Our owner is very busy. He doesn't have a lot of extra time to log in and check details on progress. Is there a report out there that could be send nightly that is a summary invoice that a customer would get with? Pictures and return trip forms included?

New Contributor II

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator


You can for 100% schedule reports to be at night and you can run a report to receive information on the pervious days invoices, but I do not think there is a way to get Pictures and return trip forms as well.

Although you might not be able to do this, there might be some other information that can be useful for the owner instead.