--- title: "Create cycle counts" slug: "create-cycle-counts" updated: 2026-10-15T00:46:27Z published: 2026-10-15T00:46:27Z canonical: "help.servicetitan.com/create-cycle-counts" --- > ## 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 cycle counts ## Overview Track selected items linked to inventory locations or templates by creating cycle counts. For optimal management create cycle counts, particularly for trucks equipped with [inventory templates](/construction/docs/create-and-edit-inventory-templates). --- ### #### 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 a cycle count 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=2026-10-31T00%3A41%3A35Z&se=2026-10-31T01%3A41%3A35Z&sr=c&sp=r&sig=8VOm4ug5Js7lkZDYNa4wR2D7iZ3VX9XZnibhFmDEqMU%3D). 2. In the side menu, click **Inventory Counts**. 3. On the *Inventory Counts* screen that opens, click **Create New**.![A cursor clicking Create New on the Inventory Counts screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cycle-counts-image-q75y6qte.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A35Z&se=2026-10-31T01%3A41%3A35Z&sr=c&sp=r&sig=8VOm4ug5Js7lkZDYNa4wR2D7iZ3VX9XZnibhFmDEqMU%3D) 4. On the *Select Count Type* screen that opens, click **Cycle Count**, then click **Next**.![A cursor selecting the Cycle Count option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cycle-counts-image-bg1fj5nd.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A35Z&se=2026-10-31T01%3A41%3A35Z&sr=c&sp=r&sig=8VOm4ug5Js7lkZDYNa4wR2D7iZ3VX9XZnibhFmDEqMU%3D) 5. On the *Inventory Items* screen that opens, go to the *Item Details* section and click one of the following options: 1. **Inventory Location:** Select this option if you need to schedule a cycle count for only one location. 2. **Inventory Template:** Select this option if you need to schedule a cycle count at multiple locations with the same [inventory template](/construction/docs/create-and-edit-inventory-templates).![A cursor clicking the Inventory Template option under the Item List section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cycle-counts-image-9z92sfi8.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A35Z&se=2026-10-31T01%3A41%3A35Z&sr=c&sp=r&sig=8VOm4ug5Js7lkZDYNa4wR2D7iZ3VX9XZnibhFmDEqMU%3D) If you selected *Inventory Template* in the previous step: 1. Click the **Inventory Template** dropdown, then select a template. 2. Click the **Inventory Location** dropdown, then select one or more locations. > [!NOTE] > **Note:** You can only select multiple locations if you selected an inventory template in the previous step. In this case, ServiceTitan creates a separate inventory count list for each location. 3. (Optional) Enter details for the following filters to limit the range of items that will be included in your inventory list: - **Qty On Hand:** Click this field, enter a quantity in the **Min** or **Max** field, and then click **Apply**.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cycle-counts-image-o5azo2r9.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A35Z&se=2026-10-31T01%3A41%3A35Z&sr=c&sp=r&sig=8VOm4ug5Js7lkZDYNa4wR2D7iZ3VX9XZnibhFmDEqMU%3D) - **Vendor Cost:** Click this field, enter a dollar amount in the **Min** or **Max** field, and then click **Apply**. - **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**. - **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. 4. Click **Generate Item List**. ![A cursor clicking Generate Item List.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cycle-counts-image-xmk81507.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A35Z&se=2026-10-31T01%3A41%3A35Z&sr=c&sp=r&sig=8VOm4ug5Js7lkZDYNa4wR2D7iZ3VX9XZnibhFmDEqMU%3D) 5. In the *Item List* section, select each item you want to include in the cycle count. ![Image showing the selected items to include in the cycle count.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cycle-counts-image-8g8y0sdw.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A35Z&se=2026-10-31T01%3A41%3A35Z&sr=c&sp=r&sig=8VOm4ug5Js7lkZDYNa4wR2D7iZ3VX9XZnibhFmDEqMU%3D) > [!TIP] > **Tips:** > > - 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.![A cursor selecting number per page.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cycle-counts-image-a47yqtaf.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A35Z&se=2026-10-31T01%3A41%3A35Z&sr=c&sp=r&sig=8VOm4ug5Js7lkZDYNa4wR2D7iZ3VX9XZnibhFmDEqMU%3D) 6. Click **Next**. 7. On the *Assign Count and Sort Items* screen that opens, go to the *Count Details* section, and enter the following details: 1. **Due Date:** Enter the date by which you or your employees should complete the inventory count. 2. (Optional) **Assigned Employees:** Click the dropdown then select one or more employees who will count the inventory. > [!NOTE] > **Note:** An inventory count must have at least one assigned employee before the count can be completed. ![Image showing the Assign Count and Sort items screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cycle-counts-image-2q3tpvyr.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A35Z&se=2026-10-31T01%3A41%3A35Z&sr=c&sp=r&sig=8VOm4ug5Js7lkZDYNa4wR2D7iZ3VX9XZnibhFmDEqMU%3D) 8. (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: - Click a column heading once to sort items in one direction, such as smaller to larger numbers. - Click the column heading a second time to reverse the sorting. - Click the column heading a third time to remove the sorting and view the original order of items. 9. When finished, click **Create Count**. All new inventory counts are considered pending and appear in the *Pending* tab. To begin actioning a count, see [Complete inventory counts](/construction/docs/complete-inventory-counts). ![Image showing the Pending tab on the Inventory Counts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-cycle-counts-image-6x2nxuia.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A35Z&se=2026-10-31T01%3A41%3A35Z&sr=c&sp=r&sig=8VOm4ug5Js7lkZDYNa4wR2D7iZ3VX9XZnibhFmDEqMU%3D) ## Want to learn more? - See [Create item counts](/construction/docs/create-item-counts) - See [Create full inventory counts](/construction/docs/create-full-inventory-counts) - See [Create beginning inventory counts](/construction/docs/create-beginning-inventory-counts)