Overview
Smart fields in ServiceTitan automatically populate PDF forms, eliminating the need for technicians to manually input details, such as the estimate name, when the form is opened on a corresponding job.
Who uses this feature
Office employees
Applies to all business types
Things to know
PDF forms with calculations or formulas aren't supported in ServiceTitan. It won't calculate totals if the PDF is edited in ServiceTitan Mobile.
Codes are combinations of letters and numbers. The letters are abbreviations for the name of the field while numbers are for fields where there could be more than one of the same entry.
Input smart fields in a fillable and editable form field so that they are updated accordingly when you save, preview, or complete the form.
If a smart field has a number, you can add multiple smart fields with increments to add multiple entries to the form. For example, if you created three estimates for a customer, you can include the names of each with the smart fields E1N, E2N, and E3N.
If you have GreenSky® custom financing or Service Finance enabled, you won't be able to use the E1FMP smart code.
Forms with linked equipment smart fields are automatically populated when linked to a single piece of equipment. If the form is linked to multiple pieces of equipment, it won't be automatically populated.
If a business unit (BU) has the Don't show technician item prices setting enabled, jobs assigned to that BU do not show prices on PDF forms with price-related fields, and technicians can't email the form to customers.
Add smart fields to a PDF
Smart fields take information from ServiceTitan and add it to your form. For example, the Customer Name smart field adds the name of the customer on file for whichever job you are at.
Note: Complete the form with the T1AP1TDP, T1AP1TA, T1AP1TDO, and T1AP1DUR smart fields only after the job has been completed as these fields won't be updated retroactively.
To add smart fields to your PDF form:
Open your form in a PDF editor, such as PDFescape or Adobe Acrobat.
Note: In this example, we use PDFescape.
In the PDFescape editor, select Form Field.
In the Form Field Creation Tool window that opens, select Text from the dropdown and click Select.
Find the code (listed below) that corresponds to the information you want automatically added to your form and add it to the appropriate form field.
Note: If a smart field code has a number, you can add multiple entries. For example, in E1I1N, the first 1 represents the first estimate and the second 1 represents the first item on that estimate. So, E1I3N is the third item on the first estimate.
Save a copy of your form with the Smart Field codes entered.
Note: If you don't already have a PDF form created, see Add a PDF form to ServiceTitan.
Codes for PDF smart fields
Smart Field Concept | Smart Field Code |
|---|---|
Customer and location info | |
Customer Name | CN |
Location Name | LN |
Bill-To Address | BTA |
Bill-To Address Number and Street Name | BTANS |
Bill-To Address Street Number | BTASN |
Bill-To Address Street Name | BTAS |
Bill-To Address City | BTAC |
Bill-To Address State | BTAST |
Bill-To Address Zip | BTAZ |
Location Address | LA |
Location Address Number and Street Name | LANS |
Location Address Street Number | LASN |
Location Address Street Name | LAS |
Location Address City | LAC |
Location Address State | LAST |
Location Address Zip | LAZ |
Location Custom Field 1 | LCF1 |
Equipment info | |
Active Equipment 1 (on the location) Name | EQ1N |
Active Equipment 1 Type | EQ1T |
Active Equipment 1 Manufacturer | EQ1MR |
Active Equipment 1 Service Provider Warranty From | EQ1SWF |
