---
title: "Track equipment-related tasks for a Service Agreement visit in the ServiceTitan Field Mobile App"
slug: "track-equipment-related-tasks-service-agreement-visit-servicetitan-1"
tags: ["Area - Pricebook", "Area - Service Agreements", "Area - Field Mobile App (FMA)", "Type - Commercial", "Focus - Service Replacement", "Role - Technician"]
updated: 2026-11-02T10:24:18Z
published: 2026-11-02T10:24:18Z
canonical: "help.servicetitan.com/track-equipment-related-tasks-service-agreement-visit-servicetitan-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.

# Track equipment-related tasks for a Service Agreement visit in the ServiceTitan Field Mobile App

## Overview

During the [Service Agreement Equipment setup](/commercial/docs/create-a-service-agreement-step-3-equipment), office employees select the equipment that should be serviced, add the related services and forms that will be performed on that equipment, and add any required materials to perform those services.

In the Field Mobile App, you can use Service Agreement work orders to complete tasks related to servicing equipment before the work order is complete. This way, you complete all necessary equipment servicing and enhance service quality.

> [!TIP]
> **Tip:** If the video doesn't play in full screen, tap **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-horiz.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D) then **Fit Screen** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-fit-screen.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D).

[KB - Track Equipment Tasks for a Service Agreement Visit in the Field Mobile App Video](https://fast.wistia.net/embed/iframe/uq2herynjh?web_component=true&seo=true&videoFoam=false)

---

### 

#### Who uses this feature

- Technicians
- Primarily for Commercial Service and Replacement business types

#### Feature configuration

- The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see [System requirements and mobile app information](/v1/docs/system-requirements).
- If you're using the Field Mobile App and need support, please contact [Technical Support](http://go.servicetitan.com/ask) (through the office) or reach out directly to [support@servicetitan.com](mailto:support@servicetitan.com).
- Account configuration is required to use the *Service Agreement* feature. Please contact your office for details.
- The *Allow Adding Additional Services for Equipment Tasking* permission is required to add services and materials for Service Agreement tasks. Please contact the account administrator on your team.

## Things to know

- If equipment has services or materials associated with it in the Service Agreement visit scope, that equipment is displayed as a servicing task.
- You can sort and filter by Service Status: *Not Serviced, Partially Serviced,* and *Fully Serviced*.
- You can also track all work order-related tasks before completing the work order. For more, see [Track job-related tasks in the ServiceTitan Field Mobile App](/commercial/docs/track-job-related-tasks-in-the-servicetitan-field-mobile-app).

## Track equipment requiring service and forms

1. Open the work order.
2. Tap **Equipment Serviced**.

![HVAC Work Order Details Screen-6.png](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/HVAC%20Work%20Order%20Details%20Screen-6(1).png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)
3. On the *Equipment* tab that opens, tap **Start Servicing** or **Continue Servicing**.

![Equipment service screen shows Ducane Condenser #1 not serviced, with a Start Servicing button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Work%20Order%20Equipment%20Service%20Screen-5(1).png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)

You'll see all services, forms, and materials associated with the equipment.
4. Tap the form to view and complete it.

> [!TIP]
> **Tip:** Tap More ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D) to see form actions.

![Trane model 4TCY4042B1000B with incomplete A/C inspection task highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-equipment-related-tasks-for-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-kqh1dvyu.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)
5. [Complete the form](/commercial/docs/complete-and-send-forms-in-the-servicetitan-field-mobile-app).

> [!NOTE]
> **Note:** Make sure to complete all required forms.
6. To mark the equipment as serviced, tap the checkbox. ![Trane model 4TCY4042B1000B task completion with service details and status indicators.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-equipment-related-tasks-for-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-jmrihb7o.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)
7. When you're finished servicing all your tasks, tap **Done**.
8. [Complete the appointment after servicing all items](/commercial/docs/complete-a-job-with-the-servicetitan-field-mobile-app).

