Field Mobile App and ServiceTitan Mobile (Legacy App) Functionality Comparison

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Overview

The following table compares functionality between the Field Mobile App (iOS / Android) and the legacy app (ServiceTitan Mobile). Anything marked ✘ in the Legacy App column will not be developed further in the legacy app.

Note: The ServiceTitan team is hard at work building out all key functionality for the Field Mobile App. For details, see the Safe Harbor Statement at the bottom of this article.


Who uses this feature

  • Technicians

  • Applies to all business types

  • Applies to all trades

Feature configuration

Feature comparison

Functionality

Description

Field Mobile App

(iOS / Android)

Legacy App

(ServiceTitan Mobile)

Atlas in Mobile

Information in ServiceTitan, powered by Titan Intelligence (TI)

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New Contact Management

View Contact Labels

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Mobile Calendar

Mobile Calendar view

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Create Non-Job Events (NJEs)

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7-day cached calendar data for offline viewing

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Communications

Two-way technician chat with customer

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Messages (may also be referred to as Comms Hub)

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Push notification alerts for @mention messages (deep-links to conversation)

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Content Portal

View content posted from office

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Core

Phone friendly (built for iOS and Android)

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Automated download of Pricebook in background (no blocking)

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Automatic syncing between field and office (no manual sync)

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Offline mode (actions only, no viewing historical information)

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Dark mode

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Manual download of Pricebook (if needed for troubleshooting)

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Progressive home screen load

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Per-job sync status icons on job cards

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Customer Contact Information

View contact information (numbers, email)

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Add new contact information to customer or location (numbers, email)

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View customer-based custom fields

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Device Location

Device location for dispatch board and end-customer tracking (core needs)

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Auto-arrive by GPS

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Document Management

Document folders and subfolders for document management

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Equipment

View all location equipment, including robust search, sort filter, and so on (not able to sort by job equipment)

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Edit existing equipment details (no capacity field)

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Add new equipment

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Mark equipment as serviced with Pricebook items (flows to invoice)

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Remove and replace equipment

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Equipment forms

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Scan barcodes - for data entry only (model and serial number)

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Search for existing equipment by serial number scan

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OCR equipment label reading

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Unique asset ID (third unique ID tenants can assign apart from model / serial)

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Job equipment filter

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Attachments on equipment

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Equipment findings / equipment-based pull-through workflow

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Guided mapping of OCR scanning and searching for equipment

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Capture and upload equipment photos, videos, and files (auto-syncs to office)

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Estimates

Opportunity follow-ups (view and follow up)

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Historical (previous) estimates on location

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California Compliant Contract - technician signatures and three-day right to cancel

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Opportunity follow-ups (edit estimates)

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Take deposit on estimate for install job

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Tablet estimation view (side-by-side view)

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Contract Builder

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Field Pro

Disable Recording Cancellation, Stop and Pause setting (per technician)

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Field Pro Day in Review

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Recording opens standalone Field Pro app at arrival (no embedded recording in FMA)

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Fleet Pro

Fleet Pro Service Entry on Mobile

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Forms

Classic forms (no conditional logic, no PDF forms)

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Copy form to equipment with data

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Form triggers

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Required forms

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Duplicate and rename forms

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Link form to one or multiple equipment items

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View previous forms tied to location

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Search for previous forms associated with equipment

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Edit forms on previously completed jobs

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Mandatory arrival form (must complete before being able to navigate through the job)

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Conditional Logic on forms

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PDF-based forms (looking for new solution via DTE/Template Manager)

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E-Sign Form Send

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Technician (non-job) forms

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Send required job signatures remotely via Visit Assistant (email/SMS)

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In-App Help for Self-Led Onboarding

ServiceTitan Direct Academy Integration

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Integrated Communications

Email forms to customer

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Email invoice to customer

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Integrated two-way calling (must enter number on profile)

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Read-only customer chat (no write)

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Listen to call recordings for job

