Mobile - FAQLast updated on 11/14/2022

If you are done using the keyboard, and you want to close it and return to the app, there are two ways of doing this:

1. On any screen, tap anywhere outside the keyboard. The keyboard will automatically close. Note: Make sure to tap an area outside of where you would enter text.

2. Tap the Hide Keyboard button directly on the keyboard.

Tap the microphone key on the keyboard. When you speak, the app will record what you are saying. This will save you from typing, which is especially useful when entering notes and summaries.

You may change the date range for the Technician Scorecard, which allows you to view data over different time periods. Simply tap Trailing 30 Days in the upper right corner of your scorecard. Then select the desired date range (see date range options below).

Yes. These metrics are available on the Modular Dashboard in ServiceTitan. See Technician Scorecards for more details.

Depending on your company’s setup, you may not see every section of the dashboard.

For example, let’s say you are a technician who installs HVAC systems. You might only see the Total and Install sections on the dashboard because you only work jobs in the HVAC install business unit.

Swipers may be returned within 30 days of the purchase date for a full refund. Swipers are also under a one-year warranty. If a swiper is deemed malfunctioning, a replacement will be sent directly to you as long as it is still under warranty. Please contact payments@servicetitan.com for refunds or replacements.

Click here for troubleshooting tips.

All Apple devices and majority of Android devices are supported. If you are using Android devices today, check to see if they are listed in this compatibility list. We cannot guarantee compatibility with any device not found in the list.

Think of a marketing campaign as how your customer heard about you. Yelp listings, Google search ads, direct mail/flyers, and even your business cards are considered campaigns in ServiceTitan. When you set up your business in ServiceTitan, you see a list of the most common marketing campaigns used by other home service businesses. You can edit those and make them your own.

Once you have campaigns in ServiceTitan, you can easily track jobs to marketing campaigns, empowering you to see which marketing campaigns are driving the most sales, calculate the daily cost, and measure the ROI on your marketing spend. We recommend you associate a unique phone number with each marketing campaign. If you already use unique phone numbers for campaigns, you can add those during the business setup. Otherwise, your implementation manager will set up a phone integration and create virtual phone numbers for each of your campaigns, enabling you to track the effectiveness of your marketing efforts that way.

Yes! The Uniform Electronic Transactions Act (UETA) and the ESIGN Act provide that electronic signatures have the same legal effect and enforceability as handwritten signatures throughout the United States. In Canada, the Personal Information and Electronic Documents Act (PIPEDA) regulates electronic signatures and the Uniform Electronic Commerce Act (UECA) provides for the enforceability of electronic signatures (except for in Quebec which has its own version of the UECA). E-signed documents are legally binding!

1. Consent to do business electronically: The person signing must give consent to using an electronic signature. That means certain disclosures must be made to them before they sign.

2. Intent: Just like with a written signature, an e-signature requires that the person signing the document has the intent to sign the document. The person signing must agree to what they are signing and that they understand the effect of their signature. This can be demonstrated by the customer entering their name in the signature box, whether typed or drawn.

3. Association of the signature with the record: An electronic signature must be connected or associated to the document that is being signed by indicating a process by which the signature was created or by creating a graphical or textual statement, which gets added to the signed record.

4. Signed copies: Everyone who signs should receive a fully executed copy of the agreement that was signed.

5. Record retention: For electronic documents and signatures to be valid and legally binding, they must be both retained and able to be reproduced by all parties entitled to the document.

ServiceTitan provides a software solution for each of these requirements.

As soon as a job is completed, technicians can no longer request a signature by the E-sign option in the Follow Up tab in ServiceTitan Mobile. However, if you have email templates set up for online estimates in Settings > Invoice > Email > Estimate, you can always email the estimate to the customer using the Email option in the Follow Up tab. If you have the Online Estimates enabled, the customer can click the {OnlineEstimateLink} in the email they receive and sign through the online estimates portal. For more information, see Use Online Estimates. Note: Please contact Technical Support to enable Online Estimates.

No, you can’t. With Online Estimates, customers can digitally sign for an estimate after accepting the estimate from the online estimates link in Settings > Invoice > Email > Estimate. For more information, see Use the contactless experience.

Tip: For instructions on how to update the ServiceTitan Mobile app on your Apple mobile device, visit Apple support before you start.

Use the workflow below to activate the auto-update feature update on your Apple mobile devices.

1. On your Apple mobile device, go to Settings.

2. In Settings, select App Store.

3. In the Cellular Data section, toggle Automatic Downloads to ON, or tap App Downloads > Ask If Over 200 MB. Note: If you tap App Downloads > Ask If Over 200 MB, this will automatically update all applications that are less than 200 MB.

Tip: For instructions on how to update the ServiceTitan Mobile app on your Android mobile device, visit Android support before you start.

Use the workflow below to activate the auto-update feature update on your Android mobile devices.

1. On your Android mobile device, go to Google Play Store.

2. Select the profile icon.

3. Select Settings > Network Preferences > Auto-update apps.

4. Select one of the options:

   1. Over any network 

   2. Over Wi-Fi only