When a customer or insurance adjuster requests copies of documentation, you can email those documents directly out of Service Titan following the steps below:

  1. Navigate to the job in Service Titan.
  2. Go the document that the customer is requesting.
  3. Click on the link to email the document.

https://www.loom.com/share/e2f1b6367eb24299802ce6d5f44d70bf?sid=65c32f4b-eb80-4ec0-92ed-1ad6513c3be3