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