Overview
Add tags using conditional logic in forms to drive different actions and workflows.
Who uses this feature
Administrators, office employees
Applies to all business types
Feature configuration
Account configuration is required to use this feature. To update your account, please contact your success or implementation manager.
Things to know
You can add relevant tags to job, location, customer, or equipment records based on conditional logic in a form.
Add tags
You can add a new form or edit an existing form to add tags using conditional logic.
Create a conditional logic statement.
Click Add Tags.
Select tags from the dropdown and where they should be applied. You can view added tags on the job, customer, location, or equipment.
When finished, click Save and Publish.
In the window that opens, click Publish.
View added tags in ServiceTitan
To view added tags, fill out the form so that the conditional statements are met.
On the Job screen, go to the History section.
Click the Files tab.
Find the form and click Create.
On the form window that opens, fill out the form fields.
When finished, click Save.
On the location record, you see the form tag.
On the customer record, you see the form tag.
You can fill out the form in ServiceTitan Mobile by going to Job > Forms. If the conditional statements are met, the tags will be automatically added.
Want to learn more?
Visit ServiceTitan Academy and enroll in Conditional Logic in Forms.