Sometimes an existing client will call in and ask to book in, lets say a HWT maintenance, so I select the job category as "maintenance". Before I can continue booking, I need to select a recurring service to check off. Sometimes, they will only have an AC or furnace recurring service set up so far on their profile. So I then need to go in and set up the HWT recurring service in a new tab and then refresh the job booking screen and start booking over again. Please have a way so we can create recurring services from the job booking screen to save us time and additional clicks! This would be a game changer!!
Please VOTE!
https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4051
Khiana Klatt
CSR ServicePlus Heating and Cooling
