Overview
If your office uses Template Manager and Enhanced Work Orders, you can select and apply templates for work orders in the Field Mobile App. You can also preview generated work order PDFs and send them through email. This helps ensure you send accurate, branded paperwork on every job.
Who uses this feature
Technicians
Primarily for Commercial Service business types
Feature configuration
The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see System requirements and mobile app information.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
Account configuration and office setup are required to use this feature. Please contact your office for details.
Things to know
If your office has a required format for work orders, the Field Mobile App uses that template and allows you to preview it as a PDF before sending. You can still select from available templates, but the app helps to guide the choices.
Best practices
For commercial businesses, we recommend that you also use the Appointment Summaries feature to help populate a work summary on work orders. For details, see
Use cases
As a technician, you work for a commercial business that has customers who require a specific template for work orders.
Present a work order using Template Manager in the Field Mobile App
Open your job and tap the Work Summary tab.
On the screen that opens, scroll to the Share Work Order section and tap Present.
On the Present screen that opens, select the template you want to use. If you also need to include forms on the PDF, tap Add forms.
Note: If your office has set up a global default for Template Manager, a default template is preselected for you, but you can change it if needed.
On the Forms screen that opens, select the forms you want to include then tap Select Forms.
On the Present screen that opens, the template and forms you selected are shown. Tap Present to preview the work order and present it to the customer.
Tip: On the preview that opens, you can tap Mail
to email the work order to the customer. This takes you to the Email Work Order screen where you can tap Send to email it.
Email a work order using Template Manager in the Field Mobile App
Open your job and tap the Work Summary tab.
On the screen that opens, scroll to the Share Work Order section and tap Email.
On the Email screen that opens, select the template you want to use. If you also need to include forms on the PDF, tap Add forms.
Note: If your office has set up a global default for Template Manager, a default template is preselected for you, but you can change it if needed.
Note: If you want to send this work order to additional email addresses, tap Add contacts and add them there.
On the Forms screen that opens, select the forms you want to include then tap Select Forms.
On the Present screen that opens, the template and forms you selected are shown. Tap Present to preview the work order and present it to the customer.
If everything looks good, tap Send
to email the work order to the customer. 