Copy or export a form

Overview

Export a form and make a copy by importing it back in and editing it. Make a copy to duplicate existing forms without starting from scratch.

Things to know

• You can copy, export, and import only native ServiceTitan forms, and not PDF forms.

• You can send the exported file to another ServiceTitan user to share your forms.

Copy a form

1. Go to the navigation bar and click Settings .

2. In the side panel, click Operations > Forms.

3. Click Make a copy  next to the form you want to copy.
   

4. On the Make a Copy screen that opens, enter the number of copies you want to make.

   Note: You can make up 99 copies of a form. Each copied form will have a New tag next to it which is removed when you leave the Forms screen.

5. Select if you want to include the Triggers and Conditional logic rules.

6. When finished, click Make Copy.

Export a form

1. Go to the navigation bar and click Settings .

2. In the side panel, go to Operations > Forms.

3. Click Export next to the form you want to export.
   

4. On the Export Form that opens, select if you want to include the Triggers and Conditional logic rules.

5. When finished, click Export. The form is automatically downloaded to your device.

Import a form

Note: Forms can be imported into ServiceTitan if they were exported from ServiceTitan. The file must be in JSON format.

1. Go to the navigation bar and click Settings .

2. In the side panel, go to Operations > Forms.

3. Click Import.
   

4. Select and upload a file from your computer. 

5. Click Import. The file is successfully imported.

6. In the Import Form window that opens:

   1. Click Preview Form to preview the form.

   2. Click Edit Form to edit the form if needed.
      

Want to learn more?

• Visit ServiceTitan Academy to enroll in Basics

• See Forms