Service Titan Knowledge Base

Add PDFs to equipment itemsLast updated on 03/23/2022

Offer your team and customers in the field a more robust pricebook by adding PDFs to your equipment items along with images. You can include product brochures, warranty certificates, dimensional drawings, and other PDF documents that may help your technicians when presenting estimates.


Add a PDF to your pricebook

  1. Go to the navigation bar and click Pricebook.

  2. In the side panel, click Equipment. The item table opens.

  3. In Details, scroll down to Images and Assets.

  4. Click Add images and PDF assets. These file uploads are separated by file type. PDFs are added as assets.

  5. You can add as many PDFs as you need. Enter a display name to help technicians find the one they need in ServiceTitan Mobile. To remove a PDF, click X on it.

  6. When you're done, click Save.


View assets for equipment in ServiceTitan Mobile

  1. In Dashboard > Overview, find the job you want and tap View Current Job.

  2. In the side menu, tap Estimate.

  3. Tap TAP TO ADD ITEMS.

  4. Go to an equipment with assets in your pricebook. Assets are stored beneath images. When info is available, Technicians see the display name of each asset. If no display name is provided, ServiceTitan uses the file name instead.

  5. Tap the asset to open it. You can view and showcase the materials to customers directly on the app.

View PDF assets on an estimate or invoice

  1. In Dashboard > Overview, find the job you want and tap View Current Job.

  2. In the side menu, tap Estimate or Invoice.

  3. Tap the item under Items and Chargeable Materials.

  4. Tap Assets.

View assets in presentation mode

  1. In Dashboard > Overview, find the job you want and tap View Current Job.

  2. In the side menu, tap Estimate.

  3. Tap Present.

  4. Tap View for the estimate you want to present.

  5. Tap Assets to view the list of assets attached to the estimate.


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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.