Customer A/R History

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Here's the scenario:

Customer calls in for service.  They're wanting to discuss pricing and get a better rate.  As a bsiness we want to review the actual A/R history of that customer to determine what we want to do next -- see how much they've spent with us, basically. 

Currently, I can go through the reports and run reports from there.  

What would be nice, is that if I click on "balance" for the customer record, it automatically either lifetime rev report, or lists all transaction totals with a date range filer, including a "lifetime' filter.   This would be less steps and more direct to the data and really speed up the analysis of customer spend in relations to decisions like in the scenario.  


Valued Contributor II

That's a great idea that would save some time! Have you shared that idea in the Ideas section yet?