How To Build & Use Custom PDF Smart Forms
Link to the KB article: https://help.servicetitan.com/how-to/...
Link to the proposal template: https://drive.google.com/file/d/13byl...
Not a Servicetitan User Yet? Book a Demo Here: https://join.servicetitan.com/mzwzD9X
00:00 PDF Forms VS Native Forms
02:44 Building A PDF Smart Form
07:32 Uploading Our PDF Form To ServiceTitan
08:12 Filling Out A PDF Form From Mobile
10:43 Filling Out A PDF Form From The Office
11:49 What To Watch Next
In this video, BCN explains the differences between native forms and PDF Smart Forms and builds out custom sales proposals using PDF Smart Forms. He also demonstrates how to fill out PDF forms from both the mobile and office sides of ServiceTitan
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