Coming soon to Field Mobile App Release 20.0
This release rolls out in phases. Improvements will appear first, followed by new features, over a two-week period. You may not see all changes at once.
To check your release version, open the Field Mobile App and go to Menu
> About
. For steps on how to manually update your release version, see Update the Field Mobile App.
Overview
Tap annotation links in messages to open the referenced file immediately. When reviewing an RFI, tap View on drawing to go directly to the file. This eliminates the need to search through project folders or call the office to find the right document.
Who uses this feature
Technicians
Applies to all business types
Applies to all trades
Feature configuration
The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see System requirements and mobile app information.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
This feature is currently in Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
Account configuration and office setup for RFI tasks in document annotations and document management commenting is required to use this feature. Please contact your office for details.
The View Projects permission is required to use this feature. Please contact the account administrator on your team.
Things to know
This feature requires Project Documents, Messages, and Requests for Information (RFIs) to be enabled for your account.
This feature works with push notifications. If you receive a push notification for an annotation @mention, tapping it opens the Field Mobile App and takes you directly to the annotation file. Account configuration is required to receive push notifications. Please contact your office for details.
An active internet connection is required to use this feature. Document annotations don't load offline.
Best practices
Make sure your account is configured for push notifications and that you've enabled push notifications for the Field Mobile App in your device settings. This way, you receive alerts immediately when someone @mentions you.
Before tapping a link to a document annotation, save any work in progress. The Field Mobile App closes the current screen to open the project document.
Use cases
A project manager tags you in an annotation on a floor plan to flag an issue. You tap the link in Message and the Field Mobile App takes you directly to the annotated document so you can review the issue on site.
While reviewing an RFI task in the Field Mobile App, you need to see the annotation where the RFI pin was placed. Tap View on drawing to open the file and view the annotation in context.
Open a project document annotation from a message in the Field Mobile App
When someone @mentions you in an annotation on a project document, a link appears in Messages. Tap it to go directly to the annotated document:
Open Messages and go to the message where you were tagged.
Tap the link at the top of the message to open the document.
The Project Document screen opens and displays the annotation file.
Note: If Project Documents is not enabled for your account, tapping the link does nothing. Contact your office to confirm that the feature is enabled.
Open a document annotation from a push notification in the Field Mobile App
If push notifications are enabled, you can go to an annotated document directly from your device's notification:
When you receive a push notification for an annotation @mention, tap it.
The Field Mobile App opens and takes you directly to the Project Document screen with the annotation file.
Open a project document annotation from an RFI in the Field Mobile App
When reviewing an RFI, you can tap a link to view the annotation file where the RFI pin was placed:
Open your project and go to the RFI task you want to review.
In the RFI details, tap View on drawing.
The Field Mobile App closes the RFI screen and opens the project document with the annotation file.
Note: Unsaved changes in the RFI task screen may not be preserved when you open the annotation file. Save your work before tapping the link.