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Emailing customers invoice/photos/estimates

dphilcox
New Contributor II

Does anyone know how I can send a customer an email that contains, the invoice, the photos from that job, and the proposed estimates. The invoice has been closed and exported already. Im trying to put this all into one email if possible. I know how to send out the estimates solo and the invoice solo. I can not figure out how to send photos or to make it all one email. Thanks in advance for any help I can get.

1 ACCEPTED SOLUTION

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I don't know of a way to add the Invoice and Estimate but if the pics are on the job when you email the invoice at the bottom click attach files and you can include the pictures or any forms. 

Screenshot 2023-02-08 162518.png 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

View solution in original post

2 REPLIES 2

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I don't know of a way to add the Invoice and Estimate but if the pics are on the job when you email the invoice at the bottom click attach files and you can include the pictures or any forms. 

Screenshot 2023-02-08 162518.png 

Randi Thompson
Bill Joplin's Air Conditioning & Heating

Thank you!