Posts

Automatic invoice emailing - send estimates and pictures too

We just turned on the feature of automatically emailing invoices. However this feature does not automatically send any estimates built or pictures that are attached to the job. So our techs need to send another email anyway if there are estimates or ...

ALockington by ServiceTitan Certified Administrator
  • 891 Views
  • 1 replies
  • 8 kudos

Resolved! Job Summary formate/template

Is there any way to create "pre-define formatting" for the job summary, so that at the time of creating the job it automatically populates as a form and we just fill the form? for example, The following text in the summary box I write it, but if I wa...

job summary.png
4kvikram by New Contributor II
  • 1828 Views
  • 3 replies
  • 0 kudos