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Integrated Financing

Apply for financing and see estimated monthly payment

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GreenSky integration

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GoodLeap integration

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Service Finance integration

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Wells Fargo integration

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Financeit integration

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Synchrony integration

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TURNS Second Look financing

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TURNS single application waterfall

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Inventory

Serialized inventory (inventory users only)

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Barcode scan item to invoice (inventory users only)

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Create requisition (inventory users only)

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Create return against purchase order (PO)

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Invoicing

Authorization and acknowledgement signatures

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Edit invoice summary (no required field setting)

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View invoice items summary including prices and taxes (no totals offline)

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View and edit invoice item details (all fields)

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View detailed list of services, equipment, and materials

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Present invoice

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Integration with DTE/Template Manager for printing of Estimates, Work Orders, and Invoices

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Project invoices and payments

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Project level signatures

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E-Send Authorization / Acknowledgement Signatures

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Job Actions

Search existing customers and book jobs for self

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Create new customer and location to book a job

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View historical details of the customer (previous jobs, estimates)

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Sell estimates on completed jobs (online + offline)

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Edit sold and unsold estimates on completed jobs

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Duplicate, rename, and delete unsold estimates on completed jobs

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Add materials, findings, energy savings, thumbnails to completed jobs

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Generate Spec-Based Estimate Templates (SBETs) on completed jobs (online only)

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Add notes, media, attachments to completed jobs

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Create / edit purchase orders on completed jobs

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Duplicate ServiceTitan forms on completed jobs

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Job Details / Information

View technicians assigned to appointment and their relevant statuses

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View job and appointment information (job summary, special instructions, customer, location, arrival window, location, duration, and so on)

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Get directions and street view (kick out to maps)

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Property data (if available)

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View job-based custom fields

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Language Support

'Spanglish' available for app-based data                        

Note: The Field Mobile App supports a hybrid-language model, where the primary elements of the app are translated into the selected device language. Buttons, headers, filters, and so on are translated, making it very easy for technicians to understand key workflows and navigate the app. Data generated by the office backend will be in the language they were set up in (typically English) so tags, forms, invoice items, and so on won't be translated.

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Licensing and Permissions

Managed installer experience

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Non-managed technician experience

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Permission support

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Location Information

View all jobs (past, present, future) and related details on those jobs such as technicians, invoice items, notes, media, summary, payments, and so on

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View recurring services for location

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Mark recurring service as completed

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Project Views

Search projects by name, number, location, customer, or manager

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Update project statuses from Project Details screen

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New projects permissions - Search all projects, View my projects, Project-Associated Job Actions

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Book follow-on job from Project Details screen

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Roofing Measurements

Order aerial property measurements from the field (EagleView, GAF QuickMeasure, Hover) through native Measurements section on Job Info

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View measurement orders list on Job Info screen

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Sales Margin

Real-time on-device margin calculation (online and offline) against global or role-based limits

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Margin warning indicator with exact $ shortfall on non-compliant estimates

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"Review Estimates" soft-block modal requiring opt-in before sharing/presenting non-compliant estimates

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Sign In

Multi-Factor Authentication (Limited Release)

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Sign in through native keychain (auto-fill password from phone)

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Password expiration and reset (security and compliance)

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Main Jobs List / Core Job Functions

Jobs list with related details, including future, previous, paused

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View key information of each job on card

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(Setting) Ability to filter the amount of jobs viewable to technician both past and upcoming

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Manually dispatch and arrive to job

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Media

Take multiple photos or videos and select to upload

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(Single Image Only)

Doodle / edit photos

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Upload, download, and view PDF documents

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(View Only)

Markup PDF documents (no form field filling)

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View media for job, customer, location

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All media navigation and robust sorting

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Memberships

Sell and renew membership item types

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Member pricing and discounts (Pricebook)

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Recurring services support

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Pricebook

Static pricing

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Customer-specific pricing and calculations (no item level calculations, no offline)

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Automated labor charges related to CSP

