---
title: "Manage roofing jobs as a field manager in the ServiceTitan Field Mobile App"
slug: "manage-roofing-jobs-as-a-field-manager-in-fma"
updated: 2026-10-29T13:32:40Z
published: 2026-10-29T13:32:40Z
canonical: "help.servicetitan.com/manage-roofing-jobs-as-a-field-manager-in-fma"
---

> ## 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.

# Manage roofing jobs as a field manager in the ServiceTitan Field Mobile App

## Overview

Field managers and production managers can use the Field Mobile App to oversee roofing jobs from start to finish. The app covers reviewing job details, managing purchase orders (POs), dispatching, completing forms, collecting payments, and closing out jobs. This streamlines your day so you spend less time on paperwork.

**Terminology differences**

---

### 

#### Who uses this feature

- Field Employees
- Applies to all 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 *View History Tab* permission is required to view the *Previous* tab in *All Jobs* (Residential) or *All Work Orders* (Commercial). Please contact your office for details.

## Things to know

- In Commercial terminology, jobs are referred to as work orders.
- The Field Mobile App requires an internet connection to use the pull-to-refresh action. If you don't have internet access, the app uses the last synced data until you reconnect.
- You can view jobs across four tabs: **Today**, **Upcoming**, **Previous**, and **Paused**. The *Previous* tab requires the *View History Tab* permission.
- The **Ask Atlas** AI assistant—powered by Titan Intelligence (TI)—is available to help answer questions about the job.
- You can add items to a job directly, including equipment, invoice items, work performed logs, payments, estimates, purchase orders, findings, and notes.
- A recording consent banner may appear when you arrive on-site. Tap it to view the consent message before recording begins.

## Best practices

- Review your job details, including the job summary, special instructions, and any alerts—such as *Beware of Dog*—before heading to the job site.
- Check the *Tags* section on the *Job* tab for important status indicators like *Purchase Order Pending* so you know if materials are still in transit.
- Use the *Manage Crew* link to confirm all assigned installers before dispatching.
- Complete and submit all required forms before collecting payment or closing out the job.
- Email the invoice to the customer directly from the app after collecting payment for a seamless closeout process.

## Use cases

- A roofing production manager reviews the day's schedule, checks that PO materials have been received, dispatches the crew, completes a vehicle inspection form before leaving the shop, collects payment on-site, and closes out the job—all without returning to the office.
- A field manager arrives at a roof replacement job, reviews the job summary and special instructions, confirms the crew assignment, and uses Atlas to quickly look up project details.
- A field manager receives materials on-site by tapping **Start Receiving** on the PO, then completes the required inspection forms before work begins.

## Step 1: Review job information

When you open the Field Mobile App, the *Home* screen shows your schedule for the day, including your next job with key details. To see all your assigned jobs:

1. Open the Field Mobile App and tap **View all** next to **Today's schedule**. ![Home screen displaying today's schedule and next job details for roofing estimate.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-roofing-jobs-as-a-field-manager-in-the-servicetitan-field-mobile-app-image-g8tpiwle.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A44Z&se=2026-11-01T23%3A00%3A44Z&sr=c&sp=r&sig=d73MvBw8CTAZC5R%2FmykaFlItVOUqkVwM0bohvBk03E4%3D)
2. On the *All jobs* screen, use the tabs to filter your view:
  - **Today:** Jobs scheduled for today.
  - **Upcoming:** Future scheduled jobs.
  - **Previous:** Past completed jobs.
  - **Paused:** Jobs that have been paused.
3. Tap a job (Residential) or Work Order (Commercial) to open its details. Review the following information on the *Job* tab:

![Roofing estimate details including job schedule, contact options, and work order information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-roofing-jobs-as-a-field-manager-in-the-servicetitan-field-mobile-app-image-z29fmer9.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A44Z&se=2026-11-01T23%3A00%3A44Z&sr=c&sp=r&sig=d73MvBw8CTAZC5R%2FmykaFlItVOUqkVwM0bohvBk03E4%3D)
  - **Assigned Technicians:** The crew members assigned to the job.
  - **Job Summary** (Residential) or **Work Order Details** (Commercial)**:** A description of the work to be completed.
  - **Special Instructions:** Any notes or alerts for the job site.
  - **Tags:** Status indicators such as *Purchase Order Pending*.
  - **Measurements:** Measurement report PDF's, if one was ordered.
  - **Job Media** (Residential) or **Work Order Media** (Commercial)**:** Attached documents like PDFs and photos.

