View and manage maintenance materials for equipment in the ServiceTitan Field Mobile App

Overview

Technicians can view maintenance materials for equipment directly on the equipment record in the Field Mobile App. The list shows materials from the equipment's Equipment Type, plus any materials added at the equipment level. Seeing the right materials before a visit helps technicians show up prepared and reduces return trips.

Coming soon to Field Mobile App Release 25.0

If the technician account has the appropriate permissions enabled, they can also add materials to a piece of equipment, edit a material's quantity, description, and linked Pricebook material, and delete materials added in the Field Mobile App.

Things to know

• Coming soon to Field Mobile App Release 25.0

  • All technicians can view maintenance materials. Adding, editing, and deleting materials requires the Edit maintenance materials permission.

  • Materials shown for the equipment come from either of the following:

    • The assigned Equipment Type, configured in Settings > Equipment > Equipment Types.

    • Materials added directly to the equipment record, if your office has enabled this capability. Technicians with the Edit maintenance materials permission can also add them in the Field Mobile App.

  • Changes made in the Field Mobile App apply only to that piece of equipment. The Equipment Type, and other equipment of the same type, aren't changed.

  • For materials that come from the Equipment Type, you can edit the quantity, description, and linked Pricebook material. You can't change their name or delete them.

  • A material with no linked Pricebook item is shown as Unmapped. Technicians with the Edit maintenance materials permission can link it to a Pricebook material.

  • When you link a Pricebook material, you can select materials only. Services and equipment aren't available from this screen.

  • You can view materials and attach existing maintenance materials while offline using the most recently synced data. Creating new maintenance materials requires an internet connection..

Best practices

• Configure Equipment Types with their standard maintenance materials in the office before your technicians start relying on this view in the field.

• Review the Maintenance Materials section before a maintenance visit so you arrive with the right parts, such as the correct filter size, belt type, or refrigerant.

  Coming Soon to Field Mobile App Release 25.0

  • If you notice a material marked Unmapped, link the correct Pricebook material if you have the Edit maintenance materials permission. Otherwise, flag it to your office so it can be linked to the correct Pricebook item.

  • Search the list before creating a new material name. A new name is added to your company's list for every technician.

Use cases

• A technician heading to a quarterly HVAC tune-up checks the Maintenance Materials section before leaving the shop to confirm which filter and refrigerant type the unit needs.

• A technician arriving at a commercial job reviews the linked Pricebook materials on the equipment record to confirm the correct parts are already loaded on the truck.

• Coming soon to Field Mobile App Release 25.0

  A technician on a maintenance visit finds that a unit takes a different filter than its Equipment Type lists. They add the correct filter to that piece of equipment and link the Pricebook material, so the next technician to service the unit sees the right filter.

View maintenance materials on an equipment record

1. Open the job and tap the Equipment tab.

2. Tap the equipment record you want to view.

3. On the Equipment Details screen, tap Materials.

4. Under Maintenance Materials, review each material's name, linked Pricebook material, description, quantity, and unit of measure. 

   Note: Materials with no linked Pricebook item show as Unmapped.

5. Tap a material to view its full details.

Coming Soon to Field Mobile App 25.0 Release

If you have the Edit maintenance materials permission, you can add, edit, and delete materials from this screen. See the sections below.

Note: If you're offline, this section shows materials from your most recent sync.

Coming Soon to Field Mobile App 25.0 Release

Add a maintenance material to equipment

1. Open the job and tap the Equipment tab.

2. Tap the equipment record.

3. On the Equipment Details screen, tap Materials.

4. Next to Maintenance Materials, tap Add (+).

5. On the Add Material screen, tap Material Name.

6. On the Add Material Name screen, search for the name and select it. If the name isn't on the list, enter it and select Create.

7. Tap Add Material Name.

8. Enter the Quantity and, if needed, a Description.

9. To link a Pricebook material, tap Linked Pricebook Material, then find and select the material.

10. Tap Add.

Note: A new material name is saved only when you tap Add. If you leave the screen first, the name isn't created.

Edit a maintenance material

1. Open the job and tap the Equipment tab.

2. Tap the equipment record.

3. On the Equipment Details screen, tap Materials.

4. Under Maintenance Materials, tap Edit (pencil icon) on the material.

5. On the Edit Material screen, update the Quantity, Description, or Linked Pricebook Material.

6. Tap Save.

   Note: You can't change a material's name.

Delete a maintenance material

1. Follow steps 1–4 of Edit a maintenance material for a material a technician added.

2. On the Edit Material screen, tap Delete.

3. In the confirmation window, tap Delete.

   Note: Delete appears only for materials a technician added in the Field Mobile App.

Want to learn more?

• See Add equipment, location, and form findings to estimates in the ServiceTitan Field Mobile App

• See Add equipment to a service location in the ServiceTitan Field Mobile App