--- title: "Mark equipment as serviced by a task from the office side" slug: "mark-equipment-as-serviced-by-a-task-from-the-office-side" tags: ["Area - Pricebook", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-15T04:24:03Z published: 2026-10-15T04:24:03Z canonical: "help.servicetitan.com/mark-equipment-as-serviced-by-a-task-from-the-office-side" --- > ## 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. # Mark equipment as serviced by a task from the office side ## Overview To accurately track equipment service history, mark equipment as serviced by a Pricebook task on an Invoice. > [!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 users - Applies to all business types Things to know - To service already existing installed equipment make sure the equipment is added to the location profile. - If you don’t see the installed equipment item in the list of Equipment on the *Add a task* screen, add the equipment to the location profile. For more, see [Add equipment without invoicing the customer](/commercial/docs/add-equipment-to-a-service-location-without-invoicing-the-customer). ## Attach installed equipment to a task on an invoice 1. Go to the top toolbar and 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%3A10%3A08Z&se=2026-11-09T12%3A10%3A08Z&sr=c&sp=r&sig=QPfnuf4D1YnLI1hc0i7HQanpW8fm39Kn8ManMtvmpiY%3D). 2. Select the *Invoice* option from the dropdown and 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%3A10%3A08Z&se=2026-11-09T12%3A10%3A08Z&sr=c&sp=r&sig=QPfnuf4D1YnLI1hc0i7HQanpW8fm39Kn8ManMtvmpiY%3D). ![Dropdown menu showing options for searching invoices and related documents.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/mark-equipment-as-serviced-by-a-task-from-the-office-side-image-8ea6r6u8.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A08Z&se=2026-11-09T12%3A10%3A08Z&sr=c&sp=r&sig=QPfnuf4D1YnLI1hc0i7HQanpW8fm39Kn8ManMtvmpiY%3D) 3. Select the invoice. ![Invoice details for two customers, highlighting job numbers and technician assignments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/mark-equipment-as-serviced-by-a-task-from-the-office-side-image-czs61dcd.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A08Z&se=2026-11-09T12%3A10%3A08Z&sr=c&sp=r&sig=QPfnuf4D1YnLI1hc0i7HQanpW8fm39Kn8ManMtvmpiY%3D) 4. On the *Invoice* screen, click **Add a task**. ![Invoice details showing payment options and task updates for project management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/mark-equipment-as-serviced-by-a-task-from-the-office-side-image-l2s66yoi.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A08Z&se=2026-11-09T12%3A10%3A08Z&sr=c&sp=r&sig=QPfnuf4D1YnLI1hc0i7HQanpW8fm39Kn8ManMtvmpiY%3D) 5. Select the installed equipment from the dropdown list. 6. When finished, click **Save**. You can see the equipment you selected in the *Tasks* section of the invoice. ![Task details including E1000 code, description, and total cost of $9,275.00.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/mark-equipment-as-serviced-by-a-task-from-the-office-side-image-w9sxnj5f.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A08Z&se=2026-11-09T12%3A10%3A08Z&sr=c&sp=r&sig=QPfnuf4D1YnLI1hc0i7HQanpW8fm39Kn8ManMtvmpiY%3D) This service record populates in the equipment's *History* section to review the service history. ![Invoice details for Kohler's Numi toilet, highlighting its advanced features and efficiency.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/mark-equipment-as-serviced-by-a-task-from-the-office-side-image-vfecvcsp.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A08Z&se=2026-11-09T12%3A10%3A08Z&sr=c&sp=r&sig=QPfnuf4D1YnLI1hc0i7HQanpW8fm39Kn8ManMtvmpiY%3D) The Job's completion date also populates in the Equipment Template in *Reports 2.0* > *Last Service Date KPI*. ![Report interface showing equipment details, including last service date and installation dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/mark-equipment-as-serviced-by-a-task-from-the-office-side-image-y609idj3.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A10%3A08Z&se=2026-11-09T12%3A10%3A08Z&sr=c&sp=r&sig=QPfnuf4D1YnLI1hc0i7HQanpW8fm39Kn8ManMtvmpiY%3D) ## Want to learn more? - See [Manage equipment in ServiceTitan Mobile](/commercial/docs/manage-equipment-in-servicetitan-mobile) 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) The finalized billing document sent to a customer after work is completed, generated from job records in ServiceTitan. **What it does:** Records all work performed and charges for accurate payment collection, financial reporting, and accounting integration. **Also called:** Bill, Work order invoice **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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)