--- title: "Create equipment types" slug: "create-equipment-types" updated: 2026-10-15T01:14:30Z published: 2026-10-15T01:14:30Z canonical: "help.servicetitan.com/create-equipment-types" --- > ## 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 equipment types ## Overview Set up equipment types to track equipment replacement opportunities. When an installed equipment item approaches the replacement age for that equipment type, a tag is added to the Customer Record signaling to CSRs and technicians that a Replacement opportunity exists. --- ### #### Who uses this feature - Administrators and managers ## Things to know - When you [add an equipment item to your pricebook](/construction/docs/add-equipment-to-your-pricebook-2), you can assign an equipment type to it. - Before you start, make sure to [create replacement opportunity conversion tags](/construction/docs/set-up-your-account-for-replacement-opportunities) for your equipment types. - When the installed equipment reaches the replacement age for that equipment type, a replacement opportunity tag is added to the customer record. - If you assign business units (BUs) to an equipment type, replacement tags are generated only if the install job BU matches the equipment type BU. If no BU is assigned, replacement tags generate regardless of the job BU. - If a piece of equipment has an equipment type associated with it, and that corresponding type has capacity levels created, then a piece of equipment can have a specific capacity level assigned to it. ## Create an equipment type 1. On the navigation bar, click **Pricebook**. 2. From the side menu, click **Equipment**. 3. On the *Equipment* screen that opens, click the **Equipment Types** tab. ![Table displaying equipment types, business units, and capacity levels for HVAC and plumbing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image1(3).png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A39Z&se=2026-10-31T01%3A41%3A39Z&sr=c&sp=r&sig=%2F8%2BYuE7hxZMT6qImk7xYf0HeuIX1TGp87OF4tRGxS2Y%3D) 4. Click **+Add Equipment Type**. 5. In the **Name** field, enter the name of the equipment type you’re adding. 6. (Optional) Click the **Business Units** dropdown and select which business units (BUs) you want to assign to the equipment type. 7. Select the capacity type from the dropdown. 8. Set up the capacity level by entering the *Start, Stop,* and *Increment* options. Select the value that best matches your equipment. For more, see Capacity types and levels above. > [!TIP] > **Tip**: When you enter the Start, Stop, and Increment options, you can preview your selection in the **Preview** section, or finalize your selection by clicking **Set**. 9. In the **Replacement Age** field, enter the estimated lifespan of the equipment item in years. 10. From the **Tags** dropdown, select the tags you want to attach to the customer record when the installed equipment item reaches the replacement age. ![Overview of boiler equipment type with details on capacity and replacement age.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image2(6).png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A39Z&se=2026-10-31T01%3A41%3A39Z&sr=c&sp=r&sig=%2F8%2BYuE7hxZMT6qImk7xYf0HeuIX1TGp87OF4tRGxS2Y%3D) 11. When you’re done, click **Save Changes**. > [!NOTE] > **Note**: If you want to make changes to your equipment types, you can edit them. For more, see [Edit pricebook items.](/construction/docs/edit-pricebook-items) ## Capacity types and levels If an equipment type has capacity levels, you can assign a specific capacity level to each piece of equipment with that type. Capacity types and levels give additional information that helps track equipment and provide reference during estimate creation. ### Capacity type Capacity type refers to the unit of measurement. Default options are *tons, BTU, gallons,* and *inches*. ### Capacity level Capacity level refers to the individual level of capacity an equipment type can include. Capacity level increments are displayed as numeric values and include: 0.1, 0.25, 0.5, 1, 2, 2.5, 5, 10, 25, 50, 100, 250, 500, 2,500, 5,000, 100,000, and 1,000,000. Increments automate the levels between the chosen start and stop. For example, if there is an equipment type called AC Systems that has a capacity type of tons and sets the capacity levels to *Start* at 1, *Stop* at 100, and use *Single* increments, then any equipment with the AC Systems equipment type can have a capacity of one ton, two tons, three tons, and all the way up to 100 tons. Use smaller increments, such as 0.1, 0.25, or 5, for equipment types that require precise capacity ranges, such as pool and spa or water treatment equipment. Use larger increments, such as 100,000 or 1,000,000, for commercial equipment with high-capacity ratings. The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) When an installed equipment item reaches the replacement age of that equipment type, a replacement opportunity tag displays on jobs and the customer's service location record. A replacement opportunity is a job with a replacement opportunity tag that is not marked as No charge. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)