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
Go to the call.
You can find a call by
Looking at Dashboard call metrics to specifically target abandoned or unbooked calls.
Going to Dashboard CSR metrics if you know whose call it was.
Using the Call filter in Search if you’re looking for a specific call.
Clicking Files on the job history if you are looking for a call associated with a certain job.
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?
Visit ServiceTitan Academy to enroll in Call Booking Reports
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.