Service Titan Knowledge Base

Emails to customers display the incorrect business nameLast updated on 05/12/2023

Email sent to customers is displaying the incorrect business names.

Problem

This article will help you troubleshoot where an incorrect name is showing on an email template.

Solution

This will walk you through the two different places to see if the incorrect name is listed to update your emails.

Check Email Settings

  1. Go to the navigation bar and click Settingsicon-settings.png. In the side panel, click Invoicing > Email.

  2. Check the “From” field for each tab (Invoice, estimate, project, statement, etc) and make sure the sender name is correct.

Check Business Unit Settings

  1. If the placeholder for Business Unit Name is being used, this may be where the incorrect name is listed too.

  2. Go to the navigation bar and click Settingssettings.png. In the side panel, click Operations > Business Units and check the “Official Name” column. This is the customer-facing field that is used in many places throughout ServiceTitan.

Related Content

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.