Is there a way to trigger a tag based on a conditional form? For example, I have one I'm making for Permits/Utilities; is there a way to make it so that "Is there a permit required?" is equal to "yes," it will automatically add a "permit" tag on the job?
Instructions on how to import the form from titanexchange are in the video. The section starts at 19:17. Not to make you feel bad, but BCN is crying because you didn’t finish the video
Now for the real question....How do you require the tech to do this on a daily basis? We need to do this for DOT in our area and currently use DOT books. I would love to be able to ditch these.
A couple ideas to use this for are: Weekly vehicle inspections, monthly warehouse inspections, anytime a piece of equipment is checkout for a job (like a Jetter), etc... Trigger forms via 'non-job' events placed on the dispatch board.
Is there a way to trigger a tag based on a conditional form? For example, I have one I'm making for Permits/Utilities; is there a way to make it so that "Is there a permit required?" is equal to "yes," it will automatically add a "permit" tag on the job?
Was there an answer to this
exactly what i was trying to do. this software is very underwhelming for how much it costs
you are doing really awesome ...keep going
is there a template of the HVAC Scope of Work form (Conditional Formatting) for Service Titan Users ?
Instructions on how to import the form from titanexchange are in the video. The section starts at 19:17. Not to make you feel bad, but BCN is crying because you didn’t finish the video
@@Servicetitan how dare they
Now for the real question....How do you require the tech to do this on a daily basis? We need to do this for DOT in our area and currently use DOT books. I would love to be able to ditch these.
You can trigger tech forms from non-job events, so if you create a recurring daily non-job event that triggers that form then you're good to go 👍
A couple ideas to use this for are: Weekly vehicle inspections, monthly warehouse inspections, anytime a piece of equipment is checkout for a job (like a Jetter), etc... Trigger forms via 'non-job' events placed on the dispatch board.
NOW let’s be able to add formulas to auto populate certain Data based on input values…