Track inventoryLast updated on 10/28/2022

All vendors that will be used for replenishing your inventory items would need to be identified and marked as truck replenishment vendors.

To set up vendors as truck replenishment vendors, see Truck inventory replenishment.

There are two ways you can make changes to your material list: in bulk using Excel or within ServiceTitan.

Bulk changes

If you plan to make mass changes of any type to your Pricebook, it will be more efficient to make those changes in Excel. For details, see Import and export your Pricebook.

Note: The Excel sheet is almost identical to what you see in ServiceTitan but with one exception: PaysCommissionin Excel is the same as the Deduct as job cost checkbox on the Edit Material screen.

Individual changes

When adding materials to ServiceTitan directly, be sure to complete all fields. Deducting a material as a job cost will count the cost of the material against the technician (if your payroll is configured to deduct materials in the process of determining a technician’s commission).

For more information, see Add materials to your pricebook or Edit pricebook items.

For more information on identifying the primary replenishment vendor for each material in your pricebook, see Add a vendor list and primary vendor to a pricebook item. The primary vendor is used each time a material requires replenishment.

From the office, navigate to Invoice > Click the invoice you want to modify or verify > Add a material > Search for material > Save.

From the field, click on the green Materials button to see the materials on a job and make any changes.

There are two reports that provide information on which items are used: the Inventory Audit report (image below) and Inventory Replenishment report.

See Truck inventory replenishment.