--- title: "Add a PDF form to ServiceTitan and use it in ServiceTitan Mobile" slug: "add-a-pdf-form-to-servicetitan-and-use-it-in-servicetitan-mobile-1" updated: 2026-10-15T00:40:49Z published: 2026-10-15T00:40:49Z canonical: "help.servicetitan.com/add-a-pdf-form-to-servicetitan-and-use-it-in-servicetitan-mobile-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Add a PDF form to ServiceTitan and use it in ServiceTitan Mobile ## Overview Upload your custom PDF forms to ServiceTitan and add them to jobs, calls, customers, locations, or equipment. --- ### #### Who uses this feature - Administrators and office employees - Applies to all business types Things to know - ServiceTitan supports two kinds of forms: - **ServiceTitan Forms:** Designed directly in ServiceTitan - **PDFs:** Designed outside of ServiceTitan, converted to a PDF, and then uploaded to ServiceTitan - Technicians can’t upload photos or videos to PDF forms. They can only edit and fill out PDF forms. - PDF forms with embedded formulas or calculations don’t work in ServiceTitan Mobile. - Data from PDF forms can’t be exported. - Be sure to add business units (BUs) to your forms. If your business has lots of forms, splitting them up by BU helps reduce the number of forms displayed to technicians. For example, on an HVAC job, the tech only sees HVAC forms. This way they spend less time finding the right forms in the mobile app. - If a PDF form is assigned to a job, it will always appear in the *Forms* section of the *Email* option when sending a project invoice, job invoice, membership invoice, or estimate by email. ## Create a PDF form from a paper form 1. If you are using a paper form, first scan that form using a scanner and save it on your computer as a PDF. 2. When you have an electronic copy of your form go to [www.pdfescape.com](https://www.pdfescape.com/) and upload your form. ![PDFescape offers online and desktop PDF editing options with free access.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-a-pdf-form-to-servicetitan-image-7k8eotez.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A32Z&se=2026-10-31T03%3A40%3A32Z&sr=c&sp=r&sig=%2Bh%2FIA7gjglN0JJ5OZlgAlt%2FLJG9fgSD7bcZC3X6Brx4%3D) ![Instructions for uploading a PDF file in PDFescape with highlighted options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-a-pdf-form-to-servicetitan-image-yp3stvk1.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A32Z&se=2026-10-31T03%3A40%3A32Z&sr=c&sp=r&sig=%2Bh%2FIA7gjglN0JJ5OZlgAlt%2FLJG9fgSD7bcZC3X6Brx4%3D) 3. In the PDFescape editor, select **Form Field**. ![Interface showing options to insert text, images, and form fields in PDFescape.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-a-pdf-form-to-servicetitan-image-nmyyzdh6.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A32Z&se=2026-10-31T03%3A40%3A32Z&sr=c&sp=r&sig=%2Bh%2FIA7gjglN0JJ5OZlgAlt%2FLJG9fgSD7bcZC3X6Brx4%3D) 4. In the **Type** dropdown, select **Text**. 5. Drag to add a field wherever you want text entered > [!TIP] > **Tip**: > > - You can also add a text paragraph, a checkbox, a radio button, a dropdown, a listbox, **Reset** button, and **Submit** button as a form field. > - See [Add smart fields to a PDF](/construction/docs/smart-fields-in-pdf-forms-2#add-smart-fields-to-a-pdf) to learn how to use smart fields in your PDF. ## Add a PDF form to ServiceTitan 1. Go to the navigation bar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A32Z&se=2026-10-31T03%3A40%3A32Z&sr=c&sp=r&sig=%2Bh%2FIA7gjglN0JJ5OZlgAlt%2FLJG9fgSD7bcZC3X6Brx4%3D). 2. In the side panel, go to **Operations >** **Forms**. 3. Click + **Add Forms**. 4. In the *Add Form* screen that opens, scroll to the bottom of the page and click **Upload a PDF-form**. 5. Add the PDF form by either dragging and dropping the file or clicking **Browse for a file** to upload it from your computer. A confirmation banner appears when your PDF form is successfully uploaded. ![Form settings for adding a PDF to ServiceTitan, including status and display options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-a-pdf-form-to-servicetitan-image-h5flbf2s.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A32Z&se=2026-10-31T03%3A40%3A32Z&sr=c&sp=r&sig=%2Bh%2FIA7gjglN0JJ5OZlgAlt%2FLJG9fgSD7bcZC3X6Brx4%3D) 6. When finished, click **Save**. ## Edit Smart PDFs PDF forms on a job can be edited by an office employee. It is important that you make your edits in a PDF authoring tool such as Adobe Reader or Apple's Preview to ensure that the changes are saved. 