Job Planning & Management Ideas Portal
What problem is the customer facing?
The customer is facing an issue where they are having trouble sorting through their customers' multiple projects for multiple locations. They would like to see the service location address listed next to the project number beneath the Projects header on the customer profile and to have a Projects header added to their location profiles so they can see all projects done for a specific location in one place.
Why is it useful?
Makes finding specific projects easier
Who would benefit from it?
All office staff
What value does it provide the business?
Faster navigation of ServiceTitan
Do you have a recommended solution?
Add a "service location" column next to the project number and a Project header on location profiles
Mentioned on masterminds 7/30/21
tenant: JKA Enterprises, Inc.
Got another request for this from one of my customers. With us looking to service more Construction/Remodel tenants, this will be a huge, huge help when tenants are trying to track multiple projects on different locations for one customer
Impossible to easily tell which project is for which location.
Adding a photo for some context
Hi team, I have another Premium tenant requesting this functionality. Do we know if it will be put on the roadmap anytime soon?
Would like to see the Projects section added to the Location page (similar to what's on the Customer page). If customer has multiple locations, it's hard to tell which project(s) belong to which location(s) without drilling into each project. A builder customer could have a bunch of projects for multiple locations going on at the same time.
Over time, a location may have multiple projects, and it would be handy to see/access the project history for that location.
So sorry... I totally missed seeing this one and wrote up another very similar one: https://ideas.servicetitan.com/ideas/CRM-I-905
Just had a customer request this today, is there an update on the "future consideration" status?