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My owner wants all customers and jobs printed on paper, what would be the fastest way to do this?

coatesin
New Contributor II

I believe we have like 6,000 customers in service titan. What would be the best practice for printing every invoice for every customer to put in files.

1 REPLY 1

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Are you meaning for any work that has already been done or moving forward?  If it is for already done...yikes...that is a very long process.  You would need to run a report of Jobs Completed set to go back as long as you have been using ST and start printing them one by one.

My question would be why does the owner want this?  ST is designed to be used on a computer with all your information on hand so you don't need to print everything.

 

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning