---
title: "Manage and review your recordings in the Field Pro app"
slug: "review-recordings-in-the-field-pro-app"
updated: 2026-10-15T04:10:17Z
published: 2026-10-15T04:10:17Z
canonical: "help.servicetitan.com/review-recordings-in-the-field-pro-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.

# Manage and review your recordings in the Field Pro app

## Overview

After completing a job, your recording is uploaded to the Film Room in the Field Pro app where you can review your conversations, read AI-generated transcripts, and use coaching tools to improve your performance. You can also browse teammates' recordings, track your ranking on the Leaderboard, and organize recordings into playlists.

---

### 

#### Who uses this feature

- Technicians
- Primarily for Residential Service and Replacement business type
- Applies to all trades

#### Feature configuration

- Account configuration and [office setup](/roofing/docs/field-pro-home) is required to use this feature. Please contact your office for details.
- The *View Field Pro* permission is required to use this feature. Please contact the account administrator on your team.

## Things to know

- Recordings are visible to your team by default even if you have not posted them. Use **Make recording private** from the recording menu to restrict access to yourself only.

## Use the Film Room in the Field Pro app

1. Open the **Field Pro** app and tap **Film Room.** ![Overview of sales recordings with statuses: in-progress, lost, and won.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-review-your-recordings-in-the-field-pro-app-image-tazjsk9y.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A41Z&se=2026-11-01T19%3A47%3A41Z&sr=c&sp=r&sig=Zv7uCBgGdIG0meWO3BD95pSyWM3U4%2FyUmrywvcPJ4Xs%3D)
2. Use the filter tabs to narrow your list:

![Film Room interface showing recording categories: All, Won, Posted, No CRM Link.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-review-your-recordings-in-the-field-pro-app-image-gv271e35.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A41Z&se=2026-11-01T19%3A47%3A41Z&sr=c&sp=r&sig=Zv7uCBgGdIG0meWO3BD95pSyWM3U4%2FyUmrywvcPJ4Xs%3D)
  - **All**: Shows every recording.
  - **Won**: Shows recordings marked as won deals.
  - **Posted**: Shows recordings you have shared with the team.
3. Tap a recording to open it.

When you open a recording, the detail screen shows the recording title, deal status, and three tabs: **Overview**, **Metrics**, and **Transcript**.

1. Tap **Play Recording** to listen to the full audio. ![User interface displaying a sales recording with options to play and manage recordings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-review-your-recordings-in-the-field-pro-app-image-2l2g8oh6.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A41Z&se=2026-11-01T19%3A47%3A41Z&sr=c&sp=r&sig=Zv7uCBgGdIG0meWO3BD95pSyWM3U4%2FyUmrywvcPJ4Xs%3D)
2. Tap **Add to queue** to add the recording to your listening queue.
3. Tap the **Overview** tab to see comments, Ask Field Pro prompts, and an AI-generated summary of the conversation.
4. Tap the **Metrics** tab to view performance data such as speaker share, pacing, and interactivity.
5. Tap the **Transcript** tab to read the full AI-generated text of the conversation. ![Sales recording interface showing options for comments and asking field professionals questions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-review-your-recordings-in-the-field-pro-app-image-9yv63loj.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A41Z&se=2026-11-01T19%3A47%3A41Z&sr=c&sp=r&sig=Zv7uCBgGdIG0meWO3BD95pSyWM3U4%2FyUmrywvcPJ4Xs%3D)

> [!TIP]
> **Tip:** Tap any bookmark to jump to a flagged moment.

## Use Ask Field Pro for self-coaching in Field Pro app

Ask Field Pro is an AI tool that answers specific questions about your conversation based on the transcript.

1. From the recording *Overview* tab, tap **Ask Field Pro**. ![Sales recording interface with options to play, comment, and ask field questions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-review-your-recordings-in-the-field-pro-app-image-gdgtnuyp.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A41Z&se=2026-11-01T19%3A47%3A41Z&sr=c&sp=r&sig=Zv7uCBgGdIG0meWO3BD95pSyWM3U4%2FyUmrywvcPJ4Xs%3D)
2. Type a question about the conversation or tap one of the preset questions. For example, *How did I handle the price objection?* or *Did I offer Financing?.*
3. Review the AI-generated response. Use the feedback to adjust your approach before your next job. ![Discussion on financing objections and customer follow-up strategies in a sales context.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-review-your-recordings-in-the-field-pro-app-image-rl8trsw0.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A41Z&se=2026-11-01T19%3A47%3A41Z&sr=c&sp=r&sig=Zv7uCBgGdIG0meWO3BD95pSyWM3U4%2FyUmrywvcPJ4Xs%3D)

## Manage a recording in Field Pro app

To access additional options for a recording, tap the **Menu ⋮**.

