This improvement automatically attaches location equipment to a job when estimate or invoice items are linked to that equipment, reducing manual steps for customer service representatives (CSRs) and giving technicians and office staff better visibility into job-associated equipment.
What's changing?
Previously, when a CSR booked a job from a closed estimate, or when invoice items were linked to equipment, the equipment flowed to the invoice but did not attach to the job automatically. This meant CSRs had to manually add equipment via the equipment drawer on the job, and technicians could not use equipment-based job filters in the mobile app. Office staff also lacked clear visibility into which equipment was associated with a job without opening the invoice.
With this improvement, ServiceTitan now automatically attaches the linked location equipment to the job in two scenarios: (1) when a CSR books a new job or adds an estimate to an existing job, where the estimate's service or material items are linked to location equipment, and (2) when invoice items are linked to location equipment on an active job. This gives technicians immediate access to job-specific equipment filters in the field and gives office staff a clear view of job-associated equipment without digging into the invoice.
Before and After
Before (Current)
A CSR receives a call and opens a closed estimate where service and material items are linked to location equipment.
The CSR books a new job (or adds the estimate to an existing job) from the estimate.
The estimate's items flow to the job invoice, but the linked equipment does not attach to the job automatically.
The CSR must open the job, find the equipment drawer, and manually attach the equipment to the job.
Until this is done, technicians cannot filter by job-specific equipment in the mobile app, and office staff must open the invoice to see which equipment is relevant.
Impact: Manual equipment attachment adds steps for CSRs, delays technician workflow setup, and reduces office visibility into job details.
After
A CSR receives a call and opens a closed estimate where service and material items are linked to location equipment.
The CSR books a new job (or adds the estimate to an existing or new job) from the estimate.
ServiceTitan automatically attaches the linked location equipment to the job — no additional steps required.
Technicians can immediately use job-specific equipment filters in the mobile app when they arrive on site.
Similarly, when invoice items are linked to location equipment, ServiceTitan automatically attaches that equipment to the job as items are added.
Impact: Equipment attaches to the job automatically, saving CSR time, enabling technician filters immediately, and giving office users clear visibility into job-associated equipment from the job screen.
Who uses this feature
Commercial Service and Replacement, Residential Service and Replacement
Administrators, CSRs
Region availability: All regions
How it works for your industry
Commercial Service and Replacement
A CSR books a commercial HVAC job from a closed estimate that includes a rooftop unit (RTU) replacement. The estimate's service items are linked to the RTU on the customer's location. ServiceTitan automatically attaches the RTU to the job, so the technician can filter their equipment view on the mobile app to show only that unit before arriving on site.
A commercial kitchen equipment technician adds an estimate to an existing maintenance job. The estimate's materials are linked to refrigeration units at the location. The linked equipment attaches to the job automatically, giving the office team a clear view of which units are being serviced — without opening the invoice.
A dispatcher reviewing the job screen sees the location equipment attached to a service job where invoice items were linked to a commercial boiler. No one had to manually add the equipment — ServiceTitan attached it when the invoice item was linked, keeping job details current for all office staff.
Residential Service and Replacement
A CSR books a new job from a closed HVAC estimate that includes service items linked to the homeowner's furnace. ServiceTitan automatically attaches the furnace to the job during booking, so the technician sees it under the job-specific filter in the mobile app when they arrive.
A plumbing technician is on-site and the office adds a service task to the invoice that is linked to a water heater at the location. ServiceTitan automatically attaches the water heater to the job, giving the technician and the office team immediate visibility into the equipment being serviced.
An office manager reviews a completed job and wants to verify which equipment was serviced. The equipment is already attached to the job — no manual steps were needed, so the manager can see the full picture from the job screen without opening the invoice.
How to Prepare?
Confirm the Attach equipment to job booking setting is enabled. Go to Settings and navigate to Job Booking, then confirm the Attach equipment to job booking option is turned on. This setting must be active for automatic attachment to work when booking from an estimate.
Review your estimate and invoice workflows. Ensure your team is linking service and material items to location equipment on estimates and invoices where relevant. Automatic attachment depends on those links being in place.
Brief your CSRs and dispatchers. Let your team know that equipment will now attach to jobs automatically when estimate items are linked — they no longer need to manually add equipment via the equipment drawer in these scenarios.
Train technicians on the job-specific equipment filter. In the ServiceTitan mobile app, technicians can now filter their equipment list to show only units attached to the current job. Walk them through this filter so they can take full advantage of the improvement in the field.