---
title: "Use Install Requisitions to procure project materials from a sold estimate"
slug: "use-install-requisitions-to-procure-project-materials-from-a-sold-estimate"
updated: 2026-10-15T04:36:47Z
published: 2026-10-15T04:36:47Z
canonical: "help.servicetitan.com/use-install-requisitions-to-procure-project-materials-from-a-sold-estimate"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Use Install Requisitions to procure project materials from a sold estimate

## Overview

Install Requisitions gives purchasing and project teams a modernized way to procure materials for a project. You can create a requisition directly from a sold estimate, adjust how each item is sourced, and see a review of every transaction before you confirm.

You can create a requisition for an existing project or a sold estimate:

- **Existing project:** Use this option when the job or project does not have a sold estimate. Create the requisition from the *Project* or *Requisition* screen. For more, see [Requisition items for a job or project](https://help.servicetitan.com/docs/requisition-items-for-a-job-or-project) and [Create an install requisition](https://help.servicetitan.com/docs/install-and-service-requisition#create-an-install-requisition).
- **Sold estimate:** Use this option when the job or project has a sold estimate. Create the requisition from the *Sold Estimate* screen.

---

### 

#### Who uses this feature

- Inventory and procurement managers, project managers, and warehouse and operations staff
- Applies to all business types
- Applies to all trades

#### Feature configuration

- Account configuration is required to use this feature. Please contact Technical Support for details.
- You need certain employee permissions to use the requisition workflow. Contact your administrator to ensure you have the following permissions enabled:
  - **View Requisition:** View requisitions
  - **Edit Requisition Demand:** Initiate a requisition and fulfillment from an estimate
  - **Edit Requisition Fulfillment:** Edit a requisition and procure items. For more on permissions, see [Understanding employee and technician permission roles](https://help.servicetitan.com/v1/docs/understanding-employee-and-technician-permission-roles) and [Set permissions for an employee or technician role](https://help.servicetitan.com/v1/docs/set-permissions-for-an-employee-or-technician-role).

## Things to know

- If you only have the **Purchasing** module enabled, the Inventory section under *Settings* is renamed *Purchasing*, and the *Inventory* section in the navigation bar is renamed *Purchasing*.
- You can create a requisition from a sold estimate or from an existing project. Items already added to a job invoice can't be requisitioned again.
- A single requisition can produce more than one outcome in one pass, such as multiple vendor purchase orders (POs) and multiple transfers.
- The Review screen appears only when at least one line item has complete procurement details (quantity, procurement source, and Ship To).
- Users can cancel requisitions based on the current status of linked purchase orders and transfers. If a transfer and purchase order have not started receiving, canceling the requisition will also cancel those linked transactions. If receiving has already started on a purchase order (or a transfer has progressed past a cancelable state), the requisition can still be canceled, but the in-progress transaction remains active and is only unlinked from the requisition rather than canceled.

## Best practices

- Add all tasks, materials, and equipment to the estimate as line items before you create the requisition, so everything you need is carried over.
- Use *Bulk Update* when many line items share the same procurement source or Ship To location, instead of editing each row one at a time.
- Review the *Review* screen carefully before you confirm. It is the clearest place to catch a sourcing or *Ship To* mistake before any transaction is created.
- Before you cancel a requisition, read the cancellation impact review so you understand which purchase orders, transfers, and reserves will be affected.

## Install Requisitions screen overview

Go to the navigation bar and click **Inventory** > **Install.**

![ServiceTitan inventory requisition page displaying project details and customer information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_13-35-13(1).png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)

The Install Requisition screen includes detailed information about requisitions in different statuses.

- **Sold Estimates:** Lists all sold estimates created from jobs or projects associated with business units configured for install requisitions, but requisition workflows have not yet been initiated. An install requisition can be initiated from these estimates at a later time.
- **Not Started:** Lists requisitions that have been initiated but for which inventory transactions have not yet been created.
- **In Progress:** Lists requisitions for which inventory transactions have been created.
- **Fulfilled:** Lists requisitions for which all associated inventory transactions have been received.
- **Completed:** Lists requisitions for which invoice closeout is complete and all jobs containing items added during invoice closeout have been completed.
- **Canceled:** Lists requisitions that have been canceled.

> [!TIP]
> **Tip:** Use the search bar to find Sold Estimates/Requisitions by entering the estimate or requisition name or number.

