ServiceTitan now lets you assign forms directly to technicians instead of tying them to jobs. Technicians see forms in a new My Forms tab on their mobile dashboard, and forms can auto-trigger from non-job events like safety meetings. Search completed forms in the office by technician, status, and date.
Release Notes Highlights. Next, under Forms and Media, we have another very long awaited feature which is Technician forms. So you know how in Service Titan, a form has to be attached to either a job, a call, a customer, a location or equipment? Well, not anymore baby. We got a new kid on the block. So handsome. So when creating a form, you can now choose to assign that form to technicians. Technicians will access these forms from a new tab on their main mobile dashboard called My Forms. From there, they can select any technician forms that you have published. So they can access any of the published forms on demand by clicking that add form button. You're also able to trigger these forms based on non job event timesheet codes. So for example, if you had a safety meeting, non job event and non job event timesheet code, well then you could set it up so that anytime a technician attends a safety meeting non job event, that the safety meeting attendance form is automatically triggered for them. Now back in the office, you'll access these completed technician forms from the search page. So you would say search for form and then adjust all of the other filters to get what you're looking for. So maybe you want form statuses completed. Maybe you're looking for forms from a specific technician or forms in a specific date range. In any case, this is where you find them.
Hey, thanks so much for watching. Mighty kind of ya. If you wanna check out the full release notes video, here's a link to it right around here. Or if not, here's another video I think you might enjoy. I'm just gonna sit here and at you till you pick one. That's right. Go on. Okay. Interesting choice.
