Service Titan Knowledge Base

Add notes, media, and attachments in ServiceTitanLast updated on 09/14/2022

Notes, media, and attachments can be added to a call, customer, form, job, location, and a project. To add a note or attach media or a file look for the Leave a note field and paperclip icon.


Things to know

  • File types allowed:

    • Image files: jpg, jpeg, gif, png, webp, 3gp, rup, dng, heic, heif, tif, tiff, jfif, pdf

    • Video files: mov, mp4

    • Document files: doc, xls, docx, xlsx, ppt, pptx, pdf

    • Other files: mp3, htm, html, vcf, txt, xml, csv, smil

  • If a customer has an active job with you and they send a photo or video using Chat, the file is automatically added to the job as an attachment in the Files tab.

  • You can pin notes to the top of the Notes tab.


Add a note to a job

  1. Search for the call, customer, form, job, location, or project you want.

  2. Click Leave a note... then type your note.

  3. When you're done, click Save. Tip: You can also select Pin this note to the top so it will always be a the top of your notes.


Add a file or media to a job

  1. Search for the call, customer, form, job, location, or project you want.

  2. Click the Paperclip icon.

  3. Find the file you want to attach to the job, select it, and click Open.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.