From the menu that opens, you can:

- **Remove from feed**: Remove the recording from the team Feed.
- **Add to playlist**: Save the recording to one of your playlists.
- **Share**: Share the recording externally.
- **Update Recording Outcome**: Change the deal status (*Won, Lost,* or *Still in Progress*).
- **Update Conversation type**: Change the conversation category.
- **Help**: Access in-app support.

![Menu options for managing recordings, including sharing and updating outcomes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-review-your-recordings-in-the-field-pro-app-image-ykbg3xlw.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A41Z&se=2026-11-01T19%3A47%3A41Z&sr=c&sp=r&sig=Zv7uCBgGdIG0meWO3BD95pSyWM3U4%2FyUmrywvcPJ4Xs%3D)

## Add and view comments in Field Pro app

1. From the recording **Overview** tab, tap **Comment**.
2. Type your comment. To notify a specific person, type **@** followed by their name. ![A snippet interface showing a comment about a significant purchase and recipient details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-review-your-recordings-in-the-field-pro-app-image-2zvhz5ex.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A41Z&se=2026-11-01T19%3A47%3A41Z&sr=c&sp=r&sig=Zv7uCBgGdIG0meWO3BD95pSyWM3U4%2FyUmrywvcPJ4Xs%3D)
3. Tap **Send** to submit.

To view existing comments, tap the **Comments** tab.

![User interface showing microphone, home, film room, search, and comments icons.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-review-your-recordings-in-the-field-pro-app-image-ec3yz49e.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A41Z&se=2026-11-01T19%3A47%3A41Z&sr=c&sp=r&sig=Zv7uCBgGdIG0meWO3BD95pSyWM3U4%2FyUmrywvcPJ4Xs%3D)

## Use playlists to organize recordings in Field Pro app

Playlists let you save and group recordings by topic, skill, or any category that helps you learn.

1. In the **Film Room**, tap the **Playlists** tab. ![Film Room interface showing playlists, private playlists, and a microphone icon for recording.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-review-your-recordings-in-the-field-pro-app-image-adadaahf.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A41Z&se=2026-11-01T19%3A47%3A41Z&sr=c&sp=r&sig=Zv7uCBgGdIG0meWO3BD95pSyWM3U4%2FyUmrywvcPJ4Xs%3D)
2. Under **Shared Playlists**, view playlists curated by your manager or leadership. These appear automatically when your coaches create and share them.
3. Under **Private Playlists**, view and manage your personal playlists. Tap any playlist to open it and browse its recordings.
4. To create a new playlist, tap **Create New Playlist +**.
5. Add a playlist name and an optional description and tap **+ Create playlist**. ![Creating a new playlist with name and description fields filled out.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-review-your-recordings-in-the-field-pro-app-image-nombcjyv.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A41Z&se=2026-11-01T19%3A47%3A41Z&sr=c&sp=r&sig=Zv7uCBgGdIG0meWO3BD95pSyWM3U4%2FyUmrywvcPJ4Xs%3D)

The **Bookmarks** section at the bottom of the Playlists tab lets you browse recordings organized by AI-flagged moments, such as how teammates handled key objections or closing techniques.

![Bookmarks section displaying key moments for customer interactions in the Film Room app.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-review-your-recordings-in-the-field-pro-app-image-90gumi2h.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A41Z&se=2026-11-01T19%3A47%3A41Z&sr=c&sp=r&sig=Zv7uCBgGdIG0meWO3BD95pSyWM3U4%2FyUmrywvcPJ4Xs%3D)

Integration with third-party financing partners (e.g., GreenSky, Wisetack) that lets customers apply for financing on large jobs.

**What it does:** Increases average ticket size and close rates by removing price barriers for customers who can't pay upfront.

**Also called:** Customer financing, Payment plans

**Tags:** Core

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

**a.k.a.** Customer Financing