How can technicians add or edit forms on an estimate after a job is sold?

Problem

Technicians want to know if they can edit or add forms on an estimate after a job is sold in the ServiceTitan Mobile app.

Solution

Set technician form permissions

Technicians can view forms and duplicate them if they have the relevant permissions. For more, see Set permissions for an individual employee or technician.

Note: Technicians can't edit forms after a job is sold whether in the Follow Up tab within an Opportunity or in the History tab of the ServiceTitan Mobile app.