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Emailed items

Helen
New Contributor

Is there a way to see which items were emailed to the customer along with the invoice eg: warranty registrations, rebates etc

1 ACCEPTED SOLUTION

rstare
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

On the job page there is an audit trail of everything that would have been sent to the customer related to that job

View solution in original post

2 REPLIES 2

Helen
New Contributor

Could I be applying the documents to the job incorrectly or am I looking in the wrong place?

I can see that the invoice has been emailed in the job audit trail.  I am attaching the warranty and permits as PDF's in the job and I can see them there.  When the invoice is emailed and the warranty and permit PDF's are attached everything is being emailed to the customer but the job audit trail only shows the invoice as having been emailed.

rstare
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

On the job page there is an audit trail of everything that would have been sent to the customer related to that job