Why am I not receiving alerts for a completed form?

Problem

I was not receiving alerts when a form was completed. The alert setting had the wrong form set to trigger the alert.

Solution

Locate the relevant job

1. Go to ServiceTitan and log in to your account.

2. Find the job where the form was completed. Use the job number if you have it.

3. Check the completed form and note its exact name for alert verification.

Review alert settings in ServiceTitan

1. Go to the top toolbar and click Settings .

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

3. Look for the alert that is supposed to trigger for the completed form.

4. Check if all alert criteria on the job met, such as business unit, campaign, job type, job priority, technician team, or job tags.        

   Note: If the job is missing any of the criteria, such as a missing tag requirement, the alert will not be sent.

5. Check if the alert is set to trigger for the correct form. If it is set to trigger for a different form, that's the issue.

Fix alert setup

To fix the issue, you have two options:

Option 1

Update the existing alert with the correct form

1. On the Alert screen, find the alert that should be updated.

2. Edit the alert to change the form it triggers for.

3. Select the correct form name.

4. Save your changes.

Option 2

Create a new alert for the specific form you want to receive alerts for.

1. On the Alert screen, select the option to create a new alert.

2. Follow the steps to set up a new alert. Make sure to select the correct form this time.

3. Save the new alert. 

Test the alert

1. Complete the form in a job as you normally would.

2. Check if you and other recipients now receive the alert.