Service Titan Knowledge Base

View and complete call formsLast updated on 03/22/2022

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.

Things to know

  • If you need to set up a new call form or edit an existing one, see Use Forms for more information.

  • Using the Form filter in Search will show only completed forms. Incomplete forms aren’t searchable.

View and complete forms on a call

  1. Go to the call.

    You can find a call by

  2. Go to the Forms section of the call.

    • If the form hasn’t been filled out yet, click Create to complete it.

    • If the form has already been completed, you can view, print, email, or edit it.

Want to learn more?

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

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.