--- title: "Use the contactless experience for estimates in the ServiceTitan Field Mobile App" slug: "use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-ap" tags: ["Area - Field Mobile App (FMA)", "Focus - Construction", "Focus - Service Replacement", "Role - Technician", "Type - Commercial", "Type - Residential"] updated: 2026-10-29T14:38:43Z published: 2026-10-29T14:38:43Z canonical: "help.servicetitan.com/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-ap" --- > ## 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. # Use the contactless experience for estimates in the ServiceTitan Field Mobile App ## Overview You can use [Online Estimates](/residential-s-r/docs/use-online-estimates) with the Field Mobile App to send estimates to customers for e-signature. This contactless experience allows the customer to review and sign an estimate from their own device, without needing to share yours. > [!NOTE] > **Note:** If you want to send a form to a customer for e-signature, you'll need to use Visit Assistant. For how to do this, see [Use the contactless experience for forms in the ServiceTitan Field Mobile App](/residential-s-r/docs/use-the-contactless-experience-for-forms-in-the-servicetitan-field-mobile-app). --- ### #### Who uses this feature - Technicians - Applies to all business types - Applies to all 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). ## Things to know - This feature does not work in offline mode. You must be online to send e-sign requests. - You do not need access to the Customer Portal feature for the contactless e-sign experience. - The names of certain screens, tabs, and so on may be different based on your selection in **Menu** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-grid-view-outline.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A37Z&se=2026-11-09T12%3A31%3A37Z&sr=c&sp=r&sig=B976S%2FkTtKm3qw7HHgN6tOMBPxIhzGC9l6qGFcuR8DI%3D) **> Settings**. For more, see [Show Residential or Commercial terms in the ServiceTitan Field Mobile App](/v1/docs/show-residential-or-commercial-terms). ## Best practices - Verify customer contact information before sending forms for e-signature to ensure links reach the correct recipient. - Let customers know during job booking that you have a contactless option for signing documents, and ask them to have their devices charged and accessible. ## Use cases Residential Service and Replacement: - A technician presents multiple estimates for a large commercial repair. The technician selects all relevant estimates in *Presentation* mode and sends them together in a single email so the property manager can review and approve at their convenience. - After an estimate is signed, the technician selects **Perform Work Later** because the repair is scheduled for the following week. The job remains open, and office staff handle any follow-up scheduling. Residential Construction: - A technician completing a pre-installation walkthrough needs the homeowner to sign off on a proposal. The technician sends the estimate through email, and the homeowner signs from their own device before the technician leaves the property. ## Step 1: Select and send estimates for e-signature in the Field Mobile App 1. [Build](/residential-s-r/docs/create-estimates-in-the-servicetitan-field-mobile-app) an estimate, then [present](/residential-s-r/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app) it as a proposal. 2. Tap the **Share** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-ios-share.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A37Z&se=2026-11-09T12%3A31%3A37Z&sr=c&sp=r&sig=B976S%2FkTtKm3qw7HHgN6tOMBPxIhzGC9l6qGFcuR8DI%3D) icon at the top of the presentation screen. ![Proposal for duct cleaning service with estimated savings and highlighted options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-app-image-hsl4yamy.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A37Z&se=2026-11-09T12%3A31%3A37Z&sr=c&sp=r&sig=B976S%2FkTtKm3qw7HHgN6tOMBPxIhzGC9l6qGFcuR8DI%3D) 3. Tap **Email** or **Text message**, depending on how you want to send the estimate. ![Options to share a proposal via email or text message are displayed on the screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-app-image-rv0ugbc9.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A37Z&se=2026-11-09T12%3A31%3A37Z&sr=c&sp=r&sig=B976S%2FkTtKm3qw7HHgN6tOMBPxIhzGC9l6qGFcuR8DI%3D) 4. On the screen that opens, tap **Add contacts** and select an email address or mobile phone number, or add a new contact if the right one isn't listed. 5. Select the estimate(s) you want to send. > [!NOTE] > **Note:** If you're emailing the customer, you'll also need to select an estimate template. 6. When finished, tap **Send Proposal**. ![Email proposal interface showing recipient, estimate templates, and itemized options for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-app-image-3e08nssc.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A37Z&se=2026-11-09T12%3A31%3A37Z&sr=c&sp=r&sig=B976S%2FkTtKm3qw7HHgN6tOMBPxIhzGC9l6qGFcuR8DI%3D) ## Step 2: Ask your customer to e-sign the estimate from their device 1. Ask the customer to check their mobile device or email for a link. 2. Ask the customer to open the email or text message and tap or click the link. ![Email from Wise Mechanical with clickable links to view estimates and attachments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-app-image-temxqfe2.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A37Z&se=2026-11-09T12%3A31%3A37Z&sr=c&sp=r&sig=B976S%2FkTtKm3qw7HHgN6tOMBPxIhzGC9l6qGFcuR8DI%3D) 3. Ask the customer to sign and accept the estimate. ![Customer approval form for HVAC maintenance with signature and total amount highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-app-image-flb0tv9y.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A37Z&se=2026-11-09T12%3A31%3A37Z&sr=c&sp=r&sig=B976S%2FkTtKm3qw7HHgN6tOMBPxIhzGC9l6qGFcuR8DI%3D) ## Step 3: Perform the work now or later in the Field Mobile App 1. After the customer signs and accepts the estimate, go back to the Field Mobile App and tap the **Estimates** tab or **Proposals** tab, depending on what your app shows. 2. Next to the estimate, tap the **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A37Z&se=2026-11-09T12%3A31%3A37Z&sr=c&sp=r&sig=B976S%2FkTtKm3qw7HHgN6tOMBPxIhzGC9l6qGFcuR8DI%3D) icon. 3. On the window that opens, tap **Perform Work Now** if you're going to perform the work now, or tap **Perform Work Later** if the work will be completed at a later time. ![Estimate actions for duct cleaning, including options to perform work now or later.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-contactless-experience-for-estimates-in-the-servicetitan-field-mobile-app-image-s5y8vgxh.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A31%3A37Z&se=2026-11-09T12%3A31%3A37Z&sr=c&sp=r&sig=B976S%2FkTtKm3qw7HHgN6tOMBPxIhzGC9l6qGFcuR8DI%3D) > [!NOTE] > **Note:** The employee who created the estimate receives *Sold By* credit. ## Want to learn more? - See [Create estimates in the ServiceTitan Field Mobile App](/residential-s-r/docs/create-estimates-in-the-servicetitan-field-mobile-app) - See [Edit estimates in the ServiceTitan Field Mobile App](/residential-s-r/docs/edit-estimates-in-the-servicetitan-field-mobile-app) - See [Present and sell estimates in the ServiceTitan Field Mobile App](/residential-s-r/docs/present-and-sell-estimates-in-the-servicetitan-field-mobile-app) A self-service web portal where customers can view job history, request service, make payments, and communicate with the business. **What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records. **Also called:** Customer self-service, Online portal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)