Bulk create recurring services

KhianaKlatt
Valued Contributor II

We add recurring services to every customer is our company's practice. It is a pain to add each recurring service individually. I would love if we could bulk add recurring services. EX: add AC, furnace and HWT recurring service in one click instead of 3 separate when setting up a new customer profile. This would be a real time saver!

Please VOTE!

  1. COMMUNITY-I-4049
  2. https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4049 
Khiana Klatt
CSR ServicePlus Heating and Cooling
1 REPLY 1

KhianaKlatt
Valued Contributor II

@mirdesch vote this up!

Khiana Klatt
CSR ServicePlus Heating and Cooling