--- title: "Take actions on project jobs in the ServiceTitan Field Mobile App" slug: "take-actions-on-project-jobs-in-fma" updated: 2026-10-29T13:32:44Z published: 2026-10-29T13:32:44Z canonical: "help.servicetitan.com/take-actions-on-project-jobs-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. # 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 Commercial Construction and 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](/v1/docs/view-projects-in-fma). - ***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](/v1/docs/find-projects-in-fma). > [!NOTE] > **Note:** When *View My Projects* is enabled, it takes precedence over *Search All Projects*, even if both are turned on. - ***Book Job* (Residential) or *Create Work Order* (Commercial):** Required to book a new job. For more, see: - [Book a job for an existing service location in the ServiceTitan Field Mobile App](/v1/docs/book-a-job-for-an-existing-service-location-in-fma) - [Book a job for a new service location in the ServiceTitan Field Mobile App](/v1/docs/book-a-job-for-a-new-service-location-in-fma) ## Things to know - In Commercial terminology, jobs are referred to as work orders. - The *Project-Associated Job Actions* permission applies only when you open a job (Residential) or Work Order (Commercial) 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** (Residential) or **Create Work Order** (Commercial) 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* (Residential) or *Create Work Order* (Commercial) 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 (Residential) or Work Order (Commercial) 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 (Residential) or Work Order (Commercial) 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](/v1/docs/find-projects-in-fma) 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=2026-11-01T20%3A58%3A08Z&se=2026-11-01T21%3A58%3A08Z&sr=c&sp=r&sig=DoY44l5Z0MViGHylbRbi5Z3KSKQKXcgnRmoDfyVRePI%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* (Residential) or *Create Work Order* (Commercial) 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](/v1/docs/find-projects-in-fma) and open the project you want to book a job for. 3. On the project detail screen, tap **+ Book Job** (Residential) or **Create Work Order** (Commercial). fie 4. The *Book Job* (Residential) or *Create Work Order* (Commercial) 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](/v1/docs/book-a-job-for-an-existing-service-location-in-fma) - [Book a job for a new service location in the ServiceTitan Field Mobile App](/v1/docs/book-a-job-for-a-new-service-location-in-fma) 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](/v1/docs/book-a-job-for-an-existing-service-location-in-fma). ## Want to learn more? - See [Find projects in the ServiceTitan Field Mobile App](/v1/docs/find-projects-in-fma) - See [View projects in the ServiceTitan Field Mobile App](/v1/docs/view-projects-in-fma) - See [Explore job details in the Field Mobile App](/v1/docs/explore-job-details-and-actions-in-fma)