagnose the TXV?
Why is the compressor not running?
Why is the fan motor not running?
How can I validate a bad control board?
How can I diagnose a bad compressor valve?
What would cause water to blow off the coil?
How can I test the high-limit switch?
Step 4: Use Calculators & Diagnostic Tests for common HVAC math
Use Calculators & Diagnostic Tests to run diagnostic tests and perform common HVAC calculations so you can quickly verify system performance on the job. This module is available only for Commercial HVAC and Residential HVAC.
On the Atlas screen, tap Calculators & Diagnostic Tests.
Select one of the following:
Airflow Calculator
SuperHeat
Airflow Diagnostic
SubCool
Duct Sizing Calculator
Nitrogen Pressure Test
Pressure Set Points
TXV Size Calculator
Enter the required information in the requested fields, such as Return Air, Supply Air, and Nominal Tons.
Note: The fields vary depending on the tool you select.
Tap Submit and review the results.
Tap Back if you want to use another tool or calculator.
Step 5: Use Replacement Part Finder to source compatible parts
Use Replacement Part Finder to find compatible replacement parts while on the job. Select the OEM (Original Equipment Manufacturer) part — such as a motor, valve, igniter, or control board — and Atlas generates a list of compatible parts you can use instead.
On the Atlas screen, tap Replacement Part Finder.
Select the equipment using Location Equipment or by typing the Model Number.
Tap the OEM Part dropdown and select the part you need a replacement for.
Enter the part name or choose from the suggested list, then tap Submit.
Atlas displays a list of compatible replacement parts with:
Part name
Match quality (for example, High, Medium, or Low)
Tap Back if you want to use another tool in Atlas.
Understand replacement part match types
Each part displays a match type that tells you whether it's linked to your Pricebook catalog or a vendor catalog. The match type determines which actions you can take.
Matched Pricebook item — The replacement part is matched to a material in your Pricebook. You can add the part to an invoice, an estimate, or a job note.
Matched Vendor item — The replacement part is matched to an item in a vendor catalog, but that item is not in your Pricebook. It can only be added to a job note. To add it to an invoice or estimate, the vendor item must first be added to your Pricebook by your office.
No Match in Pricebook — Atlas was not able to match the replacement part to a Pricebook material or a vendor catalog item. The part can only be added to a job note. You can still use the part details displayed in Atlas to source the part on your own.
Note: The option to add a part to an estimate or invoice is available only when an estimate or invoice for the job exists, you have permission to edit estimates or invoices, and the part has a matched Pricebook material.
Add a replacement part to an invoice
Review the compatible replacements list, then tap Add.
Select Add to Invoice.
Tap View Invoice to exit Atlas and go to the invoice, or tap Find another part to stay in Atlas and keep searching.
From the Invoice screen, tap Ask Atlas to relaunch Atlas and pick up where you left off.
Add a replacement part to an estimate
Review the compatible replacements list, then tap Add.
Select Add to Estimate.
If the job has multiple estimates, tap the Select option(s) dropdown.
Select one or more estimates to add the part to, then tap Apply.
Tap Submit.
Tap View Estimate to exit Atlas and go to the estimate, or tap Find another part to stay in Atlas and keep searching.
From the Estimates screen, tap Ask Atlas to relaunch Atlas and pick up where you left off.
Add a replacement part to a job note
Document a compatible replacement part by creating a job note directly from Atlas.
Review the compatible replacements list, then tap Add.
Select Create Job Note.
Atlas creates a job note with the following details:
Manufacturer
Part name
Vendor name
Pricebook display name
Pricebook code
Tap View Note to review the note on the job.
Want to learn more?
See Field quick start guide for technicians in ServiceTitan Max
See Review Field performance and recordings in ServiceTitan Max
See Enable Atlas in Field Pro for technicians (for administrators)
See Field Pro - FAQ