PARTNERS:

Install - Ductless Form

A ready-to-use, customizable Ductless System Installation form for ServiceTitan. Give your techs a detailed, photo-driven checklist to document every step of a ductless install—from model numbers and pressure tests to operational checks and signatures. Built to ensure quality control, reduce callbacks, and provide a professional record for every job. Just download and upload into your account.

Get Started With This Template

Step 1: Download the File

Enter your email and click the submit button to get the .json file:

File Name: Install - Ductless (The WRKBNCH).json

Save it somewhere on your computer where you can easily find it later.

Step 2: Upload the Form to ServiceTitan

Log into your ServiceTitan account.
In the navigation menu, go to:
Settings → Forms
Click the Import button (top-right).
Select the downloaded JSON file (Install - Ductless (The WRKBNCH).json) from your computer.
Click Upload.

ServiceTitan will automatically create the form with all fields, photo uploads, dropdowns, and signature requirements.

Step 3: Customize the Form (Optional)

Want to tailor it for your business?

Adjust field names or instructions:
Edit labels like "Check Operation" or "Overall Picture" to match your internal language.
Modify required fields:
Change the "Required" setting for any field to fit your workflow.
Add or remove steps:
Include additional checks or remove any that don’t apply to your installations.

Step 4: Deploy It to Your Technicians

Once uploaded, the form will be available in the field:

Techs can complete it on-site from mobile or desktop.
Photos, notes, and operational checks are stored with the job record.
The form provides a complete, professional record of every ductless installation.

Pro Tips

Use this form as a quality control checklist—it’s designed to ensure every install is documented from start to finish.
Photos of pressure tests, level checks, and model numbers build customer confidence and reduce callbacks.
Completed forms can be attached to estimates, invoices, or customer notes for long-term records.

Step 1: Download the File

Enter your email and click the submit button to get the .json file:

File Name: Install - Ductless (The WRKBNCH).json

Save it somewhere on your computer where you can easily find it later.

Step 2: Upload the Form to ServiceTitan

Log into your ServiceTitan account.
In the navigation menu, go to:
Settings → Forms
Click the Import button (top-right).
Select the downloaded JSON file (Install - Ductless (The WRKBNCH).json) from your computer.
Click Upload.

ServiceTitan will automatically create the form with all fields, photo uploads, dropdowns, and signature requirements.

Step 3: Customize the Form (Optional)

Want to tailor it for your business?

Adjust field names or instructions:
Edit labels like "Check Operation" or "Overall Picture" to match your internal language.
Modify required fields:
Change the "Required" setting for any field to fit your workflow.
Add or remove steps:
Include additional checks or remove any that don’t apply to your installations.

Step 4: Deploy It to Your Technicians

Once uploaded, the form will be available in the field:

Techs can complete it on-site from mobile or desktop.
Photos, notes, and operational checks are stored with the job record.
The form provides a complete, professional record of every ductless installation.

Pro Tips

Use this form as a quality control checklist—it’s designed to ensure every install is documented from start to finish.
Photos of pressure tests, level checks, and model numbers build customer confidence and reduce callbacks.
Completed forms can be attached to estimates, invoices, or customer notes for long-term records.

Step 1: Download the File

Enter your email and click the submit button to get the .json file:

File Name: Install - Ductless (The WRKBNCH).json

Save it somewhere on your computer where you can easily find it later.

Step 2: Upload the Form to ServiceTitan

Log into your ServiceTitan account.
In the navigation menu, go to:
Settings → Forms
Click the Import button (top-right).
Select the downloaded JSON file (Install - Ductless (The WRKBNCH).json) from your computer.
Click Upload.

ServiceTitan will automatically create the form with all fields, photo uploads, dropdowns, and signature requirements.

Step 3: Customize the Form (Optional)

Want to tailor it for your business?

Adjust field names or instructions:
Edit labels like "Check Operation" or "Overall Picture" to match your internal language.
Modify required fields:
Change the "Required" setting for any field to fit your workflow.
Add or remove steps:
Include additional checks or remove any that don’t apply to your installations.

Step 4: Deploy It to Your Technicians

Once uploaded, the form will be available in the field:

Techs can complete it on-site from mobile or desktop.
Photos, notes, and operational checks are stored with the job record.
The form provides a complete, professional record of every ductless installation.

Pro Tips

Use this form as a quality control checklist—it’s designed to ensure every install is documented from start to finish.
Photos of pressure tests, level checks, and model numbers build customer confidence and reduce callbacks.
Completed forms can be attached to estimates, invoices, or customer notes for long-term records.