cancel
Showing results for 
Search instead for 
Did you mean: 

New feature!

Akligmann
New Contributor

It would be awesome if service titan had a feature where customers were able to sign estimates through the estimate portal. Allowing them to accept sign, and date an estimate and it still converts to sold and notifies the office to schedule. 

2 REPLIES 2

AmberC
Contributor II

@Akligmann If you go to Settings > Invoicing > Estimate you can insert the "OnlineEstimateLink" placeholder there. This rolled out with our Covid protocol updates. Hope this helps!

rstare
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Your customers should be able to accept and sign an estimate on the online estimate link - https://help.servicetitan.com/how-to/online-estimates