Update opportunities after following up in the ServiceTitan Field Mobile App

Overview

After you follow up with an opportunity, update it in the Field Mobile App to keep the status up-to-date. You can add contact details, edit estimates, view forms and attachments, add the outcome of your follow up, convert the opportunity to a sold estimate, or dismiss the opportunity.

Use cases

As a Residential Service and Replacement technician:

• You review a past unsold estimate for a water heater through the Opportunities screen. You adjust pricing and resend the estimate during a scheduled follow-up.

• During a callback visit, you view the details of the opportunity and mark the estimate as sold.

• You open an opportunity and tap the Forms tab to complete a required form directly from the Opportunity details screen, without leaving the opportunity context.

As a Residential Construction technician:

• You work on a construction project and tap Menu > Opportunities, review an old estimate for insulation add-ons, and revise it based on updated pricing.

• While reviewing open opportunities, you open the job record right from the opportunity to confirm work done before updating line items.

Step 1: Add a new contact and edit estimates from an opportunity in the Field Mobile App

Add a new contact

1. Locate the opportunity then tap Email .

2. On the screen that opens, tap Add new contact.

3. On the screen that opens:

   1. Enter a memo note about the contact for the office.

   2. Enter the details of the new contact method or methods.

   3. Select if the contact should be saved to the customer or location record.

   4. Tap Save.

Edit estimates

1. Locate the opportunity then tap it to open it.

2. On the opportunity that opens, scroll to the Estimates tab and tap it.

   Tip: If needed, scroll up to the Job Information section and tap the job link to open and review the details of the job this opportunity originated from.

3. Tap the estimate you want to edit.

4. On the estimate that opens, edit the estimate as needed.

Edit forms

1. Locate the opportunity then tap it to open it.

2. On the opportunity that opens, scroll to the Forms tab and tap it.

3. Tap Open Forms.

   

4. On the screen that opens, you can edit, rename, duplicate, or delete a form as needed. For more, see Complete and send forms in the ServiceTitan Field Mobile App.

   

   Note: The View Forms permission is required to see the Forms tab, and the Allow Form Duplication permission is required to duplicate forms. Please contact the account administrator on your team.

Step 2: Add the outcome of your follow up in the Field Mobile App

1. Locate the opportunity then tap it to open it.

2. On the opportunity that opens, scroll to the bottom and tap Add Note.

   

3. On the screen that opens:

   1. Enter a brief note detailing what happened.

   2. Select if you successfully reached the customer.

   3. Tap Expand next to Also save to and select if you want to save this information to the Customer, Location, and/or Job.

   4. Tap Save when finished. 

If you selected that you successfully reached the customer, the opportunity status changes to Contacted. If you did not select this option, the status changes to Unreachable.

Step 3: Convert an opportunity to a sold estimate in the Field Mobile App

If you sell an opportunity after following up, mark it as sold:

1. Locate the opportunity then tap it to open it.

2. Tap the Estimates tab and turn on the Sold toggle next to the estimate or estimates you sold.

   

3. In the confirmation that appears, confirm that you want to mark the estimate as sold.

   

The opportunity status changes to Won for both you and the office.

Tip: Confirm with your office if they'll be booking a new job for this or if they want you to book a new job.

Dismiss an opportunity in the Field Mobile App

If you aren't able to sell an opportunity, you can dismiss it:

1. Go to the Opportunities screen or the Opportunity Details screen.

2. Tap Dismiss on the opportunity.

3. On the screen that opens, confirm that you want to dismiss the opportunity. 

The opportunity status changes to Dismissed. If you need to reopen it, reach out to your office.

Want to learn more?

• Previous topic: Follow up on opportunities in the ServiceTitan Field Mobile App