07-21-2022 11:44 AM
Addressing customers in personal emails I always try to use first names. The service business is personal!
Service Titan always inserts the full name into commutations which requires a manual change. Reducing manual adjustments are extremely desirable.
07-22-2022 11:21 AM
@UptackService, I concur. The only name placeholder in email settings (invoice, estimate, etc.) right now is the entire name. I would think it would be a simple fix to add another placeholder for customer first name only... definitely submit it as an idea for us to vote on! Count me in.
07-21-2022 12:25 PM
In some places you will get the option to put first name, last night, or both, like in Marketing Pro. In estimates it is just customer name, so you'll have to submit an idea for this one.