Techs sending invoices/estimates

New Contributor II

Is there a way to block technicians from emailing invoices/estimates to customers? We currently leave dispatch to proofread invoices or estimates due to techs not spelling correctly or using voice to text, which makes things sound unprofessional. We ran into a billing customer issue where the tech sent the invoice and the job wasn't fully finished and put in holding, He then went back to the same job later and added to the invoice which had changed the amount from the original invoice. It ultimately should have been made into two invoices but to curb confusion can we stop techs from having this ability? 


Valued Contributor

I wish we could. We try to tell them to only email a residential customer when they have PAID COD, but they keep emailing them, even commercial accounts. Then we change the pricing to reflect a change or time correction and they have already received an invoice with the different total. Gets difficult with money sometimes.

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I don't believe there is a permission for that unfortunately. You could have the tech debrief with dispatch before closing out and have dispatch proofread while the tech is on the phone? Then the job can be closed, emailed, and truly complete when the tech leaves the home!

Jessica Woodruff Smith, LadyTitans Co-Founder & Process Manager at AirWorks Solutions