ServiceTitan Mobile FAQ

If you are done using the keyboard, and you want to close it and return to the app, there are two ways of doing this:

1. On any screen, tap anywhere outside the keyboard. The keyboard will automatically close.

   Note: Make sure to tap an area outside of where you would enter text.

2. Tap the Hide Keyboard button directly on the keyboard.

Tap the microphone key on the keyboard. When you speak, the app will record what you are saying. This will save you from typing, which is especially useful when entering notes and summaries.

You may change the date range for the Technician Scorecard, which allows you to view data over different time periods. Simply tap Trailing 30 Days in the upper right corner of your scorecard. Then select the desired date range (see date range options below).

The Calculate button in ServiceTitan Mobile calculates the cost of the items added to the invoice or estimate. This button does not modify anything in your pricebook.

If you are using client-specific pricing, it takes into account the rate sheet assigned to your customer or the invoice and recalculates the prices of materials and equipment added to the invoice or estimate.

If there is no rate sheet assigned and you are adding a service for which you have a dynamic pricing rule applied to it, this button will pull up the dynamic price from the pricebook.

For more, see Apply client-specific pricing rate sheets on an invoice or estimate and Dynamic Pricing.

The Pay Deposit button only appears if the estimate is sold for a later job. If the technician selects Perform Work Now, they will not have the option for a deposit.

No, ServiceTitan Mobile is currently only available in English. For more on ServiceTitan Mobile, see Mobile Handbook.

No, ServiceTitan Mobile is only compatible with Apple iOS and Android OS. For more, see System requirements and mobile app information.

If you're having difficulty completing your job or taking other actions, uninstall and reinstall the ServiceTitan Mobile app to reset your cache:

1. Uninstall ServiceTitan Mobile from your device.

2. Go to your device's app store and search for ServiceTitan Mobile.

3. Reinstall ServiceTitan Mobile.

4. Open ServiceTitan Mobile and sign in with your username and password.

5. Try completing your job or taking other actions again to see if that resolves the issue.

All scheduled non-job events that have a timesheet code or Visible to Technician selected are shown in ServiceTitan Mobile for the next seven days, including today's date.

If a non-job event does not have a timesheet code or if Visible to Technician is not selected when the event is created or edited, then the technician won't see it in ServiceTitan Mobile.

For more, see Schedule and manage non-job events.

Technicians see all their scheduled non-job events that have timesheet codes or Visible to Technician selected for the next seven days, including today's date.

Non-job events are listed alongside job appointments in the Overview and All Jobs tabs in ServiceTitan Mobile.

For more, see Schedule and manage non-job events.

Technicians only need to clock in to a non-job event if the selected timesheet code in the event has the Exclude from reports if technician fails to clock in option selected in Settings > Operations > Timesheet Codes.

If this option is not specified in the timesheet code, then the technician does not need to clock in to the event to be paid for it.

Technicians can't create non-job events for themselves in ServiceTitan Mobile, however, when a technician clocks into an event code, like Meal Break or Training, a non-job event is automatically created and added to the Dispatch Board.

No, the Upcoming Appointment Visibility field in technician profile settings controls how many future appointments a technician can view on their appointment list in ServiceTitan Mobile. This only applies to job appointments.

Technician visibility settings determine when technicians can access that timesheet code in ServiceTitan Mobile.

• Timesheet code is always visible to technicians: Technicians with the Clock In And Out permission can clock in and out of this timesheet code anytime in ServiceTitan Mobile by tapping their profile icon and selecting Events.

• Timesheet code is only visible to technicians when scheduled: Technicians with the Clock In And Out permission can clock in and out of this timesheet code only when the office schedules an event with that timesheet code.

• Timesheet code is hidden from technicians: Technicians can never clock in and out of this timesheet code. They can see the scheduled events the office staff creates for them with this timesheet code.

You can non-job events to show when a technician is off for the day, but it has some limitations.

