ServiceTitan Mobile empowers technicians to efficiently track their work through their mobile tablet while out in the field. This streamlines communication with the office, giving you more time to focus on your work and your customers.
Use this handbook to learn how to sell estimates, collect payments, close out jobs, and more with ServiceTitan Mobile.
Note: This is for the legacy ServiceTitan Mobile app. If you're using the new Field Mobile App, click here.
Setup
What you need to get started
If your company is new to ServiceTitan, please reach out to your account administrator for a username and password.
Before you can start using ServiceTitan Mobile, your office administrator will need to:
Enable any specific permissions needed for technician profiles
Note: For details on the minimum system requirements for ServiceTitan Mobile, see System requirements and mobile app information.
Quick start guide
After your account administrator has set up a username and password for you:
Reference the ServiceTitan Mobile cheat sheet for a high-level overview of key features and common workflows.
Reference the content in the Basics and Key workflows sections below for a deeper dive into specific features and workflows.
Download the ServiceTitan Mobile technician handbook in PDF format for training reference. You can view it on the web or print it as a single-sided or double-sided booklet. The downloadable handbook is available in both English and Español.
Administrators: Manage technicians and features from the office
Manage technician profiles and settings from the office:
Managed technicians and non-managed technicians in ServiceTitan Mobile
Explanation of ServiceTitan Mobile technician permissions in ServiceTitan
Manage settings for ServiceTitan Mobile features from the office:
Manage Atlas in mobile
Use Configurable Services with Pricebook and Pricebook Pro in ServiceTitan and ServiceTitan Mobile
Integrations
Integrating with other applications streamlines technician workflows and gives customers real-time insights to make fast, informed decisions.
Basics
Industry best practices
Update your pricebook in ServiceTitan Mobile regularly to see updates made by office staff and sync any changes to ServiceTitan Mobile.
Navigate ServiceTitan Mobile
Efficiently navigate ServiceTitan Mobile:
Track your time and work
Efficiently track your time and work in ServiceTitan Mobile:
Key workflows
Jobs
Manage your jobs from start to finish in ServiceTitan Mobile.
Prepare for a job
Efficiently prepare for jobs in ServiceTitan Mobile.
Manage jobs
Efficiently manage jobs in ServiceTitan Mobile.
Use Atlas to manage jobs
Use Atlas to manage your jobs in ServiceTitan Mobile.
Close out jobs
Efficiently close out a job in ServiceTitan Mobile.
Place an appointment on hold in ServiceTitan and ServiceTitan Mobile
Print or email an invoice or estimate in ServiceTitan Mobile
Send a wrap-up message to your team from ServiceTitan Mobile
Finances
Manage estimates and finances for your jobs in ServiceTitan Mobile.
Manage estimates and invoices
Manage estimates:
Add estimates from a proposal template in ServiceTitan Mobile
Requisition items for sold estimates in the ServiceTitan Mobile app
Manage proposals:
Manage spec-based estimate templates in ServiceTitan and ServiceTitan Mobile
Create estimates with GAF QuickMeasure on ServiceTitan Mobile
Create estimates with Hover in ServiceTitan and ServiceTitan Mobile
Manage items on estimates and invoices:
Replace items on invoices and estimates in ServiceTitan Mobile
View cost details from the Materials screen in ServiceTitan Mobile
Follow up on opportunities and duplicate previous estimates from past jobs:
Process payments
Collect and process payments in ServiceTitan Mobile:
Process check payments and bank transfers in ServiceTitan Mobile
Email invoices with an online payment link from ServiceTitan Mobile
Use Adyen card readers:
Use Magtek aDynamo card readers:
Use IDTech card readers:
BBPOS card readers
Set up your iOS device with the BBPOS card reader in ServiceTitan Mobile
Set up your Android device with the BBPOS card reader in ServiceTitan Mobile
Process credit card payments in ServiceTitan Mobile with the BBPOS credit card reader
Offer financing
Efficiently offer financing in ServiceTitan Mobile.
Use GreenSky® Open Spend to view available spend in ServiceTitan and ServiceTitan Mobile
Manage GoodLeap post application tasks in ServiceTitan Mobile
Offer Service Finance loans to customers in ServiceTitan Mobile
General
Manage general workflows for your jobs in ServiceTitan Mobile.
Track equipment
Efficiently track equipment in ServiceTitan Mobile.
Add previously installed equipment to a service location in ServiceTitan Mobile
View equipment covered by memberships in ServiceTitan Mobile
Service equipment with materials or tasks in ServiceTitan Mobile
Manage purchase orders
Efficiently manage purchase orders in ServiceTitan Mobile.
Manage customer communications
Efficiently manage customer communications in ServiceTitan Mobile.
Manage technician two-way chat in ServiceTitan and ServiceTitan Mobile
Review customer messages, media, and calls in ServiceTitan Mobile
Add notes and images
Efficiently add notes and images in ServiceTitan Mobile.
Add media to a job and mark photos with Doodle in ServiceTitan Mobile
Add media to a job with mobile phone capture in ServiceTitan Mobile
Manage forms
Efficiently manage forms in ServiceTitan Mobile.
Troubleshooting and FAQ
Troubleshooting
Check out the top five troubleshooting articles for ServiceTitan Mobile. Each article provides a clear, step-by-step solution.
Troubleshoot Headphone Jack Dynamo Reader for ServiceTitan Mobile
Can't access an unsold estimate or opportunity from Follow Up in ServiceTitan Mobile
What should I do if I can't make outbound calls from ServiceTitan Mobile on my Android device?
What does the red dot with an 'm' inside next to a customer's name in ServiceTitan Mobile indicate?
How can I fix custom PDF forms not loading in ServiceTitian Mobile?
FAQ
Check out the top five most frequently asked questions for ServiceTitan Mobile:
How do I get my device to automatically update ServiceTitan Mobile?
Is there a Spanish version of ServiceTitan Mobile for technicians?
For more, see ServiceTitan Mobile FAQ.