Mark installed equipment as serviced in the ServiceTitan Field Mobile App

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Overview

When viewing a job in the Field Mobile App, the Equipment tab shows you the installed and replaced equipment at the location. You can mark installed equipment that is already on a location as serviced. This helps to accurately track equipment service history.

Tip: If the video doesn't play in full screen, tap More then Fit Screen .

Commercial businesses

Residential businesses


Who uses this feature

  • Technicians

  • Applies to all business types

Feature configuration

Mark equipment as serviced for an invoice in the Field Mobile App

  1. Open your current job and tap the Invoice tab.

  2. Scroll to the Invoice Items section and tap View.

  3. Tap the service or material you want.

  4. Scroll to the Service Equipment section and tap Add next to EquipmentUser interface showing service equipment options and recommended items for selection.

  5. Select the installed equipment then tap Service EquipmentService equipment interface showing installed Bryant AC unit details and service date.

  6. When finished, tap UpdateService equipment details including Bryant AC model and cleaning instructions for ducts.

The service or material now lists the equipment it's servicing on the invoice.

Invoice showing HVAC duct cleaning service and associated costs for servicing.

Mark equipment as serviced for a location in the Field Mobile App

  1. Open your current job and tap the Equipment tab.

  2. Tap the installed equipment you want to mark as serviced.

    Tip: You can see the equipment details, which can include age, date installed, equipment, equipment type, manufacturer, model #, serial number #, manufacturer warranty, service warranty, tags, and history.

  3. Tap Mark as ServicedUser interface showing equipment details with a button to mark as serviced.

  4. Search for the service or material from your pricebook then tap AddService equipment listing with B-Vent pipe options and add buttons for selection.

  5. Tap Mark as ServicedService equipment listing showing B-Vent pipes and a servicing option.

The service appears on the invoice and the equipment item is attached.

Invoice showing materials, including servicing for AC Legacy RNC 3 parts.

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