Manage forms for equipment in ServiceTitan Mobile

  • Updated on Apr 25, 2026
  • Published on Feb 20, 2026
  • 4 minute(s) read
Prev Next

Overview

You can manage forms in ServiceTitan mobile in different ways. You can make it easier to understand which forms apply to which pieces of equipment, link forms to equipment, and copy the same form to multiple pieces of equipment at once.

Who uses this feature

  • Technicians

  • Primarily for Residential Service and Replacement and Commercial Service and Replacement business types

Feature configuration

  • Permission is required to duplicate forms on ServiceTitan Mobile. Please contact the account administrator on your team.

Things to know

  • You can complete forms for equipment from the Forms tab, or from the Existing Equipment section of a job.

  • Office employees can see and access forms when completed and linked by technicians in ServiceTitan Mobile. However, office employees can’t link the form to equipment.

  • On the Forms tab, only forms that are relevant to the job’s business unit are shown. If a technician needs to work with a form from a different business unit, they can tap Filter By and select a different business unit.
    Gif viewing forms in ST Mobile

  • Manage Links and Copy To form options only appear if the form’s Assigned To field is set to Equipment. This is done when configuring the form on the office side.
    Arrival checklist form showing published status and equipment selection options.

  • If you start working on a form but exit the form before completing it, the Started label appears on the form.
    List of forms with statuses, including a highlighted 'Started' status for a checklist.

The form also shows Started on the office side:

Document history showing signatures and forms with a status indicator for completion.

Complete equipment forms from the Forms tab

To save your technicians time and reduce error rates when duplicating forms for multiple pieces of equipment, they can now create several copies of a form and link them to several pieces of equipment in one step. Technicians select each piece of equipment that the form should be copied to, and the form is automatically copied and linked to each piece of equipment. Also, if you’re using smart fields, then as soon as the copied forms are linked, smart form fields are filled with equipment information.

Note: You can only copy forms to multiple pieces of equipment for forms that are assigned to equipment. To learn more, see Create a form in ServiceTitan.

Copy a form to multiple pieces of equipment:

  1. If you aren’t already on the job screen for your current job, tap Overview on the dashboard, and then tap your current job.

  2. Tap Forms.

  3. Tap Morenext to the equipment form you want to copy to other pieces of equipment, and then tap Copy To …
    List of forms with a required plumbing inspection highlighted for attention.    A list of equipment opens.

  4. Select each piece of equipment you want to copy to the form. You can also tap the option next to Name to select all shown pieces of equipment.
    Select equipment from the list to create copies for specific items.

    Tip: You can tap the header of any column to sort by that column, or use search to find equipment by name, serial number, model number, or memo.

  5. When finished, tap Create Form Copies.
    Select equipment to create copies, highlighting the chosen item and action button.

  6. The Forms tab now shows all of the forms you copied. Each of the copies is linked to a piece of equipment whose name you can see on the form name.
    List of forms including Furnace Tune-up and Oil Burner Startup/Permit options.

Link a form to a piece of equipment

You can link forms to equipment so that you can maintain a record of and easily access all forms completed for that piece of equipment.

Note: When a technician links a form to equipment on the mobile, that form also appears on the equipment page in the office. However, office employees can’t link or add a form from the equipment page. It has to be linked or added from the mobile device.

To link to a form:

  1. Tap Overview on the dashboard, and then tap your current job.

  2. Tap Forms.

  3. Find the form you want to link and tap More .

  4. Tap Manage Links.
    User interface displaying forms with options to manage links and checklists.

  5. Select a piece of equipment you want to link this form to.

    Note: You can link multiple pieces of equipment to each form, but this prevents linked equipment smart fields from working correctly. You can also search for the equipment by name or model number.                

    Form to select equipment with a search bar and checkbox for AMBASACAH25.

  6. When you're done, tap Save. The form you linked to the piece of equipment now shows a linked icon and the equipment name the form is linked to.
    List of forms including Boiler Install Checklist and required plumbing inspection.

Manage form links

You can link additional pieces of equipment to a form, or remove existing links, using the Manage Links button on a form that’s linked to a piece of equipment. To manage form links:

  1. Tap Overview on the dashboard, and then tap your current job.

  2. Tap View Current Job.

  3. Tap Forms.

  4. Tap a form linked to a piece of equipment.

  5. Tap Manage.
    Ducted cooling system install checklist with customer details and technician information.

  6. Select which pieces of equipment you want to link to this form, and then tap Save.
    Select equipment to link with the form, highlighting the chosen item RPCL2090CAZ.

  7. The forms list updates and show you the forms that are linked to pieces of equipment.
    List of various inspection forms and checklists for completion and organization.

Complete forms from the Existing Equipment screen

You can also complete forms for existing equipment on a job.

Complete and view forms for a specific piece of equipment

Add a form to an equipment item, Also, view all forms attached to the equipment:

  1. Tap Overview or All Jobs on the dashboard, and then tap the job.

  2. Tap History.

  3. Tap Existing equipment.

  4. Tap the equipment to which you’re adding a form.

  5. Tap Forms.

  6. Tap Add Form.

  7. Complete the form as usual.
    Details of existing equipment with options to add current or previous forms.

Want to learn more?

Related articles