Posts

forms

Hello, I would really like when you create a form and when down loading pictures - that they get attached to the history on the job.Because, having that option to add photos to forms is great. If I have to go back and look at picture/s. I have to go ...

Tagging based on form answers

I need jobs to be tagged based on answers to questions on forms. I found two separate ideas for this- please go vote for these!!COMMUNITY-I-1050COMMUNITY-I-1681

JessicaSmith by ServiceTitan Certified Administrator
  • 1756 Views
  • 3 replies
  • 6 kudos

Resolved! Non-Managed tech & Non-Job Events

Can Non-Managed techs fill out forms assigned to Technician through Non-job events? I know they can't do anything on a job without being managed, but hoping they can fill out a form

RebeccaSantiago by ServiceTitan Certified Administrator
  • 1537 Views
  • 1 replies
  • 0 kudos

Terms & Conditions with Replacement Estimates

We have a series of terms and conditions for sold HVAC replacement jobs. What is the best way to attach that to an estimate being sent to a customer and/or being signed?

amandaz88 by ServiceTitan Certified Administrator
  • 1149 Views
  • 1 replies
  • 0 kudos

Form Trigger Assignment for Working Technician

I am in need of a form that will allow me to trigger by Technician for all job types, all business units and all customer types. We are a residential plumbing company that our plumbers service all job types. As a reminder or checklist for the newer p...

pdunaway by New Contributor
  • 1505 Views
  • 2 replies
  • 0 kudos