Overview
The Exteriors Sales Rep Dashboard is a home screen built for field sales representatives. It replaces the standard Home screen with a daily brief, a ranked list of the actions that need your attention today, and one-tap ways to complete them.
Instead of scanning every past appointment to decide what matters, you open the app and see what changed, what's at risk, and what to do first. This helps you keep follow-ups moving and prevents open opportunities from going cold.
Who uses this feature
Sales representatives
Primarily benefits Roofing/Exterior trades
Feature configuration
This feature is currently in Private Preview and available for specific accounts. It is subject to change.
Account configuration and office setup are required to use this feature. Please contact your office for details.
You must have Sales as your company position to see the dashboard experience.
Things to know
Once the feature is turned on for your account and your Company Position is set to Sales, this dashboard becomes your Home screen. There is no per-user setting to switch back.
If your Company Position is set to both Sales and another position, you see the sales dashboard.
Tapping a priority opens its details in an embedded view inside the app.
The estimate value shown on a priority card is the sold estimate value. If there is no sold estimate, it shows the highest estimate value on the job. If the job has no estimate, no value appears.
The Today's Priorities section is hidden when you have no active priorities.
The priority count in the section header updates as you complete or skip items.
Best practices
Open your Daily Brief at the start of the day, before your first appointment, so you know what changed overnight.
Work your priorities in the order they appear. The list is ordered so the most time-sensitive and highest-value items come first.
Disposition every priority, even the ones you decide not to act on. Marking an item ‘won't do’ keeps your queue accurate.
Use the priority list between appointments rather than at the end of the day, when follow-ups are more likely to be missed.
Use cases
You finish an inspection and want to know which follow-up to make before your next appointment.
A project moved to a new status overnight and you want to see what changed without opening each job.
A contract is waiting on your countersignature and you want to complete it from your phone.
You have a queue task assigned from the production or insurance queue and want to action it without leaving the app.
You want to see everything outstanding in one list, grouped by job, rather than one card at a time.
Review your Daily Brief in the Field Mobile App
Open the ServiceTitan Field Mobile App.
The Daily Brief card appears at the top of your Home screen with a short summary of your day.
Tap Review Your Day.
The brief opens full screen and plays as a series of slides.
Move through the slides:
Tap the right side of the screen to advance.
Tap the left side to go back.
Press and hold to pause.
Tip: The progress bars at the top show where you are in the brief.
Review each slide:
Opener: Introduces the brief.
Today's schedule: Shows how many appointments you have today.
Completed appointments: Shows what happened on your recent sales appointments.
Upcoming appointments: Shows what's ahead.
Daily brief complete: Closes the brief and returns you to Home.
Review Today's Priorities in the Field Mobile App
On your Home screen, scroll to Today's Priorities.
The section header shows your total number of active priorities.
Swipe left or right to move through the priority cards. Each card shows:
The estimate value
The job type — Retail or Insurance
The priority title
The customer name and service address
Tap View details, or tap anywhere on the card, to open the priority.
Take action on a priority in the Field Mobile App
Open a priority from the Today's Priorities carousel or from the priority list. Tap the back arrow to return to where you came from, or View all to open your full priority list.
At the top of the screen, review the action card.
Tap the button on the action card to take the action. The button is labelled for the action the priority is asking you to take.
In the Customer section, review the customer name and service address, and contact the customer directly if you need to:
Tap the service address to open it in maps.
Tap Add note to record a note about the customer.
Tap the Call, Message or Email to reach the customer without leaving the priority.
In the Related job section, review the job the priority belongs to. The section shows the job number, job name, and date, along with the job's estimates and invoices. Each invoice shows its status and amount.
Note: If the job has no estimates, the section shows No estimates created.
Tap the arrow beside the job to open the full job record.
When you have finished, disposition the priority using the Complete or Won't Do buttons at the bottom of the screen.
Complete, skip, or dismiss a priority in the Field Mobile App
Open a priority.
At the bottom of the priority, choose one of the following:
Complete: You finished the action. The priority leaves your queue.
Won't do: You have decided not to act on this priority. You are prompted to give a reason, and the priority leaves your queue.
Note: Marking a priority Won't do requires a permission set by your office.
View all your priorities in the Field Mobile App
On your Home screen, in the Today's Priorities section, tap View all.
On the list that opens, review your priorities grouped by job.
Tap any priority to open it and take action.