This new feature gives technicians a central My Forms hub and non-job event form links in the Field Mobile App so you can track safety and other compliance work without needing to create fake jobs.
What's new?
Before, technicians could only see and complete forms from inside a job, so weekly safety checks and end-of-day inspections had to live on fake jobs. Office teams created and managed these placeholder jobs on the Dispatch Board and relied on separate tools or paper to prove that forms were completed. With Technician Forms (non-job forms), technicians see assigned technician-level forms in a new My Forms screen in the Field Mobile App and on linked non-job event cards such as Truck Inspection or Safety Meeting. There are no new settings or permissions to manage, so you track compliance in ServiceTitan without cluttering the Dispatch Board or inflating job counts.
Resources
Office setup: Trigger technician forms
Technician workflow: Add technician forms in the ServiceTitan Field Mobile App
Before and After
Before (Current)
Create recurring fake jobs on the Dispatch Board so technicians have a place to open safety or inspection forms.
Add the right form to each fake job and assign it to the technician who needs to complete it.
Instruct technicians to search for these fake placeholder jobs at the start or end of the day, then complete the form from the fake job.
Manually separate fake-job forms from real job work when you review reports or compliance.
Impact: Fake jobs add noise to the Dispatch Board, take extra office time to maintain, and make it harder to see true job volume and on-time completion.
After
Build technician-level forms for safety meetings, truck inspections, and other non-job work as you do today.
Assign technician-level forms so they appear on the new My Forms screen in the Field Mobile App for each technician.
Create non-job events such as Truck Inspection or Safety Meeting and link required forms so technicians can open and complete them from the event card on their schedule.
Review completed forms from technician records or reports without sorting out fake jobs.
Impact: You reduce manual job setup, keep your Dispatch Board focused on real work, and improve completion rates for required safety and fleet forms.
Who uses this feature
All business types
Office roles: Administrators, Managers, Customer Service Representatives (CSRs), Dispatchers
Technicians (Complete safety, fleet, and other non-job forms from My Forms and non-job events in the Field Mobile App)
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A technician starts their week by opening the Field Mobile App and tapping My Forms to complete a required Safety Meeting Form before heading to the first home. The completed form stays tied to the technician record so managers can confirm safety talks took place.
At the end of the day, a technician taps Show All Forms on a Truck Inspection non-job event on their schedule, opens the linked inspection form, and logs mileage, defects, and photos. Administrators use these forms to plan repairs and keep vehicles in service.
For background checks, uniform policies, or policy acknowledgments, technicians complete assigned forms from My Forms without a job, and office employees track who has signed which document.
Commercial Service and Replacement
For a large office building, a technician opens My Forms before the first visit of the week to fill out a site access and safety checklist required by the property manager. The form records building rules, access codes, and contact details in ServiceTitan instead of on paper.
Dispatchers schedule a recurring Safety Meeting non-job event for the commercial team. When technicians tap Show All Forms on the event card, they tap a linked lockout-tagout checklist form and record each step before working on rooftop equipment.
For on-call crews, a non-job event at the start of each shift links to a shift readiness form. Technicians confirm tools, ladders, and safety gear, and Managers review responses to spot issues before anyone leaves the yard.
Residential Construction
On a new-build subdivision, a lead technician opens My Forms each morning to complete a pre-task planning form that covers hazards, tools, and assignments for that day's phase. The form history gives managers a running log of jobsite conditions.
Weekly Safety Walk non-job events are scheduled for each active residential project. During the walk, the technician opens the linked safety form from the event card and logs hazards, photos, and actions so administrators can follow up.
New field employees complete an orientation form from My Forms before they step onto a project site. Office employees use the form status to confirm who has finished training and who still needs it.
Commercial Construction
On a high-rise project, toolbox talk non-job events appear on the technician schedule at the start of each shift. Each event links to a toolbox talk form that technicians complete on tablets, giving safety managers a clear record of attendance and topics covered.
For large multi-crew jobs, forepersons use My Forms to submit daily manpower and equipment logs that are not tied to a single work order. Managers review these forms to track labor, equipment use, and trends across the project.
Before work in secure facilities, technicians use My Forms to complete access and badge forms that log who received which badge, when it was returned, and any special rules. The audit trail lives in ServiceTitan without extra job records.
How to Prepare?
Confirm that technicians use the current version of the Field Mobile App and that mobile permissions for forms are aligned with your safety and fleet policies.
Identify all safety meetings, fleet inspections, and compliance steps that do not need a job, and decide which ones should become technician-level forms.
Align Administrators, Managers, CSRs, and Dispatchers on naming, timing, and scheduling rules for non-job events that require forms, such as daily Truck Inspection or weekly Safety Meeting.
Train technicians to open My Forms from the Menu screen and to use linked forms on non-job events before or after their route.
Review your existing reports, dashboards, and internal standard operating procedures so you can factor in technician-level forms and adjust workflows as needed.