Download, sign in and use the Field Pro app

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Overview

After your Field Pro access is set up during onboarding, you can download the Field Pro app to record in-person customer conversations, review your performance, and access coaching insights. Field Pro app is part of Field Pro Advanced on mobile, and some workflows in the ServiceTitan mobile apps open or redirect to the Field Pro app automatically.


Who uses this feature

  • Technicians

  • Primarily for Residential Service and Replacement business type

  • Applies to all trades

Feature configuration

  • Account configuration and office setup is required to use this feature. Please contact your office for details.

  • The View Field Pro permission is required to use this feature. Please contact the account administrator on your team.

Things to know

  • Some features are available in Field Pro, while others are integrated into the ServiceTitan mobile apps. For more, see Field Pro features available on mobile.

  • Microphone access is required for Field Pro to record conversations. The app will prompt you when you first launch it.

  • Field Pro should only be installed on one device per technician. Installing it on multiple devices and recording the same job from more than one device simultaneously is not supported and can cause incomplete or duplicate recordings.

  • Recordings upload to the cloud and do not permanently occupy storage space on your device. They are removed from the device after syncing.

Step 1: Download the Field Pro app

Field Pro is a free download available on both iOS and Android.

  1. On your mobile device, open the App Store (iOS) or Google Play Store (Android).

  2. Search for ServiceTitan Field Pro (formerly known as ServiceTitan Sales Pro).        

  3. Tap Get (iOS) or Install (Android) and wait for the download to complete. ServiceTitan Field Pro app interface showcasing features and download button.

Step 2: Sign in to the Field Pro app

  1. Open the Field Pro app on your device.

  2. If this is your first time using the app, tap Create Account.

  3. Tap Log InLogin and account creation options for Field Pro AI sales coaching platform.

  4. Enter your email address and password provided by your Pro Product Specialist during onboarding, then tap Log In. Use the same email address you use to log in to ServiceTitan. Using a different email will break the connection between your Field Pro profile and your jobs.        

    Note: If you can't find your credentials, tap Reset Password and follow the steps below.

Reset your password

  1. Enter the email address you use to log in to the ServiceTitan Field Mobile App or ServiceTitan Mobile and tap Reset PasswordLogin screen with email and password fields, featuring a reset password option.

  2. Check your inbox for a reset email and tap the link. The link expires after 15 minutes. Email from support with instructions to set your password using a link.

  3. Enter a new password and tap Save. Your password must:        

    • Be at least 12 characters long.

    • Include at least one non-alphanumeric character (such as !, @, or #). Password reset interface showing email and new password fields with a save button.                

      Note: If you still can't log in after resetting your password, ask an administrator to confirm your account is active in Field Pro.

Step 3: Enable microphone permissions for the Field Pro app

Microphone access is required for Field Pro to record conversations. The app will prompt you when you first launch it.

  1. When the permission prompt appears, tap AllowField Pro requests microphone access to enhance conversation analysis and skill improvement.

  2. If you missed or denied the prompt, enable microphone access manually in your device settings:        

    • iOS: Settings > Field Pro > Microphone > toggle On. Settings menu showing microphone access toggle for Field Pro application.

    • Android: Settings > Apps > Field Pro > Permissions > Microphone > Allow.

Caution: If microphone access is not enabled, the Field Pro app cannot record conversations. Recording will fail silently without this permission in place.

Step 4: Adjust settings in the Field Pro app

  1. Tap Menu , then tap SettingsUser interface showing settings menu and weekly recording progress for Adam.

  2. At the top of the Settings screen that opens, you can see your Account details, including your name, email, phone number, member team, and company.

  3. Adjust the following as needed:        

    • Automatically Use Battery Saver Mode: Toggle on if you experience higher-than-expected battery drain. Use the slider to set the activation threshold. It defaults to 20%. Settings menu showing battery saver mode and language transcription options.                

      Note: When active, Field Pro refreshes data less often, so screens may take longer to load.

    • Multi-language mode: Toggle on to let Field Pro automatically detect and transcribe conversations in languages other than English.

  4. Tap Reset Password to update your password. For the steps, see Reset your password section. User interface showing options to reset password and logout, with a danger zone section.

  5. Tap Logout to sign out of the app.

Caution: The Danger Zone section at the bottom of Settings contains irreversible account actions. Do not tap options in this section unless instructed by your Pro Product Specialist or an admin.