Add technician forms in ServiceTitan Mobile

Overview

In ServiceTitan, you can create a form and assign it to a technician. This way, technicians can fill out non-job related forms, such as COVID 19 symptom check-ins, safety meetings, truck inspections, and so on in the My Forms tab in ServiceTitan Mobile.

Things to know

• The technician can see the form in ServiceTitan Mobile if the Published, Both Office and Technician Sides, and Technician fields are selected in ServiceTitan Settings > Operation > Forms.
  

Add a form

1. From the ServiceTitan Mobile Dashboard, tap the My Forms tab.

   Note: Technicians can see the My Forms tab if at least one form is assigned to a technician.

   

2. In the My Forms section that opens, tap Add Form.
   
   Forms opens, where technicians can see all forms assigned to them.

3. Tap Select to complete the form you want. For example, you can select Self screening questionnaire for COVID-19.
   

4. In the Self screening questionnaire for COVID-19 window that opens, fill out the fields.
   

5. (Optional) Tap Photo to upload a photo or video.

6. (Optional) Tap Edit  to add a message to the field you want.

7. When finished, tap Save.
   Form Saved, Completed opens.

8. In the Form Saved, Completed window that opens, tap Back to My Forms.

Now you can see the completed form in the My Forms section.

Edit a form

1. From the ServiceTitan Mobile dashboard, tap the My Forms tab.

2. Select the form you want to edit.

3. Make the changes you want.

4. When finished, tap Save.

Note: The Save button is enabled when the technician makes changes to the already saved form. If the Save button is in Disabled state, it means that the technician made no new changes to the already saved form.

Want to learn more?

• See Create a form in ServiceTitan