--- title: "Complete the Work in the Field" slug: "complete-the-work-in-the-field-3" updated: 2026-05-11T19:04:57Z published: 2026-05-11T19:04:57Z --- > ## 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. # Complete the Work in the Field
SERVICETITAN · FIELD OPERATIONS
Complete the Work in the Field

Deliver and document every job. Complete forms, record materials, update equipment, and log your time—all from the mobile app.

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Document & Record Work
Complete job forms in the field

⚠︎ Complete all required forms before closing out the job. Incomplete required forms block job completion—the technician cannot mark the job as finished or collect payment until all required forms are submitted.

⚠︎ Forms must be assigned to Jobs (not just Locations) for the data to appear in the Form Submissions report. Location-only forms will not surface in reporting.

Field Mobile App Workflow

a. Open the job in the Field Mobile App. Tap the Forms tab to see all forms assigned to this job type.

b. Tap a form to open it. Fill in each field—text, checkboxes, dropdowns, and signature fields. Required fields are marked with an asterisk. If the form uses conditional logic, questions will show or hide dynamically based on your answers.

c. When finished, tap Save to save your progress, or tap Complete to finish the form and send it to your office. The form syncs automatically. If you're offline, it uploads after you regain connectivity.

ServiceTitan Mobile (Legacy) Workflow

a. Open the job in ServiceTitan Mobile and tap Forms.

b. Tap a form to open it. Fill in each field—text, checkboxes, dropdowns, and signature fields. Required fields are marked with an asterisk. If the form uses conditional logic, questions will show or hide dynamically based on your answers.

c. When finished, tap Save.

Record parts used from truck stock
Inventory Mobile App Workflow

a. Open the job in the mobile app and tap the Invoice tab (or Work Summary for Commercial). Tap + Add Items to open the pricebook.

b. Search for the part by name or code and select it. Enter the quantity used and select the Inventory Location (truck). The item is added to the job invoice and deducted from your truck stock.

c. If the part isn't on your truck, technicians with the Create Item Request permission can submit a requisition from the mobile app. Technicians with the Create Purchase Order permission can create a PO directly.

⚠︎ Technicians can add items even when truck quantity is zero — this drops inventory below zero and triggers replenishment. Review the Only Replenish Max setting at Settings > Inventory > Configuration to control whether replenishment orders exceed your max template quantity to cover negative balances.

⚠︎ If the "Allow technician to consume items not on their truck" permission is disabled, only items on the truck template or truck location can be added to invoices.

Field Mobile App Workflow

a. Open the job in the Field Mobile App and tap the Invoice tab (Residential) or Work Summary tab (Commercial).

b. Scroll to the Invoice/Line Items section and tap View.

c. Scroll to the bottom and tap + Add Items.

d. Tap the Materials tab, select the material used, and add it to the invoice. This doesn't create a requisition/replenishment report, but it does reduce truck stock.

Add pricebook items to a job invoice

⚠︎ Services and Equipment are not visible in the mobile pricebook unless they are assigned to a Category. Orphaned items will not appear for technicians to select.

⚠︎ Configurable materials only trigger on the Estimate screen. If a technician adds items directly to the Invoice, they can select a generic item instead of the specific SKU.

Field Mobile App Workflow

a. Open the job in the Field Mobile App and tap the Invoice tab (Residential) or Work Summary tab (Commercial).

b. Scroll to the Invoice Items section and tap Add or View.

c. Search the pricebook by name, code, or category. Select an item to add it to the invoice and adjust the quantity if needed. The price auto-populates from the pricebook—override only if your administrator allows manual price edits.

ServiceTitan Mobile (Legacy) Workflow

a. Open the job in ServiceTitan Mobile and tap Invoice.

b. Tap + Add items.

c. Search the pricebook and select an item to add it to the invoice.

Upload photos to document completed work
Field Mobile App Workflow

a. Open the job in the Field Mobile App and tap Add > Take Photo or Video or Upload Photo or Video.

b. Take a photo or select one from your device gallery. Capture clear after photos of the completed work, including close-ups of connections and installations.

c. Use the markup tools to highlight important details—circle new connections, annotate before-and-after comparisons. Photos added to forms are also automatically added to the job's Files tab in the office.

