How can I add customer information on the purchase order PDF that is emailed to the vendor?

Problem

I can't include customer information on the PO PDF.

Solution

Follow the steps below to include customer information on the PO PDF.

Add customer information to the Purchase Order PDF

1. Open the purchase order you are working on in ServiceTitan.

2. In the Memo field, enter the customer's name and address. Make sure you have the correct information.

3. Save the changes.

4. When you are ready to email the PO PDF to the vendor, choose the vendor's email address and send the PO PDF.

5. The customer's information you entered in the Memo field will appear on the PO PDF.

Note: This process requires manual entry for each purchase order.