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Installed equipment Home

  • Updated on Jun 10, 2026
  • Published on Apr 29, 2026
  • 3 minute(s) read
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Core Product

Installed Equipment

Efficiently manage installed equipment details at a service location — organize, update, and access documentation for every piece of equipment your team installs or services.

Product overview

See Equipment in action

Watch how to manage installed equipment at a service location, including adding equipment, tracking service history, and using equipment findings to drive revenue.

Setup

Equipment lets you track installed equipment items at service locations — including install dates, service history, memberships, and replacement opportunities. You can begin using it right away without any special configuration.

Setup checklist

Create a location record

Set up the service location where equipment will be tracked and managed.

Add equipment to a service location

Learn how to add installed equipment directly to a location record, with or without invoicing the customer.

No setup required

Equipment is available to all ServiceTitan customers — start tracking installed equipment at any location right away with no additional configuration.

Once setup is complete

Track equipment history, attach items to jobs and memberships, log service events, and identify replacement opportunities across office and mobile workflows.

Key workflows

Core workflows for managing equipment across the office, ServiceTitan Mobile, and the Field Mobile App.

Manage installed equipment items in ServiceTitan

Manage installed equipment items in ServiceTitan

Manage equipment from the office, including attaching it to jobs and memberships, and marking it as serviced.

Manage equipment items in ServiceTitan Mobile

Equipment in the ServiceTitan Field Mobile App

Equipment in the ServiceTitan Field Mobile App

Track and document equipment directly in the Field Mobile App, including estimates and findings.

Use equipment findings

Use equipment findings

Use the equipment-based pull-through workflow to convert more job opportunities into revenue.

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Frequently Asked Questions

Common questions about managing installed equipment in ServiceTitan.

Which fields are required when you add a piece of existing equipment in History > Existing Equipment in ServiceTitan Mobile?

Only the Installed On field is required.

How do I add equipment to a service location and enter the install date?

There are two ways to enter installed equipment items in service location records:

Option 1: Invoice the customer for the equipment item. When you invoice the customer, the installed equipment item is added automatically to the service location record.

Note: Make sure to enter the install date on the invoice.

Option 2: Add an installed equipment item directly to a service location record. Go to the location record and click Add Equipment. This allows you to add installed equipment without invoicing the customer — useful for tracking equipment your business did not install.

Tip: Use an approximate install date if you are unsure.

Note: Make sure to enter an install date so that ServiceTitan can track replacement opportunities. If you want a replacement opportunity tag to be created immediately, enter an install date older than the equipment's replacement age.

Does deactivating equipment listed at a location stop recurring services?

No, deactivating the equipment does not affect recurring services. It simply removes the item from active use, without impacting historical records or future service events.

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