--- title: "Track & Manage Installed Equipment" slug: "track-manage-installed-equipment" updated: 2026-10-15T01:38:36Z published: 2026-10-15T01:38:36Z canonical: "help.servicetitan.com/track-manage-installed-equipment" --- > ## 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 & Manage Installed Equipment SERVICETITAN · EQUIPMENT MANAGEMENT **Track & Manage Installed Equipment** Keep a complete record of every piece of equipment at every customer location. Track age, condition, and replacement eligibility to drive service agreements and upsell opportunities. Jump to: [Set Up](/commercial/docs/track-manage-installed-equipment#p1) [Track & Manage](/commercial/docs/track-manage-installed-equipment#p2) [Troubleshoot](/commercial/docs/track-manage-installed-equipment#p3) [Measure Impact](/commercial/docs/track-manage-installed-equipment#kpi) **Set Up Equipment Tracking** **Set up your equipment types** ⚠︎ Equipment Types require the **EnableEquipmentTypesInSettings** feature gate to be active. If you don't see the Equipment Types page in Settings, contact your CSM or ServiceTitan support to enable it. Configure equipment types before your techs start recording equipment in the field — this ensures consistent data entry and accurate reporting. **a.** Go to **Settings** > **Equipment** > **Equipment Types** and click **Add Equipment Type**. **b.** Enter the equipment type name (e.g., Furnace, Air Conditioner, Water Heater). Set the **Category** to group related types together. **c.** Configure the **Replacement Age** in years. This drives replacement eligibility alerts for technicians in the field and flags aging equipment on the Call booking screen and technician scorecards. ⚠︎ Replacement opportunity tags must be configured on ALL equipment sources — both Pricebook-selected and manually entered equipment — to maintain accurate Lead generation data. **d.** Add any custom fields your team needs to capture (model number, serial number, warranty info). Click **Save**. [Create equipment types](/commercial/docs/create-equipment-types) **Track & Manage Equipment** **Record installed equipment at a customer's property** **a.** Open the Customer Record and navigate to the Location Record. Go to the **Equipment** section and click **View all Equipment** to open the **Equipment** screen. Click **Add Equipment**. **b.** In the **Equipment** drawer that opens, fill out the following fields: (Optional) **Select from Equipment** — select equipment from your pricebook dropdown to auto-populate relevant details. **Equipment Name** — add or update the installed equipment name (must be unique at the location). **Manufacturer / Brand** — enter the manufacturer name; use Brand for suppliers who offer multiple brands. **Model** and **Serial Number**. **Asset #** — enter the asset number (used for commercial contract tracking and barcode scanning). **Manufacturer Warranty Period** and **Service Provider Warranty Period** — select the applicable warranty periods. **Memo** — add notes and additional details. **c.** Set the **Install Date** so ServiceTitan can calculate the equipment age and replacement eligibility automatically. ⚠︎ The Install Date is the single most important field on the equipment record. Equipment age is calculated from this date — not from warranty start. If an install Job is not completed properly, the install date is never set, which breaks all downstream age-based automation including replacement campaigns, marketing lists, and technician alerts. **d.** Add any relevant notes or photos, then click **Add**. The equipment now appears on the customer's location record and is visible to technicians in the field. ⚠︎ You can now edit equipment records in bulk using Edit Mode on the Equipment screen. Enable the Edit Mode toggle to update multiple records at once, or use Filters to narrow results by equipment type, manufacturer, and other details before editing. [Add equipment to a service location without invoicing the customer](/commercial/docs/add-equipment-to-a-service-location-without-invoicing-the-customer)[Manage installed equipment](/commercial/docs/manage-installed-equipment) **Use barcode scanning for equipment lookup** **a.** On a job in the **ServiceTitan Mobile** app, tap the **Equipment** section and select **Scan Barcode**. **b.** Point your device camera at the equipment barcode or QR code. ServiceTitan automatically looks up the equipment record and displays the details. **c.** If the scanned equipment is not yet recorded, you can add it directly from the scan screen — the manufacturer and model fields auto-populate from the barcode data when available. ⚠︎ For commercial agreements, requiring technicians to scan asset barcodes upon arrival verifies they are servicing the correct contract unit and builds the asset history required for capital planning. [Barcode scanning](/v1/docs/barcode-scanning-in-servicetitan-mobile) **Document equipment condition and findings** ⚠︎ Equipment Findings require the **EquipmentFindings** feature gate. If your customer does not see the Findings option on equipment records, this gate needs to be enabled by ServiceTitan. **a.