## Create Install Requisitions from Sold Estimates

Before creating requisitions from sold estimates, make sure to configure your Business Units for install requisitions

### Set up Install Requisitions

Set up install requisitions for sold estimates by selecting whether each business unit generates install requisitions or item requisitions when an estimate is sold.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)**.**
2. In the side panel, go to **Inventory** > **Configuration**.
3. On the *Inventory Configuration* screen that opens, click the **Purchasing** tab.
4. Scroll down to *Requisitions* and in the *Requisitions for Sold Estimates* section, select whether sold estimates from each business unit should generate install requisitions or item requisitions. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-install-requisitions-to-procure-project-materials-from-a-sold-estimate-image-920qgkoo.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)
5. When finished, click **Save**. For more, see [Set up Purchasing Configurations.](https://help.servicetitan.com/docs/set-up-purchasing-configurations)

### Step 1: Initiate an install requisition from a sold estimate

1. Search for and open the sold estimate you want to procure materials for.

> [!NOTE]
> **Note:** If the estimate isn't sold yet, sell the open estimate first to begin the requisition.
2. Click **Initiate** **Requisition**.

![ServiceTitan estimate page showing installation details and options to initiate requisition.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_13-46-41.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)
3. Select or deselect the material and equipment items that you want to include in the requisition.

![Installation estimate showing equipment and material costs with highlighted items for review.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_13-50-34(1).png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)

> [!NOTE]
> **Note:** You can create multiple requisitions from the same sold estimate, but you can include a line item from the estimate in the requisition only once.
4. Click **Create Requisition**.
5. On the prompt that opens, from the **Inventory Location** dropdown, select the inventory location for this requisition. After the requisition is created, you'll be able to review and adjust procurement details.

![Creating a requisition for inventory location, highlighting the Main Warehouse selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_13-54-09.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)
  - For each item, ServiceTitan will check availability at this location. If sufficient stock exists, the item will default to being sourced from here. If not, the procurement source will default to the primary vendor, and the PO's Inventory Location and Ship To will default to this location when created. The user can always override the procurement source provided if there is sufficient inventory in that location or the source is a vendor. You can review and adjust procurement details in the next step.
6. Click **Create**. A requisition opens with the estimate items pre-populated, including item details such as item quantity and cost.

> [!NOTE]
> **Note:** After you initiate a requisition from a sold estimate, it will be moved to *Not Started* status.

### Step 2: Add or Edit Line Items and Requisition Details

On the *Item List* screen, for each line item, set the procurement details:

- **Qty Needed:** Confirm or adjust the quantity for the job for which you're requisitioning this item

![Item list for requisition showing quantities needed and procurement sources for materials.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_16-13-19.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)
- **Procurement Source:** Select where the item comes from. Click **Truck**, **Warehouses**, **Mobile Storages**, or **Vendors** to choose from the relevant list.

![Procurement source selection for items in a requisition list with vendor options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_16-17-48.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)
  - When a vendor is selected, a purchase order is created as a transaction linked to the requisition.
  - When an inventory location is selected, the items are reserved or placed on hold for future use during the invoice closeout process.
- **PO Ship To:** From the PO Ship To dropdown, select the location where the items you're requisitioning will be delivered. For example, you can ship items to a customer location, vendor, or warehouse.

![Requisition list showing items, quantities, and procurement sources for a project.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_16-21-41(1).png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)
  - If an inventory location is selected as the procurement source the **PO Ship To** field is greyed out.

> [!TIP]
> **Tip:** If you're shipping all the items in your requisition to the same location, you can select all the items, click the PO Ship To dropdown at the top of the screen, and select the location.

- (Optional) Split an estimate item to source part of the quantity differently. Splitting lets you route part of a line item's quantity to a different source. Split is available only for estimate-origin items with a quantity greater than 1 and no existing transactions.
  - Click **Split** next to the line item you want to split.
  - Set the **Procurement Source** and **PO Ship To** for the new row. The split copies the *Item*, *Description*, *Budget Code*, and clears the *Procurement Source* and *Ship To*.

![Invoice requisition showing item details for equipment and procurement sources.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_16-26-04.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)

> [!NOTE]
> **Note:** Please note by splitting the item's quantity, the invoice item will not be updated when the requisition moves to complete status. Please update the invoice item accordingly.
- (Optional) Click **Add Item** to add new items to the requisition that were not included in the estimate![A requisition list showing various materials and equipment for installation project.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_16-29-19.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)
- (Optional) Mark an item as **Not Required**:
  - Click three dots on the line item and select **Mark as Not Required**. The item stays on the record but is excluded from procurement, and its other fields become disabled.
  - Or select the item and click **Mark as Not Required**.

