---
title: "View and complete call forms"
slug: "view-and-complete-call-forms"
updated: 2026-04-20T11:21:31Z
published: 2026-04-20T11:21:31Z
stale: true
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# View and complete call forms

## 

## Overview

Complete forms to evaluate calls and keep notes on call performance. For example, if you are a call center manager, you can create an evaluation form to keep a detailed record of call performance.

[View and complete call forms Video](https://fast.wistia.net/embed/iframe/s6pcflm9c1?web_component=true&seo=true&videoFoam=false)

## 

---

### 

#### Who uses this feature

- Administrators and office employees
- Permission is required to use this feature. Please contact the account administrator on your team.

## Things to know

- After forms are enabled, check to make sure the form is assigned to Calls in the Form’s Settings, or it won’t be available to use on a call.
- If you need to set up a new call form or edit an existing one, see [Use Forms](/v1/docs/create-a-form-in-servicetitan) for more information.
- Using [the Form filter in Search](/v1/docs/use-search-in-servicetitan) will show only completed forms. Incomplete forms aren’t searchable.

## View and complete forms on a call

1. Go to the call. ![Call playback details showing time, participants, and evaluation forms for a call.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-complete-call-forms-image-qeyin3ri.png) You can find a call by
  1. Looking at [Dashboard call metrics](/v1/docs/dashboard-call-metrics) to specifically target abandoned or unbooked calls.
  2. Going to [Dashboard CSR metrics](/v1/docs/dashboard-csr-metrics) if you know whose call it was.
  3. Using [the Call filter in Search](/v1/docs/use-search-in-servicetitan) if you’re looking for a specific call.
  4. Clicking **Files** on [the job history](/v1/docs/view-job-history) if you are looking for a call associated with a certain job.
2. Go to the Forms section of the call.
  1. If the form hasn’t been filled out yet, click **Create** to complete it. ![Call playback interface showing details and options for managing a customer service call.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-complete-call-forms-image-85uts7ov.png)
  2. If the form has already been completed, you can view, print, email, or edit it. ![Playback interface showing call details, options to view, print, email, and edit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/view-and-complete-call-forms-image-p8bkxeb0.png)

Want to learn more?

- See [Reclassify and edit calls](/v1/docs/reclassify-and-edit-calls)
- See [Understand call classifications](/v1/docs/understand-call-classifications)****