Field Mobile App cheat sheet

  • Updated on May 5, 2026
  • Published on Mar 19, 2026
  • 11 minute(s) read
Prev Next

Overview

Get up to speed with the ServiceTitan Field Mobile App quickly and easily. The Field Mobile App cheat sheet gives you a high-level overview of key features and common workflows.

Who uses this feature

  • Technicians

  • Applies to all business types

  • Applies to all trades

Feature configuration

Main screens

When you first sign in, you can access the following screens.

Screen

Purpose

Home A simple icon in the shape of a house.

Shows your current jobs scheduled for today. Tap View all to access more jobs in the following tabs:

  • Upcoming: Jobs scheduled for tomorrow and other future jobs assigned to you. It also includes jobs in the past that are still in Scheduled status. It does not include jobs in Working or Dispatched status.

  • Previous: Previously completed and canceled jobs. You can search for previous jobs, customers, or locations and filter previous jobs by their start and end date.

  • Paused: Paused and on-hold jobs. You can re-dispatch yourself to a Paused job and view your On Hold jobs. On Hold jobs need to be updated by the office before you can resume work.

Note: The Show all assigned/dispatched/working appointments permission is required to see everything in the Today and Upcoming tabs. The View History Tab permission is required to see and use the Previous tab. Please contact the account administrator on your team.

Time A simple icon in the shape of a clock.

Take various timesheet actions to log your hours.

How you clock in and out to track your hours depends on your company's setup. For more, see Track your time and work.

Projects A simple icon in the shape of document folder.

Shows your five most recently opened projects and allows you to search for any project by name, location name, location address, customer name, or project status. For more, see Find projects in the ServiceTitan Field Mobile App.

Menu A simple icon in the shape of four squares that form a larger square.

Tap View Scorecard to see your technician scorecard. For more, see Use the mobile scorecard in the ServiceTitan Field Mobile App.

Your shortcuts:

Settings:

  • Tap Residential A simple icon in the shape of a cabin. or Commercial to set the Field Mobile App to show terminology that applies to your business type. For more, see Show Residential or Commercial terms in the ServiceTitan Field Mobile App.

  • Tap Customize navigation A simple icon in the shape of a house. to rearrange or hide items on the bottom navigation bar. For more, see Explore the main layout of the ServiceTitan Field Mobile App.

  • Tap Appearance to set the Field Mobile App to Light mode, Dark mode, or have it follow what's configured in your device settings.

  • Turn on or off the Activity status bar to show or hide your current timesheet activity status. This status shows your current activity, the time elapsed, and gives you an option to go to your current activity.

    Note: This setting is only available if your account is configured for Continuous Timekeeping.

  • Tap Media upload quality to set the Field Mobile App to upload media at Standard quality or High quality.

  • Tap Location Tracking A simple icon in the shape of a pin drop. to set how accurately your location is track in relation to your devices’ battery life.

  • Tap Clear external media to delete all images stored in the external Field albums in your device photos. The images will remain on any jobs or forms.

  • Tap Update Pricebook A simple icon in the shape of a page with a bookmark on it. to clear the current pricebook from the Field Mobile App and redownload it again to sync any recent updates made by the office.

General:

Job tabs

After you tap a job to open it, you can use the following tabs.

Tab

Purpose

Job

Access key information about the job:

  • Job number, name, status, scheduled time, arrival window, and duration

  • Customer chats, contact number, and directions

  • All assigned technicians

  • Job summary and special instructions

  • Location name, address, distance and drive time, property data, and tax zone

  • Pinned notes, if there are any

  • Job tags, if there are any

  • Job media, if there are any

  • Allocated hours

  • Call recordings, if there are any

  • Recurring services, if there are any

  • Purchase orders, if there are any

Location Info (Residential) or Jobsite Details (Commercial)

Access service location details for the job:

  • All jobs for this location

  • Previous opportunities from this location

  • Recurring services for this location

  • Documents for this location

  • Projects for this location

Note: The View location record permission is required to see all details on this tab in the Field Mobile App. Please contact the account administrator on your team.

