Review and attach form findings to estimates in the ServiceTitan Field Mobile App

Overview

While on the job, attach form findings—which are answers to questions on a form—to the relevant estimate. This allows you, the office, and your customer to know why you made those recommendations on the estimate. After you've completed all estimates for the job, review form findings with the customer so they can decide which estimate to authorize.

Commercial businesses

Residential businesses

Things to know

• The names of certain screens, tabs, and so on may be different based on your selection in Menu > Settings. For more, see Show Residential or Commercial terms in the ServiceTitan Field Mobile App.

Step 1: Flag form questions as findings in the Field Mobile App

As you complete forms, select the Flag icon to mark the question(s) you want to review with the customer later. For more on how to complete forms, see Complete and send forms in the ServiceTitan Field Mobile App.

Tip: Attach photos or notes to a question in a form by tapping the Media or Note icon.

Step 2: Attach form findings to an estimate in the Field Mobile App

1. Open your job and:

   • If your default terminology is set to Residential, tap the Estimates tab.

   • If your default terminology is set to Commercial, tap the Proposals tab.

2. Tap the estimate you want to add the form findings to.

3. Tap Add next to Findings.

4. Select one of the following options:

   • Create Finding

   • Create Finding from Form

   • Add Existing Finding

     

Step 3: Review form findings while presenting estimates in the Field Mobile App

1. Open your job and:

   • If your default terminology is set to Residential, tap the Estimates tab.

   • If your default terminology is set to Commercial, tap the Proposals tab.

2. Tap Present Proposal.

3. Tap the Findings tab to review your findings with the customer. 

Want to learn more?

• See Create estimates in the ServiceTitan Field Mobile App

• See Complete and send forms in the ServiceTitan Field Mobile App