How to create and use item groupsLast updated on 04/14/2022
Technicians can use item groups to create a package of services/tasks that appear as a single line item on the customer invoice. For example, a technician sells a water heater installation but also needs to charge the customer for additional parts to complete the job, as well as a charge to dispose of the previous water heater. If you would like each of these tasks to appear as a single line item on the customer invoice, item groups can be used.
Create and use item groups in Mobile
To create and use item groups in ServiceTitan Mobile:
Navigate to the job and Invoice.
Tap + Add Items.
Search for the first item in your group to be added to the invoice. Tap on to the desired item. Then, tap Add to invoice.
Tap Done. This will bring you back to the Invoice screen.
From the Invoice screen, tap on the item you added.
From the Edit Details flyout, tap + Sub-Item.
Search for the subitem you would like to add to the item group. Tap into the item. Then, tap Add this item.
Tap Done. This brings you back to the Edit Details flyout, where you can add additional subitems and enter a group name. The group name you enter will appear on the customer invoice.
When you are finished, tap Save. This will add the item group to the customer invoice as a single line item.
To view the item group on the customer invoice, use the Actions dropdown to select Print Invoice.
Office view of item groups
After a technician creates an item group in Mobile, the item group will become visible in the Office. Office users can navigate to the invoice and view item groups under the Tasks section. Office users can also click Print to view the item group as a single line item on the customer invoice.
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.