Send E-signatures from the office side
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08-19-2022 05:36 PM
is it possible to send e-signatures to customers from the office side?
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08-23-2022 10:26 AM
Hello there! Yes- it's totally possible, to capture e-signatures from the office side. I have linked a few knowledge base articles, one for estimates and one for invoices. You want to make sure your settings are properly set up to include the online estimate link.
Estimates: https://help.servicetitan.com/how-to/online-estimates
Invoices: https://help.servicetitan.com/how-to/invoice-signature
Engagement Manager
ServiceTitan Community Team
ServiceTitan Community Team
