How can you add a customer purchase order to invoices in ServiceTitan?

Problem

You need to add a customer's PO to an invoice. For example, you need to add their PO to the invoice for a commercial membership sale or renewal.

Solution

To add a customer purchase order (PO) to your jobs and invoices in ServiceTitan, enable the Customer PO # field in Settings.

Enable Customer PO # field

1. Go to the navigation bar and click Settings .

2. In the side panel, go to Operations > Job Bookings.

3. Select the Customer PO # option to enable the customer PO field in ServiceTitan. This field is searchable, making it easier to manage and reference.

By enabling this feature, you create a designated location for the customer PO on your invoices, which is more professional and convenient for customer accounting purposes.