Add items and sub-items in ServiceTitan Mobile

Overview

Add items and sub-items when building packages or increasing the scope of work without giving homeowners visibility into material prices or hourly rates.

Things to know

• Sub-items are visible in ServiceTitan Mobile and from ServiceTitan but do not appear on customer-facing estimates and invoices and don't reveal their costs to customers.

• You can add sub-items by estimate templates in ServiceTitan and directly on estimates, but it can't be done on the office invoices specifically. For more, see Create and use item groups.

Add items to an invoice

Tip: The job should be dispatched and arrived.

1. In Dashboard > Overview, find the job you want and tap View Current Job.

2. In the side menu, tap Invoice.

3. Tap +Add Items. 

4. Select the item you want.

5. Tap Add To Invoice. 

6. Tap Done.

Add a material to an invoice

1. In Dashboard > Overview, find the job you want and tap View Current Job.

2. In the side menu, tap Invoice.

3. From the Actions dropdown, select the Materials option. 

4. Tap Add materials now if you don't have materials.

5. Search for the material you want and tap Add. 

6. Tap Done. 

Note: If the materials are non-chargeable, you will see them in the Materials section. If the materials are chargeable, you will see them in the Items & Chargeable Materials section.

Add a material to an estimate

1. In Dashboard > Overview, find the job you want and tap View Current Job.

2. In the side menu, tap Estimate.

3. In the All Estimates screen that opens, tap Materials. 

4. Tap Add materials now if you don't have materials or search for the material you want.

5. Tap Add.

6. Tap Add To Estimate. 

7. Tap Done.

Note: If the materials are non-chargeable, you will see them in the Materials section. If the materials are chargeable, you will see them in the Items & Chargeable Materials section.

Add a subitem to an invoice

1. In Dashboard > Overview, find the job you want and tap View Current Job.

2. In the side menu, tap Invoice.

3. Under Items & Chargeable Materials, tap the invoice item to which you want to add a subitem.

4. Tap + Sub-Item.

5. Tap + on the item you want to add as a subitem, then tap Done.

6. Tap Save.

View a subitem on an estimate

1. In Dashboard > Overview, find the job you want and tap View Current Job.

2. In the side menu, tap Estimate then tap the estimate you want to view.

3. Tap the item containing a subitem in the Items & Chargeable Materials section.

4. In the Edit details window, tap the sub-item you want to view under Items & Chargeable Materials.

5. Tap Close.

Want to learn more?

• Visit ServiceTitan Academy and enroll in ServiceTitan Pricebook Pro Essentials - Mobile

• See Pricebook Pro