--- title: "ServiceTitan Mobile cheat sheet" slug: "servicetitan-mobile-cheat-sheet" tags: ["Area - ST Mobile (Legacy)", "Role - Technician", "Focus - Construction", "Focus - Service Replacement", "Type - Commercial", "Type - Residential"] updated: 2026-04-10T15:57:12Z published: 2026-04-10T15:57:12Z canonical: "help.servicetitan.com/servicetitan-mobile-cheat-sheet" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # ServiceTitan Mobile cheat sheet ## Overview The ServiceTitan Mobile cheat sheet gives you a high-level overview of key features and common workflows. --- ### #### Who uses this feature - Technicians - Applies to all business types ## Dashboard These tabs appear at the top of your screen when you open the app. Some of these tabs require permission to be used. | Button | When will I use this? | | --- | --- | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(145).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - View your next job - View statistics on jobs and leads - You can choose a date range to view | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(146).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - View all of the jobs you are scheduled for | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(147).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - See content posted by the company for you to review - Your company can post announcements, tips and reminders, sales promotions, and more | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(148).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - View all of the estimates marked for follow up - Can be filtered date, follow up date, appointment date, business unit and status | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(149).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - View past appointments | ## Job buttons When you open a job, these are the available buttons. You might not always see all of these options. For example, if there are no forms available then that button will not appear. | Button | When will I use this? | | --- | --- | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(150).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - Dispatch yourself - Mark yourself as arrived - View customer contact information by tapping Contact details. - Under Contact details you'll find the billing phone number and email as well as the job location phone and email - You can add new contact fields in Contact details - View estimates on the job - View job location - Estimate distance and drive to the job - Get directions to the job - Listen to call recordings - View recommended estimates - View pinned notes - Add a purchase order (PO) - View job tags | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(151).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | View: - Previous estimates - Recurring services - Existing equipment - Previous invoices - Photos and videos - Notes - Projects - Previous forms | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(152).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - Fill out forms - Star form questions to review later with the customer - Add pictures and notes to forms - Email forms to a customer | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(153).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - Set estimate price options - Add an estimate - Present an estimate to a customer - Collect customer signature - View job findings - View and edit estimates - Attach photos, findings or items - Duplicate, email or print estimate - Replace or remove items or materials - Recommend estimates | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(154).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - Add items to the invoice - Email and print the invoice - Present invoice to the customer - Add purchase order (PO) - Add materials - Collect payments and signatures | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(155).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - Add notes to a job - Assign note to job, customer or location | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(156).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - Take or upload pictures and videos - Phone capture - Tap Doodle to mark up pictures taken of equipment or the worksite | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(157).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - Send a Wrap-Up Message - Let your dispatch team know you're almost done so that they can prepare your next job | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(158).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | - Mark only yourself as done - Pause appointment - Schedule another appointment - Place appointment on hold - Complete the job See more on closeout in the next section | ## Closeout | Button | When will I use this? | | --- | --- | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(159).