Equipment

View or add installed or replaced equipment to the service location for the job.

Forms

View and complete forms assigned to you for the job.

Estimates (Residential) or Proposals (Commercial)

View, create, and send estimates for the job.

Invoice (Residential) or Work Summary (Commercial)

Access the invoice for the job:

  • Have the customer sign authorization for you to perform work

  • View and add invoice items

    Tip: Adding an invoice item is also how you access the pricebook.

  • View and add an invoice summary

  • Present the invoice and have the customer sign it to confirm the work was completed

  • View and add payment to the invoice

  • Email or present the invoice to the customer

Job actions

After you open a job, you can take the following actions.

Note: Depending on your office's account settings, some notifications are sent to customers in addition to the office. For more, see Customer notifications.

Action

Purpose

Contact

View the customer's phone number and call them.

Directions A simple icon in the shape of a diamond with a right-pointing arrow inside of it.

Get directions to the job through the native map application on your mobile device.

Chat

Read chats between the customer and the office.

Note: The View customer chats permission is required to use chat in the Field Mobile App. Please contact the account administrator on your team.

Dispatch

Signal to the office that you're dispatched and en route to the job.

Arrive

Signal to the office that you've arrived and the job is in Working status.

Close Out

Signal to the office that you're ready to leave the job appointment. After you tap Close Out, take one of the following actions:

  • Pause Appointment : Pause the appointment if you plan to return later and complete the work.

  • Hold and Reschedule Appointment : Place the appointment on hold so it can be rescheduled by the office.

  • Schedule Another Appointment : Add another appointment if you need more time to complete the work.

  • Mark Myself as Done : If there are remaining appointments on the job, complete the current appointment you're working to leave the job open for the remaining appointments. If there are no more appointments left on the job or all work has been completed, complete the job.

Add

After you tap Add , you can take the following actions if you've already tapped Dispatch > Arrive for the job:

  • Add Equipment

  • Add an Invoice/Line Item

  • Add Payment

  • Add estimates from template A simple icon in the shape of a ballot form.

You can take the following actions regardless of the job status:

  • Add Work Performed Log A simple icon in the shape of a document with a plus sign inside of it.

  • Create Contract A simple icon representing a page with text on it.

  • Add a Purchase Order A simple icon in the shape of a receipt.

  • Log a Finding A simple icon in the shape of a flag.

  • Add an internal Note

    Note: The Set notes on customer, location, or job permission is required to add notes in the Field Mobile App. Please contact the account administrator on your team.

  • Take Photo or Capture Video

  • Upload Photo or Video A simple icon in the shape of an arrow pointing up with a line below it.

  • Upload File

Time

Take various timesheet actions to log your hours.

How you clock in and out to track your hours depends on your company's setup. For more, see Track your time and work.

Close-out actions

After you tap Close Out, you can take the following actions.

Note: Depending on your office's account settings, some notifications are sent to customers in addition to the office. For more, see Customer notifications.

Action

Purpose

Pause Appointment

Pause the appointment so you can return later today to complete the work.

Hold and Reschedule Appointment

Place the appointment on hold so your office can reschedule it for another day.

Schedule Another Appointment

Complete this appointment so you can add another appointment to complete the work another day.

Mark Myself as Done

If there are remaining appointments on the job, mark yourself as done to complete the work for this appointment while leaving the job open for the remaining appointments.

If there are no more appointments left on the job or all work has been completed, close out the job to complete it.

Common job workflows

These are common workflows with tips on how to perform each action.

