Adding locations under invoices on customer page or invoices under the location profile

sshehab
New Contributor II

When you have a customer profile with for example 25 locations its very hard finding an invoice for a specific location.

Can we add a tab under invoices on the customers main profile, or can we under the specific location have the invoices tied to that location under the location?

 

VOTE FOR THIS IDEA HERE: https://ideas.community.servicetitan.com/ideas/COMMUNITY-I-5096

1 ACCEPTED SOLUTION

sshehab
New Contributor II
8 REPLIES 8

dwhite45
Valued Contributor

Love the idea. Would make it less time consuming. Had to vote.

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

This would be a great idea...if you create an idea and post it, I would vote for it!

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

sshehab
New Contributor II

Example:

sshehab_0-1697552405931.png

 

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

YES!! Voted!

Randi Thompson
Bill Joplin's Air Conditioning & Heating

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Voted!

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning