Emails to customers display the incorrect business name

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Problem

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

Solution

Check Email Settings

  1. Go to the navigation bar and click Settings A simple icon representing a settings gear. .

  2. In the side panel, click Invoicing > Email.

  3. Check the From field for each tab and make sure the sender name is correct.        

    Tip: Make sure you are checking the From field for each tab to make sure the sender name is correct for each email template. For example, invoices, statements, estimates, and more.

       

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 Settings A simple icon representing a settings gear. . 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.     

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