Overview
Field managers and production managers can use the Field Mobile App to oversee roofing jobs from start to finish. The app covers reviewing job details, managing purchase orders (POs), dispatching, completing forms, collecting payments, and closing out jobs. This streamlines your day so you spend less time on paperwork.
Who uses this feature
Field Employees
Applies to all business types
Primarily benefits Roofing/Exterior 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 View History Tab permission is required to view the Previous tab in All Jobs. Please contact your office for details.
Things to know
The Field Mobile App requires an internet connection to use the pull-to-refresh action. If you don't have internet access, the app uses the last synced data until you reconnect.
You can view jobs across four tabs: Today, Upcoming, Previous, and Paused. The Previous tab requires the View History Tab permission.
The Ask Atlas AI assistant—powered by Titan Intelligence (TI)—is available to help answer questions about the job.
You can add items to a job directly, including equipment, invoice items, work performed logs, payments, estimates, proposals, purchase orders, findings, and notes.
A recording consent banner may appear when you arrive on-site. Tap it to view the consent message before recording begins.
Best practices
Review your job details, including the job summary, special instructions, and any alerts—such as Beware of Dog—before heading to the job site.
Check the Tags section on the Job tab for important status indicators like Purchase Order Pending so you know if materials are still in transit.
Use the Manage Crew link to confirm all assigned installers before dispatching.
Complete and submit all required forms before collecting payment or closing out the job.
Email the invoice to the customer directly from the app after collecting payment for a seamless closeout process.
Use cases
A roofing production manager reviews the day's schedule, checks that PO materials have been received, dispatches the crew, completes a vehicle inspection form before leaving the shop, collects payment on-site, and closes out the job—all without returning to the office.
A field manager arrives at a roof replacement job, reviews the job summary and special instructions, confirms the crew assignment, and uses Atlas to quickly look up project details.
A field manager receives materials on-site by tapping Start Receiving on the PO, then completes the required inspection forms before work begins.
Step 1: Review job information
When you open the Field Mobile App, the Home screen shows your schedule for the day, including your next job with key details. To see all your assigned jobs:
Open the Field Mobile App and tap View all next to Today's schedule.
On the All jobs screen, use the tabs to filter your view:
Today: Jobs scheduled for today.
Upcoming: Future scheduled jobs.
Previous: Past completed jobs.
Paused: Jobs that have been paused.
Tap a job to open its details. Review the following information on the Job tab:
Assigned Technicians: The crew members assigned to the job.
Job Summary: A description of the work to be completed.
Special Instructions: Any notes or alerts for the job site.
Tags: Status indicators such as Purchase Order Pending.
Measurements: Measurement report PDF's, if one was ordered.
Job Media: Attached documents like PDFs and photos.
Tip: You can tap Contact to call the customer directly, or Directions to open navigation to the job site address.
Step 2: Dispatch and arrive
After you've reviewed the job details, dispatch yourself or your crew to the job site:
Open the job you want to dispatch to.
The job status updates from Scheduled to Dispatched to Arrived as you select Dispatch and Arrive through the job.
Note: The job detail screen shows the last refresh time. Pull down on the screen to refresh the job data. This requires an internet connection.
Step 3: Review, edit, and receive purchase orders
Before heading to a job, check if any POs are associated with it:
Open the job and scroll to the Purchase Orders section on the Job tab.
Tap Purchase Orders then select a PO to view its details, including:
Amount: The total PO value.
Vendor: The supplier name. For example, SRS Distribution.
Status: The current PO status. For example, Sent.
Items: The individual line items on the PO.
Check which materials have been delivered and their quantity, tap Start Receiving at the top of the PO detail screen to begin the receiving process.
Step 4: Complete forms
Forms assigned to your job appear on the Forms tab of the job. The tab displays a count of how many forms are assigned:
Open the job and tap the Forms tab.
Tap a form to open it. For example, Safety Checklist.
Work through each section of the form:
Select Yes or No for checklist items.
Tap Media to attach photos or videos to a specific item.
Tap Note to add a text note to a specific item.
Use Collapse All Sections at the top of the form to minimize completed sections and focus on remaining items.
When the form is complete, tap Complete to finish it and Send to submit it.
Step 5: Capture and upload photos and videos
Capture and upload clear before, progress, and after photos and videos at the job site, including all relevant areas:
Open the job and tap Add
.On the screen that opens, scroll to select one of the following options:
Take Photo or Video
Upload Photo or Video
Upload File
Note: Media uploaded here is automatically attached to the job.
Step 6: Message the office, other field employees, or customers
Use Messages to manage conversations with office staff, other field employees, and customers. You can view and respond to messages from the main Messages screen, outside of jobs. If you need to start a new message, do that directly from the job:
Open the job and tap Messages
. 
To reply to a conversation or start a new one:
For internal chats, @mention the person or people you want to chat with. This brings them into the entire conversation and highlights that the message is for them.
For emails, when starting a new one, enter the email address in the To field and include a Subject.
Enter your message.
Tap Send.
Note: If you don't @mention anyone when starting a new internal chat, then the message will only appear in your message center and no one else will see it.
Within a conversation, you can find specific types of messages in the following tabs:
Internal chat: Messages between you and the office or other technicians.
Email: Email conversations with internal and external participants.
SMS: Text messages between the office and the customer.
Note: The View Customer Chats permission is required to view SMS text messages. Please contact the account administrator on your team.
Step 7: Collect payments
After completing the work and any required forms, you can collect payment and email the invoice directly from the app.
Add a payment
Open the job and tap Add
.Tap Add Payment.
Note: You must be dispatched and arrived to see this option.
On the Add Payment screen, review the payment summary:
Current Balance: The remaining amount owed.
Invoice Total: The full invoice amount.
Paid: Any amounts already collected.
Enter the Payment Amount.
Optionally, add a note in the Memo field.
Select a Payment Type—for example, Cash—and tap Pay to complete the payment.
Email the invoice
Open the job and tap the Invoice tab (Residential) or Work Summary tab (Commercial).
Scroll to Share Invoice and tap Email.
On the Email Invoice screen, confirm or update:
Send From: The email address the invoice is sent from. Turn on the Send from my email toggle if preferred.
Send To: The recipient's email address. Tap Add contacts to add more recipients.
Invoice Templates: Select the template to use, if available. For example, Invoice or Copy of Invoice.
Review the Invoice Details—subtotal, tax, and total—then tap Send.
Step 8: Close out the job
After all work is completed, forms are submitted, and payments are collected, close out the job:
Tap Close Out.
On the Close Out screen, select one of the following options:
Pause Appointment: Temporarily pause the job to return later.
Hold and Reschedule Appointment: Place the job on hold and schedule a new date.
Schedule Another Appointment: Book a follow-up visit.
Mark myself as done, Complete Appointment, or Complete Job: Mark yourself as done working, mark the appointment as complete, or mark the entire job as finished.