Prepare for a job

Workflow

Instructions

Look up previous invoices for the customer

Option 1:

  1. Open your current job and tap Location Info (Residential) or Jobsite Details (Commercial).

  2. Go to the All Jobs section and tap View All A simple icon in the shape of an arrow pointing right..

  3. Use the filters to find the job you want to view a previous invoice for.

  4. Tap the job to open it and scroll to the Invoice section on the Overview tab.

Option 2:

  1. Go to the main Home A simple icon in the shape of a house. screen and tap View all > Previous.

  2. Search for the previous job you want to view an invoice for.

  3. Open the job and tap the Invoice tab.

Note: The Send emails from technician email address permission is required to email invoices to customers. Please contact the account administrator on your team.

Listen to call recordings

  1. Open the job.

  2. On the main Job tab for the job, scroll to the More section.

  3. Tap Call Recordings .

Note: The Listen to Call Recording (mobile) permission is required to use this feature. Please contact the account administrator on your team.

Review job tags

  1. Open the job.

  2. On the main Job tab for the job, scroll to the Tags section.

  3. To see all tags, tap View All A simple icon in the shape of an arrow pointing right..

Review pinned notes

  1. Open the job.

  2. On the main Job tab for the job, scroll to the Pinned Notes section.

  3. To see all notes, tap View All A simple icon in the shape of an arrow pointing right..

Access projects related to the job site

  1. Open the job.

  2. Tap the Location Info tab (Residential) or Jobsite Details tab (Commercial).

  3. Scroll to the Projects section and tap the number to see all projects.

Contact the customer

  1. Open the job.

  2. On the main Job tab for the job, tap Contact .

Get directions to the job site

  1. Open the job.

  2. On the main Job tab for the job, tap Directions A simple icon in the shape of a diamond with a right-pointing arrow inside of it..

Take or upload a picture or video

  1. Open the job and tap Add .

  2. Tap one of the following actions:

    • Take Photo (Android) 

    • Capture Video (Android)

    • Take Photo or Video (iOS) 

    • Upload Photo or Video (Android and iOS) A simple icon in the shape of an arrow pointing up with a line below it.

Add a note to the job

  1. Open the job and tap Add .

  2. Tap Note .

  3. Enter your note, select Save to Job, then tap Save.

Note: The Set notes on customer, location, or job permission is required to add notes in the Field Mobile App. Please contact the account administrator on your team.

Fill out forms

  1. Open the job and tap the Forms tab.

  2. Tap a form to open and complete it.

View and add contact details

  1. Open the job.

  2. On the main Job tab for the job, scroll to the Location section and tap the name of the location (Android) or Expand (iOS).

  3. Tap the Contacts tab.

  4. To add a new contact, tap Add (Android) or Add Contact (iOS).

View the customer's balance

  1. Open the job.

  2. On the main Job tab for the job, scroll to the Location section and tap the name of the location (Android) or Expand (iOS).

  3. View the balance on the Customer tab.

View the customer's bill-to address

  1. Open the job.

  2. On the main Job tab for the job, scroll to the Location section and tap the name of the location (Android) or Expand (iOS).

  3. View the bill-to address on the Customer  tab.

Leave a job

Workflow

Instructions

Leave an appointment without ending it for the other technicians scheduled or working on it

  1. Open the job and tap Close Out.

  2. Tap Mark Myself as Done .

  3. On the screen that opens, tap Mark Myself as Done.

Leave an appointment and mark the entire job and any remaining appointments as complete

  1. Open the job and tap Close Out.

  2. Tap Mark Myself as Done .

  3. On the screen that opens, tap Close out job instead.

Pause an appointment

  1. Open the job and tap Close Out.

  2. Tap Pause Appointment .

  3. On the screen that opens, tap Pause.

Place an appointment on hold

  1. Open the job and tap Close Out.

  2. Tap Hold and Reschedule Appointment .

  3. On the screen that opens, select a hold reason then tap Place Appointment on Hold.

Reschedule an appointment

  1. Open the job and tap Close Out.

  2. Tap Hold and Reschedule Appointment .

  3. On the screen that opens, select a hold reason then tap Place Appointment on Hold.

Want to learn more?

Related articles