This improvement enables technicians and salespeople to add estimates, notes, media, purchase orders, and forms to completed jobs directly in the ServiceTitan Field Mobile App, keeping follow-up documentation in the system where it belongs.
.png?sv=2022-11-02&spr=https&st=2026-05-14T11%3A07%3A09Z&se=2026-05-14T11%3A21%3A09Z&sr=c&sp=r&sig=VdJio3ANk5fgmTNhjZIToWfJ6YL14nmKXPGWfTWQTIE%3D)
What's changing?
Before, field users had no way to add new content to a job once it was marked complete. Estimates, notes, photos, purchase orders, and forms could only be added while a job was active, which forced technicians and salespeople to call the office or return to legacy tools after the fact. Now, five actions are available directly on completed jobs in the Field Mobile App: adding custom estimates, adding template-based estimates, adding notes, adding media, creating or editing purchase orders, and duplicating ServiceTitan forms. All actions work both online and offline using existing creation flows, so there is no new workflow to learn.
Resources
Before and After
Before (Current)
A technician completes a job and marks it done in the Field Mobile App.
The homeowner flags a follow-up concern the same day.
The technician opens the completed job but finds no way to add notes or photos.
The technician calls the office and asks staff to add the documentation on their behalf.
Office staff log in on desktop, find the job, and manually enter the details.
Impact: Post-job documentation is delayed, dependent on office availability, and prone to errors in the handoff.
After
A technician completes a job and marks it done in the Field Mobile App.
The homeowner flags a follow-up concern the same day.
The technician opens the completed job and taps Add Note in the notes section to record the details.
The technician taps Add Media to photograph the concern—uploads queue if offline and sync on reconnect.
No office involvement is needed.
Impact: Follow-up documentation is captured on-site, in the moment, without delay or handoff.
Who uses this feature
All business types
Technicians
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A technician returns to a completed HVAC replacement job after the homeowner notices a vibration. No media exists on the job. The technician taps Add Media, photographs the unit, and the upload queues while offline—syncing when connectivity is restored.
A salesperson wraps up a plumbing inspection marked complete and spots an additional scope for a water heater replacement. They tap Add Custom Estimate directly on the completed job to capture the proposal on the spot.
A technician realizes the material quantities on a completed electrical job were recorded incorrectly. They tap + Create PO to order the right parts; the corrected materials sync to the invoice automatically.
Commercial Service and Replacement
A technician finishing a rooftop unit service call marks the job done, then notices a secondary issue. They tap Add Note on the completed job to document the concern and flag it for the next visit—no office call required.
A salesperson visits a commercial facility after a completed job to scope follow-on work. They use Add Estimate from Template to generate a proposal using a standard service agreement template, creating an unsold estimate directly on the completed job.
After a multi-floor HVAC job, a technician duplicates an existing inspection form from the Forms section to create a clean copy for a follow-up visit, saving time and keeping documentation consistent.
Residential Construction
A salesperson on a completed siding project identifies a follow-on gutter replacement opportunity. They create a custom estimate on the completed job from the field, capturing the scope before leaving the site.
A technician documents final installation conditions by tapping Add Media on the completed job—capturing finished-work photos for the homeowner record even when no prior photos exist.
Commercial Construction
A project manager reviews a completed commercial build-out and taps Add Note to flag an outstanding punch-list item directly on the completed job in the Field Mobile App.
After completing a framing job, a field supervisor duplicates a site safety inspection form to create a clean copy for the follow-on finishing work phase.
A salesperson walking a completed commercial job identifies additional scope. They add a template-based estimate on the spot, creating an unsold proposal the office can review and present to the client.
Roofing
A roofing technician marks a storm damage repair job complete, then photographs additional areas of concern the homeowner flagged post-completion. They tap Add Media—uploads queue offline and sync when the technician leaves the site.
A roofing salesperson finishes an initial assessment on a completed job and spots an upsell for a full reroof. They tap Add Custom Estimate to build a proposal on the spot without leaving the completed job context.
After closing out a roofing job, the crew lead realizes extra underlayment was used. They create a purchase order (PO) on the completed job to capture the material costs, which sync to the invoice automatically.
How to Prepare?
Confirm that technicians and salespeople have the relevant permissions enabled in ServiceTitan: Create Estimate; Set Notes on Customer, Location, or Job; Upload Photos and Videos; Create Purchase Order; and Allow Forms Duplication.
Let field teams know that these actions are now available on completed jobs in the Field Mobile App: adding custom and template-based estimates, notes, media, purchase orders, and duplicating forms.
Identify the job types in your business where follow-up documentation or material corrections are most common, and use those as training examples.
Remind field teams that all five actions work offline—changes sync automatically when connectivity is restored.
Note that creating or editing a purchase order (PO) on a completed job will update the invoice. If the invoice was already exported to your accounting software, reconcile any discrepancies in the office.