--- title: "Manage equipment systems in ServiceTitan" slug: "manage-equipment-systems-in-servicetitan" tags: ["Area - Installed Equipment", "Role - All users", "Type - Commercial", "Focus - Service Replacement"] updated: 2026-10-15T04:24:16Z published: 2026-10-15T04:24:16Z canonical: "help.servicetitan.com/manage-equipment-systems-in-servicetitan" --- > ## 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. # Manage equipment systems in ServiceTitan ## Overview Equipment Systems allows you to group related equipment into systems and track parent-child relationships between components, so technicians arrive with a complete picture of every asset in a commercial system, not just individual records. By centralizing invoice history, forms, and service data at the system level, your team spends more time delivering accurate, efficient service on large accounts. --- ### #### Who uses this feature - Office users - Primarily benefits Commercial Service and Replacement business type - Primarily benefits Plumbing, HVAC, and Electrical trades ## Things to know - Equipment systems are multiple pieces of equipment that are connected and installed together. - Each equipment record can only belong to one system at a time. When searching for equipment to add to a system, only records not already assigned to another system appear in results. Equipment records can also exist independently, without being assigned to any system. - View invoice history and forms history rolled up at the system level, giving you a single view of the full service history for a multi-component installation. - Sub-equipment is a component unit linked to a parent equipment record. - On the *Equipment* drawer, view the Equipment system or Parent Equipment in the header depending on the selected option. ![Overview of HVAC equipment with installation date and system details displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/01-System.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) ## Create an equipment system 1. Click **Search** and select **Location** from the dropdown. 2. On the *Location* screen, click **Equipment**. 3. Click **View All Equipment & Systems**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-systems-in-servicetitan-image-a6r7z6z3.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) 4. On the *Equipment* screen, click **+Add System**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-systems-in-servicetitan-image-636hitvi.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) 5. In the *Create Equipment System* drawer that opens, fill out the details: - **System Name**: Enter the name of the system. - **Service Area**: Select the service area from the dropdown. - **Tags**: Add tags from the dropdown. - **Memo**: Add a memo if needed. - **Custom Fields:** Enter any required information for custom fields, such as text or date values. ![Form for creating an HVAC equipment system with installation and maintenance details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/02-System.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) 6. Click **Continue** to go to the *Add Equipment* tab. 7. On the *Add Equipment* tab, select the equipment records to include in the system. > [!TIP] > **Tip:** Use the search field to find existing equipment, or create a new equipment record directly from this screen. 8. When finished, click **Add Items & Finish**. A newly created system is displayed as the Parent system when assigned to equipment. > [!TIP] > **Tip:** You can create new equipment when creating a system. When creating new equipment you can also add a sub-equipment at the same time. ![Equipment selection interface displaying various HVAC components for system configuration.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/03-System.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) ### Add a sub-equipment Sub-equipment is linked to a parent equipment record. You can add sub-equipment using any of the following options: - **Option 1: From the Add Equipment drawer** - In the *Add Equipment* drawer, use the *Sub-equipment* field. ![Form for adding equipment details, including warranty periods and operating hours.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/04-System.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) - Search for an existing equipment record and click **Attach**. ![Interface for adding equipment, displaying fan details and attachment options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/05-System.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) - Click **Add New Equipment** if you want to add a new equipment record. - **Option 2: From parent system or equipment dropdown** - Click **Add Equipment**. - Select the sub-equipment from the *Parent System or Equipment* dropdown field. ![Form to add equipment details, highlighting the fan selection option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/06-System.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) **Option 3: Edit an individual equipment record** 1. Edit an equipment record. 2. On the *Overview* tab, click **Edit**. ![Overview of HVAC system details including installation and service dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-systems-in-servicetitan-image-53dqa4i3.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) 3. Select a sub-equipment from the *Parent System or Equipment* drawer. ![Fan equipment details including serial number, model, and installation dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/07-System.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) 4. When finished, click **Save Changes**. ### View and manage sub-equipment from an equipment record Each parent equipment record includes a **Sub-equipment** tab. From this tab you can: - Add existing sub-equipment or create a new one by clicking **Add**, then **New** and fill out the equipment details: - Select from Equipment - Equipment Name - Installed On - Status - Type - Capacity - Manufacturer - Model - Serial Number - Brand - Asset # - Manufacturer Warranty Period - Service Provider Warranty Period - Tags - Memo - Custom Fields - When finished, click **Add**. ![Form for adding HVAC equipment details including model, capacity, and warranty information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/08-System.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) - View all sub-equipment linked to the record. - Remove sub-equipment records by clicking ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-equipment-systems-in-servicetitan-image-00x7l9zh.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) and selecting **Remove**. ![Overview of HVAC system with details about sub-equipment, specifically a fan.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/09-System.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) ## Edit equipment system details Click any system in the *Systems & Equipment* screen to open the system drawer. Click **Edit** to update the following: - **Overview:** Edit system-level details, including system name, tags, memo, and maintenance access hours. - **Equipment:** Add, edit or remove equipment records assigned to the system. - **Forms:** Edit forms assigned to the system. - **History**: View the invoice history for all equipment within the system. ![Overview of HVAC system components and service details for efficient management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/10-System.png?sv=2026-02-06&spr=https&st=2026-11-09T12%3A08%3A12Z&se=2026-11-09T13%3A08%3A12Z&sr=c&sp=r&sig=pNWXqPp%2BC0Fn%2FHurV8k%2BmJ%2BS9MONeNOPof9pdJaSToE%3D) ## Want to learn more? - See [Manage installed equipment](/v1/docs/manage-installed-equipment)