Service Titan Knowledge Base

Bulk link or unlink materials and equipment to servicesLast updated on 02/13/2023

You can bulk link and unlink material and equipment items to services in your pricebook and manage similar pricebook services more efficiently. For example, if you offer multiple sizes of water heater installations that all use the same materials, you can link the materials to each service at the same time.

Things to know

  • Linked items are material and equipment items used to complete a service.

  • You can also make bulk changes to your pricebook with the Pricebook Excel template.

  • After you bulk link items, you can edit individual services to adjust quantities or link additional items.

Bulk link or unlink items to services

Note: Bulk-linked items are added in addition to any items already linked to the selected services.

To link or unlink items to services in bulk:

  1. Go to the navigation bar and click Pricebook.

    The Services screen opens.

  2. Click Edit Columns to customize the columns that display in the table.

    The Edit Columns opens.

  3. Select Linked Materials or Linked Equipment and click Apply.

  4. Turn on the Edit Mode toggle.

  5. Browse the table or use the search field to find the services you want to edit. You can search by item code, name, or description. Tip: To filter the list of items, click Filters. You can filter based on category, sold hours, price, and other details. After setting your filters, click Apply.

  6. Select the services you want to link or unlink items. The number of selections is displayed at the bottom of the screen. Tip: Click the checkbox to select all items displayed as shown below.

  7. Click the Linked Materials or Linked Equipment field to open the Editing Linked pop-up.

  8. In the Editing pop-up, bulk link or unlink items as needed for the selected services.

  9. To add linked items to the selected services:

    • Click Add Linked, then click +Add.

    • In the search field, enter the name of the item you want to link and select it from the search results. Adjust the Qty, if needed.

    • To add another item. click +Add material or +Add equipment.

    • When you’re finished, click Add.

  10. To remove all linked items for the selected services, click Remove All and click Remove.

Want to learn more?

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.