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.

Who uses this feature

Administrators, accountants, estimators, project managers, and operations managers.
Primarily benefits Commercial Service and Replacement business types, and Residential Service and Replacement business types
Applies to all trades

Add existing equipment

In Step 3: Equipment, go to the location you want to add equipment to. Select Add Equipment.
On the Add existing equipment window that opens, you can view a list of available installed equipment for the location.
Find the equipment you want to start using:
1. Search: You can search for equipment in both Step 3: Equipment and the Add existing equipment screens. To search for equipment, go to the Search box and enter the details of the equipment you want to search for. Your equipment search results appear in the table.
2. Filter: You can also filter equipment in both the Step 3: Equipment and the Add existing equipment screens.
  1. Use the Filters on this screen 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
  2. Select one or more items from the dropdown list.
  3. Click Apply Filter to filter the table with your selected items. You can view the filtered information in the table.
Click Add to Location.

Create new equipment

In Step 3: Equipment, go to the location you want to add equipment to. Select Add Equipment.
On the Add existing equipment window that opens, click Create New Equipment.
On the Create New Equipment window that opens, select the equipment Type, add the Quantity, and add any additional Tags.
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.
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