What is the correct way to move equipment from a purchase order to a location as installed on a job invoice?

Problem

After completing a job, the equipment added to a PO does not automatically move to the location as if it were added directly to the invoice.

Solution

Move equipment from a PO to a location as installed on a job invoice without causing any issues with job posting or billing.

Adding, Completing Jobs, and Verifying Installation

1. Add equipment to the PO:        

   1. Go to the job where you need to add equipment.

   2. Find the section for purchase orders.

   3. Create a new PO or select an existing one.

   4. Add the required equipment to the PO.

2. Complete the job:        

   1. Ensure all job tasks are finished.

   2. Mark the job as complete in ServiceTitan.

3. Manually add equipment to the invoice:        

   1. Open the job invoice where the equipment needs to be installed.

   2. Add the same equipment manually to the invoice.

   3. Set the cost of the equipment to $0. This prevents double job posting.

4. Verify the equipment is correctly installed:        

   1. Check the job invoice to ensure the equipment shows as installed.

   2. Confirm that there are no additional charges for the equipment.