Dispatch & Work
Form automation triggers
Require the right checklist when a job starts, finishes, or fails inspection.
Overview
ServiceTitan Forms attach to job events with automation triggers. Thorbis job forms exist without trigger engine.
What we're building
Job forms only help if they actually get filled out, and when completing a checklist depends on someone remembering, the inspection form or safety checklist is the thing that gets skipped under pressure.
Thorbis is building form automation triggers that attach the right forms to job types and statuses, so the correct checklist shows up when a job starts, finishes, or hits a milestone. A job can be blocked from completing until a required form is submitted, completed forms export to PDF, and form analytics show completion by tech. It is for teams that need the paperwork done right every time, not just when someone remembers.
What you'll be able to do
- Attach forms to job types and statuses
- Block job complete until required form submitted
- PDF export of completed forms
- Form analytics by tech
- Make sure the right checklist gets done on every job
- Stop jobs from closing with missing paperwork
Rollout plan
- 01
Event-attached forms
In progressAttach forms to job types and statuses.
- 02
Completion gating
In progressBlock job complete until a required form is submitted.
- 03
Export and analytics
In progressExport completed forms to PDF and analyze completion by tech.
Milestones
- Not started:
Form triggers
Attach forms to job events.
- Not started:
Required gating
Enforce forms before completion.
- Not started:
PDF export
Export completed forms to PDF.
- Not started:
Form analytics
Report completion by technician.
More in Dispatch & Work
How to send useful feedback
Name the blocked role
Product feedback is more useful when it names the owner, dispatcher, technician, office user, or customer affected.
Explain the workaround
Describe what your team does today and where the process fails under real work.
Define success
Share what would change after launch: time saved, fewer manual steps, cleaner records, or better customer follow-up.