---
title: "Requisition items for a job or project"
slug: "requisition-items-for-a-job-or-project"
updated: 2026-10-15T00:47:01Z
published: 2026-10-15T00:47:01Z
canonical: "help.servicetitan.com/requisition-items-for-a-job-or-project"
---

> ## 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.

# Requisition items for a job or project

## Overview

You can create a requisition for an existing project or a Sold estimate. Create a requisition for an existing project if you don't have a sold estimate for a job or project. Create a requisition for a sold estimate if you have a sold estimate for a job or project.

---

### 

#### Who uses this feature

- Inventory and procurement 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.

> [!NOTE]
> **Note:** If you already have a sold estimate for a job or project, add your list of materials to that sold estimate. Creating a new estimate for the job or project for which you already have a sold estimate may create inaccurate sales totals.

## Things to know

- If you're using the *Inventory* module, ServiceTitan first checks your existing stock in the requisition warehouse. If items you need aren't in stock, ServiceTitan selects your primary vendor as the procurement source.
- If you're using the *Purchasing* module, ServiceTitan automatically selects the primary vendor as the default procurement source for each item.
- 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 information 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/set-permissions-for-an-employee-or-technician-role).

## Create a requisition for an existing project

There are two ways to create a requisition for an existing project: from the *Customer* screen or from the *Project* screen.

From the *Customer* screen:

1. Go to the top toolbar and click **Search ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-xlb36jd1.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)**.
2. From the **Search** dropdown, select *Customer*, then click **Search![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-yau52eeh.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)**. For more, see [Use search in ServiceTitan](/construction/docs/use-search-in-servicetitan).
3. Click the **Customer Name** to open the Customer Record.![A cursor clicking the customer name.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-s90m5skf.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)
4. On the customer record screen that opens, go to the *Projects* section.
5. Select the project you want to create a requisition for.

> [!NOTE]
> **Note:** The requisition's business unit must match one of the project's assigned business units, if it has any.

![A cursor selecting a project to create a requisition for.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-cjm311g3.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)
6. On the *Projects* screen that opens, from the **Actions** dropdown, select *Add Requisition*.

From the *Project* screen:

1. Go to the top toolbar and click **Search![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-qk84dz0a.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)**.
2. From the **Search** dropdown, select *Project*, then click **Search![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-sbt2quh0.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)**. For more, see [Use search in ServiceTitan](/construction/docs/use-search-in-servicetitan).
3. Click the **Project Number** to open the project record you want to create a requisition for.
4. On the project record screen that opens, from the **Actions** dropdown, select *Add Requisition*.![A cursor clicking Add Requisition from the Actions dropdown on the Project screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-j1h3q7ov.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)

On the *Create Requisition* screen that opens, in the *Requisition Details* section, enter the requisition record details, and in the *Item List* section, select the item you want to add. For more, see **Create an install requisition** in [Install and Service Requisition](/construction/docs/install-and-service-requisition).

![Image showing the Create Requisition screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-8fy8v4td.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)

The requisition opens. The requisition's overall status appears next to the name of the requisition and the *Status* column shows the status of each item in the list.

![Image showing statuses of the requisition record and items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-e67iatpf.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)

## Create a requisition from a sold estimate

1. Go to the top toolbar and click **Search ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-s4dhw8zc.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)**.
2. From the **Search** dropdown, select *Customer*, then click **Search**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-aissef6u.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D). For more, see [Use search in ServiceTitan](/construction/docs/use-search-in-servicetitan).
3. Click the **Customer Name** to open the customer record for whom you want to perform work.
4. On the customer record screen that opens, go to the **Projects** section and click **Create Project**.![A cursor clicking the Create Project button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-f405tt95.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)
5. On the pop-up that opens, select the location where the work needs to be done and click **Next**.![A cursor clicking Next on the pop-up creen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-p0b4r9fr.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)
6. On the *Project* screen that opens, from the **Actions** dropdown, select *Book New Job*.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-vnexourw.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)
7. On the *Booking* screen that opens, enter details about the job in the *Overview* section, then click **Book Job**. For more, see [Book a job](/construction/docs/book-a-job).
8. On the job record screen that opens, from the **Job Actions** dropdown, click *Add an Estimate*.![A cursor selecting Add an Estimate from the Job Actions dropdown field.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-aov9g08l.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)
9. Select an existing estimate template or build an estimate for this job. See **Edit an existing estimate using an XLS template** in [Project Management](/construction/docs/project-management-home).
10. Open the estimate and add the *tasks*, *equipment*, and *material* to the estimate that are going to be used for the job. For more, see [Add an estimate to an opportunity](/construction/docs/add-an-estimate-to-an-opportunity) or **Edit an existing estimate using an XLS template** in [Project Management](/construction/docs/project-management-home).
11. When you're done, click the **Opportunity** number to view the opportunity.![A cursor clicking the Opportunity number to view the opportunity.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-f0id27df.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)
12. On the *Opportunity Follow-Up* screen that opens, click **Sold / Convert**.![A cursor clicking Sold / Convert on the Opportunity Follow-Up screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-7nv20ib4.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)

You now have a sold estimate that includes an item list for your job or project. To view sold estimates that have a requisition, see [View sold estimates with and without a requisition](/construction/docs/requisition-items-for-a-job-or-project#view-sold-estimates-with-and-without-a-requisition). To initiate a requisition for a sold estimate, see [Initiate requisition from a sold estimate](/v1/docs/initiate-requisition-from-a-sold-estimate).

## View sold estimates with and without a requisition

From the *Follow Up* screen, you can view a list of sold estimates that are and are not attached to a requisition.

1. Go to the navigation bar and click **Follow Up**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-follow-up-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D).
2. From the side menu, click **Sold Estimates**.
3. On the *Sold Estimates* screen that opens, select the **Include sold estimates with one or more Requisitions** box if you want the estimates to display requisitioned items.![A cursor selecting the Include sold estimates with one or more Requisitions box if you want the estimates to display requisitioned items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/requisition-items-for-a-job-or-project-image-adotiwha.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A49Z&se=2026-10-31T01%3A42%3A49Z&sr=c&sp=r&sig=tZfx3Yqjp%2BoCSAbqzK5lw%2FfAvkIjpE592ORpeQ3kHQ0%3D)

> [!NOTE]
> **Note:** If you don't select the **Include sold estimates with one or more Requisitions** box, the sold estimates list does not include sold estimates that have one or more requisitions attached, regardless of the status of the requisition.

## Want to learn more?

- See [Procure items](/construction/docs/procure-items)
- See [Initiate requisition from a sold estimate](/v1/docs/initiate-requisition-from-a-sold-estimate)

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)

The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history.

**What it does:** Serves as the single source of truth for all customer interactions, history, and financial data.

**Also called:** Customer account, Client record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)