Overview
If there are unsold estimates when you complete a job in the Field Mobile App, an opportunity follow-up is created automatically. Follow up on these opportunities to avoid missing out on potential revenue and close more deals.
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Who uses this feature
Technicians
Primarily benefits Commercial Service and Replacement, Residential Service and Replacement, and Residential Construction business types
Applies to all trades
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 following permissions are required to use this feature. Please contact the account administrator on your team.
Access follow ups
Edit estimates in follow up
View Forms
Things to know
Each follow-up reminder is sent as a separate message. For example, if you set follow-up reminders for different customers for the same date and time, you'll receive separate reminders.
Step 1: Open an opportunity from the Opportunities screen
Follow the steps here to locate an opportunity from the Opportunities screen.
In addition to the Sort, Date Range, and Status filters, you can use the Reminders filter to show only opportunities that you already set follow ups for.
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Note: Your filter selections persist within your session. You don't need to reconfigure filters each time you return to the screen.
Tap the opportunity you want to follow up on to open it.
Step 2: View opportunity details in the Field Mobile App
After you locate and open the opportunity you want to follow up on, review the details before following up:
Name: The name of the customer associated with this opportunity.
Phone Number: The phone number of the customer associated with this opportunity.
Status: The status of this follow-up opportunity: Not Attempted, Unreachable, Contacted, Won, or Dismissed.
Date Created: The date this opportunity was created.
Job Completion: The date the job this opportunity originated from was completed.
Job Information: Tap the job link to open and review the details of the job this opportunity originated from.
Media: Media associated with this opportunity. Tap the link to view the media.
PDFs: PDFs associated with this opportunity. Tap the link to view the PDFs.
Next Follow Up Date: The date and time this opportunity should be followed up on.
Opportunity Metrics: The number of estimates, highest estimate value, and total sold amount in this opportunity.
Estimates, Audit trail, Forms, and Notes: Tap each of these tabs to view the details in each.
Note: The Forms tab shows each form's status—Incomplete, Completed, or Required. Tap Open Forms to edit, rename, duplicate, or delete a form. The View Forms permission is required to see the Forms tab. Please contact the account administrator on your team.
Tip: If other technicians or office staff are also working on this opportunity, the Audit trail tab shows you who made changes and when.
Step 3: Follow up on an opportunity in the Field Mobile App
After reviewing the details of the opportunity, follow up with the customer. On the Opportunities screen or the Opportunity Details screen, you can:
Tap Call
to call the customer.Tap Email
to select estimate options and email them to the customer.Tap Message
to send a text message to the customer.
After you follow up with the customer, update the opportunity.