--- title: "Use the Exteriors Sales Rep Dashboard in the ServiceTitan Field Mobile App" slug: "use-the-exteriors-sales-rep-dashboard-in-the-servicetitan-field-mobile-app" updated: 2026-10-29T13:32:51Z published: 2026-10-29T13:32:51Z canonical: "help.servicetitan.com/use-the-exteriors-sales-rep-dashboard-in-the-servicetitan-field-mobile-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. # Use the Exteriors Sales Rep Dashboard in the ServiceTitan Field Mobile App ## Overview The Exteriors Sales Rep Dashboard is a home screen built for field sales representatives. It replaces the standard Home screen with a daily brief, a ranked list of the actions that need your attention today, and one-tap ways to complete them. Instead of scanning every past appointment to decide what matters, you open the app and see what changed, what's at risk, and what to do first. This helps you keep follow-ups moving and prevents open opportunities from going cold. --- ### #### Who uses this feature - Sales representatives - Primarily benefits Roofing/Exterior trades #### Feature configuration - This feature is currently in Private Preview and available for specific accounts. It is subject to change. - Account configuration and office setup are required to use this feature. Please contact your office for details. - You must have *Sales* as your company position to see the dashboard experience. ## Things to know - In Commercial terminology, jobs are referred to as work orders. - Once the feature is turned on for your account and your *Company Position* is set to Sales, this dashboard becomes your Home screen. There is no per-user setting to switch back. - If your *Company Position* is set to both *Sales* and another position, you see the sales dashboard. - Tapping a priority opens its details in an embedded view inside the app. - The estimate value shown on a priority card is the sold estimate value. If there is no sold estimate, it shows the highest estimate value on the job. If the job has no estimate, no value appears. - The *Today's Priorities* section is hidden when you have no active priorities. - The priority count in the section header updates as you complete or skip items. ## Best practices - Open your **Daily Brief** at the start of the day, before your first appointment, so you know what changed overnight. - Work your priorities in the order they appear. The list is ordered so the most time-sensitive and highest-value items come first. - Disposition every priority, even the ones you decide not to act on. Marking an item ‘won't do’ keeps your queue accurate. - Use the priority list between appointments rather than at the end of the day, when follow-ups are more likely to be missed. ## Use cases - You finish an inspection and want to know which follow-up to make before your next appointment. - A project moved to a new status overnight and you want to see what changed without opening each job. - A contract is waiting on your countersignature and you want to complete it from your phone. - You have a queue task assigned from the production or insurance queue and want to action it without leaving the app. - You want to see everything outstanding in one list, grouped by job, rather than one card at a time. ## Review your Daily Brief in the Field Mobile App 1. Open the ServiceTitan Field Mobile App. The *Daily Brief* card appears at the top of your Home screen with a short summary of your day.![Daily brief showing $42k in estimates, appointments, and priorities for the day.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-exteriors-sales-rep-dashboard-in-the-servicetitan-field-mobile-app-image-ugpssayg.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A58%3A25Z&se=2026-11-01T21%3A58%3A25Z&sr=c&sp=r&sig=vvuBCV7RfiS0kCr7DihDVOTrQABJotxjDD%2BrtvrtMfQ%3D) 2. Tap **Review Your Day**. The brief opens full screen and plays as a series of slides.![Schedule showing five appointments for roofing estimates and follow-ups on September 18th.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-exteriors-sales-rep-dashboard-in-the-servicetitan-field-mobile-app-image-sfuyqnow.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A58%3A25Z&se=2026-11-01T21%3A58%3A25Z&sr=c&sp=r&sig=vvuBCV7RfiS0kCr7DihDVOTrQABJotxjDD%2BrtvrtMfQ%3D) 3. Move through the slides: - Tap the right side of the screen to advance. - Tap the left side to go back. - Press and hold to pause. > [!TIP] > **Tip:** The progress bars at the top show where you are in the brief. 4. Review each slide: - **Opener:** Introduces the brief. - **Today's schedule:** Shows how many appointments you have today. - **Completed appointments:** Shows what happened on your recent sales appointments. - **Upcoming appointments:** Shows what's ahead. - **Daily brief complete:** Closes the brief and returns you to Home. ## Review Today's Priorities in the Field Mobile App 1. On your Home screen, scroll to *Today's Priorities*. The section header shows your total number of active priorities.![Daily brief showing tasks, priorities, and schedule for Jake's workday.