--- title: "Manage equipment types" slug: "manage-equipment-types" updated: 2026-10-15T00:44:31Z published: 2026-10-15T00:44:31Z canonical: "help.servicetitan.com/manage-equipment-types" excludeFromSearch: true excludeFromExternalSearch: true --- > ## 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. # Manage equipment types ## Overview The *Equipment Types* screen centralizes equipment type setup to reduce manual entry and manage maintenance material types and maintenance schedules. This improves efficiency, reduces errors, and supports scalable, consistent maintenance operations. --- ### #### Who uses this feature - Administrators - Primarily for all business types - Applies to all trades #### Feature configuration - This feature is currently in Private Preview and available for specific accounts. It is subject to change. - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Create equipment types 1. Go to the top toolbar 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=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D). 2. In the side panel, go to **Equipment > Equipment Types**. 3. Click **+Add Equipment Type**. ![Table displaying equipment types with options to add and filter entries.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-types-image-bzrzrumu.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D) 4. Enter equipment type details: 1. **Name:** Enter the name of the equipment. 2. **Business Units:** Select one or more business units from the dropdown. 3. **Capacity Type:** Select the capacity type from the dropdown. 4. **Capacity Levels:** Select capacity levels, start or stop and increments. You can set up to 1000 levels. 5. **Replacement Age:** Set the replacement age for the equipment type. 6. **Tags:** Select any relevant tags from the dropdown. 5. Add materials on equipment and maintenance schedules. For more, see [Maintenance materials on equipment types](https://fieldroutes-new.document360.io/shared/f2c8cd1b-e60b-4172-b8c5-290d1a2e15a3), [Manage maintenance details](https://fieldroutes-new.document360.io/shared/4b7fba5d-c3fd-494b-a41d-a13bfe8c9187), and [Maintenance schedule](https://fieldroutes-new.document360.io/shared/7a8d29f2-a49e-478e-8042-3b73d5f482d4). ![Overview of AHU equipment type with maintenance materials and schedule details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-types-image-r2ekh0h1.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D) There are two ways to edit equipment types: inline editing and traditional editing. Both update the same information, differing only in how the changes are made. ## Inline edit equipment types 1. Go to the top toolbar 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=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D). 2. In the side panel, go to **Equipment Management > Equipment Types**. 3. Select the equipment type you want to edit. 4. To enable inline editing, turn on the **Edit Mode** toggle. ![Equipment types table showing water softener details and edit mode toggle option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-types-image-ixzzt753.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D) 5. If you want to edit an entry: 1. Click the field to enable and edit it. Press **Esc** to undo your edit. 2. Press **Enter** or **Tab** to accept your edit. ![Table displaying water softener details including business units and capacity levels.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-types-image-3gow55wc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D) ## Edit equipment types 1. Go to the top toolbar 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=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D). 2. In the side panel, go to **Equipment Management > Equipment Types**. 3. Select an equipment type you want to edit. 4. Click **Actions** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert-blue.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D)and select **View/Edit Equipment Type**. ![Table displaying equipment types with options to view, edit, duplicate, or deactivate.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image7.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D) 5. In the *Edit* screen that opens, edit the item information as needed. 6. When finished, click **Save Changes**. ## Duplicate equipment types 1. Go to the top toolbar 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=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D). 2. In the side panel, go to **Equipment Management > Equipment Types**. 3. Select an equipment type you want to duplicate. 4. Click **Actions** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert-blue.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D)and select **Duplicate**. ![List of equipment types with options to duplicate or edit entries displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image5.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D) ## Deactivate equipment types > [!NOTE] > **Note:** You can't delete an equipment type, but you can deactivate it so that it won't show up in locations. 1. Go to the top toolbar 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=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D). 2. In the side panel, go to **Equipment Management > Equipment Types**. 3. Select an equipment type you want to deactivate. 4. Click **Actions** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert-blue.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D)and select **Deactivate**. 5. On the *Confirm Deactivation* window that opens, click **Deactivate**. > [!NOTE] > **Note:** To activate equipment types, click **Filters**, deselect **Active** and select **Inactive**, click **Filter**, then select the desired equipment type and click **Activate**. ![Table displaying equipment types with options to view, duplicate, or deactivate entries.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image3.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D) ## Search and filter equipment types - Use the **search** field to find equipment types by name. - Click **Filters** to filter by status. After setting the filters, click **Apply**. ![Filters menu showing options for status selection and apply button in a software interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-types-image-aglobtwp.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A40%3A27Z&se=2026-10-31T02%3A40%3A27Z&sr=c&sp=r&sig=TPNhQrwQJeZxN2IPemVLKOY%2FNjM8VSxJS57bIhM4blE%3D) ## Want to learn more? - See [Maintenance schedules on equipment types](https://fieldroutes-new.document360.io/shared/7a8d29f2-a49e-478e-8042-3b73d5f482d4) - See [Maintenance materials on equipment types](https://fieldroutes-new.document360.io/shared/f2c8cd1b-e60b-4172-b8c5-290d1a2e15a3)