Service Titan Knowledge Base

Send and receive a faxLast updated on 03/22/2022

With Phones Pro, you can send and receive a fax.

Things to know

  • You can add a fax number from a call center, main line, or a department. Please contact your administrator to add a fax number to your account.

  • When you send a fax, dial one before your number.

Open call settings

  1. Go to the navigation bar and click Phones Pro phone.png to open the embedded dialer.Note: If you don’t have the embedded dialer enabled, sign in to your Dialpad account and skip to step four.

  2. In the Phones Pro embedded dialer, click the Wrench icon.

    Phone Preferences opens.

  3. Click View Dialpad Settings.

    Your Dialpad profile opens in a new tab.

  4. In Dialpad, click Launch Dialpad.

Send a fax

  1. In Dialpad, click dot.png and select Send a fax.

  2. Search the recipient's name or enter their number.

  3. To upload a file from your computer, click Upload a file to send a fax.Note: The supported file should be less than 10MB.

The selected file is automatically sent as a fax. When it is successfully sent, the status will change from Pending to Success.

You can view the fax files in your fax department.

Delete a fax file

Clickdot.png and select Delete.

Receive a fax

You get an incoming message notification when someone sends you a fax file.

To view the received fax file:

  1. In Dialpad, go to your fax department > Faxes.

  2. Click Download fax.

Disable fax notifications

You can stop receiving email notifications for the fax files you receive.

To do that:

  1. In Dialpad settings, go to Your Settings > Call Handling & Voicemails.

  2. Uncheck the Receive email notifications for new faxes option.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.

Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.