Manage equipment media and files in the ServiceTitan Field Mobile App

Overview

In the ServiceTitan Field Mobile App, you can capture, upload, and view equipment-related media. This helps you document jobs clearly and support better recommendations during visits. It also enhances communication between the field and the office.

Things to know

• If you're offline, you can capture media and it will finish uploading when you're back online.

Best practices

• Work with your team to identify common visit types where equipment photos and documents are required, such as maintenance, quoted repairs, warranty work, and replacement jobs.

Use cases

Commercial Service & Replacement

• Snap photos of failing RTUs and attach them directly to the equipment record. Your notes and images give the sales team exactly what they need to build an accurate replacement proposal without calling you for details.

• Record filter conditions and diagnostic readings during every visit. By documenting the decline over time, you help the customer plan for replacements before the unit hits a total Code Red failure.

• On an emergency call? Your dispatcher can pull up the equipment's full history and past attachments in ServiceTitan to talk you through previous repairs or hidden issues while you're on the roof.

Commercial Construction

• Save install photos, startup logs, and panel labels to each piece of gear. This ensures the next crew knows exactly how you set it up without having to hunt through a job trailer or old paperwork.

• Double-check that all equipment attachments are uploaded. It's the fastest way to prove the phase is 100% done so you can move to the next stage of the project.

• When returning to a past project, pull up the original install photos and data. You'll see exactly how the unit looked on day one before you even crack the manual.

Capture equipment media in the Field Mobile App

Method 1: Capture media while adding equipment

1. Open the job and tap the Equipment tab.

2. At the bottom of the screen, tap Add > Equipment.

   Note: To see the add equipment option, dispatch and arrive at the job.

3. On the Add Equipment screen that opens, tap the Camera .

4. In the menu that opens, tap Take photo . 

5. Capture the photo then tap Add.

6. Enter the remaining equipment details.

Method 2: Capture media from the Attachments tab

1. Open the job and tap the Equipment tab.

2. Tap the equipment you want to add media to.

3. Tap the Attachments tab.

4. Tap Add Attachments. 

5. In the menu that opens, tap Take photo or video. 

6. Capture the photo or video, then tap Review > Add.

Upload equipment media or files in the Field Mobile App

1. Open the job and tap the Equipment tab.

2. Tap the equipment you want to add media to.

3. Tap the Attachments tab.

4. Tap Add Attachments. 

5. In the menu that opens, tap Upload photo or video, Upload file, or Attachments from job (iOS) or Select media from job (Android). 

6. Select or locate the media or file, then finish uploading.

View equipment media and files in the Field Mobile App

1. Open the job and tap the Equipment tab.

2. Tap the equipment for which you want to view media and attachments.

3. Tap the Attachments tab.

Here, you can see media and attachments associated with the equipment, sorted in reverse chronological order with the most recent first.

Tap More next to an attachment to Set as default photo, Rename, or Delete.

Tap an item to view it in full screen.

Tip: In full screen mode, tap Download to download the media or file to your device.

Want to learn more?

• See Add equipment to a service location in the ServiceTitan Field Mobile App

• See Edit, replace, or remove equipment from a service location in the ServiceTitan Field Mobile App