Service Titan Knowledge Base

Add equipment without invoicing the customerLast updated on 05/17/2022

Add equipment to a location when a customer purchases a new piece of equipment or wants to ensure their equipment is recognized by your business. Specifically, you can add previously installed equipment to a location after a customer has become a member and wants a piece of equipment covered by that membership.


Things to know

  • When you invoice a customer for an equipment item, the installed equipment is automatically added to the location record. You do not need to manually add the equipment to the service location.


Add equipment to a service location without invoicing the customer

  1. Search for the location you want to add equipment to.

  2. Open the location and click Add Equipment.

  3. Enter equipment information in the fields provided. For more on these fields, see the table below.

  4. When you are finished, click Save.

Description of equipment fields

Add information to these fields when adding new equipment:

Field

Description

[Optional] Select from equipment list

Search by code, name, or description to select an equipment item from your pricebook. When you select an equipment item from your pricebook, this field will automatically populate with the equipment name.

Name

Automatically populates from your pricebook, or you may manually enter the equipment name or code.

Type

Type of equipment being added

Tags

Attach tags to the equipment item.

Manufacturer

Automatically populates from your pricebook, or you may manually enter manufacturer data.

Warranty Reserve

Cost of service provider warranty

Model

Automatically populates from your pricebook, or you may manually enter model data.

Serial Number

Enter the serial number of the equipment item. If you use QuickBooks advanced inventory, your account can be configured to track inventory by serial number.

Cost

Automatically populates from your pricebook, or you may manually enter cost data.

Status

Equipment can be installed or replaced. When an active piece of equipment is replaced it's status changes from installed to replaced.

Memo

Allows you to leave a note on the invoice about the equipment

Installed On

Date the equipment item was installed. If you have entered a replacement age for the equipment type in your pricebook, ServiceTitan will track when the item is due for a replacement.

Manufacturer Warranty Start

This date defaults to the install date. You may manually adjust this date.

Manufacturer Warranty End

If the Manufacturer Warranty duration is entered in your pricebook, this field automatically populates.

Service Provider Warranty Start

This date defaults to the install date. You may manually adjust this date if desired.

Service Provider Warranty End

If the Service Warranty duration is entered in your pricebook, the Service Provider Warranty End date automatically populates.




Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.