Managing forms for equipmentLast updated on 05/16/2023

• You can complete forms for equipment from the Forms tab, or from the Existing Equipment section of a job.

• Office employees can see and access forms when completed and linked by technicians in ServiceTitan Mobile. However, office employees can’t link the form to equipment.

• On the Forms tab, only forms that are relevant to the job’s business unit are shown. If a technician needs to work with a form from a different business unit, they can tap Filter By and select a different business unit.

• Only forms that are relevant to the job’s business unit (BU) are shown. If you need a form from a different BU, tap Filter By and select the appropriate BU.

• Manage Links and Copy To form options only appear if the form’s Assigned To field is set to Equipment. This is done when configuring the form on the office side.

• If you start working on a form but exit the form before completing it, the Started label appears on the form.

The form also shows Started on the office side:

To save your technicians time and reduce error rates when duplicating forms for multiple pieces of equipment, they can now create several copies of a form and link them to several pieces of equipment in one step. Technicians select each piece of equipment that the form should be copied to, and the form is automatically copied and linked to each piece of equipment. Also, if you’re using smart fields, then as soon as the copied forms are linked, smart form fields are filled with equipment information.

Note: You can only copy forms to multiple pieces of equipment for forms that are assigned to equipment. To learn more, see Create a form in ServiceTitan.

Copy a form to multiple pieces of equipment:

1. If you aren’t already on the job screen for your current job, tap Overview on the dashboard, and then tap your current job.

2. Tap Forms.

3. Tap More next to the equipment form you want to copy to other pieces of equipment, and then tap Copy To …

   A list of equipment opens.

4. Select each piece of equipment you want to copy to the form. You can also tap the option next to Name to select all shown pieces of equipment.

   Tip: You can tap the header of any column to sort by that column, or use search to find equipment by name, serial number, model number, or memo.

5. When you’re finished, tap Create Form Copies.

6. The Forms tab now shows all of the forms you copied. Each of the copies is linked to a piece of equipment whose name you can see on the form name.

Link a form to a piece of equipment

You can link forms to equipment so that you can maintain a record of and easily access all forms completed for that piece of equipment.

Note: When a technician links a form to equipment on the mobile, that form also appears on the equipment page in the office. However, office employees can’t link or add a form from the equipment page. It has to be linked or added from the mobile device.

To link to a form:

1. Tap Overview on the dashboard, and then tap your current job.

2. Tap Forms.

3. Find the form you want to link and tap More .

4. Tap Manage Links.

5. Select a piece of equipment you want to link this form to. Note: You can link multiple pieces of equipment to each form, but this prevents linked equipment smart fields from working correctly. You can also search for the equipment by name or model number.               

6. When you're done, tap Save. The form you linked to the piece of equipment now shows a linked icon and the equipment name the form is linked to.

Manage form links

You can link additional pieces of equipment to a form, or remove existing links, using the Manage Links button on a form that’s linked to a piece of equipment. To manage form links:

1. Tap Overview on the dashboard, and then tap your current job.

2. Tap View Current Job.

3. Tap Forms.

4. Tap a form linked to a piece of equipment.

5. Tap Manage.

6. Select which pieces of equipment you want to link to this form, and then tap Save.

7. The forms list updates and show you the forms that are linked to pieces of equipment.

You can also complete forms for existing equipment on a job.

Complete and view forms for a specific piece of equipment

Add a form to an equipment item, Also, view all forms attached to the equipment:

1. Tap Overview or All Jobs on the dashboard, and then tap the job.

2. Tap History.

3. Tap Existing equipment.

4. Tap the equipment to which you’re adding a form.

5. Tap Forms.

6. Tap Add Form.

7. Complete the form as usual.

• See the Forms section of the Settings landing page

• Go back to the Mobile Handbook