Viewing notes in forms in mobile

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

When a tech fills out a form, they are unable to see notes they have put into it.  Am I missing something/somewhere that they can see the notes?  My only thoughts on a workaround are for them to email the form to themselves to see it.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning
8 REPLIES 8

MadisonChicken
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

So I went in as a technician and started a form. Are you talking about notes here: 

mtrobert_1-1701283498249.png

And they are only showing up when I got back into the form? Is that the way it is for them? 

 

Madison Robertson
Chicken Lady Speaks

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Yes...lol...you wrote the same thing I did when I was testing it!  We don't see that note after the form is submitted when we look at completed forms unless we click on the green pencil to review it.  It isn't visible without clicking it.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

MadisonChicken
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Yeah I honestly have no idea.. That is very strange that you aren't able to see it unless you click on that pencil icon. Sorry I couldn't be of more help. 

Madison Robertson
Chicken Lady Speaks

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Thanks for looking, always appreciate the second set of eyes!!

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

e_dunn
Former Titan

Hi @MirandaMel - is this a recent issue?

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I am not sure, it was just brought to my attention yesterday but not sure the techs ever had a reason (or thought of it...) to bring it up.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

hmm.. okay. Time to call on some of your fellow STCAs - @JessicaSmith@Miranda@MadisonChicken - have your techs experienced this?

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This sounds kind of familiar, but I will have to check with my guys and see! 


Miranda Hufford, Office Manager @ Red Barn Service, LLC