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.