Active Equipment 1 Service Provider Warranty To | EQ1SWT |
Active Equipment 1 Manufacturer Warranty From | EQ1MWF |
Active Equipment 1 Manufacturer Warranty To | EQ1MWT |
Active Equipment 1 Installed On Date | EQ1ID |
Active Equipment 1 Memo | EQ1M |
Active Equipment 1 Custom Field | EQ1CF1 |
Active Equipment 1 Serial Number | EQ1SN |
Active Equipment 1 Model Number | EQ1MN |
Linked Equipment Name
| LEQN |
Linked Equipment Type | LEQT |
Linked Equipment Manufacturer | LEQMR |
Linked Equipment Model Number | LEQMN |
Linked Equipment Serial Number | LEQSN |
Linked Equipment Memo | LEQM |
Linked Equipment Installed On Date | LEQID |
Linked Equipment Manufacturer Warranty From | LEQMWF |
Linked Equipment Manufacturer Warranty To | LEQMWT |
Linked Equipment Custom Field | LEQCF1 |
Linked Equipment Service Provider Warranty From | LEQSWF |
Linked Equipment Service Provider Warranty To | LEQSWT |
Estimate info | |
Estimate 1 - Name | E1N |
Estimate 1 - Summary | E1S |
Estimate 1 - Item 1 Name | E1I1N |
Estimate 1 - Item 1 Code | E1I1C |
Estimate 1 - Item 1 Description | E1I1D |
Estimate 1 - Item 1 Warranty | E1I1W |
Estimate 1 - Item 1 Price | E1I1P |
Estimate 1 - Item 1 Quantity | E1I1Q |
Estimate 1 Item 1 Subtotal | E1I1ST |
Estimate 1 - Item 1 Membership Price | E1I1MP |
Estimate 1 - Item 1 Membership Saving | E1I1MS |
Estimate 1 - Total Membership Saving | E1TMS |
Estimate 1 - Subtotal | E1ST |
Estimate 1 - Tax | E1TAX |
Estimate 1 - Total | E1T |
Estimate 1 Default Pricing Monthly Payment Amount | E1FMP |
Estimate 2 Default Pricing Monthly Payment Amount | E2FMP |
Estimate 3 Default Pricing Monthly Payment Amount | E3FMP |
Invoice info | |
Invoice Subtotal | IST |
Invoice Total | IT |
Invoice Balance | IB |
Invoice Tax | ITAX |
Invoice Summary | IS |
Invoice Item 1 Name | II1N |
Invoice Item 1 Code | II1C |
Invoice Item 1 Desc. | II1D |
Invoice Item 1 Price | II1P |
Invoice Item 1 Quantity | II1Q |
Invoice Item 1 Warranty | II1W |
Invoice Item 1 Subtotal | II1ST |
Invoice Material 1 Name | IMI1N |
Invoice Material 1 Code | IMI1C |
Invoice Material 1 Description | IMI1D |
Invoice Material 1 Price | IMI1P |
Invoice Equipment 1 Name | IEI1N |
Invoice Equipment 1 Code | IEI1C |
Invoice Equipment 1 Description | IEI1D |
Invoice Equipment 1 Price | IEI1P |
Invoice Service 1 Name | ISI1N |
Invoice Service 1 Code | ISI1C |
Invoice Service 1 Description | ISI1D |
Invoice Service 1 Price | ISI1P |
Job info | |
Job Number | JN |
Job Date | JD |
Today's Date | TD |
Job Type | JT |
Job Campaign | JC |
Job Custom Field 1 | JCF1 |
Customer Phone 1 | CP1 |
Customer Email 1 | CE1 |
Customer Custom Field 1 | CCF1 |
Membership info | |
Active Membership 1 Name | M1N |
Active Membership 1 From | M1F |
Active Membership 1 To | M1T |
Active Membership 2 Name | M2N |
Active Membership 2 From | M2F |
Active Membership 2 To | M2T |
Membership Record Custom Field 1 | M1CF1 |
Payment info | |
Payment 1 | P1 |
Payment 2 | P2 |
Payment 3 | P3 |
Project info | |
Project Custom Field 1 | PRCF1 |
Technician info | |
Technician Name | TN |
Technician Name (if multiple technicians are on the job) | T1AP1N |
Technician Email | TE |
Technician Email (if multiple technicians are on the job) | T1AP1E |
Technician Phone | TP |
Technician Phone (if multiple technicians are on the job) | T1AP1P |
Technician License | TL |
Technician License (if multiple technicians are on the job) | T1AP1L |
Time Dispatched | T1AP1TDP |
Time Arrived | T1AP1TA |
Time Done | T1AP1TDO |
Time Canceled | T1AP1TC |
Total Duration on Job (in hours) | T1AP1DUR |
Labor Type | T1AP1LT |
Want to learn more?
See Forms