ServiceTitan Forms: Unlocking Efficiency Beyond the Basics

06/02/2025 28 min
ServiceTitan Forms: Unlocking Efficiency Beyond the Basics

Listen "ServiceTitan Forms: Unlocking Efficiency Beyond the Basics"

Episode Synopsis

ServiceTitan Forms is more than just a catalog of digital checklists — it’s the backbone of efficient operations.Sena Sadeghi, Senior Manager of Customer Programs at ServiceTitan, unpacks this powerful feature, from streamlining processes with conditional logic to leveraging auto-tagging and advanced reporting. Sena shares actionable insights to help technicians and office teams transition from pen and paper to a unified digital workflow. Whether you're new to ServiceTitan or a seasoned user, this episode offers practical tips to elevate your business operations with the advanced ServiceTitan Forms feature.Join us as we discuss: [3:45] The four core advanced features within ServiceTitan Forms[15:30] Customer data set reporting and Form Submissions[19:38] Common ServiceTitan Forms user errors to avoidCheck out these resources we mentioned during the podcast:Customer Resource HubServiceTitan FormsTitanExchangeBlue Collar NerdServiceTitan Ember SessionsServiceTitan SparkSessionsYou can find this interview and many more by subscribing to Mastering ServiceTitan on Apple Podcasts, on Spotify, or here.Know a business that could use a bit of muscle from ServiceTitan? Refer them here!Listening on a desktop & can’t see the links? Just search for Mastering ServiceTitan in your favorite podcast player.Hosted on Ausha. See ausha.co/privacy-policy for more information.