Create a service agreement step 3: Equipment

Overview

In Step 3: Equipment, you can list all equipment necessary for the locations that need to be included in the service agreement. Any equipment already added to the selected locations is displayed in the Equipment table.

Attach existing equipment

1. In Step 3: Equipment, go to the location you want to use and click Attach Equipment.

2. On the Attach existing equipment window that opens, you can view a list of available installed equipment for the location.

3. Find the equipment you want to start using:        

   • Search: Use the Search box to enter the key words for the equipment you want. 

   • Filter: Use the Filters to find the equipment you want. You can filter by:                        

     • Equipment Type: The type of equipment available in the location.

     • Status: The state of the equipment available in the location.

     • Tag: The tag added to the equipment available in the location.

       Select one or more filters from the list, then click Apply Filter. 

4. Select the equipment then click Add to Location. 

Create new equipment

1. In Step 3: Equipment, go to the location you want to add equipment to. Select Attach Equipment. 

   

2. On the Attach existing equipment window that opens, click Create New Equipment. 

3. On the Create New Equipment window that opens, select the equipment Type, add the Quantity, and add any additional Tags.

4. Click Create Equipment. 

   Tip: To edit equipment, in the main Equipment table, hover over equipment and click Edit at the end of the row. To remove equipment, click Remove.

5. When finished, click Continue to Next Step. This takes you to Step 4: Scope of Work.

Want to learn more?

• Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements

• See Create a service agreement step 2: Locations and contacts