View and manage a consolidated project invoice in the ServiceTitan Field Mobile App

Overview

When a project includes multiple jobs, you can view a single consolidated invoice that combines all chargeable items across those jobs in the Field Mobile App. From the project invoice, you can review line items and the total balance due, collect a project acknowledgement signature, process a payment, and share the invoice with the customer.

This helps field teams communicate costs clearly and collect payment on-site, without having to navigate multiple job-level invoices.

Things to know

• To collect payment from the project invoice, you must be clocked into a job on the project. For more, see Track your time and work.

  Note: You do not need to be clocked in to collect payment from an individual job invoice.

• If your office has configured a Project Invoice template in Template Manager, that template is used when printing or presenting. Otherwise, the system default template is used.

• The project invoice requires an active internet connection. For offline invoice access, open the individual job invoices tied to the project instead.

• Editing line items, sending SMS and email payment links, and processing financing payments are not supported from the project invoice. To complete these actions, open the individual job invoices tied to the project.

• If the Bill To customer on a job invoice does not match the Bill To customer on the project, payment collection for that job invoice is disabled in the Field Mobile App.

Best practices

• Review the consolidated invoice with your customer before collecting a signature or payment to ensure all line items are accurate.

• If the customer wants a copy of the invoice, use Email to send it directly.

  Note: When offline, emails are queued and sent when you're back online.

• Collect the project acknowledgement signature before processing payment to confirm the customer agrees to the total charges.

Use cases

• As a technician on a multi-job residential remodel, you open the project invoice to show the customer a summary of all work completed across every job, then collect their signature and process payment on the spot.

• As a technician nearing the end of a project, you email the consolidated invoice to the customer so they can review their balance before your final visit.

• As a technician without a cell signal, you collect the project acknowledgement signature and queue the invoice email—it sends automatically when you're back online.

• As a roofing sales representative, you open the project invoice to collect final payment and signatures from the customer after completing the post-install inspection.

Open a project invoice in the Field Mobile App

1. Find and open the project.

2. On the project screen, tap the Invoice tab. 

3. On the invoice that opens, you can review and access:

   • Customer Authorization: The signature collected from the customer before work begins that grants you permission to perform the work.

   • Project Invoice Items: All chargeable line items across jobs on the project, including the Subtotal, Tax, and Project Invoice Total. This also includes any sold estimate items not yet booked into a job.

   • Customer Acknowledgement: The signature collected from the customer after work is completed that confirms the work was finished to their satisfaction.

   • Payments: The Total, Paid, and Project Balance due.

     Note: The Balance Due reflects the total outstanding amount across all jobs in the project.

   • Share Invoice: Actions to Email, Print, or Present the invoice to the customer. 

View project invoice items in the Field Mobile App

The project invoice consolidates chargeable line items from all jobs on the project. You can't edit individual line items from this view.

To view invoice items on a project:

1. Open the project invoice.

2. Tap View next to Project Invoice Items.

3. Chargeable items across all jobs on the project appear. 

Collect a project Acknowledgement signature in the Field Mobile App

1. Open the project invoice.

2. Tap View next to Customer Acknowledgement.

3. Have the customer review the acknowledgement and add their signature. 

4. Tap Done.

The signature is saved to the project invoice.

Note: Collecting a signature is available both online and offline.

Process a payment on the project invoice in the Field Mobile App

You can accept payment directly from the project invoice when you're online.

Note: Payment processing requires an active internet connection.

1. Open the project invoice.

2. Tap Pay under Payments.

3. Select the invoice or invoices that need to be paid and then:

   1. Enter the Pay Amount.

   2. (Optional) Add a Memo describing what the payment is for.

   3. Select the Payment Type.

   4. Enter the remaining payment details.

4. When finished, tap Pay. 

After the payment processes, it's applied to the project and the Balance Due updates to reflect the amount paid.

Email a project invoice in the Field Mobile App

Note: Emailing a project invoice is only supported online.

1. Open the project invoice.

2. Scroll to Share Invoice and tap Email.

3. Review or update the recipient email address and information to be sent.

4. Tap Send. 

Print or present a project invoice in the Field Mobile App

Note: Printing and presenting a project invoice requires an active internet connection.

1. Open the project invoice.

2. Scroll to Share Invoice and do one of the following:

   1. Tap Print, select the Print icon, and follow your device's prompts. 

   2. Tap Present to display the invoice on your screen for the customer to review. 

View project financial context from a job invoice in the Field Mobile App

When a job is part of a project, the job's Invoice tab shows additional project-level financial information alongside the job-level totals. This gives you a quick view of where the overall project stands without leaving the job.

View project totals and balances on the job invoice

If a job is part of a project, you can view totals and balances for both the individual job and the entire project in the Invoice tab.

The Invoice Items section includes the following:

• Job Invoice Total: The total for only the chargeable invoice items on this specific job.

• Project Invoice Total: The total for all chargeable invoice items across every job in the project. This also includes sold estimate items not yet booked into a job. 

The Payments section includes the following:

• Job Balance: The Job Invoice Total minus any payments applied to this job invoice.

• Project Balance: The Project Invoice Total minus all payments applied to every job invoice in the project. 

View project invoice items from a job

1. Open your job and:

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

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

2. Tap View next to Invoice Items.

3. On the Job Invoice Items screen that opens, review the items for this job.

4. At the bottom of the screen, tap Project Invoice Total. 

The Project Invoice Items screen opens and shows all chargeable invoice items across every job in the project, plus any sold estimate items not yet booked into a job.

Note: This screen is read-only. To edit individual line items, open the relevant job invoice.

Collect payment from a job invoice on a project

When you tap Pay from a job that's part of a project, the Field Mobile App opens the project payment flow.

1. Open your job and tap the Invoice tab.

2. In the payment section, tap Pay.

3. The project payment screen opens, showing all invoices associated with the project and the balance for each. 

4. Select the invoice or invoices to apply the payment to, then:

   1. Enter the Pay Amount.

   2. (Optional) Add a Memo describing what the payment is for.

   3. Select the Payment Type.

   4. Enter the remaining payment details.

5. When finished, tap Pay.

After the payment processes, it's applied to the project and the Project Balance updates to reflect the amount paid.

Note: Payment processing requires an active internet connection.

Want to learn more?

• See Find projects in the ServiceTitan Field Mobile App

• See View projects in the ServiceTitan Field Mobile App

• See Print or email an invoice or estimate in ServiceTitan Mobile