Material List Form Alert

CSRColvin
New Contributor

Right now I can get an emailed alert when a material list form is complete. The problem is this form alert happens whenever it gets filled out, which is fine, but I do not need the material list emailed when it is just a quote. I need it only emailed if it is a sold job. Is there a way to get the material list form emailed only when the job is sold? Thank you. 

1 ACCEPTED SOLUTION

MadisonChicken
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Unfortunately I do not know a way. I know some companies will not have their techs fill out a form like that until the job is sold. 

I would definitely put this in the ideas and I will vote for it 😊

Madison Robertson
Chicken Lady Speaks

View solution in original post

2 REPLIES 2

MadisonChicken
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Unfortunately I do not know a way. I know some companies will not have their techs fill out a form like that until the job is sold. 

I would definitely put this in the ideas and I will vote for it 😊

Madison Robertson
Chicken Lady Speaks

LBabayan
ServiceTitan Certified Provider
ServiceTitan Certified Provider

@CSRColvin welcome to the Community and congrats on your first post πŸŽ‰

I believe that functionality isn't implemented yet but let's see if one of our experts @MadisonChicken can weigh in and help!