Customer Information Page

dups-ccr
New Contributor II

I am referring to the area where you enter customers new information. Location and Billing needs more fillable options. I think this is the area where there should be a field to ask additional questions. This gives us a better 'flow'. Example questions than should go in this spot. Do you have a septic system? Do you have a tankless water heater? Do you have a maintenance contract for septic and/or plumbing?  

These questions should not be on the call booking screen. The 'flow' does not make sense to ask a customer if they have a septic system,  if their concern is pertaining to the AC, or kitchen sink clogged. 

Asking these questions while you are getting property details would make sense. 

5 REPLIES 5

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

You can add custom fields to the location and customer record...although I don't think they are available on the initial screen to set up a new customer. You could post this as an idea in the Ideas section on the top of the page.

Randi Thompson
Bill Joplin's Air Conditioning & Heating

Thanks! I did submit this as an idea. 

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Can you share the link so we can upvote it?


Miranda Hufford, Office Administrator @ Red Barn Service, LLC

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Thank you for sharing the link!


Miranda Hufford, Office Administrator @ Red Barn Service, LLC