Mark equipment as serviced by a task from the office sideLast updated on 03/22/2022
Mark equipment as serviced by a pricebook task on an invoice to more accurately track equipment service history.
Things to know
If you don’t see the installed equipment item in the list of equipment on the Add a task screen, add the equipment to the location profile. For more information on how to do this, see Add equipment without invoicing the customer.
Attach installed equipment to a task on an invoice
In ServiceTitan, click Search in the navigation bar.
Select the Invoice option from the dropdown and click Search .
Select the invoice.
On the Invoice page, click Add a task.
Select the installed equipment from the dropdown list.
When you’re done, click Save.
You can see the equipment you selected in the Tasks section of the invoice.
This service record populates on the equipment's History page to review the service history.
The job's completion date also populates in the Equipment Template in Reports 2.0>Last Service Date KPI.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.