Forms Home

The ServiceTitan Forms feature allows you to digitally manage your documentation for jobs, customers, locations, technicians, and equipment.

Setup

How to use it for your business

• If your business uses many forms, add business units to the form so that technicians can easily find the correct forms when they are out in the field.

• Use a form as a checklist for your technicians. For example, include a point-by-point home inspection form as a mandatory checklist to complete a job.

• In ServiceTitan, use the / symbol on your keyboard to search for Forms pages and quickly access them.

Key workflows

Benefits

• Streamline your data collection by creating forms directly in ServiceTitan and attaching them to jobs, calls, customers, locations, or equipment.

• Capture details of non-job events, such as safety meetings or truck inspections through technician forms.

• Create PDF forms with smart fields using Adobe Acrobat and upload them to ServiceTitan, allowing you to design forms tailored to your specific needs.

• Add triggers to a form to alert technicians to complete a form in certain situations, such as a change in job status.

• View your attached photos or videos which are automatically added to the job in the Audit trail and Files tab.

• Use form submission reports to analyze form data.

Manage forms

Efficiently manage forms in ServiceTitan:

• Use forms

• Create a form in ServiceTitan

• Add technician forms in ServiceTitan Mobile

• Copy or export a form

• Add questions to forms

• Manage forms for equipment in ServiceTitan Mobile

• Manage project media files and forms

Manage PDF forms

Efficiently manage PDF forms and form report templates:

• Add a PDF form to ServiceTitan

• Smart fields in PDF forms

Form reports

Effectively report on forms:

• Form Submissions report template

Customize forms

Enhance your ServiceTitan forms by using triggers and conditional logic.

• Use form triggers

• Trigger technician forms

• Use conditional logic in forms

• Add tags using conditional logic in forms

Troubleshooting and FAQ

Troubleshooting

Explore our troubleshooting articles that address the most common issues and provide their solutions.

Forms in ServiceTitan

• What are the steps to make a form downloadable in PDF format from the office side in ServiceTitan?

• How can I bulk copy and paste sections on a form in ServiceTitan?

• Why are completed forms not showing on a customer's profile?

• Why didn't my form email alert send for a specific job?

• How can I fix my form freezing issue caused by conflicting conditional logic rules?

• How can I prevent checklists from being automatically emailed to customers after job completion?

• Why am I receiving email alerts for all completed forms, even though I have not set up alerts for some of them?

• How can I duplicate individual fields on a form in ServiceTitan using the forms sections?

• Why am I not receiving alerts for a completed form?

• Can I assign a form to a specific task in pricebook so that a checklist appears for technicians when performing a specific service?

• How do I make forms mandatory in ServiceTitan?

• Why can't I see form submissions in reports?

• Why can't I download a ServiceTitan form as a PDF?

• How can I automatically send a specific form with HVAC install estimates?

• How do I search for incomplete Maintenance forms?

• How do I make my form show up for certain business units?

• Why does my video upload stop before finishing?

Form triggers in ServiceTitan

• Why isn't the form triggering automatically on jobs?

• Why does the required form not trigger according to the form settings?

• What is the trigger limit for a form in ServiceTitan, and will adding the same item multiple times trigger the form multiple times?

• How can I prevent forms from triggering on every appointment?

• Why did the employee receive form email without alerts setup?

• Why aren't form triggers working for specific job types?

Forms in ServiceTitan Mobile

• How can I fix custom PDF forms not loading in ServiceTitan Mobile?

• How can technicians add or edit forms on an estimate after a job is sold?

• Why can't a technician see the Forms tab in ServiceTitan Mobile?

• What is the best way to remind technicians to add pictures to their jobs before completing them?

• Why does the ServiceTitan Mobile app close when I'm filling out a form?

• How do I fix forms that freeze my ServiceTitan Mobile app?

FAQ

Check out the most frequently asked questions for Forms. For more, see Forms FAQ.

• Can I merge forms in ServiceTitan?
  No, ServiceTitan does not offer a feature to merge forms directly. You can duplicate one of the forms and manually copy the content from the other form you want to merge. For more, see Copy or export a form.

• Can you send an authorization form to customers in a home warranty program before the work starts?
  You can manually send it from the office side.

  • Make sure to book the job.

  • Find the job.

  • Go to the Forms section within the job record.

  • Select the appropriate form and send it to the customer.

  • The Customer Success Manager (CSR) or Dispatcher can send the form. For more, see Use form triggers.