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-exteriors-sales-rep-dashboard-in-the-servicetitan-field-mobile-app-image-hfpmzg93.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A58%3A25Z&se=2026-11-01T21%3A58%3A25Z&sr=c&sp=r&sig=vvuBCV7RfiS0kCr7DihDVOTrQABJotxjDD%2BrtvrtMfQ%3D) 2. Swipe left or right to move through the priority cards. Each card shows: - The estimate value - The job type — **Retail** or **Insurance** - The priority title - The customer name and service address 3. Tap **View details**, or tap anywhere on the card, to open the priority. ## Take action on a priority in the Field Mobile App 1. Open a priority from the *Today's Priorities* carousel or from the priority list. Tap the back arrow to return to where you came from, or **View all** to open your full priority list. ![Email reply discussing siding color change before installation for a customer.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-exteriors-sales-rep-dashboard-in-the-servicetitan-field-mobile-app-image-u8455z9h.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A58%3A25Z&se=2026-11-01T21%3A58%3A25Z&sr=c&sp=r&sig=vvuBCV7RfiS0kCr7DihDVOTrQABJotxjDD%2BrtvrtMfQ%3D) 2. At the top of the screen, review the action card. 3. Tap the button on the action card to take the action. The button is labelled for the action the priority is asking you to take. 4. In the *Customer* section, review the customer name and service address, and contact the customer directly if you need to: - Tap the service address to open it in maps. - Tap **Add note** to record a note about the customer. - Tap the **Call**, **Message** or **Email** to reach the customer without leaving the priority.![Contact information for Zane Strata, including phone, message, and email options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-exteriors-sales-rep-dashboard-in-the-servicetitan-field-mobile-app-image-kydm4no9.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A58%3A25Z&se=2026-11-01T21%3A58%3A25Z&sr=c&sp=r&sig=vvuBCV7RfiS0kCr7DihDVOTrQABJotxjDD%2BrtvrtMfQ%3D) 5. In the *Related job* section, review the job the priority belongs to. The section shows the job number, job name, and date, along with the job's estimates and invoices. Each invoice shows its status and amount. > [!NOTE] > **Note:** If the job has no estimates, the section shows No estimates created. ![Customer inquiry about changing cable outlet installation color before the scheduled date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-exteriors-sales-rep-dashboard-in-the-servicetitan-field-mobile-app-image-sx0ekg9d.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A58%3A25Z&se=2026-11-01T21%3A58%3A25Z&sr=c&sp=r&sig=vvuBCV7RfiS0kCr7DihDVOTrQABJotxjDD%2BrtvrtMfQ%3D) 6. Tap the arrow beside the job to open the full job record. 7. When you have finished, disposition the priority using the **Complete** or **Won't Do** buttons at the bottom of the screen. ## Complete, skip, or dismiss a priority in the Field Mobile App 1. Open a priority. 2. At the bottom of the priority, choose one of the following: - **Complete:** You finished the action. The priority leaves your queue. - **Won't do:** You have decided not to act on this priority. You are prompted to give a reason, and the priority leaves your queue.![Customer details and job status with options to complete or decline the task.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-exteriors-sales-rep-dashboard-in-the-servicetitan-field-mobile-app-image-4yme58xw.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A58%3A25Z&se=2026-11-01T21%3A58%3A25Z&sr=c&sp=r&sig=vvuBCV7RfiS0kCr7DihDVOTrQABJotxjDD%2BrtvrtMfQ%3D) > [!NOTE] > **Note:** Marking a priority **Won't do** requires a permission set by your office. ## View all your priorities in the Field Mobile App 1. On your Home screen, in the *Today's Priorities* section, tap **View all**. 2. On the list that opens, review your priorities grouped by job.![List of priorities showing tasks to answer emailed questions for Zane Strata.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-the-exteriors-sales-rep-dashboard-in-the-servicetitan-field-mobile-app-image-fgqpbjsx.png?sv=2026-02-06&spr=https&st=2026-11-01T20%3A58%3A25Z&se=2026-11-01T21%3A58%3A25Z&sr=c&sp=r&sig=vvuBCV7RfiS0kCr7DihDVOTrQABJotxjDD%2BrtvrtMfQ%3D) 3. Tap any priority to open it and take action. ## Want to learn more? - See [Explore the main layout of the ServiceTitan Field Mobile App](/v1/docs/explore-the-main-layout-of-fma)