How do you separate locations under the same billing profile into their own accounts?

Problem

You have multiple locations under one billing account, also called customer record, and each location needs its own account.

Solution

To separate locations into their own accounts, follow these steps:

1. Check that the new customer records aren't already in ServiceTitan.

2. Create a new customer record for each location.

3. Go to the initial location records you're referring to.

4. Click Edit and assign each location to the new customer record you created.

For more, see Manage customer relocation.

Note: This process only works if invoices haven't been exported yet.