Don't know what materials are linked to equipmentLast updated on 05/12/2023
The article helps you guide the technicians to see which materials are linked to a piece of equipment.
Problem
The problem is that technicians want to see what materials are needed for their job.
Solution
To see what materials are linked to a piece of equipment, guide the technician to equipment to the estimate or invoice to see which materials automatically appear. Note: Only managed technicians can add equipment to the estimate or invoice.
Add equipment to the estimate
To add equipment to an estimate:
In ServiceTitan Mobile, go to the Job profile.
From the side menu, go to Estimates.
Select the Estimate and click Add Items.
Click Materials to see the materials linked to the equipment.
Add equipment to the invoice
Alternatively, you can add equipment to an invoice:
From ServiceTitan Mobile, the Job profile.
From the side menu, go to Invoice.
Note: to avoid using a job invoice, use a Manual invoice instead. Go to the Profile photo and select Manual Invoices > Create New.
On the invoice, click Add Item and add the Equipment item.
The associated materials will be added to the invoice along with the equipment.
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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.