## View service equipment details

1. Tap a service to view its details. ![Service equipment details for Condenser #1 and maintenance tasks listed below.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-equipment-related-tasks-for-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-pjkh5a9o.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)
2. View or edit the *Price, Description*, *Quantity*, or *Forms.*
3. When finished, tap **Update**. ![Form for hardwiring 240v appliances, including price and completion status options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-equipment-related-tasks-for-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-xgk71qhn.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)
4. Repeat these steps for as many services as needed.
5. When finished, tap the checkboxes next to the *Services* and *Materials* you completed.

> [!NOTE]
> **Note:** You can add additional items by tapping **Add Services, Add Materials**, and [Add Forms](/commercial/docs/manage-forms-for-equipment-in-the-servicetitan-field-mobile-app). This also adds these items to the work order's invoice.

## View service-related forms

You can view service-related forms:

- In the *Forms* tab. ![Overview of service-related forms showing incomplete and completed statuses for tasks.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-equipment-related-tasks-for-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-lwyxtqho.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)
- On the *Service Equipment* screen, under *Services*. ![Service equipment details showing incomplete chiller maintenance and tune-up forms.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-equipment-related-tasks-for-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-62qacgf8.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)

## Add additional material or services to the equipment

1. Tap **Add Services** or **Add Materials** from the equipment you're working on. ![Service equipment details showing completed tasks and options to add services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-equipment-related-tasks-for-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-q5i0pbm8.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)
2. Use the *Equipment* and *Materials* tabs and the search box to find the required item.
3. When you find it, tap **Add** under the item.
4. If needed, repeat these steps for additional items.
5. When finished, tap **Add to Equipment**. ![Adding items to Condenser #1 with service options and pricing displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-equipment-related-tasks-for-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-ce8kio8n.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)

These items are automatically added to the work order's invoice and linked to the corresponding piece of equipment. For more, see [Present or email an invoice in the ServiceTitan Field Mobile App](/commercial/docs/present-or-email-an-invoice-in-the-servicetitan-field-mobile-app).

## Mark other location equipment as serviced

1. Tap the **Equipment** tab.
2. Tap **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D) and turn off the **Work Order-related equipment only** toggle to view all equipment.

![Sort and Filter screen highlights toggling work order-related equipment before selecting equipment type, memberships, or tags.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Work%20Order%20equipment%20filter%20update-4.png?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)
3. Tap **Apply** to save changes.
4. Select the equipment item you want.
5. On the *Equipment Details* screen that opens, tap **Mark as Serviced**. ![Overview of an air conditioning unit with service options and installation details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-equipment-related-tasks-for-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-9krc50gk.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)
6. On the *Service Equipment* window that opens, select a service or material item.
7. On the window that opens, tap **Add** to add services or materials.
8. When finished, tap **Mark as Serviced**. ![Ducting and supplies page showing items with pricing and servicing details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-equipment-related-tasks-for-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-3vx85ou0.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)
9. Tap **View Services** to see the newly added items. ![HVAC maintenance details showing fully serviced air conditioning unit and warranty status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/track-equipment-related-tasks-for-a-service-agreement-visit-in-the-servicetitan-field-mobile-app-image-ybefm89w.jpg?sv=2026-02-06&spr=https&st=2026-11-09T10%3A57%3A39Z&se=2026-11-09T11%3A57%3A39Z&sr=c&sp=r&sig=i%2FufZBAyh0IFXwVn8uXILyNz%2F9qT%2FG8%2F5jXQIX6OzBs%3D)

After this is complete, that equipment and its associated tasks appear in the primary work order-related equipment list and can be added to the invoice.

## Want to learn more?

- Previous topic: [Dispatch and arrive at a Service Agreement visit in the ServiceTitan Field Mobile App](/commercial/docs/dispatch-arrive-service-agreement-visit-servicetitan-field-mobile-app)
- Next topic: [Add notes and media to a Service Agreement visit in the ServiceTitan Field Mobile App](/commercial/docs/add-notes-media-service-agreement-visit-servicetitan-field-mobile-app)