Enable Atlas in Field Pro for technicians

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Overview

Powered by Titan Intelligence (TI), Atlas in Field Pro adds Equipment Information and Troubleshooting modules to the existing Atlas experience in mobile. Technicians can quickly locate relevant documents, install guides, and follow diagnostic steps that shorten time on site and reduce callbacks.


Who uses this feature

  • Administrators and managers

  • Primarily for Residential Service and Commercial Service business types

Feature configuration

  • To get started with Field Pro, reach out to your Customer Success Manager (CSM) or Pro Account Manager.

  • This feature requires Field Pro Standard.

Things to know

  • Data and privacy:

    Atlas is powered by Titan Intelligence (TI). It may generate inaccurate, incomplete, or outdated responses.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 and may be shared with third-party service providers.

  • Atlas in Field Pro is available in both the ServiceTitan Mobile App and the ServiceTitan Field Mobile App. Atlas is not currently available in the Inventory Mobile App.

  • Technicians access Atlas in Field Pro in the existing Atlas screen on the job page, alongside the Information in ServiceTitan module. To learn more about Atlas, see Atlas.

  • Atlas in Field Pro is only available for managed technicians.

  • You can run reports to see which technicians are using Field Pro Standard and how often they ask Atlas questions. For more, see Field Pro Standard: Usage Overview report template and Field Pro Standard: Atlas Questions report template.

Enable Atlas in Field Pro for technicians

To give technicians access to the Equipment Information and Troubleshooting in Atlas in Field Pro:

Step 1: Enable Field Pro - Standard

  1. Go to the top toolbar and click Settings .

  2. In the side panel, go to People > Technicians.

  3. On the Technicians screen that opens, click Edit next to the technician you want to enable Field Pro for.

  4. In the Pro Products section, turn on the Enable Field Pro - Standard toggle. Settings for enabling Field Pro features for technicians, including AI functionalities.

  5. When finished, click Save Changes.

Step 2: Set Atlas in mobile permission

Note: This permission is enabled by default for all managed technicians.

  1. Go to the top toolbar and click Settings .

  2. In the side panel, go to People > Technicians.

  3. On the Technicians screen that opens, click Edit next to the technician you want to set the permission for.

  4. In the Assist Platform section, select the Enable Atlas in Mobile for Technician permission. User interface showing permissions for enabling Atlas in Mobile for technicians.

  5. When finished, click Save Changes.

Tip: You can view which technicians have Field Pro enabled and bulk update settings or enable Field Pro for multiple technicians at once. For more, see Manage Field Pro settings for technicians.

Once enabled, technicians can access equipment information, troubleshooting, calculators and diagnostic tests, and replacement part finder by tapping Ask Atlas on the job page on mobile.

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