--- title: "Manage service agreement equipment" slug: "manage-service-agreements-equipment" updated: 2026-10-15T01:26:33Z published: 2026-10-15T01:26:33Z canonical: "help.servicetitan.com/manage-service-agreements-equipment" --- > ## 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 service agreement equipment ## Overview Use the *Equipment* tab on a service agreement to view the equipment covered by the agreement. From here, you can attach or remove equipment from the agreement. --- ### ****Who uses this feature**** - Administrators, accountants, estimators, project managers, and operations managers. - Primarily benefits Commercial Service and Replacement business types, and Residential Service and Replacement business types - Applies to all trades ## Things to know - The equipment on the *Equipment* tab also appears in the *Equipment* table on the location record. ## Service agreement equipment table actions On an active service agreement, click the **Equipment** tab. From here, go to the *Equipment* table where you can: - Click the **location name** link to open the Location Record. - Click **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A59Z&se=2026-10-31T03%3A37%3A59Z&sr=c&sp=r&sig=7Fh1QS53A8pRAfU30EBAFXj4saNxNBMeT372ZZT2CPU%3D) on a row to remove that equipment from the agreement. - Click anywhere on a **row** to open the equipment and make edits. ![Overview of HVAC service agreement details including equipment and financial information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-07-28 at 5.14.59 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A59Z&se=2026-10-31T03%3A37%3A59Z&sr=c&sp=r&sig=7Fh1QS53A8pRAfU30EBAFXj4saNxNBMeT372ZZT2CPU%3D) ## Attach existing equipment To attach existing equipment from the *Equipment* tab: 1. Click **Attach Equipment**. ![Service agreement overview with options to attach equipment and manage HVAC details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-07-28 at 5.14.59 PM(1).png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A59Z&se=2026-10-31T03%3A37%3A59Z&sr=c&sp=r&sig=7Fh1QS53A8pRAfU30EBAFXj4saNxNBMeT372ZZT2CPU%3D) 2. On the *Attach existing equipment* window that opens, select the location for the equipment. A list of available installed equipment for the location is shown. 3. To find the equipment you want, you can: - **Search:** Use the **Search** box to enter key words for the equipment. ![Search bar displaying 'Air conditioner' with options for equipment type and status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-equipment-image-9pznflgg.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A59Z&se=2026-10-31T03%3A37%3A59Z&sr=c&sp=r&sig=7Fh1QS53A8pRAfU30EBAFXj4saNxNBMeT372ZZT2CPU%3D) - **Filter:** Use the **Filters** to find the equipment. You can filter by: - **Equipment Type:** The type of equipment available in the location. - **Status:** The state of the equipment available in the location. - **Tag:** The tag added to the equipment available in the location. Select one or more filters then click **Apply Filter**. ![Dropdown menu showing equipment types with 'Water Heater' selected and 'Apply Filter' button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-equipment-image-kz5vt3i4.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A59Z&se=2026-10-31T03%3A37%3A59Z&sr=c&sp=r&sig=7Fh1QS53A8pRAfU30EBAFXj4saNxNBMeT372ZZT2CPU%3D) 4. After you locate the equipment you want to attach, select it and then click **Add to Location**. ![Selecting equipment for service agreement in a commercial management interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-07-28 at 5.23.27 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A59Z&se=2026-10-31T03%3A37%3A59Z&sr=c&sp=r&sig=7Fh1QS53A8pRAfU30EBAFXj4saNxNBMeT372ZZT2CPU%3D) ## Create new equipment To attach new equipment from the *Equipment* tab: 1. Click **Attach Equipment**. ![Service agreement overview with options to attach equipment and manage HVAC details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-07-28 at 5.14.59 PM(1).png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A59Z&se=2026-10-31T03%3A37%3A59Z&sr=c&sp=r&sig=7Fh1QS53A8pRAfU30EBAFXj4saNxNBMeT372ZZT2CPU%3D) 2. On the *Attach existing equipment* window that opens, select the location for the equipment and then click **Create New Equipment**. ![Form for attaching existing equipment with options to select location and create new equipment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-07-28 at 5.23.27 PM(1).png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A59Z&se=2026-10-31T03%3A37%3A59Z&sr=c&sp=r&sig=7Fh1QS53A8pRAfU30EBAFXj4saNxNBMeT372ZZT2CPU%3D) 3. On the *Create New Equipment* window that opens, select the equipment **Type**, add the **Quantity**, and add any additional **Tags**. 4. When finished, click **Create Equipment**. ![Form to create new equipment item with type, quantity, and tags for maintenance.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-equipment-image-se3l2vqs.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A59Z&se=2026-10-31T03%3A37%3A59Z&sr=c&sp=r&sig=7Fh1QS53A8pRAfU30EBAFXj4saNxNBMeT372ZZT2CPU%3D) ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Creating & Managing Service Agreements](https://servicetitan.docebosaas.com/academy/learn/courses/242/Creating-&-Managing-Service-Agreements) - See [Service Agreement management: Overview](/construction/docs/service-agreement-management-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)