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | **Mark yourself as done or Mark as Done** - Use to mark yourself done at an appointment or mark the entire appointment, and all technicians on it as done. | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(160).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | **Pause this Appointment** - Use when you're running an errand and you plan to return to the appointment on the same day. | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(161).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | **I Need Another Appointment Scheduled** - You can either schedule an appointment yourself, request the office to schedule one for you or place the appointment on hold. - If you do not have permission to use this button you will not see it. | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(162).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | **Complete the Job** - Completes the job and all appointments, for all technicians - Only use when the job is complete and does not require any further appointments or work | ## Job action buttons | Job action buttons (top of the job screen) | When do I tap here? | | --- | --- | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(163).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | *When I'm headed out to the job (if the office hasn't already dispatched me)* | | ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image(164).png?sv=2026-02-06&spr=https&st=2026-11-12T08%3A18%3A43Z&se=2026-11-12T09%3A18%3A43Z&sr=c&sp=r&sig=B6PXf8FcsH%2FH%2BdhgHL1dT1tNh5y%2BJslLB2S4nFnEUX4%3D) | *When I arrive at the job site (if the office hasn't marked me as arrived)* | ## The job process Here are some of the more common workflows in ServiceTitan Mobile, with some notes on how to perform each action. | **Sell Estimates** | **Where do I go?** | **Notes/Instructions** | | --- | --- | --- | | *Create new estimate* | ![mobile environment estimates.png](https://images.ctfassets.net/mb2ty0185mk8/1B81N3gIHS54C0oOGD8rYG/3ad54a9c247be2d2c9a77b20c7b17d8e/mobile_environment_estimates.png) | Tap **Add Estimate** at the top of the screen. | | *Create & access recommended estimates* | ![mobile environment job.png](https://images.ctfassets.net/mb2ty0185mk8/4mkvrkGiu2z4Odicpmuck5/c49bf06276ec5d7f4daf2fb59fcc4cc1/mobile_environment_job.png) or ![mobile environment estimates.png](https://images.ctfassets.net/mb2ty0185mk8/1B81N3gIHS54C0oOGD8rYG/3ad54a9c247be2d2c9a77b20c7b17d8e/mobile_environment_estimates.png) | From the job screen, *Recommended estimates* is on the lower right portion of your screen. On the *Estimates* screen, tap **Recommend** on the estimate you would like recommended. | | *Present estimates to the customer* | ![mobile environment estimates.png](https://images.ctfassets.net/mb2ty0185mk8/1B81N3gIHS54C0oOGD8rYG/3ad54a9c247be2d2c9a77b20c7b17d8e/mobile_environment_estimates.png) | Tap **Present**. | | *Review forms with the customer* | ![mobile environment invoice.png](https://images.ctfassets.net/mb2ty0185mk8/2VGL2a46ohUebpPBlcVnT9/e9f7a10f37f524bf7b90c0a3a644cc9d/mobile_environment_invoice.png) | Tap **Present** then tap **Findings**. | | *Sell / convert an estimate for work that will be performed immediately* | ![mobile environment estimates.png](https://images.ctfassets.net/mb2ty0185mk8/1B81N3gIHS54C0oOGD8rYG/3ad54a9c247be2d2c9a77b20c7b17d8e/mobile_environment_estimates.png) | Tap **Present**. You can tap **View** on any estimate to review it with the customer or tap **E-Sign** to send one or all via SMS or email. Tap **Yes**, I have the items to do the work. | | *Sell / convert an estimate for work that will be performed in the future (another day, or even later that same day)* | ![mobile environment estimates.png](https://images.ctfassets.net/mb2ty0185mk8/1B81N3gIHS54C0oOGD8rYG/3ad54a9c247be2d2c9a77b20c7b17d8e/mobile_environment_estimates.png) | Tap **Present**. You can tap **View** on any estimate to review it with the customer or tap **E-Sign** to send one or all via SMS or email. Once the estimate is signed, tap **No**, work will be done later. | | **Prepare for the job** | **Where do I go?** | **Notes / Instructions** | | --- | --- | --- | | *Look up previous invoices or estimates for the customer* | ![mobile environment history.png](https://images.ctfassets.net/mb2ty0185mk8/70ugIdEkqbKZ9yMcxOlcUK/43f0481cff9187cc0c07b934e9f97120/mobile_environment_history.png) | At the top of the screen | | *Listen to call recordings* | ![mobile environment job.png](https://images.ctfassets.net/mb2ty0185mk8/4mkvrkGiu2z4Odicpmuck5/c49bf06276ec5d7f4daf2fb59fcc4cc1/mobile_environment_job.png) | At the bottom left portion of the screen | | *Review job tags* | ![mobile environment job.png](https://images.ctfassets.net/mb2ty0185mk8/4mkvrkGiu2z4Odicpmuck5/c49bf06276ec5d7f4daf2fb59fcc4cc1/mobile_environment_job.png) | At the bottom of the screen | | *Review pinned notes* | ![mobile environment job.png](https://images.ctfassets.net/mb2ty0185mk8/4mkvrkGiu2z4Odicpmuck5/c49bf06276ec5d7f4daf2fb59fcc4cc1/mobile_environment_job.png) or ![mobile environment history.png](https://images.ctfassets.net/mb2ty0185mk8/70ugIdEkqbKZ9yMcxOlcUK/43f0481cff9187cc0c07b934e9f97120/mobile_environment_history.png) | On the history screen they are listed as just "notes" | | *Access projects related to the job site* | ![mobile environment history.png](https://images.ctfassets.net/mb2ty0185mk8/70ugIdEkqbKZ9yMcxOlcUK/43f0481cff9187cc0c07b934e9f97120/mobile_environment_history.png) | *Tap Projects.