---
title: "Manage install requisitions"
slug: "manage-install-requisitions"
updated: 2026-10-15T00:47:16Z
published: 2026-10-15T00:47:16Z
canonical: "help.servicetitan.com/manage-install-requisitions"
---

> ## 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 install requisitions

There are two types of inventory install requisitions: those created from Sold estimates on the *Sold Estimate* screen and those created from the *Project* or *Requisition* screen. You can procure all requisitions from an inventory location or vendor.

## 

---

### 

#### Who uses this feature

- Administrators and office employees
- Applies to all business types
- Applies to all trades

#### 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*.
- 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 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/understanding-employee-and-technician-permission-roles).

## Procure items from vendors

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=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)**.
2. In the side menu, click **Requisition > Install**.
3. Click the **Requisition Name** to open the requisition that you want to procure.

> [!TIP]
> Tip
> 
> - Use premade filters or Search field to find a specific requisition you want.
> - To see all requisitions that have items on hold, select the **Only show Requisitions with On Hold items** checkbox.
4. On the requisition record screen that opens, from the **Actions** dropdown, select **Edit**.
5. In the *Line Item* tab, select the items you want to procure.
6. From the **Job #** dropdown, select the job for which the items are used.
7. From the **Procurement Source** dropdown, select the vendor where you want to procure the items.

> [!TIP]
> **Tip:** Click the **Quantity Available to Pick** to see more details about the inventory item stock levels.
8. From the **Ship to** dropdown, select the location where you want to ship the item. ![Item details for a conduit hanger with highlighted procurement source and job number.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-install-requisitions-image-9dviq8gg.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)
9. When finished, click **Save and Confirm**. ![Purchase order creation confirmation with item details and procurement source information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-install-requisitions-image-2wk6ojms.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)

When you confirm that you will procure an item from a vendor, ServiceTitan creates a purchase order (PO) which you can send to your vendor. The POs appear in the Transactions tab in the requisition.

1. Click the **Transactions** tab, then click the **PO number**. ![Purchase order details including vendor and shipping information displayed on a screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-install-requisitions-image-5rt5j9pq.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)
2. On the PO record screen that opens in a new tab, from the **Send As** dropdown, select **Mark as Sent**. ![Purchase order details including vendor, technician, and shipping information displayed on screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-install-requisitions-image-zfaa1mit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)

> [!NOTE]
> **Note:** You can edit item details and add more items on the PO screen by selecting **Edit** from the **Actions** dropdown, and the change will be shown on the Requisition > Line Items screen.

The POs status is set to *Sent*.
3. Click **Receive** to receive the PO.
4. On the *Receive a Shipment* screen that opens, enter the vendor number, then click **Save**.

ServiceTitan creates the [recipient](/construction/docs/manage-receipts) with the attached PO and automatically performs the invoice closeout action.

![Receipt details including total amount and document link for invoice processing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-install-requisitions-image-clza5trt.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)

The PO is set to *Received* status and the transaction is *Completed*.

## Procure items from an inventory location

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=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)**.
2. In the side menu, click **Requisition > Install**.
3. Click the **Requisition Name** to open the requisition that you want to procure.

> [!NOTE]
> **Note:** When you click the **Requisition Name** under the Demand tab, you can also be redirected to the Estimate screen. This happens when you create and sell an estimate from the Project screen. As it’s not an actual requisition yet, you should decide whether you want to book a job or initiate a requisition. For more, see [Initiate requisition for a sold estimate](/v1/docs/initiate-requisition-from-a-sold-estimate).

*![Table displaying requisition details including status, customer name, and creation date.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-install-requisitions-image-9650pg5j.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)*

> [!TIP]
> Tip
> 
> - Use premade filters or Search field to find a specific requisition you want.
> - To see all requisitions that have items on hold, select the **Only show Requisitions with On Hold items** checkbox.
4. On the requisition record screen that opens, from the **Actions** dropdown, select **Edit**. ![Requisition details showing items, quantities, and actions for procurement management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-install-requisitions-image-35iu377l.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)
5. In the *Line Item* tab, select the items you want to procure.
6. From the **Job #** dropdown, select the job for which the items are used.
7. From the **Procurement Source** dropdown, select the warehouse or truck where you want to procure the items. **Tip:** *Click the* ***Quantity Available to Pick*** *to see more details about the inventory item stock levels.*
8. When finished, click **Save and Confirm**.

When you confirm that you procure an item from a warehouse or transfer, ServiceTitan creates a transfer that you can send to your vendor. The transactions appear in the *Transactions* tab in the requisition.

1. Click the **Transactions** tab, then click the **transaction number**. ![Transfer details showing pending status for item AB - Truck 1 in transactions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-install-requisitions-image-vzimqfne.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)
2. On the transfer record screen that opens, click **Mark as Picked**. ![Transfer details for Install Requisition, including job number and created by information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-install-requisitions-image-34xnlmz5.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)
3. Click **Mark as Received**.

ServiceTitan automatically performs the *invoice closeout* action.

![Notification indicating successful invoice closeout action in ServiceTitan dashboard interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-install-requisitions-image-2z8653qb.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)

The transfer is set to *Received* status and the transaction is *Completed*.

![Requisition details showing completed status and item information for procurement.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-install-requisitions-image-c43f74cx.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A36%3A50Z&se=2026-10-31T03%3A36%3A50Z&sr=c&sp=r&sig=1t1vwpMEwlUEvpyJcfEiw%2BoHZ3NB7QUQa57LEOJqgsw%3D)

## Want to learn more?

- See [Create and track install requisitions](/construction/docs/create-and-track-install-requisitions-1)

A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided).

[Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)