Access vendor contact details from PO using Line Items on POsLast updated on 10/28/2022
In a PO you can click the vendor link to open the vendor profile to view their phone number or email address. Technicians can also open a PO in the ServiceTitan Mobile app and call the vendor directly from the PO for shipment pick up details.
Access vendor profile from PO
Go to the navigation bar and click Invoice.
In the side menu, click Purchase Ordering.
Select the PO for which you want the vendor details.
The Purchase order details flyout opens.
Click the vendor link.
The Vendor profile screen opens.
Call vendor from ServiceTitan Mobile
In Dashboard, tap the All Jobs tab.
Select the job for which you want to contact the vendor, and tap View Job.
On the job record that opens, tap Invoice.
On the Invoice page that opens, tap Purchase orders.
On the Purchase orders form that opens, tap Call.
Note: The vendor profile must include a phone number to enable the call feature.
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.