Use the calendar in the ServiceTitan Field Mobile App

Overview

The calendar in the Field Mobile App gives you a visual overview of your schedule. View your jobs and non-job events in Day or Month views. Identify free time slots, book job appointments, create non-job events, and reschedule items, all from your mobile device.

Things to know

• The calendar shows your scheduled jobs and non-job events with color-coded indicators so you can quickly distinguish between item types.

• Free time slots appear as gaps in the Day view.

• The calendar caches your schedule for seven days before and after the current date. Actions you take while offline are queued and sync automatically when you reconnect.

• Items that have not synced yet show a visual badge, so you know which changes are still pending.

• Rescheduling includes real-time conflict detection. If the new time overlaps with another item, you're alerted before you confirm.

Best practices

• Check your calendar at the start of each day to plan your route and identify open time slots.

• Use the Day view for detailed scheduling and the Month view for a high-level look at your upcoming workload.

• When a customer asks about your availability, switch to Day view to quickly find your next free slot and book the follow-up on the spot.

• Create non-job events for lunch breaks, training, and personal time to keep your schedule accurate and help dispatch avoid scheduling conflicts.

Use cases

• A customer calls and asks when you can return for a follow-up. Open the calendar, find a 2-hour gap between your afternoon jobs, and book a job.

• You want to block off time for a lunch break. Open the calendar, create a non-job event, and the time block appears on your calendar. Dispatch can see the block and avoids scheduling over it.

• Your afternoon job finishes early and you want to move your next appointment up. Tap the job, select reschedule, choose the new time, and confirm.

View your schedule from the calendar in the Field Mobile App

The calendar has three views. Each gives you a different level of detail about your schedule.

Open the calendar in the Field Mobile App

1. Open the Field Mobile App and tap the Calendar icon. 

2. The calendar opens in Day view by default. 

Use Day view in the Field Mobile App

After you tap the Calendar icon, the calendar opens in Day view by default. A current time indicator shows where you are in the day, and the view auto-scrolls to the current time.

The Day view shows your scheduled items as color-coded blocks on the timeline. Gaps between items represent free time slots. You can:

• Tap any job or non-job event to view its details.

• Tap the More icon next to a non-job event to:

  • Edit and reschedule the event

  • Access All Forms for the event

• Tap the More icon next to a job to:

  • Dispatch, Arrive, and Close Out.

  • Get Directions

  • Reschedule

  • Contact the customer

Tip: To switch your view to a different day, tap the dropdown next to the name of the month then select another date.

Use Month view in the Field Mobile App

Month view shows a calendar grid with compact indicators for each appointment. To switch to the Month view, tap the icon next to the name of the month.

Days with scheduled items show compact indicators.

Tip: To switch to the Day view, tap the date you want to view.

Use Calendar Search in the Field Mobile App

Tap the Search icon search for specific jobs.

In the Search box that opens, you can search by job number, customer name, or address.

Book a job from the calendar in the Field Mobile App

Book a job appointment directly from the calendar when a customer asks about your availability.

Note: The Book Job permission is required to use this feature. Please contact the account administrator on your team.

To book a job from the calendar:

1. Tap the Add icon. 

2. Tap Book Job. 

3. Finish the steps required to book the job. For more, see:

   • Book a job for an existing service location in the ServiceTitan Field Mobile App

   • Book a job for a new service location in the ServiceTitan Field Mobile App

Note: If there's a scheduling conflict with an existing item, an alert is shown. Resolve the conflict before confirming.

Tip: In Day view, you can also book a job by tapping a free time slot.

Create a non-job event from the calendar in the Field Mobile App

Note: The Add non-job event permission is required to use this feature. Please contact the account administrator on your team.

Add non-job events to block time for activities not linked to a job, such as lunch breaks, training, or personal time.

To add a non-job event for yourself:

1. Tap the Add  icon. 

2. Tap Create Non-Job event. 

3. Enter the details of the event:

   • Event Name

   • Date

   • Time

   • (Optional) Memo

   

   Note: If there's a scheduling conflict with an existing item, an alert is shown. Resolve the conflict before confirming.

4. When finished, tap Schedule.

Tip: In Day view, you can also create a non-job event by tapping a free time slot.

Reschedule items from the calendar in the Field Mobile App

If a job is still in Scheduled status, you can reschedule it if needed. You can also reschedule non-job events.

Note: The Reschedule an appointment permission is required to use this feature. Please contact the account administrator on your team.

There are a few ways you can reschedule something from the calendar.

Option 1:

Tap More > Reschedule.

Option 2:

Tap a job appointment to open it and then finish the steps to reschedule directly from the appointment. For more, see Reschedule an appointment in the ServiceTitan Field Mobile App.

Option 3:

1. In Day view, long-press the item you want to reschedule.

2. Drag the item to the new time slot.

3. Release to drop the item in the new slot.

4. In the confirmation dialog that opens, tap Confirm.

Note: If there’s a scheduling conflict with an existing item, an alert is shown. To avoid schedule issues, we recommend that you avoid overlapping events.

Want to learn more?

• See Track your time and work

• See Use Legacy Timekeeping to track non-job events in the ServiceTitan Field Mobile App