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Preventing fraud on invoices/estimates

josh_d
New Contributor

In the same way that Service Titan has safeguards in place if a tech using a tablet wants to change an invoice or estimate after a signature has been obtained for the estimate/invoice,  the office/dispatch interface should not be able to simply change the language of an estimate or invoice while the signature remains in place. I've brought this up multiple times.

 

This post has been edited by the ServiceTitan Community Manager or Moderator to ensure compliance with the ServiceTitan Community Guidelines.

1 REPLY 1

JessicaSmith
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Yeah there should at least be a warning (making this change will clear the client signature from this invoice/estimate). Share this idea with ServiceTitan's Product team via the Ideas board. At the top of this screen, click on the IDEAS heading. Then click the ADD A NEW IDEA button. Your idea will have an ID (COMMUNITY-I-xxx). If you reply to this thread with that ID after you create it, people can easily search for and upvote your idea!


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