Is there a way to trigger a form to send to a customer upon scheduling?

[brooke_t]

Some of our customers are a part of a home warranty program and we need to have them sign an authorization form before any work is completed. We'd like to be able to send it upon scheduling as a kind of way to confirm the appointment. I have it created as a form right now but it looks like it can be triggered by the technician once he's at the job or completes the job.

[AmyHart · Accepted solution]

I'm not sure if there is a way to trigger a form upon scheduling but it could be sent from the office side (CSR or Dispatcher) from the forms section of the job record once the job is booked.

[hannahka]

My company has a similar authorization forms situation except for landlord/tenants. I'm a bit new-ish (and also a bit technically challenged) with Service Titan, would you mind giving a step-by-step on how we could send this form through Service Titan? And then, once completed, will the form with the customer's information attach onto the job/customer account? Right now we are doing the forms via email and then attaching them manually. Just figured it'd be tons easier to go directly through ST.

[AmyHart]

https://loom.com/share/334a6681e16342b0aab0f1475db0cf3c

[mdaniels7]

You can add a new form by clicking on the gear> operations>forms

You can add the form on the job page if you go down to where you would enter a note and click on the grey box that says "Files". You can "view, print, email, and create"  the form from there.

Hope this helps!!