This improvement gives technicians a single, consolidated view of the project invoice across all jobs in a project directly from the ServiceTitan Field Mobile App, so they can review line items, collect signatures, process payments, and share the invoice without leaving the field. This feature is currently in Early Access. If you're interested in participating in the Early Access, please contact your Customer Success Manager (CSM).
What's changing?
Previously, technicians in the Field Mobile App could only view and act on invoices at the individual job level. There was no way to see or manage a consolidated invoice across all jobs tied to a project from the mobile app. Now, technicians with the Edit Project Invoice permission can open a single project invoice that rolls up line items and totals across every job in the project. From that view, they can collect a project-level acknowledgement signature, process payment, and share the invoice via email, print, or present. When printing or presenting, ServiceTitan uses the template configured in Document Template Manager—or falls back to the default template if none is configured.
Resources
Before and After
Before (Current)
Open the Field Mobile App and go to a job tied to a project.
Open the job invoice to review line items and totals for that job only.
To review another job's invoice on the same project, go back and open each job separately.
Collect payment or signatures at the individual job level.
Share the invoice for a single job via email or print.
Impact: Technicians cannot see the full financial picture of a project from the field. Collecting payment or signatures requires working job by job, which can lead to errors and delays on multi-job projects.
After
Open the Field Mobile App and go to a project.
Open the consolidated project invoice to see line items and totals across all jobs in the project.
Collect a project-level acknowledgement signature from the customer.
Process payment against the full project balance.
Share the project invoice via email, print, or present. ServiceTitan uses your configured Document Template Manager template, or falls back to the default if none is set.
Impact: Technicians have a complete, accurate view of the project invoice in the field and can handle signatures, payment, and sharing in one place—without switching between individual job records.
Who uses this feature
Residential Construction, Roofing
Office personas affected: Administrators
Technicians: Technicians (View the consolidated project invoice, collect signatures, process payments, and share invoices from the Field Mobile App)
Region availability: All regions
How it works for your industry
Residential Construction
A foreman wraps up a multi-phase home addition. Instead of opening each job invoice separately, they open the project invoice in the Field Mobile App to review all line items and the total balance in one view before sitting down with the homeowner.
A technician completing the final job on a residential remodel collects the customer's acknowledgement signature at the project level directly in the app, then processes the remaining project balance as a single payment.
When it's time to leave the customer a copy, the technician taps Present and ServiceTitan pulls the layout from Document Template Manager. If no template is configured, it falls back to the default format automatically.
Roofing
A roofing crew lead wraps up a multi-phase roof replacement that spanned a tear-off job and an installation job. Instead of reviewing each job invoice separately, they open the consolidated project invoice in the Field Mobile App to confirm all materials and labor are captured before presenting the total to the homeowner.
A technician collects the homeowner's acknowledgement signature at the project level directly in the app after completing a storm damage repair that required multiple job visits, then processes the remaining project balance as a single payment on site.
When the customer requests a copy of their invoice, the technician taps Present and ServiceTitan uses the roofing company's configured Document Template Manager layout—keeping branding and formatting consistent with what the office sends for every project.
How to Prepare?
If you're interested in joining the Early Access for this update, have an administrator reach out to your Customer Success Manager to have the project invoice configuration enabled for your account.
Confirm which technicians should have the Edit Project Invoice permission and work with your administrator to assign it to the appropriate roles before this improvement is available.
Review your Document Template Manager settings to confirm the correct project invoice template is configured. If no template is set, ServiceTitan will use the default format.
Train technicians who handle project billing in the field on the updated workflow—walk them through opening the consolidated project invoice, collecting a signature, and processing payment from the Field Mobile App.
Align with your office team on which projects will use the new project-level payment flow so billing records stay consistent between the field and the office.