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Customer and location records

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  • Manage customer and location records
  • What you can do from customer and location records
  • Property data

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Manage customer and service location recordsWhat’s new in customer and location records?Use search in ServiceTitan

Manage customer and location records

Add a new customerAdd a new service locationMerge and unmerge duplicate customer and location recordsTax Exempt Status on the customer recordChange the customer on an existing location recordManage customer relocationUse property dataManage property management customers

What you can do from customer and location records

Add equipment without invoicing the customerSell memberships from the officeManage stored customer payment methodsEdit customer membershipsSend customer statementsMark a customer as Do Not Service

Property data

Use property data

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