---
title: "Switching items to inventory: recommended workflow"
slug: "switching-items-to-inventory-recommended-workflow"
tags: ["Area - Inventory and POs", "Focus - Construction", "Focus - Service Replacement", "Role - Admin", "Type - Commercial", "Type - Residential"]
updated: 2026-10-15T04:41:31Z
published: 2026-10-15T04:41:31Z
canonical: "help.servicetitan.com/switching-items-to-inventory-recommended-workflow"
---

> ## 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.

# Switching items to inventory: recommended workflow

This article helps you turn on the inventory tracking for material and equipment items and describes how to avoid future issues related to exporting those items to accounting software.

> [!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).

## Things to know

If you have Inventory turned on in your ServiceTitan account, it is important to know the following:

- You should create a new item for the Inventory, then duplicate and deactivate the existing items. Start tracking inventory on the duplicated items or edit them as needed. If the items already exist in Quickbooks, ensure their type is set to *Inventory Part*. For more details, see the workflow below.

## Workflows

### Enable Inventory tracking

1. Click **Pricebook** and select an item.

> [!NOTE]
> **Note:** If the item already exists in Quickbooks, you should change the item from a Non-Inventory item type to an Inventory Part item.
2. Click the **Actions** > **Duplicate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/switching-items-to-inventory-recommended-workflow-image-ux8o2jxj.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A36Z&se=2026-11-09T12%3A26%3A36Z&sr=c&sp=r&sig=ELgYYITx8GGan%2F%2BNOE5EAMyi9O2iqjLFSLbIzspyKKE%3D)A pop-up will appear.
3. Click **Yes**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/switching-items-to-inventory-recommended-workflow-image-r319kyr4.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A36Z&se=2026-11-09T12%3A26%3A36Z&sr=c&sp=r&sig=ELgYYITx8GGan%2F%2BNOE5EAMyi9O2iqjLFSLbIzspyKKE%3D)The duplicate item will appear on the line below the original item.

> [!NOTE]
> **Note:** There will be a (1) beside the duplicate item to help differentiate.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/switching-items-to-inventory-recommended-workflow-image-pzfz03kc.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A36Z&se=2026-11-09T12%3A26%3A36Z&sr=c&sp=r&sig=ELgYYITx8GGan%2F%2BNOE5EAMyi9O2iqjLFSLbIzspyKKE%3D)
4. Click the original Inventory item.
5. Click the **Action** button > **Deactivate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/switching-items-to-inventory-recommended-workflow-image-1puqhovq.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A36Z&se=2026-11-09T12%3A26%3A36Z&sr=c&sp=r&sig=ELgYYITx8GGan%2F%2BNOE5EAMyi9O2iqjLFSLbIzspyKKE%3D)
  1. A pop-up box will appear.
6. Click **Deactivate**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/switching-items-to-inventory-recommended-workflow-image-dwmgqm1k.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A36Z&se=2026-11-09T12%3A26%3A36Z&sr=c&sp=r&sig=ELgYYITx8GGan%2F%2BNOE5EAMyi9O2iqjLFSLbIzspyKKE%3D)
7. Click the Action button for the newly duplicated item.
8. Click **View/Edit Material**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/switching-items-to-inventory-recommended-workflow-image-1dh4yxfc.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A36Z&se=2026-11-09T12%3A26%3A36Z&sr=c&sp=r&sig=ELgYYITx8GGan%2F%2BNOE5EAMyi9O2iqjLFSLbIzspyKKE%3D)
9. Click **Inventory Settings**.
10. Check the box under **Start Tracking the Item**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/switching-items-to-inventory-recommended-workflow-image-50qif6u7.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A36Z&se=2026-11-09T12%3A26%3A36Z&sr=c&sp=r&sig=ELgYYITx8GGan%2F%2BNOE5EAMyi9O2iqjLFSLbIzspyKKE%3D)
11. Select an **Asset Account**.
12. Click **Activate Inventory Tracking**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/switching-items-to-inventory-recommended-workflow-image-mt2c0azr.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A26%3A36Z&se=2026-11-09T12%3A26%3A36Z&sr=c&sp=r&sig=ELgYYITx8GGan%2F%2BNOE5EAMyi9O2iqjLFSLbIzspyKKE%3D)

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)