08-15-2022 04:29 PM
We are used to having a 2nd line for Contact information especially when dealing with a Commercial Property. The Location &/Or Billing will Read:
Company Name: ABC Company
Customer Name: Michael Jordan
This way you can search for a customer name not just by company name when someone calls in. It's also a way to keep Property Managers separated when dealing with Management Companies or different divisions within the same company. It also helps if you need another line for billing purposes like a care of line: C/O Michael Jordan. Our prior software system had this and this is a big gap in the Service Titan software.
10-20-2022 07:30 AM
You guys take care of Michael Jordan?? Lol 😁
08-16-2022 03:40 PM
Hey Sarah- are you using custom fields already? I know some customers who will use custom fields as a workaround.
And if you're looking to make it so that c/o shows on the invoice, I highly suggest you speak with your success manager to get "Multiple Invoice/Estimate print options" turned on in your account.