> [!TIP]
> **Tip:** You can tap **Contact** to call the customer directly, or **Directions** to open navigation to the job site address.

## Step 2: Dispatch and arrive

After you've reviewed the job details, dispatch yourself or your crew to the job site:

1. Open the job (Residential) or Work Order (Commercial) you want to dispatch to.
2. The job status updates from *Scheduled* to *Dispatched* to *Arrived* as you select **Dispatch** and **Arrive** through the job.

> [!NOTE]
> **Note:** The job detail screen shows the last refresh time. Pull down on the screen to refresh the job data. This requires an internet connection.

## Step 3: Review, edit, and receive purchase orders

Before heading to a job, check if any POs are associated with it:

1. Open the job (Residential) or Work Order (Commercial) and scroll to the *Purchase Orders* section on the *Job* tab.
2. Tap **Purchase Orders** then select a PO to view its details, including:
  - **Amount:** The total PO value.
  - **Vendor:** The supplier name. For example, *SRS Distribution*.
  - **Status:** The current PO status. For example, *Sent*.
  - **Items:** The individual work order items on the PO.
3. Check which materials have been delivered and their quantity, tap **Start Receiving** at the top of the PO detail screen to begin the receiving process.

## Step 4: Complete forms

Forms assigned to your job appear on the *Forms* tab of the job. The tab displays a count of how many forms are assigned:

1. Open the job (Residential) or Work Order (Commercial) and tap the **Forms** tab.
2. Tap a form to open it. For example, **Safety Checklist**. ![User interface displaying roofing forms with required checklists highlighted for attention.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-roofing-jobs-as-a-field-manager-in-the-servicetitan-field-mobile-app-image-1m6r328s.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A44Z&se=2026-11-01T23%3A00%3A44Z&sr=c&sp=r&sig=d73MvBw8CTAZC5R%2FmykaFlItVOUqkVwM0bohvBk03E4%3D)
3. Work through each section of the form:
  - Select **Yes** or **No** for checklist items.
  - Tap **Media** to attach photos or videos to a specific item.
  - Tap **Note** to add a text note to a specific item.
4. Use **Collapse All Sections** at the top of the form to minimize completed sections and focus on remaining items.
5. When the form is complete, tap **Complete** to finish it and **Send** to submit it.

## Step 5: Capture and upload photos and videos

Capture and upload clear before, progress, and after photos and videos at the job site, including all relevant areas:

1. Open the job (Residential) or Work Order (Commercial) and tap **Add** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-down.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A44Z&se=2026-11-01T23%3A00%3A44Z&sr=c&sp=r&sig=d73MvBw8CTAZC5R%2FmykaFlItVOUqkVwM0bohvBk03E4%3D).
2. On the screen that opens, scroll to select one of the following options:

![Roofing estimate details with options to take or upload photos and videos.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-roofing-jobs-as-a-field-manager-in-the-servicetitan-field-mobile-app-image-2icr3o5l.jpg?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A44Z&se=2026-11-01T23%3A00%3A44Z&sr=c&sp=r&sig=d73MvBw8CTAZC5R%2FmykaFlItVOUqkVwM0bohvBk03E4%3D)
  - **Take Photo or Video**
  - **Upload Photo or Video**
  - **Upload File**

> [!NOTE]
> **Note:** Media uploaded here is automatically attached to the job.

## Step 6: Message the office, other field employees, or customers

Use Messages to manage conversations with office staff, other field employees, and customers. You can view and respond to messages from the main *Messages* screen, outside of jobs. If you need to start a new message, do that directly from the job:

1. Open the job (Residential) or Work Order (Commercial) and tap **Messages** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-message.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A44Z&se=2026-11-01T23%3A00%3A44Z&sr=c&sp=r&sig=d73MvBw8CTAZC5R%2FmykaFlItVOUqkVwM0bohvBk03E4%3D). ![Roofing estimate details including job timing, contact options, and work order status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-roofing-jobs-as-a-field-manager-in-the-servicetitan-field-mobile-app-image-rq7c10x3.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A44Z&se=2026-11-01T23%3A00%3A44Z&sr=c&sp=r&sig=d73MvBw8CTAZC5R%2FmykaFlItVOUqkVwM0bohvBk03E4%3D)
2. To reply to a conversation or start a new one:

> [!NOTE]
> **Note:** If you don't @mention anyone when starting a new internal chat, then the message will only appear in your message center and no one else will see it.
  1. For internal chats, @mention the person or people you want to chat with. This brings them into the entire conversation and highlights that the message is for them.
  2. For emails, when starting a new one, enter the email address in the **To** field and include a **Subject**.
  3. Enter your message.
  4. Tap **Send**.
3. Within a conversation, you can find specific types of messages in the following tabs:

> [!NOTE]
> **Note:** The *View Customer Chats* permission is required to view SMS text messages. Please contact the account administrator on your team.
  - **Internal chat:** Messages between you and the office or other technicians.
  - **Email:** Email conversations with internal and external participants.
  - **SMS:** Text messages between the office and the customer.

