Service Titan Knowledge Base

Print or email an invoice or estimate in ServiceTitan MobileLast updated on 03/22/2022

Print or email a copy of an invoice or estimate if a customer wants a copy or for your own records.


Things to know

  • For some businesses, technicians handle correspondence with customers and use their business email to send customers invoices and estimates.

  • You can email an invoice or estimate only for the job where you are currently shown as arrived.

  • You can configure your account so technicians can view customer delivery options. For details, contact your support or success manager.


Print an invoice or estimate

  1. From the Dashboard, go to the job you want.

    Tip: If it’s a past job, tap History in the side menu.

  2. From the side navigation, tap Invoice or Estimates.

  3. Follow the steps to print:

    • On the Invoice screen, tap Actions>Print.

    • On the Estimate screen, tap Print.

  4. Follow your device’s prompts to complete the printing.Note: If a payment was made on an estimate, the estimate displays three totals: Sub-total, Total Due, and Balance Due. If a payment is not made, the estimate displays Sub-total and Total Due and excludes balance as shown below:


Email an invoice or estimate

  1. In the Dashboard, go to the current job.

  2. From the side navigation, tap Invoice or Estimates.

  3. Follow the steps to send an email:

    • On the Invoice screen, tap Actions>Email.

    • On the Estimate screen, tap Email.

  4. Enter the email recipients and attach any applicable forms.

    Note: When you attach an estimate, the PDF file name reflects the name of the estimate.

  5. After you add the recipients, you can save the email to the customer or location record.Note: If you email the invoice, you can view the customer's preferred Invoice and Statement Delivery method.

  6. When you're done, tap Send.




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