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Estimates - esign option

cmzortman
New Contributor II

We recently discovered that we could send out estimates with the e-sign capability, however when our customer clicks the link to view the estimate, the picture that defaults is a light bulb!  We would like to change that to our logo or a different picture of maybe the customers location and what we are repairing.  I would love to have the ability to customize!!!

1 ACCEPTED SOLUTION

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @cmzortman - go to Settings>Invoicing>Email>then on email settings there are tabs for each email template where you can customize and preview.

esttemp.png

Sheena @ NiFT

View solution in original post

2 REPLIES 2

Sheena_Palacios
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @cmzortman - go to Settings>Invoicing>Email>then on email settings there are tabs for each email template where you can customize and preview.

esttemp.png

Sheena @ NiFT

However, when our customer clicks the link to view their estimate, that is where the light bulb is...can that be changed or customized?