Posts

Form generating based only on location?

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...

MirandaMel by ServiceTitan Certified Administrator
  • 431 Views
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PDF Form Smart Fields - Discounts and Rebates

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 ...

swilliams by New Contributor
  • 511 Views
  • 1 replies
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Can we change the order that the custom fields appear in?

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, ...

ERIK by New Contributor II
  • 937 Views
  • 3 replies
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Resolved! Creating a Form to save to the Location Page

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...

Completed Form History

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...

MirandaMel by ServiceTitan Certified Administrator
  • 1310 Views
  • 6 replies
  • 1 kudos

Ideas for Forms

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

H_Imbach by New Contributor III
  • 1212 Views
  • 2 replies
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Uploading Forms

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...

spetrie by Contributor II
  • 1558 Views
  • 3 replies
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Form editing option suggestion

We are in the restoration industry and a requirement to get paid for insurance paid jobs is to keep track of progress as things dry out. That means that we need to stop by multiple ongoing jobs and grab reading from equipment and record in a form. To...

johnu21 by New Contributor
  • 1299 Views
  • 1 replies
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Why can't I see a form a tech finished in the app on the office side?

We created a Titan form the technicians use to put in the property information. Once the technician has finished the form and closed the job. I can't see the form on the office side. But the technician can still see it in the app. Is there a easy way...

DOO509 by New Contributor
  • 1102 Views
  • 0 replies
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