Service Titan Knowledge Base

Form triggersLast updated on 09/14/2022

Use form triggers to ensure that forms are filled out when needed. When a trigger condition is met, an alert to complete a form appears. For example, when a technician tries to close out a job in ServiceTitan Mobile a departure checklist form opens.


Things to know

  • Be sure the form you want to trigger is already added to the area of ServiceTitan you want to trigger from. For example, if you want a form to be triggered when arriving at a specific location that form must be added to locations in ServiceTitan.


Add a form trigger

  1. Go to the navigation bar and click Settingssettings.png. In the side panel, go to Operations > Forms.

  2. In the Trigger column, click Add Trigger or Trigger to add additional triggers to a form.

    Form's Triggers opens.

  3. Click Add Trigger.

  4. Using the Trigger Assignment dropdown, select the form type. For example, if you select Job, you’ll set up a trigger tied to an action on a job.

  5. Set up the form trigger. Trigger options vary depending on the form type. For a list of options and what they mean read Form trigger descriptions.

6. When you’re done, click Save.


Form triggers descriptions

Job Trigger Assignment

Business Unit

Form will be triggered on jobs with this business unit.

Job Type

Form will be triggered on jobs with this job type.

Customer Type

Form can be triggered for residential customers, commercial customers, or all customers.

Event

The event that triggers the form. For example, when the arrive button is tapped.

Service/Equipment

The form is triggered when the selected service or equipment is added to an estimate or invoice.

Value Range

The form will only be triggered on jobs that have an invoice value within the range you enter.

Tags

Form is triggered if the job record contains the tag entered.

Required

The form must be filled out to advance a job. For example, a technician cannot close out a job until the closing checklist is filled out.

Trigger on all appointments

The form will be triggered on each appointment on a job, rather than once for the entire job.

Customer Trigger Assignment

Customer Type

Form can be triggered for residential customers, commercial customers, or all customers.

Event

The event that triggers the form. For example, when the arrive button is tapped.

Value Range

The form will only be triggered on jobs that have an invoice value within the range you enter.

Tags

Form is triggered if the customer record associated with the job contains the tag entered.

Trigger form only if form is incomplete

The form will only be triggered if it has not been completed. For example, if the technician fills out the form without a prompt from the trigger then the trigger will be disabled.

Require form (if incomplete)

The form is required if it has not been filled out previously.

Trigger on all appointments

The form will be triggered on each appointment on a job, rather than once for the entire job.

Location Trigger Assignment

Customer Type

Form can be triggered for residential customers, commercial customers, or all customers.

Event

The event that triggers the form. For example, when the arrive button is tapped.

Value Range

The form will only be triggered on jobs that have an invoice value within the range you enter.

Tags

Form is triggered if the customer record associated with the job contains the tag entered.

Trigger form only if form is incomplete

The form will only be triggered if it has not been completed. For example, if the technician fills out the form without a prompt from the trigger then the trigger will be disabled.

Require form (if incomplete)

The form is required if it has not been filled out previously.

Trigger on all appointments

The form will be triggered on each appointment on a job, rather than once for the entire job.

Equipment Trigger Assignment

Equipment Type

The form will only be triggered when a certain equipment type, that is already present at the location, is added to ServiceTitan mobile. A form can also be triggered anytime an equipment type is added.

Event

The event that triggers the form. For example, when the arrive button is tapped.

Value range

The form will only be triggered on jobs that have an invoice value within the range you enter.

Trigger form only if form is incomplete

The form will only be triggered if it has not been completed. For example, if the technician fills out the form without a prompt from the trigger then the trigger will be disabled.

Require form (if incomplete)

The form is required if it has not been filled out previously.

Technician Trigger Assignment

For how to set up technician triggers, see Trigger technician forms.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.