04-12-2024 08:48 AM
Our company is fairly new to ServiceTitan and was wondering how everyone else uses forms? Do your technicians fill them out for every job?
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04-12-2024 09:54 AM
We use so many forms and love them! AC and Furnace tune up forms, safety forms, pre/post install forms. Take a look in Titan Exchange for some ready made forms if you are not sure where to begin with them. Also, @BCN has a video on parts request forms if I recall correctly.
04-15-2024 09:04 AM
Hello,
We have several different types of forms and they are all used differently.
It's worked out pretty well for us so far. We're always finding new things to put in our forms.
I hope this helps!
Denise Iversen
04-12-2024 09:54 AM
We use so many forms and love them! AC and Furnace tune up forms, safety forms, pre/post install forms. Take a look in Titan Exchange for some ready made forms if you are not sure where to begin with them. Also, @BCN has a video on parts request forms if I recall correctly.
04-12-2024 09:42 AM
Hello,
Some forms are for every job, but some are not. We use triggers for the jobs we want to make sure it gets filled out before they can close the job. Hopes this helps.