Add equipment to an invoice in the ServiceTitan Field Mobile App

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Overview

Adding equipment to an invoice in the Field Mobile App attaches it to both the invoice and the Location Record of the work order. This allows you to charge the customer for installations and replacements and track the equipment on the location.


Who uses this feature

  • Technicians

  • Applies to all business types

Feature configuration

Things to know

  • If you create a work order that has equipment already installed at the service location, it's automatically shown on the booked work order.

  • The invoice may have related charges, pricing, and so on.

Add equipment to an invoice in the Field Mobile App

  1. Open your current work order and tap the Work Order tab.

  2. In the Work Order Items section, tap Add.

  3. Select the Equipment tab and select a piece of equipment.

  4. Tap Add.

  5. Tap Add to Work Order. Gold 14 equipment screen lists two American Standard units with prices and an Add to Work Order button.

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