---
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-1"
updated: 2026-10-15T00:41:06Z
published: 2026-10-15T00:41:06Z
canonical: "help.servicetitan.com/how-can-i-automatically-send-a-specific-form-with-hvac-install-estimates-1"
---

> ## 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?

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

Follow the steps below to solve the issue.

## Set up automatic form attachment

1. In ServiceTitan, go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D).
2. Go to **Operations > Business Units.**
3. Upload your authorization PDF in the [*Authorization Agreement* section](/construction/docs/add-and-edit-business-units-3#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/why-cant-i-download-a-servicetitan-form-as-a-pdf-image-14j6e70d.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%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/why-cant-i-download-a-servicetitan-form-as-a-pdf-image-39lkl0fq.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D)
3. On the *Email Estimate* screen, select the specific form you want to include.![Email estimate from HVAC with service details and attachment options for customer.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/why-cant-i-download-a-servicetitan-form-as-a-pdf-image-kllajgli.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%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.