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Resolved! Add watermark to Estimates

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...

Watermark1.PNG Watermark2.PNG
legacyde by New Contributor II
  • 2498 Views
  • 9 replies
  • 5 kudos

View PDFs in app

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...

spetrie by Contributor II
  • 975 Views
  • 2 replies
  • 3 kudos

Attaching PDF in the field

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...

josh_bab by New Contributor II
  • 769 Views
  • 1 replies
  • 1 kudos

Inserting images in a PDF form

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...

aha_jess by ServiceTitan Certified Administrator
  • 2757 Views
  • 5 replies
  • 0 kudos

Viewing Service Titian Forms As PDF

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...

Butters by New Contributor
  • 1782 Views
  • 2 replies
  • 2 kudos