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Clone 2 - View material and equipment cost and price details in the ServiceTitan Field Mobile App (Conditional Rules Test)

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Overview

View the cost and price details of a material or equipment item listed on an invoice or an estimate in the Field Mobile App. This helps you incorporate the cost of purchased items into your margin calculations for accurate pricing.

⚠ Conditional-rules test article (Mitul Test 2). Each procedure below is duplicated as a complete, self-contained workflow — one per space — because Doc360 applies conditional content to a whole block (and an ordered list is one block). Tag each full workflow with its condition in the editor, then delete the helper banners. The blue “General Home” copy keeps the original “if Residential… if Commercial…” wording.

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Who uses this feature

  • Technicians

  • Applies to all business types

  • Applies to all trades

Feature configuration

Things to know

View cost and price details on an invoice in the Field Mobile App

▶ [CONDITION: General Home only] — this entire workflow keeps the full "if Residential… if Commercial…" wording. Tag this whole block for the General Home space in the Doc360 editor, then delete this banner.

  1. Open your job. If your default terminology is set to Residential, tap the Invoice tab. If your default terminology is set to Commercial, tap the Work Summary tab.

  2. If your default terminology is set to Residential, tap View next to Invoice Items. If your default terminology is set to Commercial, tap View next to Line ItemsWork order summary showing line items, total costs, and member savings details.

  3. On the screen that opens, scroll to the Equipment section and the Materials section to view the Cost and Price fields. Invoice showing equipment costs, prices, and total amount for services rendered.

    Note: These fields are also shown when viewing an equipment or material item in the pricebook.

View cost and price details on an estimate in the Field Mobile App

▶ [CONDITION: General Home only] — this entire workflow keeps the full "if Residential… if Commercial…" wording. Tag this whole block for the General Home space in the Doc360 editor, then delete this banner.

  1. Open your job. If your default terminology is set to Residential, tap the Estimates tab. If your default terminology is set to Commercial, tap the Proposals tab.

  2. Scroll to the estimate that has equipment and material items.

  3. Tap the estimate to open it.

  4. On the estimate that opens, scroll to the Items section and tap Edit to view equipment and material details. Shopping cart showing AC installation details and membership savings highlighted.

  5. On the Estimate Items screen that opens, scroll to the Equipment section and the Materials section to view the Cost and Price fields. Estimate showing costs and prices for equipment and materials including air handler and drain spud.

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