Overview
Mobile Storage Locations attach directly to a project, giving you clear, real-time visibility into where your inventory is located. This setup streamlines how you consume materials from that location, ensuring accurate and efficient tracking.
Who uses this feature
Administrators
Primarily benefits Commercial Service and Replacement business types, and Commercial Construction business types
Feature configuration
This feature is currently in private preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
Things to know
Only one mobile storage can be assigned to a project at a time.
When assigned to a project, mobile storage locations can be found in the Purchasing section of the project record.
Enable mobile storage
To enable mobile storage:
Go to the top toolbar and click Settings
.In the side panel, click Inventory>Configuration.
On the Inventory Configuration screen that opens, click Inventory.
Select the Enable mobile storage option.
Caution: When selected, you cannot disable this feature.
Create a mobile storage
Go to the top toolbar and click Settings
.In the side menu, click Inventory > Inventory Locations.
On the Inventory Location screen that opens, click the Mobile Storages tab, then click Create Mobile Storage.
On the Create Mobile Storage screen that opens, enter the mobile storage details:
In the Mobile Storage Name field, enter the name you want.
From the Type dropdown, select On-site.
From the Default Warehouse dropdown, select the appropriate warehouse.
From the Stock List Assigned dropdown, select the stock list you want to assign.
Select the Track granular weighted average cost checkbox to track a separate WAC for this mobile storage.
Note: This option is available only when the On-site type is selected.
The Mobile Storage is now created.
Assign a project to a mobile storage
On the Inventory Locations screen, click the Mobile Storages tab.
Select the mobile storage you want to assign a project to.
Under the Assigned To column, click Edit.
From the dropdown field, select Projects and the project you want to assign to the mobile storage.
Click the checkmark to save changes.
If the project is assigned to other mobile storage, a Review Before Reassignment pop-up opens.
Note: If the project assigned includes open transactions or items on hand, the pop-up displays the transactions and items. If you want to download a spreadsheet of the open transactions and on-hand items, click Download.
If you want to proceed with reassigning the project to the current mobile storage, select the acknowledgement box and click Proceed with Reassignment.
The project is now a hyperlink and directs you to the project record in a new tab.
View Mobile Storage details
The Mobile Storage details page gives you details for that mobile storage including the mobile storage type, its current assignment, the default warehouse, stock list, and the assignment history.
Assignment history
The Assignment History section shows a chronological log of all changes to the mobile storage's assignment. Use the search bar and filter controls to filter out the list of assignment changes.
View assignment details
Click View Details on an assignment log to open the Assignment details page and view drill-in details for that assignment. Details include the transactions and a list of associated items.
Item List
Click Item List to view a list of associated items for that assignment. Use the search bar to search for a particular item.
Transactions
Click Transactions to view a list of associated transactions and transaction statuses for that assignment. Use the search bar and filter options to search and filter the list of transactions.
Transfer items out of mobile storage
You can transfer an inventory item out of mobile storage into an inventory location from the Assignment details page.
To transfer items out of mobile storage:
Go to the navigation bar and click Inventory
.In the side menu, click Inventory>Inventory Location.
On the Inventory Location screen that opens, click the Mobile Storages tab.
Click the mobile storage you want to transfer an inventory item from.
In the Assignment History section of the mobile storage details page, click View Details.
On the Assignment details page, click Item List.
Select the items you want to transfer and click Create Transfer.
Enter the transfer details.
Enter the quantities you want to transfer in the Qty to Transfer fields.
When finished, click Save.
Want to learn more?
Visit ServiceTitan Academy and enroll in Inventory Fundamentals
See Inventory module