Add a large watermark to estimates. Invoices and estimates look the same when sent to customers as a PDF. Our Customer Service Representatives (CSRs) receive multiple calls daily because customers get confused between the documents. Customers mistake...
It would be highly beneficial for commercial work to be able to view PDF files saved on a job,project or location without first downloading to view. Our guys use Service Titan for the commercial side they complain when we save the project files (plan...
Is there a way to attach a pdf form on a job from the mobile app? We have water purveyors that use Tokay for backflow prevention tests and we're wanting out testers to add the pdf form to the job so we have proof in the office of completion. This wou...
This is probably more of a PDF question than a Service Titan question, but I'm curious if anyone has found a way to allow technicians to inset an image into a PDF form? I've been messing around with fillable fields but have not found a way for a tech...
We created a form using Service Titan's build a form to better help communication from our sales team to our install team. Creating the form was very easy. Sales team love it as it is supper easy to fill out all the required information to have a suc...
