Add watermark to Estimates

legacyde
New Contributor II

Add a large watermark to estimates. Invoices and estimates look the same when sent to customers as a PDF. Our Customer Service Representatives (CSRs) receive multiple calls daily because customers get confused between the documents. Customers mistake estimates as invoices and calls our CSRs, most times yelling because they believe they have been charged for an estimate. Adding a watermark to estimate will reduce these unessassary calls, save man-hours, and create a more efficient estimate process.  Photos are attached of examples of what an estimate could look like.  Watermark1.PNGWatermark2.PNG

2 ACCEPTED SOLUTIONS

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Good idea! If you drop this in ideas and share the link, you will get my vote!


Miranda Hufford, Office Manager @ Red Barn Service, LLC

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KhianaKlatt
Valued Contributor II

Great idea. Definitely share this in the ideas section on community so we can vote for it and hope ST sees it and implements it. šŸ™‚

Khiana Klatt
CSR ServicePlus Heating and Cooling

View solution in original post

9 REPLIES 9

embowes
New Contributor II

what a great idea!

BayleeR
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Glad you shared, Iā€™ll put a vote in too! 

legacyde
New Contributor II

Below is the link to the Idea! Please go vote!!! Get those numbers up!!!! 

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3283

faribam1
New Contributor III

I LOVE this idea!

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Good idea! If you drop this in ideas and share the link, you will get my vote!


Miranda Hufford, Office Manager @ Red Barn Service, LLC

legacyde
New Contributor II

Thanks! It has been added!  Here's the link

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3283

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Thank you for sharing! I voted!


Miranda Hufford, Office Manager @ Red Barn Service, LLC

KhianaKlatt
Valued Contributor II

Great idea. Definitely share this in the ideas section on community so we can vote for it and hope ST sees it and implements it. šŸ™‚

Khiana Klatt
CSR ServicePlus Heating and Cooling

Thanks! It has been added!  Here's the link!

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3283