--- title: "Manage replacement opportunities" slug: "manage-replacement-opportunities" tags: ["Area - Pricebook", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-16T02:29:15Z published: 2026-10-16T02:29:15Z canonical: "help.servicetitan.com/manage-replacement-opportunities" --- > ## 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 replacement opportunities ## Overview Track replacement opportunities to increase revenue by identifying prospects for new installations. > [!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 - Office employees - Applies to all business types ## Manually add a replacement opportunity tag to a Job > [!CAUTION] > **Reminder**: You should not need to use this process in most cases. ServiceTitan automatically assigns Replacement opportunity tags to jobs if you have done the required setup. For more, see [Set up your account for replacement opportunities](/commercial/docs/set-up-your-account-for-replacement-opportunities). If the equipment type has a replacement age, replacement tags will automatically be generated, whether the equipment is from Pricebook or manually entered. Tags won’t be generated on the *Location* screen if the equipment lacks an equipment type, regardless of its source. To manually add a replacement opportunity tag to a job: 1. Go to **Search** **> Job** to find the desired job. 2. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A42Z&se=2026-11-09T12%3A08%3A42Z&sr=c&sp=r&sig=YGjcMEAFI1CdvPQXVVsijDuQZIi1NMt7J8Jg%2BI431X8%3D) on the job page. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-replacement-opportunities-image-d44tw3np.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A42Z&se=2026-11-09T12%3A08%3A42Z&sr=c&sp=r&sig=YGjcMEAFI1CdvPQXVVsijDuQZIi1NMt7J8Jg%2BI431X8%3D) 3. Enter the replacement opportunity tag in the **Tags** field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-replacement-opportunities-image-hqt29cek.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A42Z&se=2026-11-09T12%3A08%3A42Z&sr=c&sp=r&sig=YGjcMEAFI1CdvPQXVVsijDuQZIi1NMt7J8Jg%2BI431X8%3D) 4. When finished, click **Save**. ## Add a replacement opportunity tag to a job type You can add a replacement opportunity tag to a job type if you have a specific job type for an installation job or installation Estimate. **Note**: *When you add a replacement opportunity tag to a job type, jobs booked with this job will be included in replacement opportunity data.* Every job booked with this job type will automatically be given a replacement opportunity tag regardless of whether or not there is installed equipment in the service Location Record. To add a replacement opportunity tag to a job type: 1. Go to the navigation bar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A42Z&se=2026-11-09T12%3A08%3A42Z&sr=c&sp=r&sig=YGjcMEAFI1CdvPQXVVsijDuQZIi1NMt7J8Jg%2BI431X8%3D) **.** 2. In the side panel, click **Operations > Job Types.** 3. Click **Edit** next to the desired job type. 4. Add the replacement opportunity tag in the **Tags** field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-replacement-opportunities-image-to3o92gb.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A42Z&se=2026-11-09T12%3A08%3A42Z&sr=c&sp=r&sig=YGjcMEAFI1CdvPQXVVsijDuQZIi1NMt7J8Jg%2BI431X8%3D) 5. When finished, click **Save**. ## Run the Customer by Equipment Age Report Use the *Customer by Equipment Age* Report to identify replacement opportunities. This report provides you with a list of customers with installed equipment, and you can run the report for a specific equipment type past a certain age. You may run the report on a one-time basis or schedule the report to be sent to you regularly: 1. Go to the navigation bar and click **Reports.** 2. In the side menu, click **Legacy Reports.** 3. Enter *Customer by Equipment Age* in the *Search by a report’s name* field. 4. Click the name of the report. 5. To receive the report regularly, click **Schedule.** > [!NOTE] > **Note**: You can set parameters for when the report automatically runs. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-replacement-opportunities-image-t9yn67p8.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A42Z&se=2026-11-09T12%3A08%3A42Z&sr=c&sp=r&sig=YGjcMEAFI1CdvPQXVVsijDuQZIi1NMt7J8Jg%2BI431X8%3D) 6. Enter the desired report filters. 1. Use the **Minimum Age** field to search for equipment past a certain age. You can set an **As Of** date. 2. Use the **Equipment Typ**e field to filter for a specific equipment type. 3. For example, you can search **Equipment Type***Water Heaters* with a **Minimum Age** of eight years, to reach out to these customers. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-replacement-opportunities-image-uc6o96kr.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A42Z&se=2026-11-09T12%3A08%3A42Z&sr=c&sp=r&sig=YGjcMEAFI1CdvPQXVVsijDuQZIi1NMt7J8Jg%2BI431X8%3D) 7. Click **Search** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-search.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A42Z&se=2026-11-09T12%3A08%3A42Z&sr=c&sp=r&sig=YGjcMEAFI1CdvPQXVVsijDuQZIi1NMt7J8Jg%2BI431X8%3D) to view the report, or click the **Dropdown Arrow** to download the report. 8. Clicking![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-close.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A42Z&se=2026-11-09T12%3A08%3A42Z&sr=c&sp=r&sig=YGjcMEAFI1CdvPQXVVsijDuQZIi1NMt7J8Jg%2BI431X8%3D)resets all report filters to default settings. ## Understand replacement opportunity data on the Dashboard You can find replacement opportunity data in the *Technician Scorecards* section of the Modular Dashboard. 1. Go to the navigation bar and click **Dashboard**. 2. Scroll down to the *Technician Scorecards* section. 3. Select the **Lead Generation** tab. 4. Click **Replacements**. To see the calculations behind these metrics, see [Dashboards and Scorecards](/commercial/docs/dashboards-and-scorecards-home). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-replacement-opportunities-image-de8dipp2.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A08%3A42Z&se=2026-11-09T12%3A08%3A42Z&sr=c&sp=r&sig=YGjcMEAFI1CdvPQXVVsijDuQZIi1NMt7J8Jg%2BI431X8%3D) ## FAQ --- ### #### **When I manually add a replacement opportunity tag to a job, will the job be included in the replacement opportunity data?** Yes, when you add a replacement opportunity to a job or a job type, the jobs will be included in the replacement opportunity data. 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) When an installed equipment item reaches the replacement age of that equipment type, a replacement opportunity tag displays on jobs and the customer's service location record. A replacement opportunity is a job with a replacement opportunity tag that is not marked as No charge. [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) A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan. **What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job. **Also called:** Quote, Proposal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Configurable categories that classify jobs (e.g., HVAC Install, Drain Cleaning, Roof Replacement) for reporting and routing. **What it does:** Enables targeted pricing, technician skill matching, reporting segmentation, and correct workflow routing by type of work. **Also called:** Service types, Work categories **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A prospective customer or job who presents a revenue-generating opportunity. In ServiceTitan, a Lead is an incoming call that lasts at least 60 seconds or is assigned the call reason, Is Lead. There are several types of Leads that you can use to report on different aspects of your business. For more, see Leads. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)