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

8 REPLIES 8

dwhite45
Valued Contributor

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

sshehab
New Contributor II

sshehab
New Contributor II

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