California Compliance Invoice

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Is anyone else using the California Compliance Invoice? How are you getting around that it says HOME IMPROVEMENT CONTRACT on the top of your commercial estimates/invoices?


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions
4 REPLIES 4

LBabayan
Community Manager
Community Manager

@JessicaSmith,  I can absolutely see how this would be immensely helpful! Thanks for sharing the upvote link 😊

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Here's my idea if anyone wants to vote on it: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3259


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions

LBabayan
Community Manager
Community Manager

Hi @JessicaSmith

In case "Enable California Compliant Contract" config is on,  that's causing the home improvement contract line, and it's hard coded to that config. Just FYI, the CA config isn't technically mandatory, it's just so you have the 3-day right to cancel the signature area. I guess you can turn it off and just create a form for the 3-day right to cancel with a signature. Hope this helps! 

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We had it off, but we really want it on for our residential installation jobs. It would be great if you could select by business unit whether it was on or off, or modify it more by business unit. I'm going to go post an idea. Thanks!


Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions