Replace items on estimates and invoices in the ServiceTitan Field Mobile App

Overview

Replace items on an estimate or invoice instead of deleting and manually re-adding them. This is more accurate and efficient because the item quantity remains the same.

Commercial businesses

Residential businesses

Things to know

• The names of certain screens, tabs, and so on may be different based on your selection in Menu > Settings. For more, see Show Residential or Commercial terms in the ServiceTitan Field Mobile App.

Replace items on an invoice in the Field Mobile App

1. Open your job and:

   • If your default terminology is set to Residential, tap the Invoice tab.

   • If your default terminology is set to Commercial, tap the Work Summary tab.

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

3. Tap Replace for the item you want to replace. 

   Note: The Replace button is also available on an item's Edit details screen.

4. After you decide which item you want to replace the original item with, tap Replace.

The replacement item appears in the place of the original item. If needed, you can adjust the quantity.

Replace items on an estimate in the Field Mobile App

1. Open your job and:

   • If your default terminology is set to Residential, tap the Estimates tab.

   • If your default terminology is set to Commercial, tap the Proposals tab.

2. Tap the estimate for which you want to replace items.

3. On the estimate that opens, scroll to the Items section and tap Replace for the item you want to replace. 

   Note: The Replace button is also available on an item's Edit details screen.

4. After you decide which item you want to replace the original item with, tap Replace.

The replacement item appears in the place of the original item. If needed, you can adjust the quantity.

Want to learn more?

• See Create item groups on estimates and invoices in the ServiceTitan Field Mobile App

• See Use item recommendations and upgrades on estimates and invoices in the ServiceTitan Field Mobile App