How difficult would it be to add a place for the customer PO number in call booking? CSR will no longer have to go to job edit and add the PO number.

denniska
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator
 
Dennis P Katruska
J and J Commercial Services
Benjamin Franklin Plumbing Northeast Texas
dennis@benjaminfranklinplumbingtyler.com
3 REPLIES 3

Previous ContributorPrevious Contributor
Former Community Member

Settings, Operations, Custom Fields, "add" job record, and then Call booking screen editsdisplay on call booking screen.

Any updates on this topic. My problem with creating a custom field is that it does not flow through to the invoices or statements. I need the ST default Customer PO box to show up on the Call Booking screen to eliminate double entry.

scamcrob
New Contributor II

I was just discussing with our co-workers if that would be possible.