What could be causing the content shared in the portal to not load into ServiceTitan Mobile for a technician?

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Introduction

To ensure technicians see content in the ServiceTitan Content Portal, check that they are listed as the audience and that no end date is set. Have the technician sync changes, and if the content still doesn’t appear, ask them to log out and log back into the ServiceTitan Mobile app to refresh their session. The content should then be visible.

Problem

Technicians may not see all the content shared with them in the content portal on their mobile devices.

Solution

Workflow Summary

Resolve the issue of content not loading on the mobile side for technicians.

Check content visibility in ServiceTitan

  1. Go to Settings > Operations > Content Portal.
  2. Ensure the technician is listed as the audience for the content you share. Only content assigned to them will be visible on their mobile device.
  3. Enter Start time and End time.
    Note: If you want the content to remain in the content portal indefinitely, don't enter an end date.

Sync changes in ServiceTitan Mobile

  1. Go to the main dashboard on your desktop.
  2. Find the sync option. It might say Sync Changes and check if you can see the Content Portal post.
  3. Click on it to make sure all recent changes are updated in the system.
  4. If you don’t see the post, log out and log back in.

Log out and log back in to ServiceTitan Mobile

  1. Ask the technician to log out of their ServiceTitan Mobile app.
  2. Wait for a few seconds.
  3. Then, have them log back in.
  4. This step refreshes their session and can help load any content that wasn't showing up before.
  5. After logging back in, the technician should check the content portal again.

They should now be able to see all the content shared with them.