1. Search ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-search.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A32Z&se=2026-10-31T03%3A40%3A32Z&sr=c&sp=r&sig=%2Bh%2FIA7gjglN0JJ5OZlgAlt%2FLJG9fgSD7bcZC3X6Brx4%3D)for and open the job that has the form you want to edit. 2. Under *History*, click **Files**. 3. Hover on the form you want to edit then click **Create**. ![User interface displaying forms with options to view, print, email, and create proposals.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-a-pdf-form-to-servicetitan-image-7sg9m93k.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A32Z&se=2026-10-31T03%3A40%3A32Z&sr=c&sp=r&sig=%2Bh%2FIA7gjglN0JJ5OZlgAlt%2FLJG9fgSD7bcZC3X6Brx4%3D) The form opens as a new tab in your web browser. 4. Download the form to your computer. ![Logo of LeesAir.com with a reference number displayed above it.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-a-pdf-form-to-servicetitan-image-d0apa22d.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A32Z&se=2026-10-31T03%3A40%3A32Z&sr=c&sp=r&sig=%2Bh%2FIA7gjglN0JJ5OZlgAlt%2FLJG9fgSD7bcZC3X6Brx4%3D) 5. Open the downloaded PDF in a PDF editing software, such as Adobe (PC/Mac) or Preview (Mac). Do not reopen it in your web browser. 6. Add or edit content to the fillable fields of the PDF. If you want the smart codes to populate properly, do not change them. The smart codes will populate when the form is re-uploaded. 7. Save your changes to the PDF in your PDF editing software. 8. Close the tab you used to download the form. The form upload page opens. ![Interface for uploading a PDF proposal with drag-and-drop functionality and a browse button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-a-pdf-form-to-servicetitan-image-s7yhcdb6.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A32Z&se=2026-10-31T03%3A40%3A32Z&sr=c&sp=r&sig=%2Bh%2FIA7gjglN0JJ5OZlgAlt%2FLJG9fgSD7bcZC3X6Brx4%3D) 9. Delete the old PDF form if there is one. Then, upload the new form you just saved. 10. Click **Save**. The PDF form should now be updated with your changes and the smart codes should auto-fill. ## FAQ --- ### #### How can I successfully upload a PDF file in ServiceTitan without receiving a wrong file error? 1. Go to the top toolbar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A32Z&se=2026-10-31T03%3A40%3A32Z&sr=c&sp=r&sig=%2Bh%2FIA7gjglN0JJ5OZlgAlt%2FLJG9fgSD7bcZC3X6Brx4%3D). 2. In the side panel click **Operations > Forms**. 3. Click **Add Form**. 4. Make sure to name the form and fill out as needed. 5. Scroll down to the bottom and select the **Upload a PDF-form** option. 6. Select the PDF file from your computer. It must be a PDF file. 7. Upload the file. 8. Save the form. #### How can I download a PDF form in ServiceTitan? To download a blank PDF form in ServiceTitan: 1. Go to the top toolbar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A32Z&se=2026-10-31T03%3A40%3A32Z&sr=c&sp=r&sig=%2Bh%2FIA7gjglN0JJ5OZlgAlt%2FLJG9fgSD7bcZC3X6Brx4%3D). 2. In the side panel, click **Operations > Forms.** 3. Click the name of the form to open the form in a new tab. 4. Click **Download** to save the form. > [!NOTE] > **Note:** There is no option to download a blank ServiceTitan form directly. For a filled-out ServiceTitan form, you can download it as a PDF by using the *Print* option located next to the form on the *Job, Customer, Location,* or *Project Documents* sections. #### Where do PDF files uploaded to forms appear in ServiceTitan? You can view PDFs uploaded through forms either within the submitted form or in the related project's [Documents](/construction/docs/manage-project-media-files-and-forms) section. > **Note:** PDF files do not appear in the Job Audit Trail section Files tab. Only image files uploaded through forms are displayed there. ## Want to learn more? - Visit the Academy and enroll in [PDF Forms](https://servicetitan.docebosaas.com/academy/learn/courses/325/PDF-Forms) - See [Smart fields in PDF forms](/construction/docs/smart-fields-in-pdf-forms-2) - See [Use PDF signature fields in ServiceTitan Mobile](/construction/docs/use-pdf-signature-fields-in-servicetitan-mobile) A downloadable log of who changed what record and when. **What it does:** Provides change history for accountability, error investigation, and compliance across teams. **Also called:** Change history **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)