Preventing fraud on invoices/estimates

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.


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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