How to find customers

Tierra1011
New Contributor

Hey all, is there a spot in Service Titan anywhere that you can click and find a list of all customers that are logged in Service Titan? I am wanting to find something that will show me every customer we have listed. 

Thanks!

2 REPLIES 2

GLevine
New Contributor III

Hi @Tierra1011! If you go to the search function (magnify glass icon) > select " Customer" in the drop-down > select the green search button that should show you all of your active customers and can be exported if needed! You can adjust the filters as needed.

Another option would be to go into the reporting section and look for the report "Customer List" and adjust the filters as needed!

Thank you! I will try that!