Option to copy new billing info and service location info

Previous Contributor
Former Community Member

It would be great if we could copy the new service location to the bill to location or vice versa instead of having to type it in both sides separately. We don't want it to populate automatically in case there are several tenant locations but if we could have a button/option to push to copy information over. This would save unnecessary time that we are currently spending to update both ends.

5 REPLIES 5

Sarah_Morales
New Contributor II

Yes!!! Our old system had a way to copy a billing and service location and then make small edits like changing of a Unit number and tenant phone number  for an Apartment Complex without having to type it ALL OVER AGAIN. 

Previous Contributor
Former Community Member

Or when you ad any information like phone number or email, that it ads to both sides too. That would be nice.

Previous Contributor
Former Community Member

Agreed! If you could, post this as an idea in the Ideas section: https://community.servicetitan.com/s/ideas (If it's not already there) and post the link here. If an idea is not posted there, this thread can easily be lost in the flow.

Previous Contributor
Former Community Member

This would save so much time and help with human error

Previous Contributor
Former Community Member

Agreed - that would be cool & time saving.