Posts

Sending an email directly from Service Titan

I wanted to ask if there is a way to send an email directly to a customer from Service Titan instead of having to use the Invoice or estimate email function as a way to communicate to the customer directly and have the thread embedded in the customer...

M2 by New Contributor II
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Resolved! Feedback on Service Titan Platform and Communication Features

I recently joined Service Titan, and so far, I'm not impressed. There are a couple of things I've noticed, particularly with emails. I want to customize template emails for estimates, invoices, and customer experience feedback. However, I'm unable to...

ms1 by New Contributor
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  • 2 replies
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Smart Fills for PDF In Adobe

Why is it impossible to get a "how to" on PDF smart fills on Adobe Acrobat? I have used the smart fill codes provided in the help section on my form in Adobe and when its uploaded to the form section, and I open it in the job, its blank, not even fil...

Attachments missing from emails sent to customers

Anyone else having an issue with attachments (photos or PDF's) not being sent along with emailed invoices suddenly? We have prebuilt forms that are still being sent out, but when we attempt to also send along anything else that is an added attachment...

Reclassify Chats

Is there anyway to reclassify or attach a chat to a different job. When we get chats from customers it doesn't always attach to the related job.

Emailing job invoice, and estimates option (Office Side)

Has anyone else lost the option to email the job invoice and estimate together on the office side? I just noticed the option to include estimates as a PDF when you click the email button on the invoice page was gone. I just got with tech support but ...

Screenshot 2023-08-31 at 3.49.00 PM.png Screenshot 2023-08-31 at 3.56.08 PM.png
hunterma by ServiceTitan Certified Administrator
  • 898 Views
  • 1 replies
  • 1 kudos