--- title: "Create a service agreement step 3: Equipment" slug: "create-a-service-agreement-step-3-equipment" updated: 2026-10-15T01:26:09Z published: 2026-10-15T01:26:09Z canonical: "help.servicetitan.com/create-a-service-agreement-step-3-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. # Create a service agreement step 3: Equipment ## Overview In *Step 3: Equipment,* you can list all equipment necessary for the locations that need to be included in the service agreement. Any equipment already added to the selected locations is displayed in the *Equipment* table. --- ### ****Who uses this feature**** - Administrators, accountants, estimators, project managers, and operations managers. - Primarily benefits Commercial Service and Replacement business types, and Residential Service and Replacement business types - Applies to all trades #### **Feature configuration** - The *Create/Edit Service Agreements* permission is required to use this feature. Please contact the account administrator on your team. ## Attach existing equipment 1. In *Step 3: Equipment,* go to the location you want to use and click **Attach Equipment**.![Step 3 of equipment attachment process with location and action button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-07-28 at 5.30.31 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A57Z&se=2026-10-31T03%3A37%3A57Z&sr=c&sp=r&sig=SN3JxRFhjp8S2%2Bj9oT8pnATtjlkOmGyr1mbfQ8iJX6k%3D) 2. On the *Attach existing equipment* window that opens, you can view a list of available installed equipment for the location. 3. Find the equipment you want to start using: - **Search:** Use the **Search** box to enter the key words for the equipment you want. ![Search bar displaying 'Air conditioner'](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-3-equipment-image-ihkq41t1.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A57Z&se=2026-10-31T03%3A37%3A57Z&sr=c&sp=r&sig=SN3JxRFhjp8S2%2Bj9oT8pnATtjlkOmGyr1mbfQ8iJX6k%3D) - **Filter:** Use the **Filters** to find the equipment you want. You can filter by: - **Equipment Type:** The type of equipment available in the location. - **Status:** The state of the equipment available in the location. - **Tag:** The tag added to the equipment available in the location. Select one or more filters from the list, then click **Apply Filter**. ![Dropdown menu showing equipment types](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-3-equipment-image-r7d16gax.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A57Z&se=2026-10-31T03%3A37%3A57Z&sr=c&sp=r&sig=SN3JxRFhjp8S2%2Bj9oT8pnATtjlkOmGyr1mbfQ8iJX6k%3D) 4. Select the equipment then click **Add to Location**. ![Select existing equipment to attach for work at a specified location.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-07-28 at 5.37.07 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A57Z&se=2026-10-31T03%3A37%3A57Z&sr=c&sp=r&sig=SN3JxRFhjp8S2%2Bj9oT8pnATtjlkOmGyr1mbfQ8iJX6k%3D) ## Create new equipment 1. In *Step 3: Equipment,* go to the location you want to add equipment to. Select **Attach Equipment**. ![Step 3 of equipment attachment process with location and action button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-07-28 at 5.30.31 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A57Z&se=2026-10-31T03%3A37%3A57Z&sr=c&sp=r&sig=SN3JxRFhjp8S2%2Bj9oT8pnATtjlkOmGyr1mbfQ8iJX6k%3D) 2. On the *Attach existing equipment* window that opens, click **Create New Equipment**. ![Popup window for attaching equipment with options to create new equipment or select existing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-07-28 at 5.37.07 PM(1).png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A57Z&se=2026-10-31T03%3A37%3A57Z&sr=c&sp=r&sig=SN3JxRFhjp8S2%2Bj9oT8pnATtjlkOmGyr1mbfQ8iJX6k%3D) 3. On the *Create New Equipment* window that opens, select the equipment **Type**, add the **Quantity**, and add any additional **Tags**. 4. Click **Create Equipment**. ![Form to create new equipment item with type, quantity, and tags for maintenance.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-3-equipment-image-jua8hoyx.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A57Z&se=2026-10-31T03%3A37%3A57Z&sr=c&sp=r&sig=SN3JxRFhjp8S2%2Bj9oT8pnATtjlkOmGyr1mbfQ8iJX6k%3D) > [!TIP] > **Tip:** To edit equipment, in the main *Equipment* table, hover over equipment and click **Edit** at the end of the row. To remove equipment, click **Remove**. 5. When finished, click **Continue to Next Step**. This takes you to [Step 4: Scope of Work](/construction/docs/create-a-service-agreement-step-4-scope-of-work). ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Creating & Managing Service Agreements](https://servicetitan.docebosaas.com/learn/courses/242/creating-managing-service-agreements) - See [Create a service agreement step 2: Locations and contacts](/construction/docs/create-a-service-agreement-step-2-locations-and-contacts)