![Requisition details showing items, quantities, and options to mark items as not required.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_16-31-01.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)

> [!TIP]
> **Tip:** You can also bulk edit the items in bulk.
> 
> 1. Select the checkbox next to each line item you want to update.
> 2. At the top of the line item table, select the field you want to change, then choose the new value. You can bulk update **Procurement Source**, **Job #,** **PO Ship To**, and **Budget Code** (if enabled).
> 
> - If you're shipping all items to the same location, select all items, click the **PO Ship To** dropdown at the top of the screen, and select the location once.

On the *Details* screen, review and add/edit the following requisition details:

- Enter the Requisition **Name.**
- Click the **Business Unit** dropdown to change the business unit if needed. By default, the estimate BU will be assigned to the requisition.
- Click the **Technician** dropdown menu to select and assign a technician to the requisition.

![Details of installation requisition including project number and customer information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_15-13-29.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)

- When you finish editing, click **Save**.

### Step 3: Review and confirm

If at least one line item has complete procurement details (quantity, procurement source, and Ship To), the Review screen opens. It shows what will be created before anything is committed, in sections for:

- **Purchase Orders:** Lists all purchase orders that will be created for the requisition.
- **Placed on Reserve:** Lists all items that will be reserved/on-hold from your inventory locations.

![Review of purchase orders with details on vendors and inventory locations for items.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_16-34-20.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)

> [!NOTE]
> **Note:** When an inventory location is selected as the procurement source:

- Review each section to confirm the outcomes are correct.

> [!NOTE]
> **Note:** If no line items have complete details, or no transactions would be created, the requisition saves without the Review Dialog.

1. Click **Confirm** to create the transactions.
  - To go back and keep editing, click **Cancel** to return to the requisition.

After you confirm, ServiceTitan displays notifications summarizing the results, including the number of transactions created and the number of items placed on hold. The requisition status changes from *Not Started* to *In Progress*, and all created transactions appear on the *Transactions* tab with a Pending status.

![Requisition details showing items, quantities, and procurement status for installation project.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_16-36-51.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)

### Step 4: Manage Transactions created from Install Requisition

1. Procure all items from vendors and inventory locations to fulfill the requisition. After all transactions generated from the requisition have been received, the requisition is marked as *Fulfilled* and moves from the *In Progress* column to the *Fulfilled* column on the Requisition screen. For more information, see [Procure items](/v1/docs/procure-items).

![Purchase order details including vendors, shipping addresses, and item counts for requisition.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_16-50-19.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)
2. After all items have been procured, complete the invoice closeout. After the invoice closeout and any associated jobs are completed, the requisition is marked as Completed and moves from the Fulfilled column to the Completed column. For more information, see [Review and confirm invoice closeout](/v1/docs/review-and-confirm-invoice-closeout).

![Transaction details for requisition #Installation-001, including purchase orders and transfers.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_16-54-49.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)

### Cancel a requisition

1. Go to the navigation bar and open the requisition.
2. Click **More**.
3. Click **Cancel Requisition**.

![Requisition details showing item XYZ123 and options to cancel or edit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_15-46-08.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)
4. Depending on the requisition's status, you see one of two prompts:
  - For a requisition with no procurement sources set, a simple confirmation appears.
  - For a requisition in any other status, a full-screen impact review appears, showing the transactions that will be affected.
5. Review the impact, then click **Confirm**. ServiceTitan shows notifications detailing which transactions were canceled and returns you to the requisition list.

![Popup window asking to cancel requisition with options and warning message displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/2026-07-24_15-47-40.png?sv=2026-02-06&spr=https&st=2026-11-10T23%3A53%3A50Z&se=2026-11-11T00%3A53%3A50Z&sr=c&sp=r&sig=lnt0G105NOu2fLCS0f%2FjvpddoK5o12WgV2AGPJokkiI%3D)

> [!NOTE]
> **Note:** Only the transaction in Pending status will be canceled, all the other transactions will not be affected.

## Want to learn more?

- See [Requisition items for a job or project](https://help.servicetitan.com/docs/requisition-items-for-a-job-or-project)
- See [Initiate requisition from a sold estimate](https://help.servicetitan.com/docs/initiate-requisition-from-a-sold-estimate)
- See [Procure items](/v1/docs/procure-items)
- See [eview and confirm invoice closeout](/v1/docs/review-and-confirm-invoice-closeout)

Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job.

[Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)