Adding a new location while being able to see the customer page

New Contributor II

It would really be helpful to be able to see the customer page while creating a new location.  When adding a location you have to ask the customer all of their information again because you are unable to see their customer page.  It takes away from the personalization that we strive to give our customers.  


ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

It would be even more helpful to have all the customer information auto populate in the new location! I would rather have to update a few the address obviously than everything! We currently open the customer screen in a new tab and move to 2nd screen. 

vote for this idea COMMUNITY-I-3878 !

Randi Thompson
Bill Joplin's Air Conditioning & Heating