--- title: "Use Atlas in Field Pro for sales coaching" slug: "use-atlas-in-field-pro-for-sales-coaching" updated: 2026-10-15T04:07:38Z published: 2026-10-15T04:07:38Z canonical: "help.servicetitan.com/use-atlas-in-field-pro-for-sales-coaching" excludeFromSearch: true excludeFromExternalSearch: true --- > ## 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 Atlas in Field Pro for sales coaching ## Overview Chat with Atlas for Field Pro to turn Call Recordings into clear actions, understand close rates, revenue drivers, objections, and coaching opportunities in seconds. --- ### #### Who uses this feature - Office employees - Primarily for Residential Service business types #### Feature configuration - Atlas, the AI sidekick built into ServiceTitan, is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist [here](https://airtable.com/appO7Qpe4sB2oXUxc/pagUoOCii6OPMWPZd/form). - To get started with Field Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro/field), or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM). - If you're an existing Sales Pro customer and want to migrate to Field Pro, please fill out [this form](https://docs.google.com/forms/d/e/1FAIpQLSfY2uK9Z6iwhIVvKZtxYbBXPmdDT-Bdzqbgut9SlnYcl4hCJQ/viewform?usp=send_form). ## Things to know - **Data and privacy:** Atlas is powered by [Titan Intelligence (TI)](/v1/docs/titan-intelligence-overview). It may generate inaccurate, incomplete, or outdated responses. Verify details before acting and don’t treat it as professional advice. Your conversations may be stored to improve the service. Avoid sharing sensitive information. By using Atlas, you agree to use this feature responsibly, and further acknowledge and agree that any data collected will be used in accordance with our [Privacy Policy](https://www.servicetitan.com/legal/privacy-policy) and may be shared with third-party service providers. - You can only ask questions about Field Pro in Atlas while you’re on the Field Pro screen. ## Best practices Ask clear and focused questions to get accurate answers. - **Be specific:** include a timeframe or technician name when possible. - **Turn insights into action:** use Atlas results to guide coaching, script updates, or process changes. ## Use cases - You want to improve how your technicians handle objections during sales, but finding the right calls to review feels time-consuming. To make this easier, use Atlas in Field Pro to identify which calls include specific objections and how those calls performed. ## How it works Atlas reviews the call recordings and sales outcomes to answer questions about technician performance, revenue, and customer interactions. It looks at: - Deal outcomes such as wins, losses, and total revenue. - Call details including date, duration, and technician. - Conversation content such as objections, discounts, and competitor mentions. - Sales skills like objection handling, empathy, and closing language. ## Use Atlas in Field Pro for sales coaching 1. Go to the navigation bar and click **Field Pro** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-field-pro-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A41Z&se=2026-11-01T20%3A51%3A41Z&sr=c&sp=r&sig=zBSWG92svcBOu9zFO5H43XLYdRD0r%2BPRjqcT1pm8hpM%3D) . 2. On any *Field Pro* screen that opens , click **Atlas** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-atlas-simple.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A41Z&se=2026-11-01T20%3A51%3A41Z&sr=c&sp=r&sig=zBSWG92svcBOu9zFO5H43XLYdRD0r%2BPRjqcT1pm8hpM%3D) . ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-atlas-in-field-pro-for-sales-coaching-image-lqotynum.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A41Z&se=2026-11-01T20%3A51%3A41Z&sr=c&sp=r&sig=zBSWG92svcBOu9zFO5H43XLYdRD0r%2BPRjqcT1pm8hpM%3D) 3. Type your question, for example: *What is our overall close rate this month?* ## Example questions to ask Atlas in Field Pro for sales coaching You can Ask Atlas about different aspects of your Field Pro data. Start with one of these topics to get quick, actionable insights: - **Performance rankings:** Learn who’s performing best. - *Who are our top 5 technicians for close rate?* - *Who generates the most revenue?* - **Key metrics:** Get a quick snapshot of performance. - *What is our overall close rate this month?* - *What’s the average deal size?* - **Success factors:** Understand what drives your results. - *How does call duration affect our close rate?* - *Average revenue when a discount is mentioned?* - **Customer insights:** Discover what customers are saying. - *Most common objections?* - *Which competitors come up most?* - **Trends:** Identify patterns over time. - *Which weekday has the highest close rate?* > [!TIP] > **Tip:** You can refine results with filters such as for last week, for calls over 30 minutes, or for adding technician names. ## Want to learn more? - See [Field Pro](/roofing/docs/field-pro-home) Automatic recording of all inbound and outbound calls logged against the customer record in ServiceTitan. **What it does:** Provides a permanent, searchable audio record for dispute resolution, training, and quality assurance. **Tags:** Phones Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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