* | | *Contact the customer* | ![mobile environment job.png](https://images.ctfassets.net/mb2ty0185mk8/4mkvrkGiu2z4Odicpmuck5/c49bf06276ec5d7f4daf2fb59fcc4cc1/mobile_environment_job.png) | Tap **Contact details** in the upper right portion of the screen. | | *Get directions to the job site* | ![mobile environment job.png](https://images.ctfassets.net/mb2ty0185mk8/4mkvrkGiu2z4Odicpmuck5/c49bf06276ec5d7f4daf2fb59fcc4cc1/mobile_environment_job.png) | Tap **Get Directions**. | | *Take or upload a picture / video* | ![mobile environment camera.png](https://images.ctfassets.net/mb2ty0185mk8/6XEEnfQHUFDccxzam3OfSP/ee24d36e9af5bc761b987721ca30c949/mobile_environment_camera.png) | Tap the **Camera icon** in the lower left corner. To mark up a photo tap **Doodle**. | | *Add a note to the job* | ![mobile environment pencil.png](https://images.ctfassets.net/mb2ty0185mk8/3UT8yOnlfYInfViLiQv9rn/3eb29766175170d7ca00a700b69a444b/mobile_environment_pencil.png) | Tap the **Edit** icon. | | *Fill out forms* | ![mobile environment forms.png](https://images.ctfassets.net/mb2ty0185mk8/5yVAK7RU8OlS7zL4fFCas6/3c4061386eb7451d279dbb783f18b8d7/mobile_environment_forms.png) | As you complete forms, you can tap star on questions to review later with the customer. These will become Findings when I present estimates. | | **Leave the Job** | **Where do I go?** | **Notes/Instructions** | | --- | --- | --- | | *Leave an appointment without ending it for the other technicians scheduled or working on it.* | ![mobile enviroment closeout.png](https://images.ctfassets.net/mb2ty0185mk8/3pedlcxpWkS424Q0pMmIA6/2fb5dc31130058b304d36d98557096e5/mobile_enviroment_closeout.png) then ![mobile closeout mark only myself as done.png](https://images.ctfassets.net/mb2ty0185mk8/4Vy2yo2rDRVZr6v0WVthQL/35461d20854f1eb0203e33106cd3d641/mobile_closeout_mark_only_myself_as_done.png) | Tap **Closeout** > **Mark Done** or **Only Mark Myself as Done** depending on the permissions you have. If you have lead technician permissions you then decide if you want to mark the entire appointment as done or only mark yourself as done. Finish by tapping **Closeout** at the bottom of the screen and tapping **Closeout** again to confirm you want to proceed. | | Pause an appointment. | ![mobile enviroment closeout.png](https://images.ctfassets.net/mb2ty0185mk8/3pedlcxpWkS424Q0pMmIA6/2fb5dc31130058b304d36d98557096e5/mobile_enviroment_closeout.png) then ![mobile closeout pause appointment.png](https://images.ctfassets.net/mb2ty0185mk8/7JTJHqo7Q33wAYQbwULWuH/20d2325620326076717efcb207be4066/mobile_closeout_pause_appointment.png) | Tap **Closeout** > **Pause this Appointment** > **Closeout**. Make sure to dispatch yourself to the appointment when you are ready to return. If you don't have self-dispatching permission, contact the office and have them dispatch you. | | Place an appointment on hold. | ![mobile enviroment closeout.png](https://images.ctfassets.net/mb2ty0185mk8/3pedlcxpWkS424Q0pMmIA6/2fb5dc31130058b304d36d98557096e5/mobile_enviroment_closeout.png) then ![mobile closeout i need another appointment scheduled.png](https://images.ctfassets.net/mb2ty0185mk8/3Lo6UIXei9oRn0teFXuw5N/341e7c8f8538a80e9ef0a70d92c25f82/mobile_closeout_i_need_another_appointment_scheduled.png) | Tap **Closeout** > **I Need Another Appointment Scheduled** > **Place this Appointment on Hold.** Choose your **Hold Reasoning** and type a memo if you want one. Finish by tapping **Closeout** at the bottom of the screen and tapping **Closeout** again to confirm you want to proceed. | | Reschedule an appointment. | ![mobile enviroment closeout.png](https://images.ctfassets.net/mb2ty0185mk8/3pedlcxpWkS424Q0pMmIA6/2fb5dc31130058b304d36d98557096e5/mobile_enviroment_closeout.png) then ![mobile closeout i need another appointment scheduled.png](https://images.ctfassets.net/mb2ty0185mk8/3Lo6UIXei9oRn0teFXuw5N/341e7c8f8538a80e9ef0a70d92c25f82/mobile_closeout_i_need_another_appointment_scheduled.png) | Tap **Closeout** > **I Need Another Appointment Scheduled >** Choose **I will schedule another appointment** or **Notify the office that I'll need another appointment** (if you only see one option or no options you don't have permission to use these options). Choose the **date** and **time** and enter a memo (optional) or explain why you need the office to schedule an appointment. Finish by tapping **Closeout** at the bottom of the screen and tapping **Closeout** again to confirm you want to proceed. | ## Want to learn more? - See [Technician Scorecards](/v1/docs/technician-scorecards) - See [ServiceTitan Mobile FAQ](/v1/docs/servicetitan-mobile-faq)