--- title: "Manage replacement opportunities" slug: "manage-replacement-opportunities" updated: 2026-10-15T01:15:03Z published: 2026-10-15T01:15:03Z canonical: "help.servicetitan.com/manage-replacement-opportunities" --- > ## 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 replacement opportunities ## Overview Track replacement opportunities to increase revenue by identifying prospects for new installations. --- ### #### Who uses this feature - Office employees - Applies to all business types ## Manually add a replacement opportunity tag to a job > [!CAUTION] > **Reminder**: You should not need to use this process in most cases. ServiceTitan automatically assigns Replacement opportunity tags to jobs if you have done the required setup. For more, see [Set up your account for replacement opportunities](/construction/docs/set-up-your-account-for-replacement-opportunities). If the equipment type has a replacement age, replacement tags will automatically be generated, whether the equipment is from pricebook or manually entered. Tags won’t be generated on the *Location* screen if the equipment lacks an equipment type, regardless of its source. To manually add a replacement opportunity tag to a job: 1. Go to **Search** **> Job** to find the desired job. 2. Click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A03Z&se=2026-10-31T02%3A41%3A03Z&sr=c&sp=r&sig=b3PDKjw3QgQcwciEPDfbCSx5V5u99%2B8o2XU1dB6Cy%2F8%3D) on the job page. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-replacement-opportunities-image-d44tw3np.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A03Z&se=2026-10-31T02%3A41%3A03Z&sr=c&sp=r&sig=b3PDKjw3QgQcwciEPDfbCSx5V5u99%2B8o2XU1dB6Cy%2F8%3D) 3. Enter the replacement opportunity tag in the **Tags** field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-replacement-opportunities-image-hqt29cek.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A03Z&se=2026-10-31T02%3A41%3A03Z&sr=c&sp=r&sig=b3PDKjw3QgQcwciEPDfbCSx5V5u99%2B8o2XU1dB6Cy%2F8%3D) 4. When finished, click **Save**. ## Add a replacement opportunity tag to a job type You can add a replacement opportunity tag to a job type if you have a specific job type for an installation job or installation estimate. **Note**: *When you add a replacement opportunity tag to a job type, jobs booked with this job will be included in replacement opportunity data.* Every job booked with this job type will automatically be given a replacement opportunity tag regardless of whether or not there is installed equipment in the service Location Record. To add a replacement opportunity tag to a job type: 1. Go to the navigation bar and click **Settings** ![](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%3A03Z&se=2026-10-31T02%3A41%3A03Z&sr=c&sp=r&sig=b3PDKjw3QgQcwciEPDfbCSx5V5u99%2B8o2XU1dB6Cy%2F8%3D) **.** 2. In the side panel, click **Operations > Job Types**. 3. Click **Edit** next to the desired job type. 4. Add the replacement opportunity tag in the **Tags** field. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-replacement-opportunities-image-to3o92gb.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A03Z&se=2026-10-31T02%3A41%3A03Z&sr=c&sp=r&sig=b3PDKjw3QgQcwciEPDfbCSx5V5u99%2B8o2XU1dB6Cy%2F8%3D) 5. When finished, click **Save**. ## Run the Customer by Equipment Age Report Use the *Customer by Equipment Age* Report to identify replacement opportunities. This report provides you with a list of customers with installed equipment, and you can run the report for a specific equipment type past a certain age. You may run the report on a one-time basis or schedule the report to be sent to you regularly: 1. Go to the navigation bar and click **Reports.** 2. In the side menu, click **Legacy Reports.** 3. Enter *Customer by Equipment Age* in the *Search by a report’s name* field. 4. Click the name of the report. 5. To receive the report regularly, click **Schedule.** > [!NOTE] > **Note**: You can set parameters for when the report automatically runs. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-replacement-opportunities-image-t9yn67p8.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A03Z&se=2026-10-31T02%3A41%3A03Z&sr=c&sp=r&sig=b3PDKjw3QgQcwciEPDfbCSx5V5u99%2B8o2XU1dB6Cy%2F8%3D) 6. Enter the desired report filters. 1. Use the **Minimum Age** field to search for equipment past a certain age. You can set an **As Of** date. 2. Use the **Equipment Typ**e field to filter for a specific equipment type. 3. For example, you can search **Equipment Type***Water Heaters* with a **Minimum Age** of eight years, to reach out to these customers. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-replacement-opportunities-image-uc6o96kr.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A03Z&se=2026-10-31T02%3A41%3A03Z&sr=c&sp=r&sig=b3PDKjw3QgQcwciEPDfbCSx5V5u99%2B8o2XU1dB6Cy%2F8%3D) 7. Click **Search** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-search.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A03Z&se=2026-10-31T02%3A41%3A03Z&sr=c&sp=r&sig=b3PDKjw3QgQcwciEPDfbCSx5V5u99%2B8o2XU1dB6Cy%2F8%3D) to view the report, or click the **Dropdown Arrow** to download the report. 8. Clicking![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-close.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A03Z&se=2026-10-31T02%3A41%3A03Z&sr=c&sp=r&sig=b3PDKjw3QgQcwciEPDfbCSx5V5u99%2B8o2XU1dB6Cy%2F8%3D)resets all report filters to default settings. ## Understand replacement opportunity data on the Dashboard You can find replacement opportunity data in the *Technician Scorecards* section of the Modular Dashboard. 1. Go to the navigation bar and click **Dashboard**. 2. Scroll down to the *Technician Scorecards* section. 3. Select the **Lead Generation** tab. 4. Click **Replacements**. To see the calculations behind these metrics, see [Dashboards and Scorecards](/construction/docs/dashboards-and-scorecards-home). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-replacement-opportunities-image-de8dipp2.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A41%3A03Z&se=2026-10-31T02%3A41%3A03Z&sr=c&sp=r&sig=b3PDKjw3QgQcwciEPDfbCSx5V5u99%2B8o2XU1dB6Cy%2F8%3D) ## FAQ --- ### #### **When I manually add a replacement opportunity tag to a job, will the job be included in the replacement opportunity data?** Yes, when you add a replacement opportunity to a job or a job type, the jobs will be included in the replacement opportunity data. When an installed equipment item reaches the replacement age of that equipment type, a replacement opportunity tag displays on jobs and the customer's service location record. A replacement opportunity is a job with a replacement opportunity tag that is not marked as No charge. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)