** While on a job, open the equipment record from the **Equipment** section on the job details screen. **b.** Use **Equipment Findings** to attach diagnostic findings to specific installed equipment. Create a new finding by tapping **+Create New Finding** and documenting the condition, deficiency, or observation. **c.** Add detailed notes about your findings, including any readings, measurements, or observations. Attach photos to document the current state of the equipment. **d.** Findings can be converted to estimates or jobs directly, creating the diagnose → quote → sell → execute pull-through revenue chain. Service managers can track, quote, and convert these opportunities from a centralized Findings dashboard. ⚠︎ Equipment Findings are now linked directly to the related equipment, job, or service agreement, ensuring consistent documentation and a complete view of profitability per agreement. [Manage equipment findings](/commercial/docs/manage-equipment-findings) **See when customer equipment is due for replacement** ⚠︎ Replacement eligibility depends on the Install Date and Replacement Age set on the equipment type. Make sure both are configured accurately. Age is calculated from the Install Date, not from warranty start or any other date. **a.** Open a customer's location record and go to the **Equipment** section. Equipment nearing or past its expected lifespan is flagged with an age indicator. Click on any equipment record to open its details in the flyout panel. **b.** Technicians see replacement eligibility alerts on the job screen in the Mobile App, helping them proactively recommend upgrades during service visits. With **Field Pro Insight Summary** enabled, technicians receive pre-job briefs that include equipment age summaries. **c.** Use **Custom Reporting** with the **Equipment** datasource to find all equipment across your customer base that is approaching or has exceeded its expected lifespan — this drives targeted replacement campaigns. Go to **Reports** > **Custom Reports** > create a new report using the **Equipment** datasource, then filter by the **Age** field. ⚠︎ The Equipment reporting datasource does not include a Business Unit field. Equipment inherits BU from customer/location context — filter by customer or location BU instead. [Manage replacement opportunities](/commercial/docs/manage-replacement-opportunities)[Equipment report template](/v1/docs/equipment-report-template) **Link installed equipment to a Membership or service agreement** **a.** Open the customer's **Membership** record and click **Edit** (or create a new membership if one doesn't exist). For service agreements, open the agreement and navigate to **Step 3: Equipment** in the agreement wizard. **b.** In the **Covered Equipment** section, click **Add Equipment**. Select the equipment already recorded at the customer's location. **c.** Save the membership or service agreement. The linked equipment now drives scheduled maintenance visits and ensures the correct units are serviced on recurring appointments. ⚠︎ For commercial contracts, be specific about which units are covered (e.g., "RTU-1 and RTU-2, but not the Split System"). Vague coverage terms lead to disputes about which equipment is included in the agreement. ⚠︎ You can now filter equipment by service agreement when selecting covered equipment. Use the filter to show only equipment tied to a specific agreement, reducing selection errors on multi-unit commercial accounts. [Create a service agreement](/commercial/docs/create-a-service-agreement-step-1-summary-and-design-1) **Import equipment records in bulk** ⚠︎ Bulk import is available from the Equipment screen. Use this option when onboarding new customers with existing equipment or when migrating data from another system. **a.** On the Equipment screen, click **More** > **Import from Template**. **b.** Download the import template, populate it with your equipment data (equipment name, type, manufacturer, model, serial number, install date), and save the file. **c.** Upload the completed file. A notification banner confirms a successful import. If errors occur, click **Download Error Log** to review and correct them. [Manage installed equipment](/commercial/docs/manage-installed-equipment) **Troubleshoot Equipment Issues** **Troubleshoot: Equipment missing from the Field Mobile App** **a.** Verify the equipment was added to the correct **customer location** — not just the customer account. Equipment is tied to a specific address, so if the job is at a different location, the equipment won't appear. **b.