--- title: "Add notes and media to a Service Agreement visit in the ServiceTitan Field Mobile App" slug: "add-notes-and-media-to-a-service-agreement-visit-in-fma" tags: ["Area - Field Mobile App (FMA)", "Area - Service Agreements", "Role - Technician", "Focus - Service Replacement", "Type - Commercial"] updated: 2026-10-28T19:47:25Z published: 2026-10-28T19:47:25Z canonical: "help.servicetitan.com/add-notes-and-media-to-a-service-agreement-visit-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. # Add notes and media to a Service Agreement visit in the ServiceTitan Field Mobile App ## Overview Use the ServiceTitan Field Mobile App to add notes and upload photos, videos, and files to your Service Agreement job, providing real-time insights from the field. > [!TIP] > **Tip:** If the video doesn't play in full screen, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-horiz.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) then **Fit Screen** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-fit-screen.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D). [KB - Add Notes and Media to a Service Agreement Visit in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/0itjyyjqh9?web_component=true&seo=true&videoFoam=false) --- ### #### Who uses this feature - Technicians - Primarily for Commercial Service and Replacement business types #### 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). - Permissions are required to use certain features in the ServiceTitan Field Mobile App. Please contact the account administrator on your team. ## Add notes 1. Tap your job (Residential) or Work Order (Commercial) to open it, then tap **Add**. 2. Tap **Note**. ![Menu options for HVAC maintenance including adding notes and capturing media.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-bmpc3n8p.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) 3. Enter your note. 4. Tap the **Pin** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-5ysie3f9.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) icon if you want to see this note first. ![Note section indicating replaced contactor and system testing with save options below.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-cvloyeiy.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) 5. Tap **Save to** to select where you want the note to be attached to: - Customer - Location - Job ![Note indicating replaced contactor and system testing, with options to save details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-tqdnghsl.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) 6. When finished, tap **Add** (iOS) or **Save** (Android). ## Edit notes 1. Tap your job (Residential) or Work Order (Commercial) to open it. 2. On the *Job* tab, scroll to the *Pinned Notes* section and tap **View all**. ![HVAC maintenance job details including location, notes, and task completion date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-lk01qby8.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) 3. On the *Notes* screen that opens, tap the note you want to edit. 4. On the *Note Details* screen that opens, you can: 1. Tap **Edit Note** (iOS) or ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) (Android) to edit the note. 2. Tap **Delete** to delete the note. 5. When finished, tap **Save**. The note updates with your edits. ## Capture or upload photos and videos Capture or upload photos and videos to provide a visual record of the work done. The media appears in the job and can be viewed by the office employees in the job history. To capture or upload a photo or video: 1. Tap your job (Residential) or Work Order (Commercial) to open it, then tap **Add**. ![HVAC maintenance job details including schedule, tasks, and equipment serviced information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-ici0xsxh.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) 2. To take a new photo or video, tap **Take Photo** or **Video** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-a-photo.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) on iOS devices and **Take Photo** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-a-photo.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) or **Capture Video** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-video-call.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) on Android devices. 3. To upload a photo or video, tap **Upload Photo or video** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-upload.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D). 4. To upload a file, tap **Upload File** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-upload-file.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D). ## Rename or delete photos and videos After you capture or upload media to a job, you can rename it to help you easily find and reference it later. To rename a photo: 1. Tap your job (Residential) or Work Order (Commercial) to open it, then scroll to the *Media* section on the *Job* tab. 2. Tap the photo or video you want to rename and tap **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-9kbnldi8.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D). ![View of industrial ceiling with ducts and air conditioning units visible.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-avtmst9j.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) 3. Enter a name for the image or video. 4. Tap outside the image to save (iOS) or tap **Save** (Android). To delete a photo: 1. Tap your job (Residential) or Work Order (Commercial) to open it, then scroll to the *Media* section on the *Job* tab. 2. Tap the photo or video you want to delete and tap **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D). **You can also edit or delete media from the *Media* screen:** 1. Tap your job (Residential) or Work Order (Commercial) to open it, then scroll to the *Media* section on the *Job* tab. 2. Tap **View all**. ![HVAC maintenance interface showing tags, media options, and no pinned notes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-o6fjhfq3.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) 3. Tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) for the media you want to edit or delete. 4. From the Actions pop-up, select **Rename** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-9kbnldi8.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) or **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D). ![HVAC maintenance job details with options to rename or delete files displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-notes-and-media-to-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-llxhzil3.jpg?sv=2026-02-06&spr=https&st=2026-11-12T08%3A03%3A07Z&se=2026-11-12T09%3A03%3A07Z&sr=c&sp=r&sig=1Vc61IAcxLrMkEpha0vyjyd2g0JJZ8ZYiCqldyqU2M8%3D) ## Want to learn more? - Previous topic: [Track equipment-related tasks for a Service Agreement visit in the ServiceTitan Field Mobile App](/v1/docs/track-equipment-tasks-for-a-service-agreement-visit-in-fma) - Next topic: [Complete a Service Agreement visit in the ServiceTitan Field Mobile App](/v1/docs/complete-a-service-agreement-visit-in-fma)