ServiceTitan Mobile (Legacy) Workflow

a. Open the job in ServiceTitan Mobile and tap the Camera icon. Tap Take photo, Record video, Upload photo, or Upload video.

b. Take a photo or select one from your device gallery. Capture clear after photos of the completed work, including close-ups of connections and installations.

Submit a Daily Log for project work

a. Open your current job in the Field Mobile App and tap the project link at the top.

b. Scroll to the Daily Logs section and tap the Expand icon. Record the required fields: Project Health, Notes, Issues, Materials, and so on.

c. Attach photos documenting site conditions. Tap Save.

⚠︎ The Daily Log is the primary legal evidence used to defend against Liquidated Damages claims. If a project is delayed by weather or another trade, the log is your proof. Never skip it.

Update Equipment & Log Time
Update equipment details after a repair

⚠︎ Equipment must be added to the Equipment tab on the job (tied to the location record)—not just the invoice. If the install date is not set, ServiceTitan cannot track age-based replacement opportunities or warranty timelines.

Field Mobile App Workflow

a. Open the job in the Field Mobile App and tap the Equipment tab. Select the piece of equipment you serviced.

b. Tap Edit. Update the relevant fields—manufacturer, model number, serial number, installation date, or warranty and condition notes.

c. Tap Save. The equipment record now reflects the latest service, which helps the office track maintenance history for this customer.

ServiceTitan Mobile (Legacy) Workflow

a. Open the job in ServiceTitan Mobile and tap History > Existing equipment.

b. Tap the installed equipment to open it then tap Edit.

c. Make your changes then tap Save to sync the updated record back to the office.

Record an equipment replacement

⚠︎ Always mark old equipment as Replaced rather than removing it. Removing equipment deletes the service history record. Replacing preserves the full history for the location.

⚠︎ For serialized equipment, scan the serial number on site. This initializes the warranty clock and populates the service agreement for future revenue.

Field Mobile App Workflow

a. Open the job in the Field Mobile App and tap the Equipment tab. Find the existing unit being replaced.

b. Tap the unit, then tap More > Mark as Replaced > Replace. This retires the unit from active service while preserving its history.

c. Tap Add > Equipment to create the new unit. Enter the name, make, model, serial number, and installation date. You can also use the Scan icon (OCR) to auto-populate fields from the unit's nameplate.

d. Tap Add. The new equipment is linked to the customer location and the replacement is logged in the equipment history.

ServiceTitan Mobile (Legacy) Workflow

a. Open the job in ServiceTitan Mobile and tap History > Existing Equipment. Find the existing unit being replaced.

b. Tap the unit, then tap More > Replace. This retires the unit from active service while preserving its history.

c. Tap Add Equipment to create the new unit. Enter the name, make, model, serial number, and installation date.

d. Tap Save. The new equipment is linked to the customer location and the replacement is logged in the equipment history.

Log your hours from the field app

⚠︎ ServiceTitan has two timekeeping modes: Flexible and Legacy. They behave differently. When technicians report clock-in/out issues, first confirm which mode the tenant is on. Check Settings > Timekeeping.

⚠︎ ServiceTitan must be the single source of truth for time. If hours are edited in the external payroll processor (QuickBooks, etc.) but not in ServiceTitan, job costing reports will show false profitability.

Field Mobile App Workflow

a. Open the Field Mobile App. Tap Time or go to your timesheet from the Menu.

b. If your company uses legacy timekeeping, tap Clock In at the start of your shift and Clock Out when finished. Use Start Break and End Break to log break time accurately.

c. If your company uses flexible timekeeping, your time is tracked in one of three ways: manually, automatically, or continuously. Confirm with your office how you should track your time.

d. If you need to adjust a past entry, tap View Reports on the Timesheets and Performance Pay notification that pops up at the end of your pay period, select View payroll, open the pay period, and submit a correction request. Your office admin will review and approve the change in the Payroll Dashboard.

