Create custom POs

KhianaKlatt
Valued Contributor II

In ST POs it creates your PO based on the job number you input. Sometimes, the job will already have been closed and exported so this PO will not populate and ST creates its own PO so you cannot trace it back to a job or estimate number. We would love the ability to create custom POs! For example, be able to add the customer's last name before the job number. This would make receiving and booking in appointments SO much easier.

 

Please VOTE! 👇 

 

  1. COMMUNITY-I-4164

 

Khiana Klatt
CSR ServicePlus Heating and Cooling
3 REPLIES 3

Miranda
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Voted! I would love to be able to add more detail than just a number! Would make things a lot easier!


Miranda Hufford, Office Administrator @ Red Barn Service, LLC

MirandaMel
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

You got my vote!!

Miranda Melnychuk, RSE
Acclaimed! Heating Cooling and Furnace Cleaning

KhianaKlatt
Valued Contributor II

@mirdesch @MirandaMel @Miranda @BayleeR ladies please help vote this up!

Khiana Klatt
CSR ServicePlus Heating and Cooling