--- title: "Create and track install requisitions" slug: "create-and-track-install-requisitions" updated: 2026-10-15T00:47:16Z published: 2026-10-15T00:47:16Z canonical: "help.servicetitan.com/create-and-track-install-requisitions" --- > ## 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 track install requisitions The *Install Requisition* streamlines the procurement process by focusing on installation stock items. This helps you manage inventory efficiently and maintain high liquidity. ## --- ### #### Who uses this feature - Administrators and office employees - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - If you only have the **Purchasing** module enabled, the *Inventory* section in the navigation bar is renamed *Purchasing*. - If you’re using the **Purchasing** module, ServiceTitan automatically selects the primary vendor as the default procurement source for each item. - If you’re using the **Inventory** module, ServiceTitan first checks your existing stock in the requisition warehouse. If items you need aren’t in stock, ServiceTitan selects your primary vendor as the procurement source. - You need specific employee permissions to use the requisition workflow. Contact your administrator to ensure you have the following permissions enabled: - **View Requisition:** View requisitions. - **Edit Requisition Demand:** Initiate a requisition and fulfillment from an estimate. - **Edit Requisition Fulfillment:** Edit a requisition and procure items. For more on permissions, see [Understanding employee and technician permission roles](/construction/docs/understanding-employee-and-technician-permission-roles) and [Set permissions for an employee or technician role](/construction/docs/set-permissions-for-an-employee-or-technician-role). ## Install Requisition screen overview The *Install Requisition* screen includes detailed information about requisitions in different statuses. - ***Demand:*** The requisition has been submitted and all project estimates have been sold. - ***In Progress:*** The requisition has been created, but no further action has been taken. - ***Fullfield:*** The requisition tracking has been submitted. - ***Completed:*** The requisition has been completed. ![Overview of requisition status with demand, in progress, fulfilled, and completed counts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-x6qq93kt.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D) A number next to the tab shows how many install requisitions can be found there. To efficiently navigate and manage the table, follow these steps: - In the *In Progress* tab, click **Only show Requisitions with On Hold Items** to filter requisitions with on hold items. Additionally, you can see the *Status* of *Purchase Orders* and the availability of inventory items requested for the requisition, so you can easily determine if the requisition can be fulfilled at this time. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-wg4jw9fv.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D) - In the *Fulfilled* tab, click **Only show Requisitions where all jobs have been completed** to filter the jobs list so that only requisitions with no open jobs on the project are shown. ![Table displaying requisition details with a focus on completed jobs filter option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-2i02u7nc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D) - Create a new install requisition. For more, see [Create an install requisition](/construction/docs/create-and-track-install-requisitions-1#create-an-install-requisition). - Use the *Search* field to find a specific requisition. - The *Requisition* screen includes pre-made filters that let you search by **Requisition Name**, **Customer Name**, **Business Unit**, **Next Scheduled Job**, **Created By**, **Date Created**, and others. - Click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D), and search for the requisition you want. ![Filter options for requisition name, highlighting 'Kitchen Install' for search functionality.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-gaq3neak.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D) - When you’re done with a filter, click **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D) again and click **Clear**. - Click **the requisition name** in the table to view the requisition details. ![Table displaying requisition names and details for plumbing installation jobs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-0s0ixddy.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D) - You can delete a requisition when it’s no longer needed or if it was added accidentally. Go to the *Demand* tab, select the transfer you want to delete, and then click **Remove**. ![User selects an item to remove from a demand list in a management interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-ft9yaock.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D) - To cancel a requisition that is in progress, go to the *In Progress* tab, select the requisition you want to cancel, and then click **Cancel**. ![User interface showing requisition details with a cancel option highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-laqyw9cj.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D) - Organize the table by clicking on a column header. ![Table displaying requisition details, including status and customer information for items needed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-7i2yjgd7.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D) ## Create an install requisition 1. Go to the navigation bar and click **Inventory** or **Purchasing** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D). 2. In the side menu, click **Requisitions > Install**. 3. On the *Requisition* screen that opens, click **Create New**. 4. On the *Create Requisition* screen that opens, enter the requisition record details in the *Requisition Details* section: 1. **Requisition Name:** Enter a short name that describes the requisitioned items, project, or job. 2. **Project #:** Select a project number if it’s not already selected. **Note:** *If you started this requisition from a project, the project number is already selected. For more, see* [Requisition items for a job or project](/construction/docs/requisition-items-for-a-job-or-project). 3. **(Optional) Business Unit:** If you have more than one business unit, select the business unit that will work on the project or job associated with the requisition. 4. **Technician:** Select the technician who will perform the work. 5. **Warehouse:** Select the location where procured items are sent and stored for the project or job. ![Form for creating a requisition with project and technician details filled in.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-nxabzkzk.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D) 5. In the *Item List* section, from the **Select an item** dropdown, select the item you want to add. > [!TIP] > **Tip:** Search for an item by its name, code, description, or part number. 6. From the **Job #** dropdown, select the job for which the items will be used. > [!NOTE] > **Note:** This attaches the created transactions to the Job allowing for the automation of *Invoice Closeout*. 7. (Optional) In the **Project Labels** field, edit the project labels automatically applied to the requisition items from either *Estimate items* or *Pricebook SKUs*. > [!TIP] > **Tip:** Click **Add Another Label** to add more than one label. Click **Delete ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D)** to remove the label you want. *![Table displaying item details including description, part number, and project labels.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-4mi9nlgn.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D)* 8. In the *Quantity Requested* field, enter the quantity you need for requisition. 9. From the **Procurement Source** dropdown, select the procurement source of an item. **Tips:** 1. *Click* ***Truck****,* ***Warehouses****,* ***Mobile Storages****, or* ***Vendors****, to select the procurement source from the relevant list. ![User selects the 'Warehouses' tab to view available procurement sources.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-ljxb8y4p.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D)* 2. Click the **Quantity Available to Pick** to see more details about the inventory item numbers. ![Warehouse inventory showing quantities available for picking in different locations.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-fu20c1q9.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D) 10. (Optional) From the **Ship To** dropdown, select where you want to ship the selected item. > [!NOTE] > **Note:** This field will be active if you select a vendor as the procurement source. > [!TIP] > **Tip:** To add multiple items to one requisition record, click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add-circle.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D) **Add Item** and then use the item code, description, or part number to find the item you want to be on the requisition. To remove the item from a requisition, click the **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D). 11. When you’ve entered the requisition record details and added all items, click **Create**. The requisition opens. The requisition’s overall status appears next to the name of the requisition and the *Status* column shows the status of each item in the list. *![Requisition details showing item statuses: fulfilled and in progress for HVAC project.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-track-install-requisitions-image-ugr5ntwr.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A26Z&se=2026-10-31T02%3A40%3A26Z&sr=c&sp=r&sig=OSCExx8V9k9l4mH912ZiCcHF%2Be1o7XfblnKLBMnI0FE%3D)* > [!NOTE] > **Note:** If you select a procurement source, the requisition will have an **In Progress** status. If no procurement source is selected, the requisition will have a **Demand** status. ## Want to learn more? - See [Manage install requisitions](/construction/docs/manage-install-requisitions-1)