ServiceTitan Mobile (Legacy) Workflow

a. Open ServiceTitan Mobile.

b. If your company uses legacy timekeeping, tap your profile icon then select Clock In at the start of your shift and Clock Out when finished. Use Start Meal Break and End Meal Break to log break time accurately.

c. If your company tracks time automatically, tapping Dispatch, Arrive, and Close Out actions creates and ends timesheets.

d. If you need to adjust a past entry, tap your profile icon then select View Payroll. Tap View for the pay period you want to review then tap Dispute to send a correction. Your office admin will review and approve the change in the Payroll Dashboard.

Clock time to cost codes for project work

a. If your account is configured for it, when clocking in on a project job select the Cost Code that matches the work phase (for example, Rough-In, Trim, Startup).

b. If you switch tasks during the day, clock out of the current cost code and clock into the new one. This ensures labor is allocated to the correct phase.

c. Accurate cost code timekeeping feeds the Budget vs. Actual report in real time, allowing project managers to spot labor overruns while the job is still active.

Mark job tasks as done

⚠︎ For commercial projects, tasks function as punch list items. The project cannot be closed until all tasks are marked complete.

a. Open the job in the Field Mobile App and tap Tasks Completed or the Tasks tab to see the checklist of required tasks for this job.

b. As you complete each task, tap the checkbox to mark it done. Add any relevant notes.

c. After all tasks are complete, the job status updates automatically. If any required tasks are incomplete, the app will alert you before you can close out the job.

Complete an appointment vs. complete the job

⚠︎ This distinction is critical for multi-day projects. Choosing wrong cancels future appointments.

⚠︎ If a technician marks the Job complete on Day 1 of a 3-day install, the system cancels the remaining days' appointments. If this happens by mistake, the office must reopen the job and rebook the appointments.

a.Complete the Appointment (I am done for today, coming back tomorrow): Set the appointment status to Mark myself as done or Complete Appointment. The specific appointment ends, but the Job Status remains In Progress. The dispatcher can book a new appointment for tomorrow under the same Job ID.

b.Complete the Job (The scope of work is 100% finished): Set the status to Complete Job. The Job Status moves to Completed.

Troubleshoot Field Issues
Troubleshoot: Job form not triggering correctly

a. Verify the form trigger is configured correctly. Go to Settings > Forms and check that the form is assigned to the correct Job Type and Business Unit.

b. Confirm the form's trigger event matches the workflow—for example, On Dispatch, On Arrival, or On Completion. A mismatched trigger event prevents the form from appearing.

c. Check that the technician's mobile app is updated to the latest version. Outdated app versions may not display newly configured forms.

Troubleshoot: Can't find a part in truck stock

a. Check that the part exists in your assigned truck. Go to Inventory > Inventory Locations in the office view and confirm the part is listed under your truck with available quantity.

b. If the part is missing, it may need to be replenished. Ask your office to create a Truck Replenishment order or transfer parts from another truck or warehouse.

c. If the part exists but doesn't appear in the mobile search, try searching by part number instead of name. Confirm the part is marked as Active in the pricebook.

Troubleshoot: Equipment history not updating

a. Confirm the equipment was linked to the correct Customer Location—not the customer account. Equipment history tracks at the location level.

b. Verify the job was completed and closed out, not just saved as a draft. Equipment records only update when the job reaches a completed or invoiced status.

c. Check for duplicate equipment entries at the location. If two records exist for the same unit, service history may be split between them. Merge duplicates from the office view under Customer > Equipment.

Measure the impact
Completeness
Form completion rate
A low rate signals technicians skipping required forms, risking compliance gaps and incomplete job records.
Reports > All Reports > search "Forms" ↗
Revenue
Average ticket size
Declining ticket sizes may indicate technicians aren't adding all materials or pricebook items to invoices.
Dashboard ↗
Accuracy
Equipment records updated per job
Missing updates mean inaccurate service histories and unreliable warranty tracking.
Reports > All Reports > search "Equipment" ↗
Efficiency
Timesheet accuracy
Frequent manual adjustments signal missed clock-ins or break logging issues in the field.
Reports > All Reports > search "Payroll" ↗