Manage service agreement equipment

Overview

Use the Equipment tab on a service agreement to view the equipment covered by the agreement. From here, you can attach or remove equipment from the agreement.

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

Things to know

The equipment on the Equipment tab also appears in the Equipment table on the location record.

Service agreement equipment table actions

On an active service agreement, click the Equipment tab. From here, go to the Equipment table where you can:

Click the location name link to open the Location Record.
Click Delete on a row to remove that equipment from the agreement.
Click anywhere on a row to open the equipment and make edits.

Attach existing equipment

To attach existing equipment from the Equipment tab:

Click Attach Equipment.
On the Attach existing equipment window that opens, select the location for the equipment. A list of available installed equipment for the location is shown.
To find the equipment you want, you can:
- Search: Use the Search box to enter key words for the equipment.
- Filter: Use the Filters to find the equipment. 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 then click Apply Filter.
After you locate the equipment you want to attach, select it and then click Add to Location.

Create new equipment

To attach new equipment from the Equipment tab:

Click Attach Equipment.
On the Attach existing equipment window that opens, select the location for the equipment and then click Create New Equipment.
On the Create New Equipment window that opens, select the equipment Type, add the Quantity, and add any additional Tags.
When finished, click Create Equipment.

Want to learn more?

Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements
See Service Agreement management: Overview

Documentation Index