SERVICETITAN · QUALITY ASSURANCE

Inspect Work & Ensure Quality

Use checklists, punch lists, and inspection forms to ensure every install meets your standards before the customer signs off.

Jump to:Inspect & Review Equipment Data Automate QC Tagging Troubleshoot Measure Impact

Inspect & Review

Complete a quality control checklist

a. Open the job in the Field Mobile App and tap Forms. Select the inspection form and complete all required fields.

b. Document any deficiencies with photos and notes. Required forms must be completed before the job can be marked complete.

⚠︎ Administrators: If you are using conditional logic (Show/Hide rules) in your office settings for the form, never mark a field as "required" if its section may be hidden by a condition — this causes the form to freeze and become unsubmittable. For multi-day installs, choose the right trigger scope: use an appointment-level trigger (e.g., "After Arrival") if you need a fresh QC form each day, or a job-level trigger if one form should carry across all visits.

Complete and send forms in the Field Mobile App Set up required arrival forms for the Field Mobile App Use form triggers

Create a punch list item

a. If the inspection reveals items that need rework, add a note to the job with the punch list items and assign follow-up. In the Field Mobile App, tap Add > Note, then enter the deficiency details and save the note to the job.

b. Book a return appointment for the technician to address punch list items. Link the new appointment to the original job so all history stays on the same job record.

⚠︎ For install jobs, do not mark the Job as "Complete" when punch list items remain — instead, complete the individual Appointment and book a new appointment under the same job. Marking the Job complete cancels any remaining appointments.

Add notes, media, and file attachments in ServiceTitan Add and edit notes in the Field Mobile App

Review submitted inspection forms

a. Go to Reports > All Reports and search for Form Submissions. Filter by form name and date range to see all completed QC inspections.

b. Review pass/fail rates by technician and job type. Each form question becomes a reportable column, allowing you to filter and analyze specific checklist items. Use trends to identify training opportunities.

⚠︎ The Form Submissions report only works with native ServiceTitan forms (not PDF forms). Forms must be assigned to Jobs — forms assigned only to Locations will not appear in this report.

Form Submissions report template

Leverage Equipment Data

Use Equipment Findings for inspection documentation

a. With the Equipment Findings feature enabled, technicians can attach diagnostic findings (condition assessments, deficiency notes) directly to specific installed equipment during inspections in the Field Mobile App.

b. Findings can be converted into estimates and then jobs, creating a direct path from inspection deficiency to revenue opportunity. Use equipment-specific forms with conditional logic to build targeted checklists per equipment type (for example, different checklists for condensers vs. air handlers).

⚠︎ Equipment Findings requires account configuration to be enabled. If findings are not available during inspections, contact your CSM to enable this feature.

Create an equipment finding in the Field Mobile App Add equipment and location findings to estimates in the Field Mobile App

Automate QC Tagging

Use conditional logic to auto-tag inspection results

a. Edit your QC form in Settings > Operations > Forms. Click Add Conditional Logic.

b. Create rules that automatically tag jobs or locations based on inspection answers. For example: If "Inspection Result" equals "Fail," apply a QC Fail tag to the Job. This enables automatic follow-up reporting and dispatch alerts without relying on technicians to manually apply tags.

Add tags using conditional logic in forms Use conditional logic in forms

Troubleshoot

Troubleshoot: Required form not appearing

a. Verify the form trigger is configured in Settings > Operations > Forms. In the Trigger column, click the trigger to edit it. Check the trigger event, business unit filter, job type filter, and the Required checkbox.

b. Confirm the form status is Published. Verify the form is assigned to Jobs (not just Locations or Customers) and set to display on the appropriate sides (Office, Technician, or Both).

c. If the trigger was recently added or changed, it will only fire on newly booked jobs. Ask the technician to sync the Field Mobile App to pull the latest form configuration.

d. If "Required" is checked but the tech can still bypass the form, confirm that Must complete the form at the time of trigger is also selected in the trigger settings. Without this option, "Required" only means the form must be completed before the job can be closed — not that it blocks the tech immediately.

Use form triggers How do I make forms mandatory in ServiceTitan?

Measure the impact

Quality

First-time pass rate

Track QC inspections passed on the first attempt. Higher rates mean better install quality and fewer callbacks.

Reports > All Reports > search "Form Submissions" ↗

Rework

Punch list items per job

Track the average number of rework items found per inspection. Trending down means your team is improving.

Reports > All Reports > search "Form Submissions" ↗

Compliance

QC form completion rate

Track the percentage of jobs with completed QC forms. 100% completion ensures every install is inspected.

Reports > All Reports > search "Form Submissions" ↗

Speed

Days to resolve punch list

Track from punch list creation to rework completion. Faster resolution means happier customers.

Reports > All Reports > search "Jobs" ↗