Schedule another job during closeout in the ServiceTitan Field Mobile App

Coming soon to Field Mobile App Release 20.0

This release rolls out in phases. Improvements will appear first, followed by new features, over a two-week period. You may not see all changes at once.

To check your release version, open the Field Mobile App and go to Menu > About . For steps on how to manually update your release version, see Update the Field Mobile App.

Overview

Book a follow-up job for the same customer directly from the Close Out flow without exiting the active job. Your invoice, notes, forms, signatures, and payments are preserved while you book the follow-up, and you can return to the Close Out flow at any time.

Things to know

• The follow-up booking does not delay or interrupt your active Close Out. You can enter, abandon, submit, or cancel the follow-up booking at any time and return to the Close Out flow at the exact step you left, with all prior inputs preserved.

• The follow-up job is created as a separate, distinct job record—not a sub-job or continuation of the active job. There is no automatic linked relationship between the two.

• Customer and service location are pre-populated from the active job. For customers with multiple service locations, the active job's location is selected by default; you can change it before booking.

• The technician assignment on the follow-up job defaults to you.

• The follow-up booking does not pre-populate job type or services from the active job—you select these as you would normally when booking a job.

• The follow-up booking requires an active internet connection. Offline follow-up booking is not supported.

Use cases

• An HVAC technician with the Leave Unassigned permission closes out their current job while booking a new job for the same customer for a Plumbing technician to service. The office sees the new job in the Unassigned section of the Dispatch Board and assigns it to a Plumbing technician.

• A technician needs to close out their current job so the office can finalize it, but also needs to schedule a new job for additional work. They select the Schedule Another Job option during closeout and assign the new job to themself.

Schedule another job during closeout in the Field Mobile App

1. Open your active job and tap Close Out.

2. On the Close Out screen, tap Schedule Another Job.
   

3. On the Book Job screen that opens, the customer and service location are pre-populated. Review and adjust the location if the customer has multiple service locations.

4. Enter the required job details:

   • Job Type

   • Business Unit

   • Marketing Campaign

   • Priority

   • Start Date & Time

   • Arrival Window

   • Summary (Optional)

   • Send booking confirmation (Optional)

5. If your office has enabled the Leave Unassigned permission for you, you can leave the follow-up job unassigned for the dispatcher to route. Otherwise, the booking technician defaults to you.

   

6. Tap Book Job to submit the follow-up. You are returned to the Close Out flow at the exact step you left, with all your prior inputs preserved.

Note: If you tap back without submitting the follow-up booking, no partial follow-up record is created. You are returned to the Close Out flow and can complete the active job normally.

Tip: Booking a follow-up does not change the status of your active job. You still need to complete the Close Out flow (forms, signatures, payment, and tapping Complete Job) to mark the original job as complete. For the full closeout procedure, see Complete a job with the ServiceTitan Field Mobile App.

Want to learn more?

• See Book a job for an existing service location in the ServiceTitan Field Mobile App

• See Complete an appointment in the ServiceTitan Field Mobile App