We have a government form that needs to be filled out for every job. Recently, someone edited the form’s conditional logic, which caused errors in several jobs. We've since fixed the form, but the jobs are still showing the old, buggy version. How ca...
We have a new employee that came over from another company that uses Service Titan and he let us know that at his old job, once the techs opened a form, it was required to complete the form before they could closeout. Does anyone know how to make thi...
I think I already know this isn't possible, but wanting to see if anyone has some insight...We are wanting to have a form trigger on a specific location only...is this possible? We have certain homes that have very specific needs and our typical main...
Has anyone figured out a way to add a smart field to a PDF form (that's uploaded, not a ST form), that will pull the total discounts/rebates for an estimate that we can include on the contract? These are standard ST fields, so seems like this should ...
I would like to change the order that the custom fields appear on the job screen or any other place we use them. I want to change the order so the fields match our workflow. I have tried numbering them and that did not work. Any suggestions? If not, ...
Is there a way that a tech can capture site specific information and save it to a location page? What are companies doing to record site info so that it is public for the company to see? For example a technician visits a house and finds out a control...
Good morning!Is there somewhere from the office side to see a completed forms history for a customer or a location? I am only seeing non-started forms in our history...when I know for fact that there are completed jobs for that customer/location. Any...
Questions for California contractors: How do you satisfy the requirements of the Business and Professional code of having contract for each job signed by you and the customer, depending on the job total: A. Service contract for jobs $750 or less (Sec...
I have created an idea regarding forms. Please see link below to view the details and to vote.https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3291
I'm attempting to upload forms to ST that are the correct file type and even show up in the preview when I upload them they say that they are successfully uploaded but they never appear in our list of forms.Anyone ever experienced this??If no has I'l...
