---
title: "How can I automatically send a specific form with HVAC install estimates?"
slug: "how-can-i-automatically-send-a-specific-form-with-hvac-install-estimates-2"
tags: ["Area - Forms", "Focus - Construction", "Focus - Service Replacement", "Role - All users", "Type - Commercial", "Type - Residential"]
updated: 2026-10-15T04:15:17Z
published: 2026-10-15T04:15:17Z
canonical: "help.servicetitan.com/how-can-i-automatically-send-a-specific-form-with-hvac-install-estimates-2"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How can I automatically send a specific form with HVAC install estimates?

## Problem

You don't know how to send a specific form with HVAC install estimates.

## Solution

### Set up automatic form attachment

1. In ServiceTitan, go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-i-automatically-send-a-specific-form-with-hvac-install-estimates-image-1fpuh26e.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A34Z&se=2026-11-09T12%3A27%3A34Z&sr=c&sp=r&sig=wfYx%2BWVIhELWq3%2FbYZU41gskQ%2FBnyLhWXpyBCKnzqe4%3D)**.
2. Go to **Operations > Business Units.**
3. Upload your authorization PDF in the [Authorization Agreement section](/commercial/docs/add-and-edit-business-units#details-tab). ![Invoice settings with highlighted authorization agreement and options to remove or change.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-i-automatically-send-a-specific-form-with-hvac-install-estimates-image-10k1fkf5.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A34Z&se=2026-11-09T12%3A27%3A34Z&sr=c&sp=r&sig=wfYx%2BWVIhELWq3%2FbYZU41gskQ%2FBnyLhWXpyBCKnzqe4%3D)
4. Save changes.

The PDF will be automatically attached to all estimates and invoices emailed from that business unit.

### Manually select forms for individual estimates

1. Search for the estimate you want to email.
2. On the Estimate screen, click **Email**.![Estimate for HVAC maintenance visit with service and billing information displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-i-automatically-send-a-specific-form-with-hvac-install-estimates-image-e45wju1j.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A34Z&se=2026-11-09T12%3A27%3A34Z&sr=c&sp=r&sig=wfYx%2BWVIhELWq3%2FbYZU41gskQ%2FBnyLhWXpyBCKnzqe4%3D)
3. On the *Email Estimate* screen, select the specific form you want to include. ![Invoice settings with highlighted authorization agreement and options to remove or change.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-can-i-automatically-send-a-specific-form-with-hvac-install-estimates-image-uhsg95yw.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A27%3A34Z&se=2026-11-09T12%3A27%3A34Z&sr=c&sp=r&sig=wfYx%2BWVIhELWq3%2FbYZU41gskQ%2FBnyLhWXpyBCKnzqe4%3D)
4. Send the email with the selected form attached.

You can perform manual form selection from both office and mobile applications after the initial business unit setup is complete.