General
How do I close the Keyboard in ServiceTitan Mobile?
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:
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.
Tap the Hide Keyboard button directly on the keyboard.
How do I use the microphone in ServiceTitan Mobile so I don't have to type?
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.
How do I change the date range on the technician scorecard in ServiceTitan Mobile?
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).
What does the Calculate button calculate in ServiceTitan Mobile?
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.
Why is the Pay Deposit button not appearing when selling an estimate in ServiceTitan Mobile?
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.
Is there a Spanish version of ServiceTitan Mobile for technicians?
No, ServiceTitan Mobile is currently only available in English. For more on ServiceTitan Mobile, see Mobile Handbook.
Is ServiceTitan Mobile compatible with Chrome OS?
No, ServiceTitan Mobile is only compatible with Apple iOS and Android OS. For more, see System requirements and mobile app information.
Why can't I complete my job or take other actions in ServiceTitan Mobile?
If you're having difficulty completing your job or taking other actions, uninstall and reinstall the ServiceTitan Mobile app to reset your cache:
Uninstall ServiceTitan Mobile from your device.
Go to your device's app store and search for ServiceTitan Mobile.
Reinstall ServiceTitan Mobile.
Open ServiceTitan Mobile and sign in with your username and password.
Try completing your job or taking other actions again to see if that resolves the issue.
Dashboard and scorecards
Does the office see the numbers on my scorecard from ServiceTitan Mobile?
Yes. These metrics are available on the Modular Dashboard in ServiceTitan. See Technician Scorecards for more details.
Why don't I see every section on my scorecard (Service, Maintenance, Sales, and Install) in ServiceTitan Mobile?
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
What happens if my swiper for ServiceTitan Mobile breaks?
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.
Why isn't my swiper working in ServiceTitan Mobile? (Basic troubleshooting)
Click here for troubleshooting tips.
Which devices are compatible with the Magtek aDynamo swiper?
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.
Electronic signatures
What is a marketing campaign?
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.
Are electronic signatures legal?
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!
What are the requirements for an e-signature to be valid?
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.
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.
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.
Signed copies: Everyone who signs should receive a fully executed copy of the agreement that was signed.
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.
Why is my customer not able to sign their name on the mobile device for e-signature?
If you are using e-signature by email, your customers are limited to typing their name as a signature rather than physically signing it.
Mobile Follow Up Tab and Estimates
Why isn't the e-sign option for estimates showing up in the Follow Up tab in ServiceTitan Mobile?
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.
Is there a way to get a signature from the customer in ServiceTitan Mobile when the Online Estimates is not enabled?
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
What are manual invoices used for in ServiceTitan Mobile?
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.
Why can't I see the option to create a manual invoice in ServiceTitan Mobile?
Only managed technicians can create manual invoices. Unmanaged technicians are not able to see the option.
How do you create a manual invoice in ServiceTitan Mobile?
To create a manual invoice:
On ServiceTitan Mobile, tap the Profile Icon then tap Manual Invoice.
Tap Add Item or Materials to access the Pricebook items and add them to the manual invoice.
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.
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.
What happens if the manual invoice is not attached to a job in ServiceTitan Mobile?
If the technician does not attach the manual invoice to a job, the invoice will disappear when the technician next downloads the Pricebook.
Can I prevent my managed tech from creating a manual invoice in ServiceTitan Mobile?
No. Manual invoices can be created by any managed technician, and are not guarded by a permission.
Can office employees create manual invoices for technicians using ServiceTitan Mobile?
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.
How can I view Sold Hours in ServiceTitan Mobile?
You can see sold hours in ServiceTitan Mobile by checking under materials in the invoice section:
From the side menu of the job you're working on, tap INVOICE.
From the invoice, tap ACTION, then select MATERIALS.
Sold hours are displayed beneath the total material cost.
For more, see View cost details from the Materials screen in ServiceTitan Mobile.
Mobile Settings
How do I get my device to automatically update 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.
On your Apple mobile device, go to Settings.
In Settings, select App Store.
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.
On your Android mobile device, go to Google Play Store.
Select the profile icon.
Select Settings > Network Preferences > Auto-update apps.
Select one of the options:
Over any network
Over Wi-Fi only