Service Titan Knowledge Base

Add notes, media, and attachments in ServiceTitanLast updated on 05/03/2023

Notes, media, and attachments can be added to a call, customer, form, job, location, and 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

    • 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 finished, click Save. Tip: You can also select Pin this note to the top so it will always be at 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.

Note: When you add an attachment to a job, project, location, form, or customer record, make sure to attach a file type supported by the system. Otherwise, your file won’t be uploaded. You can check the list of supported files in the Things to know section. For more information about submitting a form, see Create a form in ServiceTitan.

Want to learn more?

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.