⚠︎ Complete all required forms before closing out the job. Incomplete required forms block job completion—the technician cannot mark the job as finished or collect payment until all required forms are submitted.
⚠︎ Forms must be assigned to Jobs (not just Locations) for the data to appear in the Form Submissions report. Location-only forms will not surface in reporting.
a. Open the job in the Field Mobile App. Tap the Forms tab to see all forms assigned to this job type.
b. Tap a form to open it. Fill in each field—text, checkboxes, dropdowns, and signature fields. Required fields are marked with an asterisk. If the form uses conditional logic, questions will show or hide dynamically based on your answers.
c. When finished, tap Save to save your progress, or tap Complete to finish the form and send it to your office. The form syncs automatically. If you're offline, it uploads after you regain connectivity.
a. Open the job in the Field Mobile App and tap the Invoice tab (Residential) or Work Summary tab (Commercial).
b. Scroll to the Invoice/Line Items section and tap View.
c. Scroll to the bottom and tap + Add Items.
d. Tap the Materials tab, select the material used, and add it to the invoice. This doesn't create a requisition/replenishment report, but it does reduce truck stock.
⚠︎ Services and Equipment are not visible in the mobile pricebook unless they are assigned to a Category. Orphaned items will not appear for technicians to select.
a. Open the job in the Field Mobile App and tap the Invoice tab (Residential) or Work Summary tab (Commercial).
b. Scroll to the Invoice Items section and tap Add or View.
c. Search the pricebook by name, code, or category. Select an item to add it to the invoice and adjust the quantity if needed. The price auto-populates from the pricebook—override only if your administrator allows manual price edits.
a. Open the job in the Field Mobile App and tap Add > Take Photo or Video or Upload Photo or Video.
b. Take a photo or select one from your device gallery. Capture clear after photos of the completed work, including close-ups of connections and installations.
c. Use the markup tools to highlight important details—circle new connections, annotate before-and-after comparisons. Photos added to forms are also automatically added to the job's Files tab in the office.
⚠︎ Equipment must be added to the Equipment tab on the job (tied to the location record)—not just the invoice. If the install date is not set, ServiceTitan cannot track age-based replacement opportunities or warranty timelines.
a. Open the job in the Field Mobile App and tap the Equipment tab. Select the piece of equipment you serviced.
b. Tap Edit. Update the relevant fields—manufacturer, model number, serial number, installation date, or warranty and condition notes.
c. Tap Save. The equipment record now reflects the latest service, which helps the office track maintenance history for this customer.
⚠︎ Always mark old equipment as Replaced rather than removing it. Removing equipment deletes the service history record. Replacing preserves the full history for the location.
a. Open the job in the Field Mobile App and tap the Equipment tab. Find the existing unit being replaced.
b. Tap the unit, then tap More > Mark as Replaced > Replace. This retires the unit from active service while preserving its history.
c. Tap Add > Equipment to create the new unit. Enter the name, make, model, serial number, and installation date. You can also use the Scan icon (OCR) to auto-populate fields from the unit's nameplate.
d. Tap Add. The new equipment is linked to the customer location and the replacement is logged in the equipment history.
⚠︎ ServiceTitan has two timekeeping modes: Flexible and Legacy. They behave differently. When technicians report clock-in/out issues, first confirm which mode the tenant is on. Check Settings > Timekeeping.
⚠︎ ServiceTitan must be the single source of truth for time. If hours are edited in the external payroll processor (QuickBooks, etc.) but not in ServiceTitan, job costing reports will show false profitability.
a. Open the Field Mobile App. Tap Time or go to your timesheet from the Menu.
b. If your company uses legacy timekeeping, tap Clock In at the start of your shift and Clock Out when finished. Use Start Break and End Break to log break time accurately.
c. If your company uses flexible timekeeping, your time is tracked in one of three ways: manually, automatically, or continuously. Confirm with your office how you should track your time.
d. If you need to adjust a past entry, tap View Reports on the Timesheets and Performance Pay notification that pops up at the end of your pay period, select View payroll, open the pay period, and submit a correction request. Your office admin will review and approve the change in the Payroll Dashboard.
⚠︎ Production Queue requires account configuration — contact your CSM to enable it.
a.Apply a task template (office): From the job screen, scroll to the Tasks section > Production Tasks. Click More > Apply Task Template, select a template, and click Apply. The predefined tasks appear in sequence.
b.Assign tasks (office): Assign each task to a user and set due dates. Unassigned tasks do not appear in the Field Mobile App.
c.Complete tasks (field): Open the job in the Field Mobile App and tap Tasks > Production. Update each task's status: In Progress, Waiting for Reply, Completed, or Cancelled. Use Notes and Attachments on tasks to communicate updates.
d.Monitor progress (office): Open Production Queue from the navigation bar. Use the pipeline view (Review & Approval → Order & Schedule → Production → Closeout) and the Task Filter Bar (Total, New, Overdue, Completed) to track progress across jobs.
⚠︎ Task dependencies control workflow order — a dependent task can't begin until the preceding task is completed.
a. Verify the form trigger is configured correctly. Go to Settings > Forms, then open the Form Triggers tab. Check that the trigger event (for example, After Arrival) matches when you expect the form to appear.
b. Confirm the form's status is Published, display is set to Both Office and Technician Sides, and it's assigned to the correct business unit.
c. If the form still doesn't trigger, check whether conditional logic on the form is preventing it from appearing for this job type. Also verify the trigger's job type, business unit, and customer type filters match the job in question.
⚠︎ Required fields in sections hidden by conditional logic will cause the form to freeze. Never mark a field as required if its section may be hidden by logic rules.
a. Verify the item exists in your pricebook and is active. Go to Pricebook and search by code, name, or description.
b. Check that the item is assigned to your truck's inventory location. If it's missing, contact your office to add it to your truck stock list or create a purchase order.
c. Confirm the item is assigned to a Category that is not marked Hide in Mobile. Items not assigned to a visible category will not appear in the technician's mobile pricebook view.
a. Verify the equipment was added to the Equipment tab on the job (not just the invoice). Equipment must be on the location record to appear in history.
b. Check that the install date was entered. Without an install date, ServiceTitan can't track age-based replacement opportunities or warranty timelines. If the original install job was not completed properly, the install date is never set.
c. Confirm the equipment was marked as serviced using the Mark as Serviced workflow on the Equipment tab. Simply adding equipment to the invoice does not automatically update service history.
a. Verify the task template has been applied — check the Production Tasks tab on the job.
b. Confirm each task is assigned to a user. Unassigned tasks do not sync to the field.
c. Check task dependencies — if a preceding task is incomplete, dependent tasks remain blocked.
d. Have the technician force-close and reopen the Field Mobile App to refresh.