Memberships

vlp03
New Contributor

Is there a way to send a customer a copy of their maintenance agreement?

1 REPLY 1

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

If you have a pdf fillable copy of your membership agreement created as a form (making form required), you will have the option of emailing it with the invoice.  You could even set it up with Smart Fields so that it autofills client information on it.

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning