This is a new feature that helps record technician work performed logs by appointment and builds a clean work summary for billing. It was previously in Private Preview, but is now generally available.
What’s changing with work summaries?
Previously, technicians had to use one shared invoice summary field to document work across multiple days and appointments. This often led to overwritten notes and billing delays. Now, each technician can log daily work performed for each appointment. These entries show up in a feed, and technicians or office staff can consolidate them into a work summary field for billing and documentation.
Before and After
Before (Current)
Technician finishes the day’s work on a multi-day commercial service job.
Technician opens the job-level invoice summary and adds daily notes, risking overwriting prior entries.
Manager reviews and rewrites the summary for billing.
The office team sends out the summary manually.
The technician obtains the customer’s signature acknowledging the work performed.
Impact: Notes get lost. Billing is slower and harder to verify.
After
The technician finishes the day’s work and taps Add > Add Work Performed Log on their appointment.
They tap Work Summary, scroll to Work Performed Logs, then tap Add or View All > Add Work Log to enter their notes and save. Their name and timestamp are added.
Other team members see all notes in order. Crew leads can add summaries too.
At closeout, administrators can require all logs to be completed before moving forward.
The technician or office team uses Titan Intelligence (TI) to generate a clean work summary for billing.
The technician obtains the customer’s signature acknowledging the work performed.
Impact: Accurate, timestamped notes reduce billing disputes and speed up documentation.
Test changes in the Field Mobile App: Tap Menu > Switch Environment or tap Switch to a different environment on the sign in screen if you’re not signed in.
Who uses this feature
Commercial Service and Replacement
Technicians
Region availability: All regions
How it works for your industry
Commercial Service and Replacement
A technician on a multi-day HVAC repair job enters their progress at the end of each appointment. The log is saved and can’t be overwritten by others.
A lead technician checks the feed to confirm all tasks were done before closing the job.
The lead technician or office manager uses the Work Summary field to populate a Work Order Document (Using DTE) and sends it to the customer meeting service agreement terms.
How to Prepare
Contact your CSM to enable the Appointment Summaries feature if it isn’t already enabled.
Identify which jobs or job types should require summaries before closeout.
Train technicians to use the Add Work Performed Log section to record their notes at the end of each appointment.
Update your Work Order Document Template to include the Work Summary DTE feature.
Align with office teams on how and when to generate and send work summaries.