Manage location-related documents and media in the ServiceTitan Field Mobile App

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Overview

Use the Field Mobile App to view and add documents and media related to the service location. This gives you quick access to essential information, ensures transparency, showcases the work done, and provides a visual record for both customers and the office.

Tip: If the video doesn't play in full screen, tap More then Fit Screen .


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 (through the office) or reach out directly to support@servicetitan.com.

  • The View location record permission is required to see and use all details on the Location Info tab in the Field Mobile App. Please contact the account administrator on your team.

Things to know

  • When uploading files, keep in mind:

    • Maximum file size: 250 MB per file

    • Total upload limit: 1 TB per batch

    • Number of files: Unlimited

  • You can upload the following file types: .avi, .jpg, .jpeg, .gif, .png, .webp, .3gp, .rup, .dng, .heic, .heif, .tif, .tiff, .jfif, .pdf, .mov, .mp4, .doc, .xls, .docx, .xlsx, .ppt, .pptx, .mp3, .htm, .html, .vcf, .txt, .xml, .csv, .smil, .msg, .eml, .mhtml, .dwg, .dxf, .ifc, .rvt, .nwd, and .sdr.

View location-related documents and media in the Field Mobile App

  1. Open the job and tap the Location Info tab.

  2. On the Location Info tab that opens, scroll to the Documents section and tap View AllHVAC maintenance overview showing documents for clogged drain and maintenance details.

On the Documents screen that opens, you can see all documents and media related to the location.

Tip: Tap a section to filter documents by that type. For example, tapping Location shows documents associated with the location.

User interface displaying document categories with a focus on the 'Location' section.

Note: For steps on how to access project-related documents, see the View project documents in the Field Mobile App section of View projects in the ServiceTitan Field Mobile App.

Add or remove location-related documents and media in the Field Mobile App

To add photos, videos, or other files:

  1. Open the job and tap the Location Info tab.

  2. Scroll to the Documents section and tap View All.

  3. On the screen that opens, tap Add MediaDocument management interface displaying various categories and an option to add media.

  4. From here, you can:

    • Take Photo or Video

    • Upload Photo or Video

    • Upload File Options to add media files to a current job, including photo and file uploads.

Note: Media uploaded here is automatically attached to the job and project it's associated with, if applicable.

To remove photos, videos, or other files:

  1. Tap Select on the Documents screen. User interface displaying document categories with a selection option highlighted.

  2. With the Select option enabled, select the document or documents you want to remove. A checkmark confirms the document is selected. Document management interface displaying various file categories and two document previews.

  3. With your items selected, tap Delete An icon in the shape of a trash can icon representing a Delete action..

  4. Before the documents are removed, you see a confirmation message. Tap Delete to confirm. Confirmation prompt for permanently deleting selected documents with options to delete or cancel.

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