Printing Material List

New Contributor

I would love for Service Titan to give the option to print an estimate for back office, warehouse managers and such that included materials and equipment. The customer facing invoice is great, but a few simple options to add materials and remove the header, address stuff, and signatures so the warehouse manager and get a simple list of materials and equipment would be lovely. Is this a pain point for anyone else?


New Contributor III

This recent discussion might be helpful... Had some good tips.

Additionally we have created an additional materials form it is available on the jobs for our technicians to access. Simple straight forward and allows them to fill it out in ST and links it to the job. We are still definitely in the design period of developing this SOP and fine tuning it. This might be a good thing to look for in ideas ( ) and vote on some if they are out there... or submit an idea if none are out there yet.