Overview
Use form triggers to ensure timely data entry by displaying alerts, such as opening a departure checklist form when a technician attempts to close a job in ServiceTitan Mobile.
Who uses this feature
Office employees
Applies to all business types
Things to know
Form triggers will activate if all parameters of the configured trigger are present.
You can complete triggered forms on calls, jobs, equipment, customer, or location screens, and they stay attached to where they’re submitted. For example, job forms stay with jobs, location forms with locations. Forms submitted on jobs do not transfer to customer or location pages like images do. Forms only trigger in ServiceTitan Mobile at the job level.
Triggers are designed to be set up on the office application and fired during a mobile experience. Currently, they don't fire on the office application.
Add a form trigger
Go to the top toolbar and click Settings
.In the side panel, go to Operations > Forms.
In the Trigger column, click Add Trigger or Trigger to add additional triggers to a form.
In the Form’s Triggers window that opens, click Add Trigger.
From the Trigger Assignment dropdown, select the form type. For example, if you select Job, you set up a trigger tied to an action on a job.
Set up the form trigger. Trigger options vary depending on the form type. For a list of options and their descriptions, see Form trigger descriptions.
When finished, click Save.
Form triggers descriptions
Job Trigger Assignment
The form is triggered on jobs with this business unit. | |
|---|---|
The form is triggered on jobs with this job type. | |
Customer Type | The form can be triggered for residential customers, commercial customers, or all customers. |
Event | The event that triggers the form. For example, when the Arrive button is tapped. |
Service/Equipment | The form is triggered when the selected service or equipment is added to an estimate or invoice. |
Value Range | The form can only be triggered on jobs that have an invoice value within the range you enter. |
Tags | The form is triggered if the job record contains the tag entered. |
Required | The form must be filled out to advance a job. For example, a technician can’t close out a job until the closing checklist is filled out. |
Trigger on all appointments | The form is triggered on each appointment on a job, rather than once for the entire job. |
Customer Trigger Assignment
Customer Type | The form can be triggered for residential customers, commercial customers, or all customers. |
|---|---|
Event | The event that triggers the form. For example, when the Arrive button is tapped. |
Value Range | The form can only be triggered on jobs that have an invoice value within the range you enter. |
Tags | The form is triggered if the customer record associated with the job contains the tag entered. |
Trigger form only if form is incomplete | The form can be triggered on each job that the technician works for the customer if the form hasn’t been completed on the customer page. |
Require form (if incomplete) | The form is required if it hasn’t been filled out previously. |
Trigger on all appointments | The form is triggered on each appointment on a job, rather than once for the entire job. |
Location Trigger Assignment
Customer Type | The form can be triggered for residential customers, commercial customers, or all customers. |
|---|---|
Event | The event that triggers the form. For example, when the Arrive button is tapped. |
Value Range | The form can only be triggered on jobs that have an invoice value within the range you enter. |
Tags | The form is triggered if the customer record associated with the job contains the tag entered. |
Trigger form only if form is incomplete | The form can be triggered on each job that the technician works for the location if the form hasn’t been completed on the location page. |
Require form (if incomplete) | The form is required if it hasn’t been filled out previously. |
Trigger on all appointments | The form can be triggered on each appointment on a job, rather than once for the entire job. |
Equipment Trigger Assignment
Equipment Type | The form can only be triggered when a certain equipment type, that is already present at the location, is added to ServiceTitan Mobile. A form can also be triggered anytime an equipment type is added. |
|---|---|
Event | The event that triggers the form. For example, when the arrive button is tapped. |
Value range | The form can only be triggered on jobs that have an invoice value within the range you enter. |
Trigger form only if form is incomplete | The form can only be triggered if it has not been completed. For example, if the technician fills out the form without a prompt from the trigger then the trigger is disabled. |
Require form (if incomplete) | The form is required if it hasn’t been filled out previously. |
Technician Trigger Assignment
For how to set up technician triggers, see Trigger technician forms.
Want to learn more?
Visit ServiceTitan Academy to enroll in Forms Basics
Disclaimer
This information in this article is provided for illustrative purposes only. ServiceTitan provides tools for the creation of forms for use in your business, but you are solely responsible for the content and legality of the forms you create. ServiceTitan does not represent or warrant that any form presented here is complete, current, accurate, or fit for your use or appropriate to your business. ServiceTitan is not responsible for any loss, injury, claim, liability, or damage related to your use of forms as presented here or any site linked to this site, whether from errors or omissions in the content of our site or any other linked sites, from the site being down or from any other use of the site. In short, your use of the forms you create is at your own risk.
FAQ
How can I ensure only one technician fills out the form when multiple technicians are assigned to the same job?
We recommend that only one technician edit and save the form at a time. This should be either the lead technician on the job or the first technician to arrive on-site. When the changes have synced, the next technician can review and update the form as needed. For more on form triggers, see Use Form Triggers.
Can a technician complete a job without filling out a required form if the form's tag is added after job completion?
Yes, technicians can complete jobs without required forms. Forms only become required when their trigger tags are already on the job. If you add the tag after job completion, the form won't be required. The system checks for required forms only at the time of completion.
Why aren't my forms showing on jobs even though they're created in Settings > Forms and configured to show on jobs?
Please reach out to your Customer Success Manager (CSM) to have this feature activated.
Can you send an authorization form to customers in a home warranty program before the work starts?
You can manually send it from the office side.
Make sure to book the job.
Find the job.
Go to the Forms section within the job record.
Select the appropriate form and send it to the customer.
The Customer Success Manager (CSR) or Dispatcher can send the form. For more, see Use form triggers.
Why am I not receiving Completed Form alerts for forms that are not assigned to jobs?
Completed form alerts only work for job forms. The alert will not send if the form is completed on a call without a booked job.