---
title: "Manage recurring inventory counts"
slug: "manage-recurring-inventory-counts"
updated: 2026-10-15T00:46:48Z
published: 2026-10-15T00:46:48Z
canonical: "help.servicetitan.com/manage-recurring-inventory-counts"
---

> ## 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 recurring inventory counts

## Overview

The *Recurring Inventory Counts* section in *Settings* helps you to make sure that inventory counts remain accurate by allowing you to:

- Manage when recurring inventory counts are generated
- Change when a recurring count will end
- Update the templates used to generate counts

The *Recurring Inventory Counts* section is divided into three tabs:

- *Managed Schedule Templates*
- *Templates*
- *Settings*

---

### 

#### Who uses this feature

- Warehouse 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.

## Edit scheduled templates

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%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D).
2. In the side panel, go to **Inventory > Recurring Inventory Counts**.
3. In the *Manage Schedule Templates* tab, select the scheduled template you want to edit.
4. Click **Edit**.![A cursor clicking Edit next to the schedule template.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-cfjqqxrc.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)
5. On the *Edit Scheduled Template* screen that opens, you can update:
  1. **End Date:** Enter the date by which you or your employees want to stop scheduling the inventory count template.
  2. **Cadence:** Select how frequently you would like to perform this count from the dropdown.![Image showing the End and Cadence dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-rfhm3xsl.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)
6. When finished, click **Save**.

## Cancel scheduled templates

1. In the *Manage Schedule Templates* tab, you can do one of the following:

- Select the scheduled template you want to end, then click **Cancel**.![A cursor clicking Cancel next to the schedule template.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-fovuju0a.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)
- Select the scheduled template you want to end, then click **Edit**. On the *Edit Scheduled Template* screen that opens, click **End Recurring Count**.![A cursor clicking End Recurring Count.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-0p4fgrmy.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)

> [!TIP]
> **Tip:** To cancel schedule templates in bulk, select the schedule templates you want to cancel, then click **Delete**.

![A cursor clicking Delete to cancel schedule templates in bulk after selecting the schedule templates to cancel.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-37hhswes.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)

2. On the verification pop-up that opens, click **End Recurring Count**.

![A cursor clicking End Recurring Count on the pop-up window.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-8mcirabi.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)

## Edit templates

1. On the *Recurring Inventory Counts* screen, click the **Templates** tab.
2. Select the template you want to edit, then click **Edit**.![A cursor clicking Edit after selecting the template to edit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-pmdi7nzm.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)
3. On the *Edit Template* screen that opens, you can update:
  1. **Inventory Count Template Name:** Enter the inventory count name you want.![Image showing the Inventory Count Template Name field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-mef4gn0z.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)
  2. **Items:** You can add more items or remove them.
4. Click **Add** to add more items, then click the **Select an item** dropdown and select the item you want to add.

> [!TIP]
> **Tip:** You can search for an item by its name, code, description, or part number.

![A cursor clicking the Select an item dropdown and selecting the item to add.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-ad7njk6c.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)
5. Select the item you want to delete from the list, then click **Remove**.![A cursor clicking Remove to delete the selected item from list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-jj3nujc8.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)
6. When finished, click **Save**.

## Deactivate templates

1. On the *Recurring Inventory Counts* screen, click the **Templates** tab, then do one of the following:
  1. Select the template you want to deactivate, then click **Cancel**.![A cursor clicking cancel next to the template to deactivate it.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-izlgerdh.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)
  2. Select the template you want to deactivate, then click **Edit**. On the *Edit Template* screen that opens, click **Deactivate**.![A cursor clicking the Deactivate button on the Edit Template screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-obf34dld.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)

> [!TIP]
> **Tip:** To deactivate templates in bulk, select the templates you want to deactivate, then click **Delete**.

![A cursor clicking Delete to deactivate the templates in bulk.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-7z0pi0cw.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)

2. On the verification pop-up that opens, click **Deactivate**.

![A cursor clicking Deactivate on the pop-up window.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-recurring-inventory-counts-image-bmhkcpv7.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A07Z&se=2026-10-31T02%3A41%3A07Z&sr=c&sp=r&sig=UqIxso59fyVMc1BtfniEyUqRkpjtoImBU1hKN8o%2FnqI%3D)

## Want to learn more?

- See [Manage recurring inventory counts settings](/construction/docs/manage-recurring-inventory-counts-settings)