Overview
Use Close Out options to mark yourself as Done Working on an appointment or mark the appointment as Done. This updates the appointment's status, ensuring all work is properly tracked.
After all technicians and appointments are marked Done, you can then complete the job.
Who uses this feature
Technicians
Applies to all 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.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
Things to know
You can't self-dispatch to an appointment that's marked Done.
In most cases, ServiceTitan requires at least one valid, active managed technician to perform work on a job and generate a timesheet before it can be marked as complete, even if the job's invoice is $0. If the job is associated with a project, a managed technician with a timesheet entry must be on one of the jobs also associated with the project, excluding jobs with sold estimates. For more, see Managed technicians and non-managed technicians in the ServiceTitan Field Mobile App.
Note: If the job does have a managed technician with a timesheet but you still see a message stating Action Required: Managed Technician Not Detected, review the Common scenarios and solutions in this article for troubleshooting steps.
Mark yourself as Done in the Field Mobile App
The Mark Myself as Done option is only available if there are remaining technicians working on the appointment that you're trying to close out.
To mark yourself as Done:
Open the job and tap Close Out.
On the Close Out screen that opens, tap Mark myself as done.
On the Complete Appointment screen that opens, tap Mark myself as done.
Mark an appointment as Done in the Field Mobile App
The Complete Appointment option is only available if there are additional appointments scheduled for the same job.
To mark an appointment as Done:
Open the job and tap Close Out.
On the Close Out screen that opens, tap Complete Appointment.
On the Complete Appointment screen that opens, tap Complete Appointment.
Tip: If you have the Enable Visit Assistant permission, you can have customers review and sign required job signatures from their own device, without needing to share yours. For more, see Use the contactless experience for required job signatures in the ServiceTitan Field Mobile App.