07-26-2023 10:22 AM
We have a customer that has 100's of locations and we do maintenance for them each fall they like to get one invoice for each street so 10-15 homes per invoice. Is there a way to create a project that will allow me to book each location but combine the invoicing for 1 master invoice?
07-26-2023 12:41 PM
There is not a way to tie it to a project. I do hope it comes as a feature at some point, as we handle quite a few property management groups ourselves as well as some large commercial accounts and school districts. What we are doing as a work around for billing purposes is to create a membership for the billing location only. This will also serve as the reminder to get the multiple sites booked for our CSR/dispatcher. I am curious if anyone has a better solution.
07-26-2023 01:04 PM
Vote on the idea here: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-4332
07-27-2023 05:17 AM
Voted thanks for the link!
07-26-2023 12:21 PM
We haven't been able to find a way to do this for our property managers. Following because I'm interested in reading the responses as well! This would make things so much easier for them rather than being emailed 15 separate invoices to pay.