--- title: "Schedule existing count templates" slug: "schedule-existing-count-templates" updated: 2026-10-15T00:46:38Z published: 2026-10-15T00:46:38Z canonical: "help.servicetitan.com/schedule-existing-count-templates" --- > ## 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. # Schedule existing count templates ## Overview Schedule existing count templates to determine how frequently you want to perform that specific count. --- ### #### 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. ## Schedule an existing count template 1. Go to the navigation bar and click **Inventory**![](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%3A30%3A16Z&se=2026-10-31T03%3A30%3A16Z&sr=c&sp=r&sig=m9%2Bhz70lIaz%2B9Z%2B5WVFpUs%2BfVsyOkyGnWIvkwPNu6Y4%3D). 2. In the side menu, click **Inventory Counts**. 3. On the *Inventory Counts* screen that opens, click the **Arrow**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/schedule-existing-count-templates-image-bl7urgee.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A16Z&se=2026-10-31T03%3A30%3A16Z&sr=c&sp=r&sig=m9%2Bhz70lIaz%2B9Z%2B5WVFpUs%2BfVsyOkyGnWIvkwPNu6Y4%3D) icon, and then click **Schedule Recurring Counts**. 4. On the *Select Count Type* screen that opens, click **Schedule Existing Count Template**, and then click **Next**.![A cursor clicking Schedule Existing Count Template, and then clicking Next.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/schedule-existing-count-templates-image-7m1bammr.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A16Z&se=2026-10-31T03%3A30%3A16Z&sr=c&sp=r&sig=m9%2Bhz70lIaz%2B9Z%2B5WVFpUs%2BfVsyOkyGnWIvkwPNu6Y4%3D) 5. On the *Cycle Count Templates* screen that opens, select the cycle count template you want to schedule. > [!TIP] > **Tip:** If the templates list is long, there are a number of pre-made filters that let you search by **Inventory Count Template Name**, **Inventory Template**, and **Number of Items on Template**. Click on a filter type, enter your filter, and then click **Apply**. ![Filtering templates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/schedule-existing-count-templates-image-dm30ktdi.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A16Z&se=2026-10-31T03%3A30%3A16Z&sr=c&sp=r&sig=m9%2Bhz70lIaz%2B9Z%2B5WVFpUs%2BfVsyOkyGnWIvkwPNu6Y4%3D) When you're done with a filter, select the filter type again then click **Clear**. 6. Click **Next**. ![A cursor clicking Next after selecting the template.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/schedule-existing-count-templates-image-qp9qq56o.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A16Z&se=2026-10-31T03%3A30%3A16Z&sr=c&sp=r&sig=m9%2Bhz70lIaz%2B9Z%2B5WVFpUs%2BfVsyOkyGnWIvkwPNu6Y4%3D) The *Select Count Frequency and Sort Items* screen opens. 1. In the *Count Details* section, enter the following details. 1. **Inventory Location:** Select one or more locations from the dropdown. 2. **End Date:** Enter the date by which you or your employees want to stop scheduling the inventory count template. 3. **Cadence:** Select how frequently you would like to perform this count from the dropdown. ![Image showing the Count Details section.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/schedule-existing-count-templates-image-o4js6fmi.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A16Z&se=2026-10-31T03%3A30%3A16Z&sr=c&sp=r&sig=m9%2Bhz70lIaz%2B9Z%2B5WVFpUs%2BfVsyOkyGnWIvkwPNu6Y4%3D) 2. (Optional) To change the order in which items appear on the printed count list, go to the *Item List* section and click a column heading to sort the items: 1. Select a column heading once to sort items in one direction, such as smaller to larger numbers. 2. Select the column heading a second time to reverse the sorting. 3. Select the column heading a third time to remove the sorting and view the original order of items. 3. When finished, click **Create Recurring Count**.![A cursor clicking Create Recurring Count.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/schedule-existing-count-templates-image-7awvttxz.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A16Z&se=2026-10-31T03%3A30%3A16Z&sr=c&sp=r&sig=m9%2Bhz70lIaz%2B9Z%2B5WVFpUs%2BfVsyOkyGnWIvkwPNu6Y4%3D) To see and manage the recurring count you scheduled, go to **Settings > Inventory > Recurring Inventory Counts**. For more information, see [Manage recurring inventory counts](/construction/docs/manage-recurring-inventory-counts). ## Want to learn more? - See [Create and schedule new count templates](/construction/docs/create-and-schedule-new-count-templates) - See [Create and schedule full cycle counts](/construction/docs/create-and-schedule-full-cycle-counts) - See [Schedule existing completed count](/construction/docs/schedule-existing-completed-count)