Customer Summary Layout Editing

SherryBaker
New Contributor

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.

SherryBaker_0-1725032273541.png

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.

1 REPLY 1

mlagos
New Contributor

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!