Add equipment to an invoice in the ServiceTitan Field Mobile App

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Overview

Adding equipment to an invoice in the Field Mobile App attaches it to both the invoice and the Location Record of the job. This allows you to charge the customer for installations and replacements and track the equipment on the location.


Who uses this feature

  • Technicians

  • Applies to all business types

Feature configuration

Things to know

  • In Commercial terminology, jobs are referred to as work orders.

  • If you book a job that has equipment already installed at the service location, it's automatically shown on the booked job.

  • The invoice may have related charges, pricing, and so on.

Add equipment to an invoice in the Field Mobile App

  1. Open your current job and tap the Invoice (Residential) or Work Order (Commercial) tab.

  2. In the Invoice Items (Residential) or Work Order Items (Commercial) section, tap Add.

  3. Select the Equipment tab and select a piece of equipment.

  4. Tap Add.

  5. Tap Add to Invoice (Residential) or Add to Work Order (Commercial). Selection of American Standard Gold 14 HVAC units with pricing and invoice option.

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