--- title: "Manage equipment tags" slug: "manage-equipment-tags-1" tags: ["Area - Pricebook", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Role - Technician", "Type - Commercial", "Type - Residential"] updated: 2026-10-16T02:29:25Z published: 2026-10-16T02:29:25Z canonical: "help.servicetitan.com/manage-equipment-tags-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage equipment tags ## Overview Equipment tags behave differently depending on the screen from which you’re adding them. They automatically appear on the *Equipment*, *Location,* Job, and Call *Booking* screens to show the repair history of the equipment associated with the tags. > [!NOTE] > **Note:** Depending on your account's configuration, you might see one or more of the following: > > - *Items and Pricing* instead of *Pricebook*. > - *Customer* instead of *Homeowner*. > - *Procurement* instead of *Inventory*. > > The names are different, but everything works the same way. For more, see [Commercial Personalization Platform - FAQ](https://help.servicetitan.com/commercial/docs/commercial-personalization-platform-faq). #### Who uses this feature - Administrators and managers - Applies to all business types #### Feature configuration - Account configuration is required. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Aging tags are automatically generated by the system and are based on the installed date of the equipment. - Make sure to [create your tags](/commercial/docs/manage-tags) before adding them to equipment in your Pricebook. ## Tags on pricebook equipment 1. Go to the top tool bar and click **Pricebook**. 2. In the side menu, click **Equipment**. The *Equipment* screen opens. 3. On the *Equipment* screen that opens, click **Add** and select **Equipment**. ![Pricebook interface displaying equipment details, including names, codes, and descriptions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-8ux4ruk4.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) 4. On the *Add an Equipment* screen that opens, select tags from the dropdown. Select tags from the dropdown. ![Form for adding equipment details including code, name, type, and capacity level.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-okxz640b.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) 5. When finished, click **Save**. In the *Equipment* section of the Pricebook, you can search for the equipment you’ve added and view tags. ![Overview of AC equipment with dimensions and a highlighted 6000 gallon tag.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-b2acrbos.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) ## Tags on installed equipment on the Location You can view installed equipment tags on the *Location* screen: 1. [Search for and open](/commercial/docs/use-search-in-servicetitan) the location you want. ![Search interface displaying filters and contact information for Jack Turner in Glendale.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-mk6buufo.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) 2. In the *Location* section that opens, click **Add Equipment**. ![Table displaying equipment details with an option to add new equipment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-yinda4qo.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) 3. In the *Add Equipment* window that opens, search for the installed equipment you want. > [!NOTE] > **Note**: Tags added in **Pricebook** **> Equipment** section don’t transfer to the *Location* section. You need to add desired tags for the installed equipment. ![Form to add equipment with fields for name and tags, including 'Comm Member'.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-eir16nn4.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) ## View installed equipment tags on the Location You can view installed equipment tags in the *Location* section. ![Customer profile for Jack Turner, highlighting membership status and contact information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-yz5hq26i.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) > [!TIP] > **Tip**: If there are aging equipment tags, you can view them in the *Location* section. ![Profile of Jack Turner with membership status and service details displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-vvwvuqcj.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) ## View equipment tags during Call Booking 1. In the *Location* screen, click **Book Job**. ![Job details for Michael Office, including gate code and booking option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-nt14v0ob.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) 2. In the *Call Booking* screen that opens, you can view, and preview equipment tags on the customer’s location. ![Interface showing customer search options and highlighted membership details for a storage facility.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-yv368ugj.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) In the *Call Booking* screen, you can view tags added both from the *Pricebook* and the *Location* sections. If you want to add a new equipment or job tag, select the option from the dropdown in the *Tags* section. ![Summary section with tasks and tags for a maintenance job at 7-Eleven.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-9hw3iz3t.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) If you want to remove an equipment tag, click **x** in the *Tags* section.![Summary section with checkboxes for customer communication preferences and job details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-c5gm8i7e.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) View equipment tags on Jobs in ServiceTitan You can view job equipment tags in the *Job* section. ![Job details for HVAC cooling problem, highlighting potential member and basement AC status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-eu3qfu1o.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) ## View job and location equipment tags in ServiceTian Mobile In ServiceTitan Mobile, you can view job and location equipment tags in the *Tags* section of the Job Dashboard. > [!NOTE] > **Note**: You can view aging equipment tags if any. ![Dashboard view showing job details, tags, and options for review requests.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-tags-image-7ohasb80.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A18%3A29Z&se=2026-11-09T12%3A18%3A29Z&sr=c&sp=r&sig=H0bxceUM9XKxAcRuT%2Fvy6Oo8KoXoLWSrFqPI5giP2WI%3D) ## Want to learn more? - See [Add equipment to your pricebook](/commercial/docs/add-equipment-to-your-pricebook-1) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A call in ServiceTitan is a phone call that is usually received by the system or occasionally added manually. The call can lead to a job being booked. For more, see Understanding call classifications. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) ServiceTitan's product and service catalog where all items, tasks, materials, and pricing are defined and maintained. **What it does:** Ensures pricing consistency across all technicians and CSRs and enables fast, accurate estimate and invoice generation. **Also called:** Price list, Service catalog **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)