⚠︎ For commercial agreements, require technicians to scan asset barcodes upon arrival—this verifies they are servicing the correct contract unit and builds the asset history needed for capital planning.
a. Open the job in the Field Mobile App and tap the Equipment tab.
b. Tap the Scan icon. Point your device camera at the equipment. Tap Text Scanner to scan the text or Barcode scanner to scan the barcode, then capture the image so it can be scanned.
c. If a match is found, the equipment is shown. Review the details—model, serial number, install date, and warranty status. Confirm this is the correct unit before proceeding with your diagnosis.
d. If no match is found, tap Continue to map data and finish the steps to scan and add the equipment.
a. Open the job in ServiceTitan Mobile and tap the Estimates or Invoice.
b. If you're adding to an estimate, open the estimate and tap Add Items > Add > Scan to Add.
c. If you're adding to an invoice, tap Add Items > Actions > Add > Scan to Add.
a. Open the job in the Field Mobile App, dispatch and arrive, then tap the Equipment tab.
b. Tap Add > Equipment. Enter the equipment details: name, equipment (select from pricebook categories), equipment type, and capacity. In the Details section, scan or enter the manufacturer, brand, model number, and so on.
c. Tap Add. The equipment is now attached to the service location record and visible on future visits.
⚠︎ Always enter an install date—without it, ServiceTitan cannot track replacement opportunities or equipment age.
a. Open the job in ServiceTitan Mobile, dispatch and arrive, then tap History > Existing equipment.
b. Tap Add Equipment. Enter the equipment details then tap Save. The equipment is now attached to the service location record and visible on future visits.
a. Open the job in the Field Mobile App and tap the Equipment tab. Select the equipment you need to update.
b. Tap Edit to modify equipment details—update the serial number, model, install date, warranty expiration, or equipment location within the property to help future technicians find it quickly.
c. Tap Save to sync the updated record back to the office.
⚠︎ Equipment age is calculated from the Installed On date—not from warranty start or any other date. If this date is wrong, age-based replacement opportunity tags and marketing campaigns will be inaccurate.
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.
⚠︎ Always record findings before leaving the job site. Incomplete records lead to missed upsell opportunities and inaccurate service history. Equipment Findings requires account configuration to be enabled. If findings are not available during inspections, contact your CSM to enable this feature.
⚠︎ If the install job was not completed properly, the equipment install date is never set—this breaks all downstream age-based automation, marketing campaigns, replacement opportunity tagging, and warranty calculations. Verify the install date is present on the equipment record before relying on age or warranty data.
a. With the Equipment Findings feature enabled, open the job in the Field Mobile App and tap the Equipment tab. Review the installed equipment at the service location.
b. Tap the equipment you're diagnosing. Review the service history and prior notes. Scroll to the Findings section and tap Add Finding.
c. On the Add Finding screen that opens, enter the required information then finish creating the finding.
d. Findings are linked directly to the specific installed equipment record. From a finding, you can convert it to an Estimate, creating the "diagnose → quote → sell → execute" pull-through revenue chain.
a. Open the job in ServiceTitan Mobile and tap Estimates.
b. Tap + Add Findings and select the form findings you want to attach to the estimate.
c. When finished, tap Add selected questions.
⚠︎ Complete all required form fields before moving to the next job phase. Skipping fields may prevent the job from advancing in your workflow.
⚠︎ Forms assigned only to Locations will NOT appear in the Form Submissions report. Forms must be assigned to Jobs for report visibility.
a. Open the job in the Field Mobile App and tap the Forms tab. You must complete any required forms before closing out the job.
b. Tap the form, fill in the fields, add photos or notes as needed.
c. When finished, tap Save. To email the completed form to the customer, tap Send.
a. Open the job in ServiceTitan Mobile and tap Forms.
b. Tap the form, fill in the fields, add photos or notes as needed.
c. When finished, tap Save. To email the completed form to the customer, tap Send.
a. Open the Field Mobile App and set your preferred upload quality in Menu > Media Upload Quality (Standard or High).
b. Open the job and tap Add > Take Photo or Video or Upload Photo or Video. Capture before-and-after photos of the equipment or work area. These automatically attach to the job and sync to the office.
c. For equipment, tap the Equipment tab, add or edit equipment, then tap the Camera icon to add a photo.
a. Open the job in ServiceTitan Mobile and tap the Camera icon.
b. Tap Take Photo, Record Video, Upload Photo, or Upload Video. Capture before-and-after photos of the equipment or work area. These automatically attach to the job and sync to the office.
⚠︎ Annotated photos build trust with customers and give the office clear evidence for estimates and proposals.
a. Open the job in the Field Mobile App, scroll to the Media section, and tap the photo you want to annotate.
b. Tap Tune/Edit, then Markup (iOS) or use the drawing tools directly (Android). Circle problem areas, add text labels, or draw arrows pointing to issues.
c. Tap Pen > Close (iOS) or Done (Android) to save your changes and exit the markup screen. A new annotated copy is created—the original is preserved.
a. Open the job in the ServiceTitan Mobile, tap History, then tap Photos & videos.
b. Tap the image you want to mark up. From Photos & video details, tap the image again. Tap the More icon and select Doodle.
c. Use the tools to mark up the image. When finished, tap Save.
a. While diagnosing, look for aging equipment, failing components, or systems approaching end-of-life. ServiceTitan automatically flags equipment past its configured replacement age as a replacement opportunity—this appears on the call booking screen, job record, and technician scorecard.
b. Create an equipment finding in the Field Mobile App to document the issue and link it to the specific equipment record. Findings can be converted into estimates or jobs, creating the "diagnose → quote → sell → execute" revenue chain.
c.Field Pro Use Atlas in Field Pro to look up equipment manuals, wiring diagrams, and compatible replacement parts by scanning the nameplate or entering the model number. Review pre-job briefs for equipment age summaries and customer history before the visit. Review your daily insights email for coaching on opportunity conversion.
⚠︎ Equipment Findings (the pull-through workflow) requires account configuration to be enabled—this is currently in Private Preview with limited availability. Replacement opportunity tagging (based on equipment age) is a separate Core feature that works automatically after equipment types have replacement ages configured. For more, see Equipment-based pull-through workflow.
a. Clean the nameplate and ensure it's not damaged, faded, or obstructed. Hold your device steady at a distance of 6–12 inches.
b. The OCR scanner reads text from the nameplate—if a specific label is unreadable, try repositioning or adjusting the lighting. If the nameplate is too damaged, manually enter the equipment details.
c. Ensure the Field Mobile App or ServiceTitan Mobile has camera permissions enabled. If the issue persists, manually enter the equipment details.
a. Check your internet connection. Photos captured offline will sync automatically when you're back online—look for the upload progress indicator.
b. Verify the Field Mobile App or ServiceTitan Mobile has permission to access your device's photos and camera. Go to your device settings to confirm.
c. Force-close and reopen the app. If photos still don't appear in the office, contact Technical Support.
a. Verify the form is assigned to the correct Business Unit and Job Type. Form triggers match on Job Event, Job Type, Business Unit, and Customer Type—all conditions must be true for the form to trigger.
b. Check with your office that the form trigger conditions (arrival, job type, and so on) match the current job. Required arrival forms trigger after you tap Arrive. Confirm the form is active and published.
c. If the form is missing entirely, your office may need to reassign it to the job type or business unit. In the office, go to Settings > Operations > Forms to manage form assignments, and Settings > Operations > Form Triggers to manage trigger rules.
⚠︎ Required fields inside sections hidden by conditional logic will cause the form to freeze—the technician cannot submit. Never mark a field as required if its section may be hidden.
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