Record, review and coach sales calls inside ServiceTitan with Field Pro v2
Field Pro v2 is a new, rebuilt Field Pro that runs inside ServiceTitan, so technicians record and get coaching in the Field Mobile App and managers coach from the ServiceTitan desktop.
Available inProMax
Feature type
New Feature
Industry
Residential Service and ReplacementRoofing and Exteriors
Roles
AdministratorsManagersTechnicians
Region
All regions
What's new
Before, Field Pro ran in a separate app with its own sign-in and a separate web portal. Technicians switched apps in the middle of a job, and managers spent time looking for the calls worth coaching. Now, Field Pro v2 is built into ServiceTitan. Technicians record conversations on the job in the ServiceTitan Field Mobile App with their normal sign-in. Each recording is transcribed, summarized and scored against your own sales process, and technicians get a Mid-Call Check-In with coaching from Atlas while they are still on the call. On the desktop, managers use Manager Console to see which calls to praise, which to coach and which follow-ups are going stale, with a comment already drafted. Signal Watch, Scorecards tied to close rate and average ticket, and reports round out the coaching tools. Your admins decide what gets scored with editable signals and recording profiles on the Settings > Field Pro > Settings screen.
Workflow comparison — before & after
← Before
✓ After
1.A technician arrives at a job and switches to the separate Field Pro app to record.
1.A technician arrives at a job and records in the ServiceTitan Field Mobile App with their normal sign-in.
2.The technician signs in to that app with its own credentials.
2.During the call, the technician opens the Mid-Call Check-In to see a summary, the objections raised and what to do next.
3.After the job, a manager opens a separate web portal and looks through recordings to find calls worth coaching.
3.After the call, the recording is transcribed, summarized and scored against your sales process.
4.Coaching feedback reaches the technician days after the call.
4.A manager opens Manager Console, sees that the call scored well below the technician's norm on objection handling, and jumps to that moment in the transcript.
5.The manager posts the suggested comment, and the technician sees it in the Field Mobile App before the next job.
⚠ Technicians switch apps in the middle of a job, and managers spend time hunting for the right calls instead of coaching.
✓ Technicians stay in one app and get coaching during the call, and managers go straight to the calls that need attention.
A comfort advisor runs a replacement sales call in a living room. Halfway through, they open the Mid-Call Check-In and see that the customer has raised two price objections, plus a suggestion for what to cover next.
A sales manager with a team of 15 technicians opens Manager Console each morning. It shows which calls to praise, which to coach and which follow-ups are going stale, so they start the day with a short list instead of a full queue of recordings.
An admin changes a signal on the Settings screen so that every call is scored on whether the technician offered a maintenance agreement. The next day's recordings are scored on it without a new scorecard build.
Roofing and Exteriors
A roofing sales technician walks a customer through a full replacement estimate. Field Pro v2 records the conversation in the Field Mobile App, so the technician does not need to open a second app on the driveway.
A sales manager uses Signal Watch to track how often reps explain warranty terms, even though that behavior is not on the scorecard, and finds the reps who skip it.
A manager adds a well-handled storm-damage inspection call to a team coaching playlist so new reps can hear how an experienced rep handles insurance questions.
How to prepare
01
Confirm your account has Field Pro. If you're interested in Field Pro v2, reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM).
02
Contact your Pro Product Specialist to plan your switch date. Field Pro v2 is turned on for your whole ServiceTitan account at once, and your specialist sets up your starting configuration. If you don't know who your Pro Product Specialist is, contact your CSM.
03
Confirm that every technician who records uses only the ServiceTitan Field Mobile App, on the latest version, and signs in with the Sign In button, not Use Legacy Login. Make sure each of these technicians has the View Field Pro permission.
04
Plan most of your training time for managers, especially on Manager Console.
05
Bookmark the Field Pro v2 knowledge base articles and Academy videos for team training.