Overview
If your administrator enables the Project-Associated Job Actions permission, you can open and edit jobs within a visible project even if you are not directly assigned to them. This lets you act on project work without waiting for reassignment, while your existing action-level permissions still control what you can do. You can also book a follow-on job directly from the project detail screen, with the customer name and location pre-filled and the new job automatically linked to the project.
Who uses this feature
Technicians
Primarily benefits Commercial Construction and Residential Construction 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 following permissions are required to use this feature. Please contact the account administrator on your team.
Project-Associated Job Actions: Lets you take actions on jobs within a visible project, even if you are not directly assigned to the job. Your existing action-level permissions still apply.
View My Projects: Allows you to access the Projects screen and scopes results to only projects you sold or are assigned to. For more, see View projects in the ServiceTitan Field Mobile App.
Search All Projects: Allows you to access the Projects screen and search for projects, regardless of assignment. For more, see Find projects in the ServiceTitan Field Mobile App.
Note: When View My Projects is enabled, it takes precedence over Search All Projects, even if both are turned on.
Book Job: Required to book a new job. For more, see:
Things to know
The Project-Associated Job Actions permission applies only when you open a job from the Project screen. It does not apply to jobs opened from other entry points.
When Project-Associated Job Actions is enabled, your existing action-level permissions still apply. For example, you can only sell estimates on a non-assigned job if you also have the relevant estimate permission.
When Project-Associated Job Actions is disabled, all jobs within a project that you are not directly assigned to open in read-only mode.
Best practices
Before heading to a job site, confirm with your office that the Project-Associated Job Actions permission is enabled for your role if you expect to work on jobs that aren't directly assigned to you.
Use the Book Job action from the project detail screen when a customer needs follow-on work. The customer and location are pre-filled, and the new job is automatically linked to the project, so you save time and avoid booking errors.
Note: The Book Job permission is required to book a new job. Please contact the account administrator on your team.
If you manage multiple projects as a sales manager, ask your administrator to enable Search All Projects along with Project-Associated Job Actions so you can act on jobs across all projects.
If you are a salesperson who primarily works on projects you sold, ask your administrator to enable View My Projects along with Project-Associated Job Actions for a focused, scoped experience.
Use cases
A sales manager reviewing a project notices a job that needs an estimate sold but the job isn't assigned to them. With Project-Associated Job Actions enabled, they tap the job from the Project screen, open it in editable mode, and sell the estimate on the spot—no reassignment needed.
A salesperson needs to add a follow-on job for additional roofing work discovered during an inspection. They open the Project screen, book a job, and the new job is created with the customer name and location pre-filled and automatically linked to the project.
A technician working on a multi-job project needs to add materials to a job that isn't assigned to them but is visible within the project. With the right permissions, they open the job from the project detail screen and add the materials directly.
Take actions on a non-assigned job within a project in the Field Mobile App
When Project-Associated Job Actions is enabled, you can open and edit jobs within a project even if you are not the assigned technician. Your existing action-level permissions still control what actions are available to you.
Open the Field Mobile App and tap Projects.
Search for and open the project you want to work on.
On the project detail screen, scroll to the Jobs section.
Tap the job you want to act on.
Note: If a job contains multiple appointments, you'll see a sheet with a list of appointments to choose from.
On the job that opens, you can take actions based on your existing permissions, such as adding estimates, materials, notes, or media.
Note: If the Project-Associated Job Actions permission is not enabled, the job opens in read-only mode.
Book a follow-on job from a project in the Field Mobile App
If you have the Book Job permission, you can book a new job directly from the project detail screen. The customer name and location are pre-filled from the project, and the new job is automatically linked to the project.
Open the Field Mobile App and tap Projects.
Search for and open the project you want to book a job for.
On the project detail screen, tap + Book Job. fie
The Book Job screen opens with the customer name and location pre-filled from the project.
Complete the remaining fields required to book the job. For more, see:
The new job is created and automatically linked to the project. It appears in the Jobs section of the project detail screen.