Service Titan Knowledge Base

Smart fields in PDF formsLast updated on 09/14/2022

Smart fields automatically populate details into a PDF form. With smart fields, technicians don't have to fill details that can be automatically taken from elsewhere in ServiceTitan. For example, the estimate name from an estimate on a job can be automatically added to a form when a form is opened on that job.


Things to know

  • Codes are combinations of letters and numbers. The letters are abbreviations for the name of the field while numbers are for fields where there could be more than one of the same entry.

  • If a smart field has a number, you can add multiple smart fields with increments to add multiple entries to the form. For example, if you created three estimates for a customer, you can include the name of each with the smart fields E1N,E2N, and E3N.

  • If you have GreenSky® custom financing enabled, you won’t be able to use the E1FMP smart code.

  • Forms with linked equipment smart fields are automatically populated when linked to a single piece of equipment. If the form is linked to multiple pieces of equipment, it will not be automatically populated.

  • If a business unit (BU) has the Don’t show technician item prices setting enabled, jobs assigned to that BU do not show prices on PDF forms with price-related fields and technicians are not able to email the form to customers.


Create a PDF form with smart fields

If you don't already have a PDF form created, see Add a PDF form to ServiceTitan.


Codes for PDF smart fields

Smart Field Concept
Smart Field Code

Customer and location info

Customer Name

CN

Location Name

LN

Bill-To Address

BTA

Bill-To Address Number and Street Name

BTANS

Bill-To Address Street Number

BTASN

Bill-To Address Street Name

BTAS

Bill-To Address City

BTAC

Bill-To Address State

BTAST

Bill-To Address Zip

BTAZ

Location Address

LA

Location Address Number and Street Name

LANS

Location Address Street Number

LASN

Location Address Street Name

LAS

Location Address City

LAC

Location Address State

LAST

Location Address Zip

LAZ

Location Custom Field 1

LCF1

Equipment info

Active Equipment 1 Name

EQ1N

Active Equipment 1 Type

EQ1T

Active Equipment 1 Manufacturer

EQ1MR

Active Equipment 1 Service Provider Warranty From

EQ1SWF

Active Equipment 1 Service Provider Warranty To

EQ1SWT

Active Equipment 1 Manufacturer Warranty From

EQ1MWF

Active Equipment 1 Manufacturer Warranty To

EQ1MWT

Active Equipment 1 Installed On Date

EQ1ID

Active Equipment 1 Memo

EQ1M

Active Equipment 1 Custom Field

EQ1CF1

Active Equipment 1 Serial Number

EQ1SN

Active Equipment 1 Model Number

EQ1MN

Linked Equipment Name

LEQN

Linked Equipment Type

LEQT

Linked Equipment Manufacturer

LEQMR

Linked Equipment Model Number

LEQMN

Linked Equipment Serial Number

LEQSN

Linked Equipment Memo

LEQM

Linked Equipment Installed On Date

LEQID

Linked Equipment Manufacturer Warranty From

LEQMWF

Linked Equipment Manufacturer Warranty To

LEQMWT

Linked Equipment Custom Field

LEQCF1

Linked Equipment Service Provider Warranty From

LEQSWF

Linked Equipment Service Provider Warranty To

LEQSWT

Estimate info

Estimate 1 - Name

E1N

Estimate 1 - Summary

E1S

Estimate 1 - Item 1 Name

E1I1N

Estimate 1 - Item 1 Code

E1I1C

Estimate 1 - Item 1 Description

E1I1D

Estimate 1 - Item 1 Warranty

E1I1W

Estimate 1 - Item 1 Price

E1I1P

Estimate 1- Item 1 Quantity

E1I1Q

Estimate 1 Item 1 Subtotal

E1I1ST

Estimate 1- Item 1 Membership Price

E1I1MP

Estimate 1- Item 1 Membership Saving

E1I1MS

Estimate 1 - Total Membership Saving

E1TMS

Estimate 1- Subtotal

E1ST

Estimate 1 - Tax

E1TAX

Estimate 1 - Total

E1T

Estimate 1 Default Pricing Monthly Payment Amount

E1FMP

Estimate 2 Default Pricing Monthly Payment Amount

E2FMP

Estimate 3 Default Pricing Monthly Payment Amount

E3FMP

Invoice info

IST

Invoice Subtotal

Invoice Total

IT

Invoice Balance

IB

Invoice Tax

ITAX

Invoice Summary

IS

Invoice Item 1 Name

II1N

Invoice Item 1 Code

II1C

Invoice Item 1 Desc.

II1D

Invoice Item 1 Price

II1P

Invoice Item 1 Quantity

II1Q

Invoice Item 1 Warranty

II1W

Invoice Item 1 Subtotal

II1ST

Invoice Material 1 Name

IMI1N

Invoice Material 1 Code

IMI1C

Invoice Material 1 Description

IMI1D

Invoice Material 1 Price

IMI1P

Invoice Equipment 1 Name

IEI1N

Invoice Equipment 1 Code

IEI1C

Invoice Equipment 1 Description

IEI1D

Invoice Equipment 1 Price

IEI1P

Invoice Service 1 Name

ISI1N

Invoice Service 1 Code

ISI1C

Invoice Service 1 Description

ISI1D

Invoice Service 1 Price

ISI1P

Job info

Job Number

JN

Job Date

JD

Today’s Date

TD

Job Type

JT

Job Campaign

JC

Job Custom Field 1

JCF1

Customer Phone 1

CP1

Customer Email 1

CE1

Customer Custom Field 1

CCF1

Membership info

Active Membership 1 Name

M1N

Active Membership 1 From

M1F

Active Membership 1 To

M1T

Active Membership 2 Name

M2N

Active Membership 2 From

M2F

Active Membership 2 To

M2T

Membership Record Custom Field 1

M1CF1

Payment info

Payment 1

P1

Payment 2

P2

Payment 3

P3

Project info

Project Custom Field 1

PRCF1

Technician info

Technician Name

TN

Technician Name (if multiple technicians are on the job)

T1AP1N

Technician Email

TE

Technician Email (if multiple technicians are on the job)

T1AP1E

Technician Phone

TP

Technician Phone (if multiple technicians are on the job)

T1AP1P

Technician License

TL

Technician License (if multiple technicians are on the job)

T1AP1L

Time Dispatched

T1AP1TDP

Time Arrived

T1AP1TA

Time Done

T1AP1TDO

Time Canceled

T1AP1TC

Total Duration on Job (in hours)

T1AP1DUR

Labor Type

T1AP1LT


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