Field Pro overview

Overview

Field Pro is the next generation of Sales Pro, built directly into the ServiceTitan navigation bar. It captures and analyzes technician–customer conversations, links them to job data, and pairs them with insights.

Technicians get pre-job briefs, guided diagnostics, HVAC calculations, and equipment documentation with Atlas in Field Pro. Managers can review calls, coach faster, and act in one place without switching tools. This leads to more deals, more opportunities, and growing revenue.

Things to know

• You can view which technicians have Field Pro enabled and bulk update settings or enable Field Pro for multiple technicians at once. For more, see Manage Field Pro settings for technicians.

• You can run reports to see which technicians are using Field Pro Standard and how often they ask Atlas questions. For more, see Field Pro Standard: Usage Overview report template and Field Pro Standard: Atlas Questions report template.

Benefits of using Field Pro

• Capture every interaction automatically: Recording starts the moment a technician taps Arrive and is tied to the correct job, providing full customer context.

• Equip Technicians with Atlas in Field Pro: Technicians access guided diagnostics, HVAC calculations, equipment documentation, and real-time troubleshooting to solve problems faster and present credible solutions.

• Increase close rates and average tickets: Spot patterns, reinforce top-performing behaviors, and consistently present the right solutions.

• Targeted and actionable Coaching: Use AI-tagged moments, custom scorecards, and objection tracking to coach effectively and drive consistent performance.

• Faster onboarding and continuous learning. Build playlists and trainings from real calls to ramp up new technicians quickly and develop experienced team members.

Difference between Field Pro Standard and Field Pro Advanced

See the table below for a side-by-side look at Field Pro Standard and Advanced features.

How Field Pro works for managers

Field Pro combines job data, call recordings, and Atlas insights to give managers a complete view of team performance. It helps them spot patterns, highlight missed opportunities, and coach with precision, all in one place.

Managers can use the following tools in Field Pro:

• Recordings: Review every conversation automatically captured in the field. Jump to AI-tagged moments, such as objections or pricing, for faster, focused coaching.

• Insights: Track team performance across key drivers such as talk ratios, objection handling, and process adherence.

• Scorecards: Measure performance against customized workflows, ensuring consistent coaching and reinforcing best practices.

• Comments: Leave time-stamped feedback directly on transcripts, enabling targeted, collaborative coaching.

• Re-Engage: Identify high-potential open opportunities, quickly review the context, and send an AI-drafted follow-up to win back revenue.

• Equipment Hub: Access equipment specifications, documentation, and OEM parts. Look up models, identify replacements, and streamline your estimating process.

How Field Pro works for technicians

Field Pro captures real customer conversations on mobile and turns them into insights technicians and managers can use for training and improvement.

• Atlas in Field Pro: Instantly access equipment documentation, service histories, diagnostic steps, and HVAC calculations to solve problems faster and impress customers.

• Automatic recordings: Start when a technician taps Arrive (with customer consent) and stop when the job is marked Completed. Technicians can also pause and resume recordings as needed.

• Pre-job briefs: Provide customer history and job details so technicians walk in prepared to recommend the right solutions.

• Call review and feedback: Access recordings, AI summaries, and key call moments. Collaborate with managers using time-stamped comments.

• Self-insights: View talk ratios, pacing, and engagement metrics to identify strengths and growth areas.

Enable Field Pro Standard for technicians

To enable Field Pro in Atlas for technicians:

1. Go to the top toolbar and click Settings .

2. In the side panel, go to People > Technicians.

3. On the Technicians screen that opens, click Edit next to the technician you want to enable Atlas in Field Pro for.

4. In the Pro Products section, turn the Enable Field Pro - Standard toggle on. 

5. When finished, click Save Changes.

Note: The Enable Atlas in Mobile for Technician permission also controls access to Atlas in Field Pro. This permission is enabled by default for managed technicians but can be updated anytime by going to Settings > People > Technicians > Permissions.

Set Field Pro Advanced permissions for technicians

To give a technician access to Field Pro:

1. Go to the top toolbar and click Settings .

2. In the side panel, go to People > Employees.

3. On the Employees screen that opens, click Edit next to the employee you set permissions for.

4. Click Permissions.

5. In the Field Pro section, select the following permissions:        

   1. View Field Pro: Gives the technician access to the Field Pro app.

   2. Enable job briefs: Allows the technician to view and access job briefs. 

6. When finished, click Save Changes.

Set Field Pro Advanced permissions for office employees

To give your office employees access to the Field Pro dashboard and recordings:

1. Go to the top toolbar and click Settings .

2. In the side panel, go to People > Employees.

3. On the Employees screen that opens, click Edit next to the employee you want to enable Field Pro for.

4. Click Permissions.

5. In the Field Pro section, select the following permissions:        

   1. View Field Pro: Gives access to Field Pro from the navigation bar.

   2. View Insights: Gives access to the Insights tab within Field Pro. 

6. When finished, click Save.

Want to learn more?

• See Field Pro