## Step 7: Collect payments

After completing the work and any required forms, you can collect payment and email the invoice directly from the app.

### Add a payment

1. Open the job (Residential) or Work Order (Commercial) and tap **Add** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-keyboard-arrow-down.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A44Z&se=2026-11-01T23%3A00%3A44Z&sr=c&sp=r&sig=d73MvBw8CTAZC5R%2FmykaFlItVOUqkVwM0bohvBk03E4%3D).
2. Tap **Add Payment**.

> [!NOTE]
> **Note:** You must be dispatched and arrived to see this option.

![User interface displaying options to add items in a safety checklist application.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793199646715.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A44Z&se=2026-11-01T23%3A00%3A44Z&sr=c&sp=r&sig=d73MvBw8CTAZC5R%2FmykaFlItVOUqkVwM0bohvBk03E4%3D)
3. On the **Add Payment** screen, review the payment summary:
  - **Current Balance:** The remaining amount owed.
  - **Invoice Total:** The full invoice amount.
  - **Paid:** Any amounts already collected.
4. Enter the **Payment Amount**.
5. Optionally, add a note in the **Memo** field.
6. Select a **Payment Type**—for example, **Cash**—and tap **Pay** to complete the payment.

### Email the invoice

1. Open the job and tap the **Invoice** tab (Residential) or **Work Order** tab (Commercial).

**Commercial:** Open the work order and tap the **Work Order** tab (Residential) or **Work Order** tab (Commercial).
2. Scroll to *Share Invoice* and tap **Email**. ![Invoice summary showing total, paid amount, balance, and sharing options via email.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793199713437.png?sv=2026-02-06&spr=https&st=2026-11-01T22%3A00%3A44Z&se=2026-11-01T23%3A00%3A44Z&sr=c&sp=r&sig=d73MvBw8CTAZC5R%2FmykaFlItVOUqkVwM0bohvBk03E4%3D)
3. On the *Email Invoice* screen, confirm or update:
  - **Send From:** The email address the invoice is sent from. Turn on the **Send from my email** toggle if preferred.
  - **Send To:** The recipient's email address. Tap **Add contacts** to add more recipients.
  - **Invoice templates:** Select the template to use, if available. For example, *Invoice* or *Copy of Invoice*.
4. Review the **Invoice Details**—subtotal, tax, and total—then tap **Send**.

## Step 8: Close out the job

After all work is completed, forms are submitted, and payments are collected, close out the job:

1. Tap **Close Out**.
2. On the *Close Out* screen, select one of the following options:
  - **Pause Appointment:** Temporarily pause the job to return later.
  - **Hold and Reschedule Appointment:** Place the job on hold and schedule a new date.
  - **Schedule Another Appointment:** Book a follow-up visit.
  - **Mark myself as done, Complete Appointment,** or **Complete Job** (Residential) or **Complete Work Order** (Commercial)**:** Mark yourself as done working, mark the appointment as complete, or mark the entire job as finished.

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Key Field Manager Workflows in the Field Mobile App - Roofing](https://servicetitan.docebosaas.com/learn/courses/988/key-field-manager-workflows-in-the-field-mobile-app-roofing)
- See [Explore the main layout of the ServiceTitan Field Mobile App](/v1/docs/explore-the-main-layout-of-fma)
- See [Explore job details and actions in the ServiceTitan Field Mobile App](/v1/docs/explore-job-details-and-actions-in-fma)
- See [Field Mobile App cheat sheet](/v1/docs/field-mobile-app-cheat-sheet)

In-app button that lets technicians or managers ask AI a question about a job, recording, or troubleshooting topic.

**What it does:** Gives techs instant AI answers in the field without leaving the app, improving first-visit resolution.

**Tags:** AI-Powered

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** Ask Field Pro

Targeted text message campaigns sent to customer segments through Marketing Pro.

**What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers.

**Also called:** Text marketing, SMS marketing

**Tags:** Marketing Pro

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** Text Campaigns

Invoice templates are used to generate invoices for recurring services and billing invoices. They include the pricebook items for services performed during a recurring service job or for periodic billing of ongoing memberships.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)