Service Titan Knowledge Base

Set up ability to attach equipment to a jobLast updated on 04/09/2023

You can set up the ability to attach equipment when booking a job so that your CSRs can add equipment without navigating to the job record once the job is booked. This allows technicians to view the job-specific equipment in ServiceTitan Mobile.

Things to know

  • When you enable the Attach Equipment to Job feature, your CSRs can add equipment to a job directly from the Call Booking screen.

  • When you enable the Attach Equipment to Job feature, 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 settings-icon

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

  3. Turn on the Attach Equipment to Job toggle.

Attach equipment during Job Booking

Tip: When you book a job, make sure to attach equipment to the job and select the technician who can view the job-specific equipment.

The Equipment pop-up opens where you can select and attach the equipment.

View the attached equipment in ServiceTitan Mobile

  1. In ServiceTitan Mobile, go to All Jobs.

  2. Navigate to the technician you selected when you booked the job.

  3. Tap View Job.

  4. In the History section that opens, tap History > Existing Equipment.

  5. Select the Job Specific Equipment from the dropdown and view the attached equipment.

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.

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.