Conditional Logic Forms in ServiceTitan

Project Timeline: March 2025

Powerhouse helped this client streamline form submissions by introducing conditional logic, reducing technician frustration and increasing the accuracy and usability of collected data—in just one week.

Client Challenges

Technicians were overwhelmed by forms that required input on irrelevant fields, leading to inaccurate and nonsensical submissions. Management was frustrated by the lack of usable data, recognizing the need for a smarter, more intuitive solution.

PCG Solutions

Powerhouse introduced conditional logic into the form structure, consolidating eight separate installation forms into one dynamic, responsive form. This ensured that technicians only saw the fields relevant to their work. A clear SOP and Loom walkthrough empowered the client to take ownership quickly, streamlining the process within a single week.

Our Approach

Smart Design Through Conditional Logic

We reimagined the form structure using conditional logic, allowing the form to adapt based on user input. This eliminated the need for technicians to scroll through irrelevant sections and reduced error-prone submissions.

Empowering Internal Champions

Rather than simply delivering a solution, we enabled the client—specifically Dan—to take full ownership. With a straightforward SOP and video walkthrough, he confidently applied the new logic across forms and became a go-to resource for his team.

Operational Efficiency, Delivered Fast

This project moved from problem to solution in just one week. The speed of implementation demonstrated how even small changes, when well-executed, can yield major improvements in both frontline experience and backend data quality.

Conclusion

By streamlining the form process with conditional logic, the client achieved immediate improvements in technician morale and data reliability. The team’s success in quickly implementing the solution illustrates the value of approachable tools paired with strategic guidance. Powerhouse’s support turned frustration into functionality—showing that the best tech solutions are the ones that empower people to work smarter.