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Forms Home

  • Updated on Jun 10, 2026
  • Published on Apr 29, 2026
  • 4 minute(s) read
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Core Product

Forms

The ServiceTitan Forms feature allows you to digitally manage your documentation for jobs, customers, locations, technicians, and equipment.

Forms landing page overview

Product overview

See Forms in action

A look at the Forms landing page in ServiceTitan, where you can create, manage, and organize all your digital documentation in one place.

Setup

Forms lets you digitally manage documentation for jobs, customers, locations, technicians, and equipment — with triggers, conditional logic, PDF uploads, and built-in reporting.

How to use it for your business

Add business units to forms

If your business uses many forms, add business units so technicians can easily find the correct forms in the field.

Use forms as technician checklists

Include a point-by-point home inspection form as a mandatory checklist to complete a job.

Quick access with keyboard search

In ServiceTitan, use the / symbol on your keyboard to search for Forms pages and quickly access them.

Included with ServiceTitan

Forms is a Core feature available to all ServiceTitan customers at no additional cost.

Once setup is complete

Create and attach digital forms to jobs, customers, locations, technicians, and equipment — and analyze submissions with built-in reports.

Key workflows

Core workflows for using Forms in ServiceTitan.

Benefits

What you can do with Forms in ServiceTitan.

Streamline your data collection by creating forms directly in ServiceTitan and attaching them to jobs, calls, customers, locations, or equipment.
Capture details of non-job events, such as safety meetings or truck inspections through technician forms.
Create PDF forms with smart fields using Adobe Acrobat and upload them to ServiceTitan, allowing you to design forms tailored to your specific needs.
Add triggers to a form to alert technicians to complete a form in certain situations, such as a change in job status.
View your attached photos or videos which are automatically added to the job in the Audit trail and Files tab.
Use form submission reports to analyze form data.

Manage PDF forms

Efficiently manage PDF forms and form report templates.

Form reports

Effectively report on forms.

Customize forms

Enhance your ServiceTitan forms by using triggers and conditional logic.

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Troubleshooting — Forms in ServiceTitan

Step-by-step guides to resolve the most common issues.

Frequently Asked Questions

Check out the most frequently asked questions for Forms.

Can I merge forms in ServiceTitan?

No, ServiceTitan does not offer a feature to merge forms directly. You can duplicate one of the forms and manually copy the content from the other form you want to merge. For more, see Copy or export a form.

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.

Step 1: Make sure to book the job.

Step 2: Find the job.

Step 3: Go to the Forms section within the job record.

Step 4: Select the appropriate form and send it to the customer.

Step 5: The Customer Success Manager (CSR) or Dispatcher can send the form. For more, see Use form triggers.

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