Looking to remove Make, Model & Serial Number from Estimate/ Install Job Invoice when client ( or office) print out. We were able to get the Model off but was told we can not remove the Make or Serial numbers

j_lino
New Contributor

I think it would be great if we could take that information off

2 REPLIES 2

j_lino
New Contributor

Yes we have done that already. Management is looking to get rid of the Make ( Manufacturer) & the serial number from invoice as well.

Previous ContributorPrevious Contributor
Former Community Member

My understanding is there is a setting your CSM can enable on your account that would hide the equipment model number from customer invoices. Here is a link to the video on how the setting works.

https://servicetitan-1.wistia.com/medias/yi19kkkiu4