Use Insurance Queue in the ServiceTitan Field Mobile App

Overview

Use Insurance Queue in the Field Mobile App to ensure that insurance-related work for restoration jobs is tracked and followed consistently. This includes tasks like homeowner follow-ups, documentation requests, supplements, and adjuster updates—in one easy-to-review list.

The Insurance Queue helps everyone stay accountable and leads to a smoother workflow, fewer delays, and faster movement through the insurance approval and processing stages.

Best practices

• Keep insurance details complete and updated: Enter and maintain all key claim information—carrier, claim number, adjuster details, and dates—so every task in the workflow stays accurate and actionable.

• Use filters and grouped views to stay organized: Use key filters, advanced filters, and grouped views—by project or customer—to quickly prioritize tasks and manage high-volume insurance work efficiently.

• Complete tasks, subtasks, and attachments: Review subtasks, upload needed photos or documents, and update task statuses so the workflow progresses smoothly without blockers.

Use cases

• Tracking all insurance work in one place: Sales representatives and field inspectors can see every insurance-related task in one view, filter by what's overdue or new, and stay on top of high-volume storm jobs.

• Managing tasks during inspections or adjuster meetings: While onsite, representatives access the job, review tasks, upload damage photos, update statuses, and add insurance details—keeping the office informed in real time.

• Following a standard insurance workflow: Teams apply task templates to ensure every insurance job follows a consistent process, with each step unlocking as tasks are completed.

Manage Insurance Information and Tasks on individual jobs in the Field Mobile App

Use the Insurance Information and Tasks sections on the Job tab to manage insurance tasks.

Insurance Information

1. Open your job and tap the Jobs tab.

2. Scroll to the Insurance Information section and tap Add. 

3. Enter the following insurance details:

   • Claim #

   • Insurance Carrier

   • Date of Loss

   • Date of Expiration 

   • Adjuster's Information:

     • Name

     • Phone Number

     • Email

4. When finished, tap Save.

The information entered shows up in the Insurance Information section on your job. The same details also show on any related task in the Associated Record tab.

Tasks

1. Open your job and tap the Jobs tab.

2. Scroll to the Tasks section and tap Insurance Sales. 

3. On the Insurance Sales task screen opens:

   • Tap Apply Task Template to add a template to the job.

   • Tap Add Task to create a task. 

After applying a task template or creating tasks, you can manage them:

• To view a task: Tap the My tasks tab to view tasks assigned to you. Tap the All Tasks tab to view all tasks assigned to this job.

• To complete a task: Tap the task, complete it, and manage the information, such as Subtasks, Attachments, Associated Records and Insurance Information.

Manage Insurance Tasks for all jobs in the Field Mobile App

The Tasks screen is the central place to view outstanding tasks across all your jobs. If you have tasks from a job you left earlier in the day or earlier in the week, this is where you can return to review and complete them, without needing to open each job individually.

To use the Tasks screen, open the Field Mobile App and tap Tasks.

Step 1: Filter tasks

Open the Field Mobile App and tap Tasks > Insurance Sales.

From here, you have three options for filtering your insurance tasks:

• Key filters

• The Filter icon

• The Grouped By view.

1. (Option 1) On the Insurance Sales screen, view your sales tasks by key filters:

   • Total: All insurance tasks.

   • New: Recently added insurance tasks.

   • Overdue: Insurance tasks not completed by the due date.

   • Completed: Finalized insurance tasks. 

     Note: By default, the list shows all active insurance tasks assigned to you.

2. (Option 2) Tap the Filter icon to narrow down your task results by the following filters:

   • Work Stage

   • Assignee

   • Task Status

   • Due Date

   • Claim #

   • Insurance Carrier

   • Customer

   • Job Number

   • Job Type

   • Project Number

   • Created On Date

   • Completed On Date

   • Show inactive tasks (toggle) 

     Note: The reset button doesn't impact the Show inactive tasks toggle.

3. (Option 3) Tap the Grouped By icon to see tasks either grouped by project—if the job is tied to a project—or by customer. 

Step 2: Manage tasks

After filtering and finding the task, you can manage it.

1. Tap the task you want to manage to open it. 

2. In the task, go through all details to complete it:

   1. Select each subtask after you complete it.

   2. Tap the status dropdown to update the status. 

      Note: Add attachments or view associated records and insurance information as needed.

After you complete the task, the next task is unlocked based on the task template imported if your office has blockers set up on the office side.

Want to learn more?

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