Service Titan Knowledge Base

Add questions to formsLast updated on 04/21/2022


Add a question to a form

After you create a blank form (Settings > Forms > Add Form), the next step is to customize the questions for that form. To customize form questions, click the + Add new item button on the Add a Form screen. The following window will appear, where you can select a question type:

  • Header: Allows you to enter a question to display on the form.

  • Description: Allows you to enter an additional description / explanation of the question.

  • Required: Check this field to make the question required for your technicians or customers to answer before they complete / submit the form.

  • Type: Use this dropdown to select the type of question you would like to create. The field below Type provides a description of the question type. See the table below for a detailed explanation of question types.

Text

Allows you to enter short sentence responses.

Number

Allows you to enter numeric response (whole or decimal numbers).

Checkboxes

Allows you to select multiple options by checking numerous boxes.

Once the Checkboxes type is selected, the Option 1 box appears below the Type field. The text in the box can be replaced with your answer.

  • To enter additional options hit Enter on your keyboard or select the Click to add option button to enter as many answers as you need.

  • Answer choices may be reordered using the up / down arrow to the left of each option.

  • Answer choices may also be deleted by clicking remove.

Radio Buttons

Allows you to select a single answer from a given list.

Once the Radio Buttons type is selected, the Option 1 box appears below the Type field. The text in the box can be replaced with your answer.

To remove, reorder, or alter to horizontal view, follow the same bulleted steps as above.

To have your answer choices appear horizontally, check Place Options Horizontally.

Dropdown

Allows you to select a single answer from a pre-determined list.

Once the Dropdown type is selected, the Option 1 box appears below the Type field. The text in the box can be replaced with your answer.

To remove, reorder, or alter to horizontal view, follow the same bulleted steps as above.

Stoplight Buttons

Allows you to indicate the condition of an item on the form. Condition options include Poor (red),Fair (yellow), and Good (green).

Picture

Allows you to attach a picture to any form (for inspections, completed work, etc.). To attach a picture to a form, click the Paperclip icon.

Date

Allows you to select a date from the calendar.

Signature

Allows a signature to be collected upon completion of the form. Options for Possible refusal reasons can also be provided by clicking + Add reason.

Smart Field

Allows you to select additional question types from a dropdown list of items. Smart Fields are sorted in alphabetical order:



Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.