** Confirm the equipment record is **Active**. Go to the customer's **Equipment** section in the office view and check the status. Inactive or decommissioned equipment is hidden from the Field Mobile App by default. **c.** Ask the technician to **sync the mobile app** by pulling down to refresh on the job screen. Equipment added recently from the office may not appear until the app syncs. **d.** Check that the technician has the correct **permissions** to view and edit equipment. Go to **Settings** > **People** > **Role Permissions** and confirm the technician's role has **Edit Equipment** (permission 272) and related equipment permissions enabled. [Installed equipment overview](/commercial/docs/manage-installed-equipment) **Troubleshoot: Equipment age shows as blank or zero** **a.** Check the **Install Date** on the equipment record. If it is blank, the install job was likely not completed properly — the system only stamps the installation date when the job is completed. **b.** If the original install job is already closed, manually set the install date on the equipment record by editing it from the location's Equipment section. **c.** Confirm that the **Equipment Type** has a **Replacement Age** configured. Without this value, the system cannot calculate whether equipment is due for replacement. [Add equipment](/commercial/docs/manage-installed-equipment#add-equipment) **Measure the impact** **Coverage** **Equipment records per location** Track how many customer locations have equipment recorded. Low coverage means missed upsell and membership opportunities. [Reports > Create Report > use "Equipment" template > group by Location ↗](https://go.servicetitan.com/#/new/reports/all) **Opportunity** **Replacement-eligible equipment** Monitor equipment past its expected lifespan. Each aging unit is a potential replacement sale your team can pursue proactively. [Reports > Create Report > use "Equipment" template > filter Age ↗](https://go.servicetitan.com/#/new/reports/all) **Revenue** **Average ticket size on equipment jobs** Jobs with documented equipment history tend to have higher ticket values. Track this in your Job Summary report filtered by equipment-related Job Types. [Reports > All Reports > search "Job Summary" > filter by Job Type ↗](https://go.servicetitan.com/#/new/reports/all) **Retention** **Equipment linked to memberships** Track how many active memberships have equipment attached. Linked equipment drives scheduled maintenance and reduces membership churn. [Reports > Create Report > use "Equipment" template > filter Active Memberships ↗](https://go.servicetitan.com/#/new/reports/all) A record of installed equipment at a customer location including model, serial number, warranty, and service history. **What it does:** Enables technicians to arrive prepared with correct parts and history, and triggers maintenance reminders to drive recurring revenue. **Also called:** Asset tracking, Installed equipment **Tags:** Core [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) 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 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) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **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) 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) ServiceTitan's iOS and Android app for technicians to manage their schedule, job details, invoices, photos, and payments in the field. **What it does:** Keeps technicians connected to the office in real time — eliminating paper, reducing back-office data entry, and enabling on-site payments. **Also called:** Field app, Tech app **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) An internal division within ServiceTitan used to segment work, reporting, and accounting — for example, “Resi HVAC” vs. “Commercial Plumbing.” **What it does:** Lets multi-trade or multi-division businesses track performance, capacity, and financials separately per division. **Where to find it:** Settings › Business Units. **Also called:** Trade division, Service line, BU **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/add-and-edit-a-trade-or-division) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A recurring service contract sold to customers that provides scheduled maintenance visits and priority service at a set monthly or annual price. **What it does:** Creates predictable recurring revenue, improves retention, and gives a steady base of scheduled work for the dispatch board. **Where to find it:** Follow Up › Recurring Service Events. **Also called:** Maintenance plan, Service contract **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/grow-recurring-revenue-with-memberships-1) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [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)