How do I make forms mandatory in ServiceTitan?

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Problem

Technicians can select the Fill out later option on required forms and still close jobs without completing them.

Solution

Follow the steps below to solve the issue.

Manage form triggers

  1. Go to the top toolbar and click Settings A simple icon representing a settings gear. .

  2. In the side panel, click Operations > Forms.

  3. Select a form and in the Trigger column, click Trigger to add additional triggers to a form. Forms interface displaying triggers for daily log and furnace maintenance forms.

  4. In the Form's Triggers screen, click EditDaily log for plumbing install job with AC replacement task details and requirements.

  5. Select the Required option if not already selected.

  6. Select the trigger event for mandatory completion.

  7. Select Must complete the form at the time of triggerEditing trigger settings for job assignments, including event and required fields.

  8. Save your changes.

Set up completion alerts

  1. Go to the top toolbar and click Settings A simple icon representing a settings gear. .

  2. In the side panel, click Integrations > Alerts.

  3. Click Add Alert.

  4. Search for Completed Form in the Type field.

  5. Select the specific form from the dropdown.

  6. Select who should receive the alert. Form alert settings for completed heat pump maintenance checklist sent to Adam via email.

  7. Save the alert settings.

Prevent automatic form emails

  1. Go to the top toolbar and click Settings A simple icon representing a settings gear. .

  2. In the side panel, click Operations > Forms.

  3. Find your form and click Edit.

  4. Uncheck If filled, email to customer automatically upon job completionForm settings showing options for email notifications upon job completion and publication status.

  5. Save your changes.