Add equipment without invoicing the customerLast updated on 05/11/2023
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 don't need to manually add the equipment to the service location.
After adding equipment to a customer location, you can service the equipment with tasks and materials from your pricebook while on a job. For more, see Service equipment with materials or tasks.
Add equipment to a service location without invoicing the customer
Search for the location you want to add equipment to.
Open the location and click Add Equipment.
Enter the equipment information in the fields provided. For more on these fields, see the table below.
When you're finished, click Save.
Description of equipment fields
Add information to these fields when adding new equipment:
[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.
Automatically populates from your pricebook, or you can manually enter the equipment name or code.
Type of equipment being added.
Attach tags to the equipment item.
Automatically populates from your pricebook, or you can manually enter manufacturer data.
Cost of service provider warranty.
Automatically populates from your pricebook, or you can manually enter model data.
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.
Automatically populates from your pricebook, or you can manually enter cost data.
Equipment can be installed or replaced. When an active piece of equipment is replaced, it's status changes from installed to replaced.
Allows you to leave a note on the invoice about the equipment.
Date the equipment item was installed. If you 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 can 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 can 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.
Want to learn more?
Visit ServiceTitan Academy and enroll in Editing your Pricebook
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.