09-30-2022 07:55 AM
Does anyone find it annoying that when you set up a new customer in the booking screen that the options for job notifications and marketing updates is a default option in this screen but not invoice/statement delivery?
There should be an option at that point to check the box for either Mail or Email "Invoice & Statement Delivery" as you're entering profile information instead of having to update such an important function after the fact or at batching/bulk emailing time.
Please add
10-03-2022 11:49 AM
The struggle is real, I usually do clean up before I send statements and our big membership billings!!! I will defiantly vote for this idea!
10-03-2022 09:32 AM
This is a great idea! Share this idea with ServiceTitan's Product team via the Ideas board. Be sure to come back here and share the Idea ID (COMMUNITY-I-xxx) so we can upvote your idea!
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