Add notes in ServiceTitan MobileLast updated on 03/22/2022
In ServiceTitan Mobile, you can add a note to a job, customer, or service location. After you sync the ServiceTitan mobile app, office employees can see your notes, conveniently allowing you to share what you learn in the field. Pin the most urgent notes so that you and others see the most important information.
Things to know
By default, all technicians can add notes to jobs, but permission is required to add notes to customer and service location records.
Add notes in ServiceTitan Mobile
Add notes in ServiceTitan Mobile
If you are not already on the job screen for the job, tap Overview on the dashboard, and then tap the job.
Tap the Pencil icon.
Tap ADD NOTE.
Select Pin this note to the top if you want to see this note first.
If your account has the permissions for it, select whether you want the note to be attached to the job, customer, or service location.
Tip: Most notes are about jobs, but you can also attach notes to the customer or service location records. For example, a reminder about a security gate code is relevant to the service location, while a mention of a customer’s preference for phone calls at a certain time is useful if attached to their customer record.
Type your note.
When you’re done, tap SAVE.
Edit notes in ServiceTitan Mobile
If you’re not already on the job screen for the job, tap Overview on the dashboard, and then tap the job.
Tap Pinned notes.
Tap the note you want to edit.
Tap EDIT NOTE.
Edit the note. If you want to reassign the note to a different record, tap Assign this note to and select Job, Customer, or Location.
When finished, tap Save. The note updates with your edits. The next time you sync, the edit shows in the job history on the office side.
Want to learn more?
Learn how office employees Add notes, pictures, or attachments to a job
Go back to Mobile Handbook for more on this topic
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.