---
title: "Create a service agreement step 3: Equipment"
slug: "create-a-service-agreement-step-3-equipment"
updated: 2026-04-25T01:32:56Z
published: 2026-04-25T01:32:56Z
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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

1. In *Step 3: Equipment,* go to the location you want to add equipment to. Select **Add Equipment**. ![Step 3 of equipment](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-3-equipment-image-y3tnn3wn.png)
2. On the *Add 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:
  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. ![Search bar displaying 'Air conditioner'](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-3-equipment-image-ihkq41t1.png)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. ![Dropdown menu showing equipment types](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-3-equipment-image-r7d16gax.png)
4. Click **Add to Location**. ![Selecting existing equipment for installation](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-3-equipment-image-i7hvvc4p.png)

## Create new equipment

1. In *Step 3: Equipment,* go to the location you want to add equipment to. Select **Add Equipment**. ![Step 3 of equipment management, add equipment](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-3-equipment-image-rn4m7s3j.png)
2. On the *Add existing equipment* window that opens, click **Create New Equipment**. ![Interface for adding existing equipment with options to create new equipment.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-3-equipment-image-we45xprd.png)
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**. ![Form to create new equipment item with type, quantity, and tags for maintenance.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-3-equipment-image-jua8hoyx.png)

> [!TIP]
> **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](/v1/docs/create-a-service-agreement-step-4-scope-of-work).

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Creating & Managing Service Agreements](https://servicetitan.docebosaas.com/learn/courses/242/creating-managing-service-agreements)
- See [Create a service agreement step 2: Locations and contacts](/v1/docs/create-a-service-agreement-step-2-locations-and-contacts)