Use Atlas for equipment information with Field Pro in mobile

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Overview

Use Atlas for equipment information in Field Pro on mobile to access equipment documents and get fast, source-cited answers for the unit you’re working on. You can view manuals, install guides, spec sheets, wiring diagrams, and more, all directly in the app.


Who uses this feature

  • Technicians

  • Primarily for Residential Service and Commercial Service business types

 Feature configuration

Things to know

  • Data and privacy:

    Atlas is powered by Titan Intelligence (TI). It may generate inaccurate, incomplete, or outdated responses. Verify details before acting and don’t treat it as professional advice. Your conversations may be stored to improve the service. Avoid sharing sensitive information.

    By using Atlas, you agree to use this feature responsibly, and further acknowledge and agree that any data collected will be used in accordance with our Privacy Policy and may be shared with third-party service providers.

  • You can access Equipment Information from Atlas in both ServiceTitan Mobile and the ServiceTitan Field Mobile App. Atlas is not currently available in the Inventory Mobile App.

  • Supported trades today:

    • Commercial HVAC

    • Residential HVAC

    • Plumbing.

  • You can ask about one make or model at a time.

  • Answers include cited sources so you can verify the information.

  • Unsupported equipment is marked with a red triangle. You can still ask questions or search similar models, but documentation will not be available.

  • In the Field Mobile app, you can tap Ask Atlas directly from the equipment screen. If you add equipment using Optical Character Recognition (OCR), the equipment model is automatically preselected for you.

Use equipment information in Atlas

Use the equipment information to access equipment documents and get fast, source-cited answers for the unit you’re working on.

Tip: The Information in ServiceTitan module is in the same Atlas screen, just as before. For more, see Use Atlas in mobile.

  1. Open a job.

  2. Tap Ask Atlas.

  3. On the Atlas screen that opens, tap Equipment Information.

  4. Select the equipment using one of the following methods:

    1. Method 1: From the location’s equipment list:

      1. Tap Location Equipment to view all equipment installed at the job location, then select the unit you need.

      2. Tap Submit.

    2. Method 2: By typing the model number:

      1. Tap the Model Number dropdown,

      2. Type at least 4 characters, then select the matching model from the suggestions.

        Tip: When searching for an equipment model, enter at least 4 characters in the Model Number field. The full model number is not required.

      3. (Optional) From the Manufacturer and Model Line dropdown fields, select manufacturer and model line to narrow results.

      4. Tap Submit.

  5. Ask Atlas a question in one of the following ways:

    1. Enter your question in the Ask Atlas field and tap Send . For more, see Sample questions to ask Atlas about Equipment Information.

    2. Tap a suggested category such as Error Codes, Specs, Install, or View PDF Documents.

    3. Use your phone’s voice-to-text feature to speak your question instead of typing.

  6. Review the answer. Atlas cites the exact document and page used.

  7. Enter a follow up question or tap Backto open another module in Atlas or return to the job page.

View equipment documentation in Atlas

View all available documentation for the selected equipment make and model, including user manuals, installation guides, spec sheets, wiring diagrams, brochures, and more.

Tap View next to the source link to open the referenced manual, spec sheet, or guide.

You can enter a question and Atlas will return the answer from the documentation for the selected equipment.

Sample questions to ask Atlas about Equipment Information

  • What size filter does this unit use?

  • What is the total external static pressure rating?

  • What size plenum do I need for this unit?

  • How should I run the drain piping?

  • What type of blower is in this unit?

  • What type of metering device is used?

  • What is the maximum fuse size for this unit?

  • Give me the RPM and amps for the condenser fan motor.

  • What is the part number for a replacement flame rollout switch?

  • The blower motor label is unreadable, what are the amps and RPM?

  • If I install this horizontally, do I need to flip the coil?

  • How do I install the heat kit?

Best practices for using Atlas in Field Pro on mobile

Follow these tips to get better answers with Atlas in Field Pro:

  • Ask about one unit at a time: If you need details for a different make or model, return to equipment selection and choose the new unit.

  • Use full terms, not abbreviations: For example, type condenser fan motor instead of just motor.

  • Include context in your question: Add temps, operating conditions, or error codes so Atlas can return a complete answer.

    • For example: What is the normal refrigerant pressure for this model at 70°F ambient? instead of What should the pressure be?

  • Double-check model numbers: If a unit shows as unsupported, there may be a typo. Try searching manually to locate the correct equipment.

  • Know what to expect with unsupported equipment: You can still ask questions, but responses may be less accurate and downloadable documentation may not be available.

Tip: The list of supported equipment is expanding regularly, check again if something you need isn’t available yet.

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