Estimate and Invoice Emails

[Previous Contributor]

How does everyone else deal with estimates being emailed out. We have customers who reply to our estimate emails and say approved but the estimate isn't attached in their reply so you don't have any idea which job its for.

If the email address they are responding from isn't saved in servicetitan it can be a night mare to locate the job without looking stupid and calling the customer and asking what job it is for.

[mlibeson-SE · Accepted solution]

We include the invoice number in the subject so that when a customer replies, we at least know what invoice they were sent which is what the reply might be for.

[ChelseaTitan]

The workaround that I have found that works is setting up an alert email and filtering all estimates that are accepted.  This will at least provide a link to the original estimate.  There is still a bit of legwork, but this will at least provide a point of reference.

There are times, however, that customers seem to miss the "accept" button - and then even more digging is required, but this will maybe help 🙂

[Previous Contributor]

Yes It would be really nice if service titan would fix this we have the same issues!

[Previous Contributor]

This is a major inconvenience. It is extremely cumbersome to track down the job. There should be more information in the email that is sent. Job #, Invoice # - anything to make it more easily accessible.