Mobile app. Looking up customers and old jobs/ new jobs.

New Contributor II

I'd like my guys to be able to look up and call customers/ be able to see jobs that they were not necessarily assigned to. I keep running into situations that a job is estimated but not necessarily booked. I would like one of my leads to call the customer and go over this job.. the mobile app won't allow this lead person to see the job until assigned. Seems like the app is really designed for service not projects. Seeing things that are necessarily jobs yet is needed in the field.


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If you give them permission to book a job the will be able to search the customer, see history, see estimates and call the customer. They can do all those things without actually booking a new job.

Randi Thompson
Bill Joplin's Air Conditioning & Heating