Service Titan Knowledge Base

Equipment report templateLast updated on 03/22/2022

Use the Equipment template to create reports based on equipment items installed at customers’ service locations. With equipment reports, you can track aging equipment, account for warranty jobs, and identify replacement opportunities.

Example Equipment reports:

  • Run reports to track sold hours for warranty jobs.

  • Send weekly aging equipment reports to customer service representatives so they can prioritize replacement opportunities when scheduling recurring service event jobs.

Create an Equipment report

Follow the steps to create a custom report based on the Equipment template and select the columns to include in your report. By default, the Equipment template includes these columns:

  • Equipment name—Name of the equipment item as it appears in your pricebook

  • Manufacturer—Manufacturer of the equipment item

  • Model—Model number of the equipment item

  • Serial Number—Serial number of the installed equipment item

  • Installed On—Date the equipment item was installed at the service location

You can customize the report by selecting additional columns from these sections:

  • Equipment Basics—Common fields included on an installed equipment record

  • Dates—Dates related to equipment, for example, Installed On and Last Service Date

  • Customer Information—Common fields included on the customer record of the equipment owner

  • Warranty Information—Equipment warranty details including dates, durations, and warranty job information

  • Membership Information—Details on memberships that cover the equipment item, including recurring service information Note: Click membership or recurring services links to open the respective record in a new tab.

Run a report

Before running your report, set filters for installation dates and equipment types:

  1. To include all installed equipment, select Ignore Filter By Install Date.

  2. Click the Installed From - Installed To field to set date filters for installation date. You can:

    • Use the calendar to select a specific date range and click Apply.

    • Use the left menu to select a preset date range:

      • Today—From 12:00 AM to the current time

      • Yesterday—Previous day, from 12:00 AM to 11:59 PM

      • Last 7 Days—Previous seven days, including the current date

      • Last 14 Days—Previous 14 days, including the current date

      • Last 30 Days—Previous 30 days, including the current date

      • Month to Date—From the first of the current month to the current day

      • Last Month—Entire month before the current month. For example, if the date is February 5, the entire month of January.

      • Last 90 Days—Previous 90 days, including the current date

      • This Quarter—Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30.

      • Last Quarter—Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31.

      • Quarter to Date—From the first day of the current quarter to the current day

      • Year to Date—From January 1 of the current year to the current day

      • Last 365 Days—Previous 365 days, including the current date

  3. Click the Equipment Type dropdown and select the equipment types you want to include in the report. If you don’t select any, the report includes all equipment types.

  4. When you’re done setting your filters, click Run Report.

Tip: You can arrange report columns and apply filters for further customization.

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