--- title: "Take actions on project jobs in the ServiceTitan Field Mobile App" slug: "take-actions-on-project-jobs-in-the-servicetitan-field-mobile-app" tags: ["Area - Field Mobile App (FMA)", "Focus - Construction", "Role - Technician", "Type - Commercial", "Type - Residential"] updated: 2026-10-29T14:38:48Z published: 2026-10-29T14:38:48Z canonical: "help.servicetitan.com/take-actions-on-project-jobs-in-the-servicetitan-field-mobile-app" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Take actions on project jobs in the ServiceTitan Field Mobile App ## Overview If your administrator enables the *Project-Associated Job Actions* permission, you can open and edit jobs within a visible project even if you are not directly assigned to them. This lets you act on project work without waiting for reassignment, while your existing action-level permissions still control what you can do. You can also book a follow-on job directly from the project detail screen, with the customer name and location pre-filled and the new job automatically linked to the project. --- ### #### Who uses this feature - Technicians - Primarily benefits Residential Construction business types - Primarily benefits Roofing/Exterior trades #### Feature configuration - The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements). - If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com). - The following permissions are required to use this feature. Please contact the account administrator on your team. - ***Project-Associated Job Actions*:** Lets you take actions on jobs within a visible project, even if you are not directly assigned to the job. Your existing action-level permissions still apply. - ***View My Projects*:** Allows you to access the *Projects* screen and scopes results to only projects you sold or are assigned to. For more, see [View projects in the ServiceTitan Field Mobile App](/residential-s-r/docs/view-projects-in-the-servicetitan-field-mobile-app). - ***Search All Projects:*** Allows you to access the *Projects* screen and search for projects, regardless of assignment. For more, see [Find projects in the ServiceTitan Field Mobile App](/residential-s-r/docs/find-projects-in-the-servicetitan-field-mobile-app). > [!NOTE] > **Note:** When *View My Projects* is enabled, it takes precedence over *Search All Projects*, even if both are turned on. - ***Book Job*:** Required to book a new job. For more, see: - [Book a job for an existing service location in the ServiceTitan Field Mobile App](/residential-s-r/docs/book-a-job-for-an-existing-service-location-in-the-servicetitan-field-mobile-app) - [Book a job for a new service location in the ServiceTitan Field Mobile App](/residential-s-r/docs/book-a-job-for-a-new-service-location-in-the-servicetitan-field-mobile-app) ## Things to know - The *Project-Associated Job Actions* permission applies only when you open a job from the *Project* screen. It does not apply to jobs opened from other entry points. - When *Project-Associated Job Actions* is enabled, your existing action-level permissions still apply. For example, you can only sell estimates on a non-assigned job if you also have the relevant estimate permission. - When *Project-Associated Job Actions* is disabled, all jobs within a project that you are not directly assigned to open in read-only mode. ## Best practices - Before heading to a job site, confirm with your office that the *Project-Associated Job Actions* permission is enabled for your role if you expect to work on jobs that aren't directly assigned to you. - Use the **Book Job** action from the project detail screen when a customer needs follow-on work. The customer and location are pre-filled, and the new job is automatically linked to the project, so you save time and avoid booking errors. > [!NOTE] > **Note:** The *Book Job* permission is required to book a new job. Please contact the account administrator on your team. - If you manage multiple projects as a sales manager, ask your administrator to enable *Search All Projects* along with *Project-Associated Job Actions* so you can act on jobs across all projects. - If you are a salesperson who primarily works on projects you sold, ask your administrator to enable *View My Projects* along with *Project-Associated Job Actions* for a focused, scoped experience. ## Use cases - A sales manager reviewing a project notices a job that needs an estimate sold but the job isn't assigned to them. With *Project-Associated Job Actions* enabled, they tap the job from the *Project* screen, open it in editable mode, and sell the estimate on the spot—no reassignment needed. - A salesperson needs to add a follow-on job for additional roofing work discovered during an inspection. They open the *Project* screen, book a job, and the new job is created with the customer name and location pre-filled and automatically linked to the project. - A technician working on a multi-job project needs to add materials to a job that isn't assigned to them but is visible within the project. With the right permissions, they open the job from the project detail screen and add the materials directly. ## Take actions on a non-assigned job within a project in the Field Mobile App When *Project-Associated Job Actions* is enabled, you can open and edit jobs within a project even if you are not the assigned technician. Your existing action-level permissions still control what actions are available to you. 1. Open the Field Mobile App and tap **Projects**. 2. [Search for](/residential-s-r/docs/find-projects-in-the-servicetitan-field-mobile-app) and open the project you want to work on. 3. On the project detail screen, scroll to the **Jobs** section. 4. Tap the **job** you want to act on. ![Project details for West Hall Retrofit, including jobs and status updates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/take-actions-on-project-jobs-in-the-servicetitan-field-mobile-app-image-p2la2cxh.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A52Z&se=2026-11-09T12%3A31%3A52Z&sr=c&sp=r&sig=KNNYirZLRRCDPy8hshaK31cG%2BscKl057G0z4g6CyvlY%3D) > [!NOTE] > **Note:** If a job contains multiple appointments, you'll see a sheet with a list of appointments to choose from. 5. On the job that opens, you can take actions based on your existing permissions, such as adding estimates, materials, notes, or media. > [!NOTE] > **Note:** If the *Project-Associated Job Actions* permission is not enabled, the job opens in read-only mode. ## Book a follow-on job from a project in the Field Mobile App If you have the *Book Job* permission, you can book a new job directly from the project detail screen. The customer name and location are pre-filled from the project, and the new job is automatically linked to the project. 1. Open the Field Mobile App and tap **Projects**. 2. [Search for](/residential-s-r/docs/find-projects-in-the-servicetitan-field-mobile-app) and open the project you want to book a job for. 3. On the project detail screen, tap **+ Book Job**. fie 4. The *Book Job* screen opens with the customer name and location pre-filled from the project. 5. Complete the remaining fields required to book the job. For more, see: - [Book a job for an existing service location in the ServiceTitan Field Mobile App](/residential-s-r/docs/book-a-job-for-an-existing-service-location-in-the-servicetitan-field-mobile-app) - [Book a job for a new service location in the ServiceTitan Field Mobile App](/residential-s-r/docs/book-a-job-for-a-new-service-location-in-the-servicetitan-field-mobile-app) The new job is created and automatically linked to the project. It appears in the *Jobs* section of the project detail screen. > [!NOTE] > **Note:** If you have the *Leave Unassigned* sub-permission (under *Book job*), you can book a job without assigning it to yourself. Please contact the account administrator on your team to have this permission enabled. For more, see [Book a job for an existing service location in the ServiceTitan Field Mobile App](/residential-s-r/docs/book-a-job-for-an-existing-service-location-in-the-servicetitan-field-mobile-app). ## Want to learn more? - See [Find projects in the ServiceTitan Field Mobile App](/residential-s-r/docs/find-projects-in-the-servicetitan-field-mobile-app) - See [View projects in the ServiceTitan Field Mobile App](/residential-s-r/docs/view-projects-in-the-servicetitan-field-mobile-app) - See [Explore job details in the Field Mobile App](/residential-s-r/docs/explore-job-details-and-actions-in-the-servicetitan-field-mobile-app)