Add previously installed equipment to a service locationLast updated on 03/22/2022
If an equipment item is already installed at the service location but you don’t see it in the customer’s existing equipment list, add it to the location. Adding equipment to the location allows you to perform warranty work, track replacement opportunities, get more out of your reporting, and generally provide better customer service by increasing your awareness of your customer's needs.
Things to know
If your company is performing the install, you'll be invoicing the customer for the equipment item. In that case, ServiceTitan will add the equipment to the customer's location for you; you do not need to add it manually as outlined here.
To avoid having technicians manually add details for commonly-installed equipment, office employees should add equipment to the pricebook.
Add previously installed equipment to a service location
From the ServiceTitan Mobile app, tap View Job.
Go to the side navigation and tap History.
Tap Existing equipment.
The Existing equipment flyout appears.
Double-check that the equipment doesn't already exist for the location. Tap the equipment to pull up the equipment history to ensure that you aren’t adding a duplicate.
If you don't see it, then tap Add Equipment.
Select the equipment from the dropdown if it exists in your pricebook. After you select the equipment, its details will be automatically added.
If the equipment is not in your pricebook, which can be the case if it’s an old installation or if the equipment is no longer manufactured, enter the equipment details manually. In either case, be sure to enter warranty information if available.
When you are done, tap Save.
Want to learn more?
See how office employees can add previously installed equipment to a service location
Go back to the Mobile Handbook for more on this topic
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.