---
title: "Install and Service Requisition"
slug: "install-and-service-requisition"
updated: 2026-10-15T00:46:58Z
published: 2026-10-15T00:46:58Z
canonical: "help.servicetitan.com/install-and-service-requisition"
---

> ## 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.

# Install and Service Requisition

## Overview

*Inventory Requisition* automates the procurement process. It helps you maximize the use of your stock items so your liquidity remains high. There are two subsections under *Requisition*:

- *Install*
- *Service*

This allows you to distinguish between install and service requisitions so that you can prioritize your work accordingly in **Inventory > Requisition**.

---

### 

#### Who uses this feature

- Inventory and procurement 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.

## 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 *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.
- If you're using the *Purchasing* module, ServiceTitan automatically selects the primary vendor as the default procurement source for each item.
- 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 information 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 and Service Requisition screen overview

The *Install and Service Requisition* screens include detailed information about requisitions in different statuses.

- *Demand:* The requisition has been submitted.
- *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.

A number next to the tab shows how many install requisitions can be found there.

![Image showing the Requisition screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/install-and-service-requisition-image-ya9rbsds.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D)

In the *In Progress* tab, click **Only show Requisitions with On Hold Items** to filter requisitions with on hold items.

![Image showing the Only show Requisitions with On Hold Items option which filters requisitions with on hold item.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/install-and-service-requisition-image-9trrdqqe.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D)

In the *Fullfilled* 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.

Create a new install requisition. For more information, see [Create an install requisition](/construction/docs/install-and-service-requisition#create-an-install-requisition).

> [!NOTE]
> **Note:** You can create a service requisition in ServiceTitan mobile. For more information, see [Create Requisition for Service Jobs in the ServiceTitan mobile app](/construction/docs/create-requisition-for-service-jobs-in-the-servicetitan-mobile-app).

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**, **Created By**, or **Date Created**. Click the **Filter** icon, and search for the requisition you want.

![A cursor filtering the requisition list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/install-and-service-requisition-image-f5rf1hcf.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D)

When you're done with a filter, click the **Filter![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/install-and-service-requisition-image-z5umaj5h.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D)**icon again and click **Clear**.

Click **the requisition name** in the table to view the requisition details.

![A cursor clicking the requisition name in the table to view the requisition details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/install-and-service-requisition-image-niblt8jy.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%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**.

![A cursor clicking the Remove button to delete requisition that no longer needed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/install-and-service-requisition-image-nsjl3wcd.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D)

To cancel a requisition that's in progress, go to the *In Progress* tab, select the requisition you want to cancel, and then click **Cancel**.

![A cursor canceling a requisition.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/install-and-service-requisition-image-7etut4ng.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D)

Organize the table by clicking on a column header.

![A cursor organizing the table by clicking on a column header.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/install-and-service-requisition-image-tyt94bpq.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%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%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D).
2. From the side menu, click **Requisitions > Install**.
3. On the *Requisition* screen that opens, click **Create New**. The *Create Requisition* screen opens.
4. In the *Requisition Details* section, enter the requisition record details:
  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]
> **Note:** If you started this requisition from a project, the project number is already selected. For more information, 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.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/install-and-service-requisition-image-v6cofuo5.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%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. In the **Quantity Requested** field, enter the quantity you need for requisition.
7. From the **Procurement Source** dropdown, select the procurement source of an item.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/install-and-service-requisition-image-3nikqk2t.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D)

> [!NOTE]
> **Note:** To add multiple items to one requisition record, click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/install-and-service-requisition-image-d6rmh32b.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%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/install-and-service-requisition-image-yxmkfrul.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D)** icon.
8. 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.

![Image showing the statuses of the requisition record and items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/install-and-service-requisition-image-213wu0c2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D)

## Want to learn more?

- See [Edit, download, and cancel inventory requisitions](/construction/docs/edit-download-and-cancel-inventory-requisitions)
- See [Procure items](/construction/docs/procure-items)