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View and search Pricebook categories and items

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View item details

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Edit quantity, prices, mark as chargeable and non-chargeable

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Items 'Cart' summary view

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Dynamic Pricing configurations

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Item-level permissions for editing cost, price, and so on

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Offline support for CSP and Dynamic Pricing

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Technician Pricebook category access

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Discounts and fees items

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Member pricing

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Recommendations and Smart Recommendations

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Item groups

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Project Media

View media aggregated on a project level

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Add and edit media on project level

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Project Views

View projects associated with job

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View all jobs associated with project

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Purchase Orders

View, sort, search purchase orders (POs), including all relevant details

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Receive purchase orders (POs) - edit item quantity and add receipt photo (no price editing)

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Purchasing

Create and send purchase orders (POs), including auto-receive

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Edit purchase orders (POs)

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Non-job purchase order (PO) management

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Record Payments / Invoicing

Record payments on current invoice - cash, check, and so on (not credit card processing)

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Add payment to historical job (cash, check, and so on)

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View tax zone

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Edit tax zone (permission)

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Edit total invoice tax (permission)

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Offline tax amounts

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MRDC (Mobile Remote Deposit Capture)

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Roofing Estimates and Proposals

Spec-based estimates

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Contract Builder (formerly called Proposal Builder)

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Sales and Estimates

View estimates

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Create estimates

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Present estimates (Good, Better, Best)

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Estimate proposal templates

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Scorecard

Technician scorecard with sales KPIs

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Service Agreement Tasking

Equipment-based Service Agreement tasking (using invoice items)

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Job-level tasking (using invoice items)

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Forms-level tasking association for data entry / specific list

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ServiceTitan Payments

Payment card reader integration: Adyen

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Payment card reader integration: BBPOS

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Payment card reader integration: ID TECH

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Payment card reader integration: TSYS

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Send SMS payment link

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Check and ACH processing and scanning

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Adyen Tap-to-Pay (TTP)

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Adyen Accept Tips Through Card-Present Payments

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PayEngine (TSYS) Tap-to-Pay (TTP)

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ServiceTitan payments - manual credit card processing (no chip readers, no card scanning, no check ACH processing)

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ServiceTitan payments offline card processing

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Support and User Experience

FullStory session replay for native mobile

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Tags and Notes

View tags for job, customer, location

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View notes for customer, job, location

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Add and edit notes

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Pin notes for customer, job, location

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Timekeeping

Traditional clock in and clock out, dispatch and arrive time

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Flexible Timekeeping - manual entry only (not associated with dispatch / arrive actions yet)

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Add time from job screen (auto-fills job information)

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Entry of whole numbers on timesheet

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Budgeted hours versus actual hours on job tracker

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Continuous Timekeeping (new functionality to make the current process less manual, and associate with different action buttons like dispatch and arrive)

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Bulk (Crew) Timekeeping

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Crew Management

Technician payroll sign off

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Titan Intelligence

Integrated AI - Titan Intelligence (TI)

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[Confirm status]

Invoice summary Titan Intelligence (TI) generator (similar to office experience)

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Generate estimate names and summaries with TI

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Include work summary as additional data source for invoice summary generation

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Generate work summaries using TI from work performed logs

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Work Performed Logs

Add, edit, and view daily work performed logs per appointment

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Capture customer acknowledgements for multi-day jobs

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3rd Party Integrations

iManifold Integration

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Clopay Integration

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Safe Harbor Statement

This article may contain forward-looking statements, including statements regarding strategies or plans for future operations, new features, enhancements, or upgrades to our existing products and services that could prove incorrect, or have outcomes that differ materially from the statements made in this article.

It is part of ServiceTitan's process to revise the product roadmap over time, so the features described in this article are subject to change at the company's discretion and may not be delivered as planned, or at all. We undertake no obligation to update our roadmap. Accordingly, customers who purchase ServiceTitan, Inc. products and services should make their decisions based upon the products, services, features and functions that are currently available.