Overview
Create and send purchase orders (POs) in the Field Mobile App to increase efficiency and shorten job completion timelines. This reduces the burden on your administrative team, allowing them to spend more time tracking the items and associated job costs.
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Commercial businesses
Residential businesses
Who uses this feature
Technicians
Applies to all business types
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.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
The Create purchase order and Edit purchase order in pending status permissions are required to use this feature. Please contact the account administrator on your team.
Things to know
To complete certain workflows, the following is required. Please contact the account administrator on your team:
The Purchase Order Type must have Display to technicians enabled to edit POs and see them in the PO Type list selection in the Field Mobile App.
The Purchase Order Type must have Allow permitted technicians to send and receive POs of this type enabled to send and receive POs in the Field Mobile App.
If the Purchase order receipt photo required permission is enabled, you must upload a receipt for POs.
You can only edit a PO only if it's in Pending status.
You can also receive purchase orders in the Field Mobile App.
Purchase orders can be created and edited on completed jobs. Equipment and materials added to a purchase order on a completed job are reflected on the invoice, including markup if applicable. If a completed job's invoice was previously exported, a discrepancy is noted for office reconciliation when the purchase order is saved. For more on completed-job workflows, see Add estimates, notes, and more to completed jobs in the ServiceTitan Field Mobile App.
If your account is configured for it, ServiceTitan automatically reserves a PO number when you create a new PO, so you have the correct number before you submit.
Note: Account configuration is required to use this feature. Please contact your office for details.
Create and send a purchase order in the ServiceTitan Field Mobile App
You can create a purchase order (PO) connected to the job you're on, add items to it, and send it to a vendor for counter pick up or delivery.
To create and send a PO:
Open the Job that requires a PO.
Tap Add and then tap Purchase Order.
Tip: You can also create POs from the Job Summary screen by tapping Purchase Orders and then Create PO.
On the Create PO screen, tap Add next to Order Details.
Enter the Order Details, such as Vendor and Order Type, from the dropdowns.
Note: If the PO Type is set to auto receive, the Vendor Invoice Number is required.
Enter the Location and Date details, such as the Ship to Location, Date Created and Date Required.
Enter any additional custom fields and when finished, tap Save Details.
On the Create PO screen that opens, tap Add next to Item List.
Use the Equipment and Materials tabs and the search box to locate the required item.
Once located, tap Add under the item. If needed, repeat these steps for additional items.
When finished, tap Add to PO.
Note: Tap the Item hyperlink under the price to view a list of selected items and edit the quantity required or the price.
Go back to the Create PO screen and tap Create PO.
Note: If the PO Type is set to auto receive, a notification appears confirming the PO was created and received. No further action is required.
The PO is now created. To send the PO, on the PO Summary screen tap Send PO.
Note: To create and send in one step, tap Create and Send on the previous screen.
Edit a purchase order in the ServiceTitan Field Mobile App
You can edit a purchase order (PO) connected to the job you're on as long as the PO is in a Pending status.
To edit a PO:
Open the Job and tap Purchase Orders.
Tap the PO you want to edit.
On the PO Summary screen, tap Edit:
Next to Order Details to edit the vendor or shipping information.
Next to Item List to edit the quantity or delete an item.
Next to Costs to edit tax or shipping rates.
Or, tap Add items to add more.
When finished, tap Add to PO or Save.
To return to the job, tap Close. To send the PO, tap Send PO.