--- title: "Complete the Work in the Field" slug: "complete-the-work-in-the-field" updated: 2026-05-11T16:51:58Z published: 2026-05-11T16:51:58Z --- > ## 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

Document every job thoroughly. Record parts, capture photos, update equipment, and log hours—all from the mobile app.

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Document the Job
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.

⚠︎ Required fields in sections hidden by conditional logic can cause a form freeze. If a technician reports a form that won't submit, check for hidden required fields in the form builder.

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.

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.

c. 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.

Update Equipment & Log Time
Update equipment details after a repair
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.

⚠︎ If the install job is not completed properly, the equipment's installation date is never set. This breaks all downstream age-based marketing automation and replacement opportunity reports.

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.

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

⚠︎ Tapping Working is the most critical digital signal in the field workflow. It starts GPS tracking, begins labor cost accumulation for job costing, and activates drive time analysis. If a technician skips straight from Arrive to Complete without clicking Working, all job costing data and drive time analytics are lost.

⚠︎ ServiceTitan must be the single source of truth for time. If a payroll administrator edits hours in QuickBooks/Intacct but not in ServiceTitan, the Job Costing reports will show false profitability. All edits must happen in the Payroll Dashboard within ServiceTitan before export.

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.

Mark job tasks as done

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.

⚠︎ Do not complete the job if there are additional appointments or technicians still working. Completing the job cancels remaining appointments and removes access for other technicians. Instead, use Mark myself as done or Complete Appointment.

Troubleshoot Field Issues
Troubleshoot: Job form not triggering correctly

a. Verify the form is assigned to the correct Job Type and Business Unit. Go to Settings > Operations > Forms to check the form's configuration, then verify the trigger rules in the Form Triggers section.

b. Confirm the job on the mobile app matches the job type and business unit configured for the form trigger. Mismatched job types are the most common cause of missing forms. Also check that the form trigger is set to the correct event (for example, After arrival on job).

c. If the form still does not appear, force-close the mobile app and reopen it to sync the latest form configurations from the server. If the issue persists, verify the form is published and the trigger is active.

Troubleshoot: Can't find a part in truck stock

a. Check the search spelling and try alternate names or part codes. Use the barcode scanner if available to find the exact item.

b. Verify that the part is assigned to your truck. Ask the office to check Inventory > Inventory Locations and confirm the part appears in your truck's stock list.

c. If the part was recently added to inventory, force-sync the mobile app. New inventory items may take a few minutes to appear after being received via a Purchase Order.

⚠︎ Inventory COGS is not expensed until Job Status = Complete. Parts on the invoice are still financially an Asset (WIP) until job completion. Weighted Average Cost (WAC) at completion time determines COGS.

Troubleshoot: Equipment history not updating

a. Confirm the equipment record is linked to the correct customer location. Open the equipment in the mobile app and verify the location matches the job address.

b. Check that you saved the equipment changes before closing the job. Unsaved changes are lost when you navigate away from the equipment tab.

c. If the update still does not appear in the office view, check your mobile app connection. Equipment syncs require an active internet connection—offline changes queue until reconnected.

Measure the impact
Completeness
Form completion rate
Low completion rates mean technicians are skipping required documentation or forms are misconfigured.
Reports > search "Form Submissions" ↗
Revenue
Average invoice per job
Declining ticket sizes may signal missed pricebook items or under-documented work.
Reports > search "Job Costing" ↗
Accuracy
Equipment records updated per job
Stale records lead to missed maintenance schedules and inaccurate proposals for replacements.
Reports > search "Equipment" ↗
Efficiency
Timesheet accuracy rate
Compare logged hours to dispatched job windows using timesheet exception reports. Large gaps may indicate forgotten clock-ins or manual entry errors.
Reports > search "Late Clock Out" or "Early Clock In" or "Idle Time" ↗