Service Titan Knowledge Base

Use formsLast updated on 04/21/2022


Forms and why they're useful

Forms are used to collect information about a job, a customer, a location a piece of equipment or anything else that relates to your business. They can be used by technicians or office employees. For example, you can have a technician fill out a form to collect the age and condition of equipment while at a job site. An office employee could fill out a similar form while on a call with a customer.

In addition to the above example, you can:

  • Collect customers signature when required.

  • Add authorization and acknowledgment paragraphs to a form, just like you have on an invoice.

  • Add triggers to alert technicians to complete a form in certain situations. For example when they arrive at a job, when the job is a certain type or has a specific tag. To learn more, see Set up form triggers.

  • When technicians fill out forms, they can also attach a photo or video. Photos added to forms are automatically added to the job, and you can see them in the Audit trail and Files tab.

  • Use a form as a checklist for your technicians. For example, you can include a point-by-point home inspection form as a mandatory checklist in order to complete jobs.

  • If your business uses a lot of forms, be sure to add the applicable business unit(s) to the form so that technicians have an easier time finding the right form(s) when out in the field.


Overview

There are two kinds of forms:

  • ServiceTitan Forms—designed directly in ServiceTitan using a variety of headers, paragraph text, and form fields

  • PDFs—designed outside of ServiceTitan using software like Adobe Acrobat and then uploaded to ServiceTitan

You can use the Type column to see what kind of form is listed. You can also sort and filter the forms shown with the Type filter.

If a technician begins work on a form in ServiceTitan Mobile but exits the form before completing it, the form shows the Started label in the job’s audit trail under the Files tab:


Activate or deactivate a form

You can activate or deactivate forms in settings. When a form is active it can be accessed when it has been deactivated, it cannot.

  1. Go to the navigation bar and click Settings icon-settings.png. In the side panel, go to Operations > Forms.

  2. Select the form you want to activate or deactivate. Tip: If you do not see the form you want, check to see if it is hidden by any filters.

  3. At the top of the list of forms, click Activate or Deactivate.

    A check mark appears or disappears in the Status column for the form you have selected.


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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.