For example, if a technician's last job runs long and overlaps an unpaid timesheet, they won't get paid for the overlapping time.

Tip: We recommend using Technician Shifts to show when technicians are available or unavailable. For more, see Use Technician Shifts.

For technicians to see the option to clock in to an event in ServiceTitan Mobile:

1. The technician must have the Allow clock in and out permission enabled in their technician profile settings.

2. If a timesheet code wasn't added to the non-job event, the technician can't clock into the event.

3. Confirm that the selected timesheet code in the non-job event is configured in Settings > People > Payroll > Timesheet Codes to either:

   1. Timesheet code is always visible to technicians, which means they can always clock into that timesheet code and create their own non-job event during their workday

   2. Or Timesheet code is only visible to technicians when scheduled, which means the office has to first create the non-job event for the technician for them to see the option to clock in to it.

4. If the selected timesheet code is set to Timesheet code is hidden from technicians, the technician can't clock into the event. It appears on their dashboard or in the All Jobs tab.

Note: Technicians can see only their scheduled non-job events for the next seven days including today's date.

If the above conditions are met, then the technician can clock in and out of the timesheet code and an event appears on the Dispatch Board for that time.

Note: Technicians can't non-job events for themselves in ServiceTitan Mobile.

Currently, ServiceTitan does not have a feature for technicians to note their activities during non-job events. However, technicians can communicate with dispatch to have a note added on the Dispatch Board. Here's how:

1. Communicate with dispatch: Technicians should inform the dispatch team about their activities.

2. Dispatch adds a note: The dispatch team can click the non-job event on the Dispatch Board and then select Edit Event to add a note detailing the technician's activities.

Yes. These metrics are available on the Modular Dashboard in ServiceTitan. See Technician Scorecards for more details.

Depending on your company's setup, you may not see every section of the dashboard.

For example, let's say you are a technician who installs HVAC systems. You might only see the Total and Install sections on the dashboard because you only work jobs in the HVAC install business unit.

Swipers may be returned within 30 days of the purchase date for a full refund. Swipers are also under a one-year warranty. If a swiper is deemed malfunctioning, a replacement will be sent directly to you as long as it is still under warranty. Please contact payments@servicetitan.com for refunds or replacements.

Click here for troubleshooting tips.

All iOS and a majority of Android devices are supported. If you are using Android devices today, check to see if they are listed in this compatibility list. We cannot guarantee compatibility with any device not found in the list.

Think of a marketing campaign as how your customer heard about you. Yelp listings, Google search ads, direct mail/flyers, and even your business cards are considered campaigns in ServiceTitan. When you set up your business in ServiceTitan, you see a list of the most common marketing campaigns used by other home service businesses. You can edit those and make them your own.

Once you have campaigns in ServiceTitan, you can easily track jobs to marketing campaigns, empowering you to see which marketing campaigns are driving the most sales, calculate the daily cost, and measure the ROI on your marketing spend. We recommend you associate a unique phone number with each marketing campaign. If you already use unique phone numbers for campaigns, you can add those during the business setup. Otherwise, your implementation manager will set up a phone integration and create virtual phone numbers for each of your campaigns, enabling you to track the effectiveness of your marketing efforts that way.

Yes! The Uniform Electronic Transactions Act (UETA) and the ESIGN Act provide that electronic signatures have the same legal effect and enforceability as handwritten signatures throughout the United States. In Canada, the Personal Information and Electronic Documents Act (PIPEDA) regulates electronic signatures and the Uniform Electronic Commerce Act (UECA) provides for the enforceability of electronic signatures (except for in Quebec which has its own version of the UECA). E-signed documents are legally binding!

1. Consent to do business electronically: The person signing must give consent to using an electronic signature. That means certain disclosures must be made to them before they sign.

2. Intent: Just like with a written signature, an e-signature requires that the person signing the document has the intent to sign the document. The person signing must agree to what they are signing and that they understand the effect of their signature. This can be demonstrated by the customer entering their name in the signature box, whether typed or drawn.

