---
title: "Create, edit and manage Assemblies in ServiceTitan"
slug: "create-edit-and-manage-assemblies-in-servicetitan"
updated: 2026-10-15T00:43:35Z
published: 2026-10-15T00:43:35Z
canonical: "help.servicetitan.com/create-edit-and-manage-assemblies-in-servicetitan"
---

> ## 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, edit and manage Assemblies in ServiceTitan

## Overview

Creating assemblies simplifies Inventory Management, allowing you to group materials and/or equipment for easy addition to purchase orders. Group commonly used items together and link them to your POs, avoiding the need to add each item individually.

---

### 

#### Who uses this feature

- Administrators and 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.
- The *Add/Edit Assemblies* permission is required to use this feature. Please contact the account administrator on your team.

## Things to know

- To include items in assemblies, you need to add them to your pricebook first. For more, see [Add materials to your pricebook](/construction/docs/add-materials-to-your-pricebook-1) and [Add equipment to your pricebook](/construction/docs/add-equipment-to-your-pricebook-2).
- Changes made to items within an assembly don't update pending transactions. They only apply to future transactions.
- You can apply filters like *Last Used* (date), *Last Modified* (date), *Last Modified By,* and *Status* (Active/Inactive) to make it easier to navigate through your assemblies.

## Use cases

- The manual process of individually adding materials and equipment to purchase orders seems complex for both office employees and technicians. You want to customize a list of commonly used items that match specific job requirements and component configurations.
- You need to periodically update your list of frequently used items, taking into account changes such as discontinuation or substitution by the supplier.
- You want to procure items from vendors and maintain stock in trucks and warehouses.

## Create an assembly

1. Go to the top bar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D) .
2. In the side panel, select **Inventory** or **Purchasing > Templates**.
3. On the *Assemblies* tab, click **Create Assembly**. ![Cursor Create Assemblies](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-manage-assemblies-in-servicetitan-image-dn2b6t5v.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D)
4. In the *Create Assembly* screen that opens, enter the assembly name and click **Create**. ![Create Assembly pop-up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-manage-assemblies-in-servicetitan-image-jcs6i1hv.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D)A new screen opens.

> [!NOTE]
> **Note:** You can change the assembly name anytime by clicking **Edit** next to its current name.
5. Click **Select an item** or **Add Item** and choose a material or equipment from the dropdown. ![Select items for Assemblies](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-manage-assemblies-in-servicetitan-image-bm92inpk.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D)
6. When you have all the necessary items added, click **Save**.

## Import and export assembly templates

In ServiceTitan, you can download, edit, and upload assembly templates back. This helps you save time by grouping items in bulk instead of adding them individually.

### Export an assembly template

1. Go to the top bar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D) **>** **Inventory** or **Purchasing > Templates**.
2. On the *Assemblies* tab, find the assembly you wish to export and click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D) .
3. Click **Export Assembly** to download the Excel file.

> [!NOTE]
> **Note:** You can export blank assemblies and assemblies with items. The blank assembly spreadsheet includes instructions and sample data.

![Export assembly sheet](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-manage-assemblies-in-servicetitan-image-2f63wx2e.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D)

### Import an assembly template

1. On the *Assemblies* tab, find the assembly you previously exported and click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D) .
2. Click **Import Assembly** to upload the modified Excel file.

A banner will appear, confirming the successful import of the assembly.

> [!NOTE]
> **Note:** You can only upload the items that already exist in your pricebook.

## Deactivate an assembly

You can deactivate the unused assemblies and reactivate them later, if necessary. Deactivated assemblies remain visible on the current transactions.

To deactivate an assembly:

1. Go to the top bar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D) .
2. In the side panel, select **Inventory** or **Purchasing > Templates**.
3. Find the assembly you wish to deactivate and click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D) . ![Edit an assembly](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-manage-assemblies-in-servicetitan-image-e4psz78s.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D)
4. Click **Deactivate**. ![Deactivate an assembly](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-manage-assemblies-in-servicetitan-image-u18qfela.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D)
5. In the *Deactivate Assembly?* pop-up that opens, click **Deactivate**. ![Confirm assembly deactivation](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-manage-assemblies-in-servicetitan-image-bwiltcwo.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D)

> [!NOTE]
> **Note:** If you want to activate the assembly, navigate to the assembly screen again and click **Activate**.

## Add assemblies to purchase orders

Link the item groups to your purchase orders easily. Additionally, you have the option to create an assembly right from the purchase order screen.

### Add an assembly to a PO

1. Go to the navigation bar and click **Inventory** or **Purchasing**.
2. From the side menu, select **Purchase Orders**.
3. On the *Purchase Orders* screen that opens, click **Create New**. ![Add an assembly to a PO](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-manage-assemblies-in-servicetitan-image-406sfq78.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D)
4. Fill in the *Order Details*. For more, see [Create purchase orders](/construction/docs/create-purchase-orders-2).
5. In the *Item List* section, click **Add Assembly**. ![Add an assembly](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-manage-assemblies-in-servicetitan-image-7x851rwq.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D)
6. Select an assembly from the dropdown or use the search bar to search an assembly by name or item.
7. When you're finished, click **Create** to create the purchase order.

### Save PO items as assembly

1. On the *Purchase Orders* screen, click any purchase order listed in the *Pending*, *Sent*, *Partially Received*, or *Canceled* sections.
2. In the *Item List* section, select the items you want to group and click **Add Items to Assembly**. ![Add items to assembly in bulk](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-edit-and-manage-assemblies-in-servicetitan-image-kv3qxlrf.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A35%3A12Z&se=2026-10-31T03%3A35%3A12Z&sr=c&sp=r&sig=ug88GCcF%2BGPeif1g0QdVwvr%2BvcFTv3dUE%2Beq62oHqtk%3D)

## Want to learn more?

- See [Add materials to your pricebook](/construction/docs/add-materials-to-your-pricebook-1)
- See [Add equipment to your pricebook](/construction/docs/add-equipment-to-your-pricebook-2)
- See [Set up your account for the Full Procurement Integration](/construction/docs/set-up-your-account-for-the-full-procurement-integration-1)

Tracking of parts, materials, and equipment across warehouse locations and technician trucks.

**What it does:** Reduces material costs and job delays by giving managers real-time visibility into stock levels and enabling reorder automation.

**Also called:** Parts management, Stock tracking

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)