Pro Tips for ServiceTitan Mobile Training and Adoption

Coming from the restaurant industry, Tim Newhook, Training Specialist at HomeX Services Group, learned ServiceTitan from the ground up and earned five certifications, making him an expert on effective learning. In our most recent episode of the Mastering ServiceTitan podcast, recorded live from Pantheon 2025, Newhook shares his expertise in mobile training for technicians.

Newhook breaks down the three styles of learning every trainer should incorporate, discusses the biggest challenges technicians face (invoicing), and shares his advice for office staff to better understand the mobile app. Plus, he gives his first impressions of the new Field Mobile App, highlighting its performance, seamless design, and the game-changing equipment scanning feature.

This podcast recap shares the highlights. 

The Learning and Training Process

Two years ago, Newhook was completely new to the trades and ServiceTitan. Today, he holds five certifications and serves as a trainer across multiple trade service businesses. 

“My favorite thing about learning is feeling accomplished after I pick up a skill or understand the topic that I'm learning,” Newhook says. 

This also helps with the training process.

“If you don't understand what you're talking about, people who you're training won't be receptive to what you're communicating,” Newhook says. “You have to make sure you know what you’re talking about so you can answer questions and be supportive.”

For Newhook, no two training days are the same. He does everything from new hire training sessions to month-long intensive training for newly acquired companies. 

Why Mobile Matters

The mobile side of ServiceTitan is important to know whether you work in the field or office. 

“You really need to understand mobile to understand how ServiceTitan as a whole works,” Newhook says. “If you’re an office employee without mobile knowledge, then you can’t really understand on the office side what happens when a technician clicks a button.”

To get office staff up to speed on mobile, Newhook recommends they go on ridealongs with techs.

“If you have the flexibility, the ridealongs really do help,” Newhook says. “You get to see in real time taking the pictures, creating the estimates, how they turn those estimates to invoices, and the scenarios in which you want to put those estimates on the invoice. It also helps build your relationship with the technicians.”

Biggest Tech Challenges on Mobile

Having trained multiple techs on mobile, Newhook notes the sticking point for most techs.

“The biggest thing that techs struggle with [on ServiceTitan mobile] is the invoicing piece of it, and not like putting together estimates and stuff like that… just understanding the invoice tab in general and why it's so important to the overall customer experience,” he says.

This is a feature that’s crucial to understand and something Newhook focuses on during training. When training on invoicing, techs use their tablets in practice mode and go through all the features and functions. Newhook opens a practice job on his iPad, and has the techs follow along.

“When I click a button, they’re clicking a button,” Newhook says. “As long as they have that hands-on experience, they’re going to pick it up really fast.”

At the end of a training session, Newhook provides an activity sheet with different ServiceTitan mobile tasks to accomplish before techs go out in the field. 

“Verifying that they can do those functions before they leave the training is crucial,” Newhook says. “If they have questions on specific things, they can circle that, and we can go back to that in the training.”

Training Tips for New Techs

When training new techs, Newhook recommends ensuring they receive hands-on experience in practice mode and giving techs a printed guide they can keep with them after the training sessions. 

“There are three different styles of learning,” Newhook says. “There’s auditory, visual, and then kinesthetic, which is actually performing the work. As long as you incorporate those three ideologies into the training, it’s going to be successful.”

Field Mobile App

ServiceTitan’s new Field Mobile App offers a faster, more intuitive design built specifically for iOS, iPadOS, and Android phones and tablets. The app will become available to all customers in fall 2025. 

“I’ve been able to do some testing with it,” Newhook says. “It's a really cool app. I can't wait for us to be able to use it. We have a lot of technicians who prefer to use the phone over the tablet, so I'm really excited about that capability.”

You can also scan an equipment plate to upload a customer’s equipment to their record. 

“With the current mobile app, there are many different ways to perform the same function,” Newhook says. “Everything is grouped together now, so it seems more fluid. It’s easier to go through a job and figure out what you need to do next.”

When rolling out the new app across HomeX, they plan to use it first for their commercial and construction teams, and then roll it out slowly across residential for feedback and testing before making it available to all technicians. 

“We're going to determine who uses ServiceTitan the best right now within those groups and have them transition first,” Newhook says. “We can get the best feedback from those and filter out any of the training opportunities that they might bring up to us.”

You can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here. 

Know a business that could use a bit of muscle from ServiceTitan? Refer them here!

Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.