08-30-2024 08:42 AM
On the Customer Summary section, it would be nice to be able to be able to edit that and move things around to better view what is important to me and what I do most often. Example: The layout is currently set up as Lifetime Revenue, Avg. Job Total, Balance Due then Credit Available.
For my work, it would be beneficial to have the Balance Due and Credit Available listed 1st as I rarely ever have any need of the 1st 2 boxes.
09-02-2024 09:17 AM
Thank you for this feedback. I would encourage you to share this idea with our Product team here: https://community.servicetitan.com/t5/Ideas/bd-p/ideas
Be sure to come back here and share the Idea ID (COMMUNITY-I-xxx) so others can upvote your idea!