Service Titan Knowledge Base

Set up ability to attach equipment to a jobLast updated on 11/30/2022

You can set up the ability to attach equipment when booking a job so that your CSRs can quickly add equipment without having to navigate to the job record once the job is booked.

Things to know

  • When enabled, your CSRs can add equipment to a job directly from the Call Booking screen. 

  • When enabled, technicians can see the equipment they need to work on during the job as well as any services performed previously on the equipment.

Set up attach equipment to a job

  1. Go to the navigation bar and click Settings

  2. In the side panel, click Operations > Job Booking

  3. Use the toggle to enable or disable Attach Equipment to Job

Want to learn more?

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