Trigger technician formsLast updated on 04/21/2022
Trigger technician forms makes the trigger visible for technicians and reminds them to complete forms in ServiceTitan mobile.
Things to know
Technicians can view the recurring event only in the All Jobs tab in ServiceTitan Mobile. Note: Technicians can only complete the form of the same date.
You can use the trigger assignment option for technicians when the form is assigned to a technician already.
Trigger a technician form
To trigger a technician form, you create a timesheet code or non-job event code or you can use the one that is already created:
Go to the navigation bar and click Settings . In the side panel, click People > Payroll. Payroll Settings opens.
In the Timesheet Codes section, click Edit.
Non-job Event Codes opens.
Click Add to create a new code.
Add a Non-job Event Code opens.
Fill in the fields.
When you're finished, click Save.
Go back to the navigation bar and click Settings.
In the side panel, click Operations > Forms.
In the Trigger column, click Add Trigger or Trigger to add additional triggers to a form.
From the Edit dropdown, select Trigger.
Form’s Triggers opens.
Click Add Trigger.
Add Trigger opens.
From the Trigger Assignment dropdown, select Technician.
From the Non-Job Event Timesheet Code dropdown, select the code you created.
(Optional) Select if the trigger is required. Note: If you select the Required option, it will be a reminder for technicians to complete the form, but it will not affect the job workflow.
When you’re finished, click Save.
Now you can see the trigger you created.
Tip: To edit a trigger, click the Editicon at the end of the row. To delete a trigger, click the Deleteicon.
Create an event based on the non-job event code
Go to the navigation bar and click Dispatch.
Dispatch Board opens.
Click on the Dispatch Board. New Event opens.
Enter the Event Name.
From the Timesheet Code dropdown, select the code you created.
When you’re finished, click Create Event.
To create a recurring event:
Select the event and click Edit Event.
Edit Event opens.
Select the Repeat option.
Set the dates as you want.
When you’re finished, click Done.
Select technicians for whom you want to create an event. Note: You can click Select All to include all technicians in the list, or Unselect all to delete all technicians from the list.
Tip: You can delete technicians by clicking the Delete icon.
When you’re finished, click Save.
Now technicians can see the non-job event and the linked form to that event in ServiceTitan Mobile > Overview. This reminds technicians to complete the form.
For more information on how technicians can complete the form, see Add technician forms in ServiceTitan Mobile.
View completed technician forms
Go to the navigation bar and click Search .
Click the dropdown and select Form.
From the Form State dropdown, select Completed.
From the Form Name dropdown, select the form you are searching for.
From the Assigned to dropdown, select Technicians.
Use the calendar to select the date range you want.
You can see completed technician forms.
Want to learn more?
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.