--- title: "Create and schedule new count templates" slug: "create-and-schedule-new-count-templates" updated: 2026-10-15T00:46:36Z published: 2026-10-15T00:46:36Z canonical: "help.servicetitan.com/create-and-schedule-new-count-templates" --- > ## 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 and schedule new count templates ## Overview Create and schedule new count templates to determine how frequently you want to perform that specific count. --- ### #### Who uses this feature - Warehouse managers - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Create and schedule a new count template 1. Go to the navigation bar and click **Inventory**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A55Z&se=2026-10-31T03%3A36%3A55Z&sr=c&sp=r&sig=O9GKnLQYINn%2BFYdFtgioTG8pswXRLcudIi5BVoQ9egE%3D). 2. In the side menu, click **Inventory Counts**. 3. On the *Inventory Counts* screen that opens, click the **Expand**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-schedule-new-count-templates-image-jzb6rlbi.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A55Z&se=2026-10-31T03%3A36%3A55Z&sr=c&sp=r&sig=O9GKnLQYINn%2BFYdFtgioTG8pswXRLcudIi5BVoQ9egE%3D)icon, and then select **Schedule Recurring Counts**.![A cursor selecting Schedule Recurring Counts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-schedule-new-count-templates-image-kweszx9q.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A55Z&se=2026-10-31T03%3A36%3A55Z&sr=c&sp=r&sig=O9GKnLQYINn%2BFYdFtgioTG8pswXRLcudIi5BVoQ9egE%3D) 4. On the *Select Count Type* screen that opens, click **Create and Schedule New Count Template**, and then click **Next**.![A cursor clicking Create and Schedule New Count Template, and then clicking Next.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-schedule-new-count-templates-image-ei6oi07m.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A55Z&se=2026-10-31T03%3A36%3A55Z&sr=c&sp=r&sig=O9GKnLQYINn%2BFYdFtgioTG8pswXRLcudIi5BVoQ9egE%3D) 5. On the *Inventory Items* screen that opens, go to the *Item Details* section, click the **Inventory Template** dropdown, and then select a template. 6. (Optional) Enter details for the following filters to limit the range of items that will be included in your inventory list: 1. **Qty On Hand:** Click this field, enter a quantity in the **Min** or **Max** field, and then click **Apply**.![Entering a quantity in the Min or Max fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-schedule-new-count-templates-image-krtetdyk.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A55Z&se=2026-10-31T03%3A36%3A55Z&sr=c&sp=r&sig=O9GKnLQYINn%2BFYdFtgioTG8pswXRLcudIi5BVoQ9egE%3D) 2. **Vendor Cost:** Click this field, enter a dollar amount in the **Min** or **Max** field, and then click **Apply**. 3. **Usage Volume:** Click this field, enter a number in the **Over** or **Under** field for the number of items consumed within the period selected in the *Usage Volume Date Range* below, and then click **Apply**. 4. **Usage Volume Date Range:** If you entered a *Usage Volume*, click this field and enter a date range—such as a month, quarter, or period from today's date—or enter a custom start date and end date. 7. Click **Generate Item List.** The *Item List* section shows every item that matches the filters you selected. 8. In the *Item List* section, select each item that you want to include in the count template.![Image showing the Item List section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-schedule-new-count-templates-image-2oevxhtt.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A55Z&se=2026-10-31T03%3A36%3A55Z&sr=c&sp=r&sig=O9GKnLQYINn%2BFYdFtgioTG8pswXRLcudIi5BVoQ9egE%3D) > [!TIP] > **Tip:** To select all items that are listed on the screen, select the checkbox at the top of the list next to the *Item Name* heading. To select all items that match the filters, select at least one item in the list, then click **Select all (#)** at the top of the list. To view more than 10 items on the screen, go to the bottom of the item list and select a number from the **items per page** dropdown. 9. Click **Next**. The *Select Count Frequency and Sort Items* screen opens. 1. In the *Count Details* section, enter the following details: 1. **Inventory Count Template Name:** Enter the inventory count name. 2. **Inventory Location:** Select one or more locations from the dropdown. 3. **End Date:** Enter the date by which you or your employees want to stop scheduling the inventory count template. 4. **Cadence:** Select how frequently you would like to perform this count from the dropdown.![Image showing the Count Details section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-schedule-new-count-templates-image-9pf40aof.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A55Z&se=2026-10-31T03%3A36%3A55Z&sr=c&sp=r&sig=O9GKnLQYINn%2BFYdFtgioTG8pswXRLcudIi5BVoQ9egE%3D) 2. (Optional) To change the order in which items appear on the printed count list, go to the *Item List* section and click a column heading to sort the items: 1. Click a column heading once to sort items in one direction, such as smaller to larger numbers. 2. Click the column heading a second time to reverse the sorting. 3. Click the column heading a third time to remove the sorting and view the original order of items. 3. When finished, click **Create Recurring Count**.![A cursor clicking Create Recurring Count.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-schedule-new-count-templates-image-ykoxnb7z.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A55Z&se=2026-10-31T03%3A36%3A55Z&sr=c&sp=r&sig=O9GKnLQYINn%2BFYdFtgioTG8pswXRLcudIi5BVoQ9egE%3D) To see and manage the recurring count you scheduled, go to **Settings > Inventory > Recurring Inventory Counts**. For more information, see [Manage recurring inventory counts](/construction/docs/manage-recurring-inventory-counts). ## Want to learn more? - See [Create and schedule full cycle counts](/construction/docs/create-and-schedule-full-cycle-counts) - See [Schedule existing count templates](/construction/docs/schedule-existing-count-templates) - See [Schedule existing completed count](/construction/docs/schedule-existing-completed-count)