SERVICETITAN · QUALITY & COMPLIANCE

Inspect Work & Ensure Quality

Verify every phase of the project meets standards. Complete inspections, track punch list items, and review submitted forms to keep quality on track.

Jump to:Inspect & Document Punch List Troubleshoot Measure Impact

Inspect & Document Work

Complete a quality control checklist

⚠︎ Complete all required form fields before closing the job. Incomplete forms may block job completion if triggers are set to required.

a. In ServiceTitan Mobile, open the assigned job and tap the Forms tab. Forms appear based on active triggers matching the job's event, job type, and business unit.

b. Select the quality control or inspection form. Work through each section — check items off, add notes, and attach photos as needed.

c. When all fields are complete, tap Save. The form syncs to the office and is visible on the job record.

⚠︎ For multi-day commercial projects, use Appointment-level triggers for safety forms (JHA) so they fire on every visit. Use Job-level triggers for inspection checklists that only need to be completed once per job.

⚠︎ Forms assigned only to Locations (not Jobs) will not appear in reports. Always assign inspection forms to Jobs for report visibility.

Complete and send forms in Mobile Create a form

Review submitted inspection forms

a. Go to the Navigation Bar and click Search. Click the dropdown and select Form. Set the Form State to Completed and choose the inspection form name from the Form Name dropdown.

b. Use the calendar to set the date range, then click Search. Open any form to review the technician's responses, attached photos, and notes.

c. For a broader view, go to Reports > All Reports and run a Form Submissions report to review completion rates and identify missing or overdue inspections across the project.

Form Submissions report

Use conditional logic for smart inspections

a. When building inspection forms, use Show/Hide conditional logic to guide the inspector through relevant sections only. For example: if "Fuel Type" is "Gas," show the Venting section; if "Electric," show the High Voltage section.

b. Configure Stoplight fields (Red/Yellow/Green) for pass/fail criteria. If a reading is out of spec, the form can mark it as "Fail" and trigger follow-up actions.

c. Use Auto-Tagging via conditional logic to automatically tag jobs based on inspection results (e.g., "Failed Inspection" tag triggers an alert for the PM).

⚠︎ Required fields in sections hidden by conditional logic can cause form freeze. If a hidden section contains a required field, the tech cannot submit the form. Always test conditional forms thoroughly before deploying.

Conditional logic in forms Auto-tagging via logic

Track & Resolve Punch List Items

Create a punch list item

⚠︎ Link each punch list task to the correct project and job so progress appears on the project record and reports stay accurate.

a. Open the project and go to the Task Management section. Click Create Task.

b. Enter a descriptive task name (e.g., "Fix drywall patch — Room 204"). Set the Task Type, assign the task to the responsible team member, and set a due date.

c. Add details in the description field — include the location, issue found, and any reference photos. Link the task to the relevant Job within the project.

d. Click Save. The assigned team member receives a notification and the task appears on the project's Task Management section.

⚠︎ The project cannot be closed until all punch list tasks are marked 100% complete. The PM must verify the punch list task group shows full completion before changing the Project Status to "Completed."

Set up task management

Troubleshoot Form Issues

Troubleshoot: Required form not appearing

a. Go to Settings > Forms. Open the form and verify it is published and active.

b. Click the Triggers tab on the form. Confirm that a trigger exists, the Required checkbox is selected, and the trigger's job event (e.g., On Dispatch, On Arrival, On Completion) matches the expected workflow.

c. Verify the trigger's Business Unit and Job Type scoping matches the job. Forms only appear for jobs that match all trigger conditions — BU, job type, and customer type (if set).

d. Have the technician close and reopen ServiceTitan Mobile, then navigate back to the job. The form should now appear under the Forms tab.

Use form triggers Make forms mandatory Forms FAQ

Measure the impact

Completion

Form completion rate

Run a Form Submissions report. Low completion rates signal skipped inspections or misconfigured triggers.

Reports > All Reports > search "Form Submissions" ↗

Resolution

Punch list closure rate

Track in Task Management. Open tasks past their due date indicate unresolved quality issues delaying project close-out.

Project > Task Management ↗

Timeliness

Inspection turnaround time

Compare form submission dates to job completion dates. Delays between work and inspection create rework risk.

Reports > All Reports > search "Form Submissions" ↗

Accountability

Rework and callback rate

Monitor repeat visits on the same project job. High callback rates may indicate inspection gaps or incomplete punch list resolution.

Reports > All Reports > search "Job" ↗