3. Association of the signature with the record: An electronic signature must be connected or associated to the document that is being signed by indicating a process by which the signature was created or by creating a graphical or textual statement, which gets added to the signed record.

4. Signed copies: Everyone who signs should receive a fully executed copy of the agreement that was signed.

5. Record retention: For electronic documents and signatures to be valid and legally binding, they must be both retained and able to be reproduced by all parties entitled to the document.

ServiceTitan provides a software solution for each of these requirements.

If you are using e-signature by email, your customers are limited to typing their name as a signature rather than physically signing it.

As soon as a job is completed, technicians can no longer request a signature by the E-sign option in the Follow Up tab in ServiceTitan Mobile. However, if you have email templates set up for online estimates in Settings > Invoice > Email > Estimate, you can always email the estimate to the customer using the Email option in the Follow Up tab.

If you have the Online Estimates enabled, the customer can click the {OnlineEstimateLink} in the email they receive and sign through the online estimates portal. For more information, see Use Online Estimates.

Note: Please contact Technical Support to enable Online Estimates.

No, you can't. With Online Estimates, customers can digitally sign for an estimate after accepting the estimate from the online estimates link in Settings > Invoice > Email > Estimate. For more information, see Use the contactless experience.

Manual invoices are typically used for unexpectred leads on a job. For example, a neighbor next door sees your truck and asks how much it might cost to fix something at their house. A manual invoice allows a technician to quickly pull up Pricebook and show the customer what it could cost without actually booking a job.

Note: If a job is booked as a result of the manual invoice, the technician can then retroactively attach the manual invoice to the job.

Only managed technicians can create manual invoices. Unmanaged technicians are not able to see the option.

To create a manual invoice:

1. On ServiceTitan Mobile, tap the Profile Icon then tap Manual Invoice.

2. Tap Add Item or Materials to access the Pricebook items and add them to the manual invoice.

3. After adding each item and tapping Add To Invoice, tap Done to show the customer the total amount of the estimate.

   Note: Since a manual invoice is not associated with a location nor customer profile, sales tax will not be included in this total.

4. The manual invoice can then be attached to a job by tapping Attach in the top right corner.

Note: You can only create manual invoices in Mobile. Office users cannot create manual invoices.

If the technician does not attach the manual invoice to a job, the invoice will disappear when the technician next downloads the Pricebook.

No. Manual invoices can be created by any managed technician, and are not guarded by a permission.

Manual invoices can only be created from ServiceTitan Mobile. For more information on creating invoices without jobs from the office side, see Process point of sale transactions from the office.

You can see sold hours in ServiceTitan Mobile by checking under materials in the invoice section:

1. From the side menu of the job you're working on, tap INVOICE.

2. From the invoice, tap ACTION, then select MATERIALS.

3. Sold hours are displayed beneath the total material cost. For more, see View cost details from the Materials screen in ServiceTitan Mobile.

Tip: For instructions on how to update the ServiceTitan Mobile app on your Apple mobile device, visit Apple support before you start.

Use the workflow below to activate the auto-update feature update on your Apple mobile devices.

1. On your Apple mobile device, go to Settings.

2. In Settings, select App Store.

3. In the Cellular Data section, toggle Automatic Downloads to ON, or tap App Downloads > Ask If Over 200 MB.

   Note: If you tap App Downloads > Ask If Over 200 MB, this will automatically update all applications that are less than 200 MB.

Tip: For instructions on how to update the ServiceTitan Mobile app on your Android mobile device, visit Android support before you start.

Use the workflow below to activate the auto-update feature update on your Android mobile devices.

1. On your Android mobile device, go to Google Play Store.

2. Select the profile icon.

3. Select Settings > Network Preferences > Auto-update apps.

4. Select one of the options:

   1. Over any network

   2. Over Wi-Fi only