Use the History tabLast updated on 03/22/2022
The History tab in ServiceTitan Mobile allows you to access previous jobs. Use the History tab to find past appointments so that you can add notes, complete forms, or add purchase orders to the parent job that the appointment belongs to.
Things to know
The History tab is not the same as the history button which can be found in the job screen.
There’s a setting in the technician profile that determines how many days of past jobs can be seen.
You cannot dispatch or arrive yourself to a job from the History tab.
To get to the History tab from the Overview screen, tap History.
Your past appointments are displayed, along with their statuses, including whether the appointment was completed or placed on hold.
Filter appointments by date range to see appointments within a certain time frame. If you need to get to a specific job, you can search for it by customer name, customer location, address, and job type.
To view details about a parent job find any appointment for that job, and tap View Job.
When you have found the job you are looking for, tap View Job.
Make changes to the job:
While in the job, you can filter your view of invoices by job type and business unit.
Find and Use the History tab
To get to the History tab from the Overview screen, tap History.
Your past appointments are displayed, along with their statuses, including whether the appointment was completed or placed on hold.
Filter appointments by date range to see appointments within a certain time frame. If you need to get to a specific job, you can search for it by customer name, customer location, address, and job type.
To view details about a parent job, find any appointment for that job and tap View Job.
When you have found the job you are looking for, tap View Job.
Make changes to the job:
View the job history
While in the job, you can filter your view of invoices by job type and business unit.
Want to learn more?
Watch Mobile 2.0 Basics
Learn how to View the dashboard in ServiceTitan Mobile and Use the Follow Up tab
Go back to the 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.