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 or Service Finance 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
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.