Requisition items for sold estimates in the ServiceTitan Mobile app

Overview

If you created an item list on a sold estimate for a service job, technicians can initiate a requisition for those items. After the requisition is moved to Fulfilled status, the job invoice is updated with the details of the requisitioned items.

Note: When you create a purchase order (PO) from a requisition that is associated with a sold estimate and the sold estimate's status is Perform work on this job and requisition items, the PO that is created is linked to the job invoice for the sold estimate.

Requisition an item for the sold estimate in the ServiceTitan mobile app

1. Create an estimate. For more, see Build and sell estimates in ServiceTitan Mobile.

2. On the Estimates screen, tap Present. The new screen opens showing how many estimates you have

3. Select the estimate you want to work on and tap View. 

4. On the estimate record screen that opens, tap Sign and Accept. 

5. On the Will the work on this estimate be performed on this Job? pop-up that opens, tap Yes (I need to get items to do the work). 

   Note: This option is available only if you have requisitioned items. For more, see View sold estimates with and without a requisition in Requisition items for a job or project.

6. Tap Apply.

Want to learn more?

• See Build and sell estimates in ServiceTitan Mobile

• See Requisition items for a job or project