Auto-assigning Invoices for Review by Business Unit

[AlexisFerreri]

Customer Support told me that this wasn't a feature but it sure would be a nice one to have!

We would love to have the ability to auto assign invoices to certain people by Business Unit. So that X person automatically receives all the Residential Service invoices to review.

Hope this becomes a thing!

[MirandaMel]

Would love to see this gain some traction...and also the ability to notify someone that an invoice has been assigned to them to review.

[AlexisFerreri]

Hi there,

Here is the link you requested!

https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-3653

[Miranda]

That is a really good idea! I'll vote for it if you share the link!

[JessicaSmith]

This is a great idea! Share this idea with ServiceTitan's Product team via the Ideas board. At the top of this screen, click on the IDEAS heading. Then click the ADD A NEW IDEA button. Your idea will have an ID (COMMUNITY-I-xxx). If you reply to this thread with the link to that idea after you create it, people can easily search for and upvote your idea!