What is the first step a technician should take to access non-job related tech forms in Mobile ServiceTitan?

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The first step a technician should take to access non-job related tech forms in Mobile ServiceTitan is to click on the My Forms tab. This tab is specifically designed to give technicians easy access to the various forms they might need that are not directly related to a specific job. By selecting this option, technicians can streamline their workflow, circumventing the need to go through other menus or contact office staff for assistance.

While contacting the office for help may seem like a valid option, this step is not necessary when there is a direct and efficient method available through the app. Checking the Settings menu is also not relevant for accessing forms, as that area is typically reserved for configuring app settings rather than accessing specific documents or forms. Lastly, going directly to the homepage does not provide targeted access to the required forms and would only add unnecessary steps to the process. Therefore, clicking on the My Forms tab is the most efficient and effective first step for technicians to take in this context.

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