Overview
Trigger technician forms using a non-job event to make the trigger visible for technicians and remind them to complete forms in ServiceTitan Mobile.
Who uses this feature
Administrators
Applies to all business types
Things to know
Technicians can view the non-job event that triggers the technician form in the All Jobs tab in ServiceTitan Mobile.
Note: Technicians can only complete the forms for the current or next day.
You can use the trigger assignment option for technicians when the form is assigned to a technician on the form’s edit page.
To track non-job events, clock in and out in ServiceTitan Mobile. For more, see Clock into and out of non-job events.
Trigger a technician form
To trigger a technician form, you create a timesheet code or non-job event code or you can use the one that is already created:
Go to the top toolbar and click Settings
.In the side panel, click People > Payroll. Payroll Settings opens.
In the Timesheet Codes section, click Edit.
On the Non-job Event Codes screen that opens, click Add a Non-job Event Code to create a new code.
In the Add a New-job Event Code window that opens, fill in the fields.
When finished, click Save.
Go back to the top toolbar and click Settings
. In the side panel, click Operations > Forms.
In the Trigger column, click Add Trigger to add additional triggers to a form.
From the Edit dropdown, select Trigger.
In the Form’s Triggers window that opens, click Add Trigger. Add Trigger opens.
From the Trigger Assignment dropdown, select Technician.
From the Non-Job Event Timesheet Code dropdown, select the code you created.
(Optional) Select if the trigger is required.
Note: Selecting the Required option reminds technicians to complete the form, but it does not affect the job workflow.
When finished, click Save.
Tip: To edit a trigger, click Edit
at the end of the row. To delete a trigger, click Delete
.
Note: If you select the Required field, it won’t prevent the technician from performing other actions in ServiceTitan Mobile as it does for triggered forms that are required on jobs, such as clocking in/out, dispatching/arriving at a job, completing a job, and so on. It only triggers to remind the technician to complete the form.
Create an event based on the non-job event code
Go to the navigation bar and click Dispatch.
Click on the Dispatch Board.
In the New Event window that opens, enter the Event Name.
Select the Needs a Timesheet? checkbox to see the timesheet code field.
From the Timesheet Code dropdown, select the non-job event code you created.
When finished, click Create Event.
To create a recurring event on the Dispatch Board:
Select the event and click Edit Event.
On the Edit Event screen that opens, select the Repeat option.
In the Repeat window that opens, set the dates as you want.
When finished, click Done.
Select technicians for whom you want to create an event.
Note: You can click Select All to include all technicians in the list, or Unselect all to delete all technicians from the list.
Tip: You can delete technicians by clicking Delete
.When finished, click Save.
Now technicians can see the non-job event and the linked form to that event in ServiceTitan Mobile > Overview. This reminds technicians to complete the form.
For more information on how technicians can complete the form, see Add technician forms in ServiceTitan Mobile.
View completed technician forms
Go to the top toolbar and click Search
.Click the dropdown and select Form.
From the Form State dropdown, select Completed.
From the Form Name dropdown, select the form you are searching for.
From the Assigned to dropdown, select Technicians.
Use the calendar to select the date range you want.
Click Search.
You can see the completed technician forms.
