SERVICETITAN · EQUIPMENT TRACKING

Track & Manage Installed Equipment

Record every piece of installed equipment, track warranty timelines, and surface replacement opportunities before they become emergencies.

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Track & Document Equipment

Record installed equipment at a customer's property

⚠︎ The equipment install date is stamped when the job is completed. If the install job is not completed properly, the install date is never set — this breaks all downstream age-based calculations, replacement opportunities, and marketing automation.

FIELD MOBILE APP WORKFLOW

a. Open the job in the Field Mobile App and tap the Equipment tab. Tap Add > Equipment and enter the type, manufacturer, model, serial number, and install date.

b. Equipment added here attaches to the service location record and is visible on all future jobs at that location. When an equipment pricebook item is added to a job invoice and the job is completed, the system automatically creates an installed equipment record at the location.

SERVICETITAN MOBILE (LEGACY) WORKFLOW

a. Open the job in ServiceTitan Mobile and tap the Equipment tab. Tap Add Equipment and select the equipment type from the pricebook or enter the manufacturer, model, and serial number manually.

b. Tap Save. The equipment record attaches to the service location and appears on all future jobs at that address. If an equipment item was added to the job invoice during the current visit, the record is created automatically when the job is completed.

⚠︎ Always enter the install date at the time of job completion. If the field is left blank, age-based replacement tracking and marketing automation will not function correctly for this unit.

Installed Equipment overview Set up equipment Add previously installed equipment (ST Mobile)Manage equipment in ST Mobile

Use barcode scanning for equipment lookup in the field

FIELD MOBILE APP WORKFLOW

a. In the Field Mobile App, tap the Equipment tab.

b. On the Equipment tab, tap the Scan icon. Point your camera at the equipment nameplate or asset barcode.

c. Tap Text Scanner to scan the text or Barcode scanner to scan the barcode, then capture the image so it can be scanned. If a match is found, the equipment is shown. If no match is found, tap Continue to map data.

d. Review and confirm before saving. For commercial agreements, requiring technicians to scan asset barcodes upon arrival verifies they are servicing the contract unit and builds asset history for capital planning.

SERVICETITAN MOBILE (LEGACY) WORKFLOW

a. In ServiceTitan Mobile, open the job and tap the Equipment tab.

b. Tap Add Equipment, then tap the Scan icon on the add equipment screen. Point the camera at the equipment nameplate or barcode label.

c. Tap Text Scanner to capture printed text or Barcode Scanner to read a standard barcode. If a match is found in the pricebook, the equipment fields are populated automatically. If no match is found, manually review and enter the data.

d. Confirm the captured details and tap Save.

⚠︎ Barcode scanning in ServiceTitan Mobile captures data for entry only (model and serial number). It does not perform equipment lookup against existing location records the way OCR does in the Field Mobile App.

Barcode/OCR scanning in FMA Barcode scanning in ST Mobile Manage equipment in ST Mobile

Document equipment condition and findings

a. Open the job and tap the Equipment tab. Select a piece of equipment and tap Add Finding.

b. Document the condition with photos, notes, and a severity rating. Findings carry forward to future jobs and can be converted to estimates — creating the "diagnose → quote → sell → execute" pull-through revenue chain.

⚠︎ Equipment Findings require the EquipmentFindings feature gate to be enabled. If the "Add Finding" option doesn't appear, contact your CSM to have this gate turned on.

Manage equipment findings

Track warranty status for installed equipment

a. Open the customer's location record, go to the Equipment section, and select a piece of installed equipment. The equipment detail shows both Manufacturer Warranty and Service Provider Warranty fields with start date, end date, and remaining duration.

b. Enter warranty information at install time or import it in bulk. Accurate warranty data prevents unnecessary warranty claims and surfaces covered repairs when the tech is on-site.

⚠︎ Equipment age is calculated from the Install Date, not the warranty start date. If the install date is wrong, age calculations, replacement opportunities, and marketing automation will all be incorrect.

Warranty management

See when customer equipment is due for replacement

a. Open the customer's location record and go to the Equipment section. Review the age of each piece of equipment relative to its configured replacement age (set in Equipment Types).

b. When an installed unit exceeds the configured expected life for its equipment type, it surfaces as a replacement opportunity. Use this to proactively offer replacement estimates before emergency failures.

c. Equipment age also feeds marketing automation — customers with aging equipment can be segmented for replacement campaigns. With Field Pro enabled, technicians receive pre-job briefs that include equipment age summaries for informed replacement conversations.

Equipment types

Configure Equipment Management

Link installed equipment to a membership

a. Open the customer's membership and go to the Equipment tab. Attach the equipment covered by the membership.

b. Covered equipment appears on recurring service visits so technicians know exactly what to inspect and maintain.

Installed Equipment overview

Set up your equipment types

a. Go to Settings > Pricebook > Equipment Types. Add equipment types (e.g., Central Air Conditioner, Water Heater, Furnace) with manufacturer, model, and replacement age (the expected useful life in years).

b. Well-configured equipment types enable accurate replacement opportunity tracking, age-based marketing campaigns, and warranty management. The replacement age drives the "past expected life" flag on location equipment records.

Equipment types

Troubleshoot

Troubleshoot: Equipment missing or showing wrong age

a. If equipment doesn't appear on the location record, verify it was added to the Equipment tab on the job (not just the invoice). Also verify the original install job was completed — equipment records are created at job completion.

b. If equipment age shows as blank or zero, check the Install Date on the installed equipment record. If the install job wasn't completed properly, the date was never set. Manually set the install date on the equipment record to correct it.

c. If equipment shows on the location but not in reports, confirm you are using the Equipment custom reporting datasource. The equipment report has no Business Unit field — filter by customer or location BU instead.

Set up equipment

Measure the impact

Coverage

Equipment records per location

Track the average number of equipment items documented per service location. More records means better data for replacement opportunities and warranty tracking.

Reports > All Reports > search "Equipment" ↗

Opportunity

Replacement opportunities identified

Track how many equipment items are past their configured replacement age. Each is a potential install sale.

Reports > All Reports > search "Equipment" ↗

Accuracy

Equipment data completeness

Track the percentage of equipment records with serial number, install date, and model. Complete data enables warranty tracking and age-based marketing.

Reports > All Reports > search "Equipment" ↗

Revenue

Revenue from replacement opportunities

Track how much revenue comes from proactive replacement leads generated by equipment tracking. Compare financed vs. non-financed install tickets.

Reports > All Reports > search "Job" ↗