Setup
Serialized Inventory enables you to track specific inventory items using serial numbers as unique identifiers. You can record and track individual items sold to customers or purchased from vendors with a serial number — and identify the location and ownership of items that carry a warranty or high dollar value.
Setup checklist
Required permissions
- Edit Materials — Activate and deactivate serialization of materials.
- Edit Equipment — Activate and deactivate serialization of equipment.
Enable Serialized Inventory
Go to Settings → Inventory → Configuration → Inventory tab. In the Enable Serialized Inventory field, select Allow tracking and managing items using serial numbers, then click Save.
(Optional) Enable bulk Pricebook serialization
Select Show bulk select upload option in Pricebook to upload a spreadsheet of items and serialize Pricebook items in bulk.
Included in Core
Serialized Inventory is available to all ServiceTitan customers as part of the Core product. No additional subscription required.
Once setup is complete
Track individual items by serial number, identify location and ownership, manage warranties, and process purchases, transfers, and adjustments — all within ServiceTitan.
Key workflows
Core workflows for managing serialized inventory in ServiceTitan.
Benefits
Ensures financial data accuracy in both platforms by syncing data between ServiceTitan and QuickBooks Desktop
Reduces need for additional manual data entry by seamlessly transferring data from one platform to another
Provides real-time insights into your business's financial health when data is synced in real-time or at regular intervals
Manage serialized inventory
Set up, track, and maintain serialized items across your inventory locations.
Workflows
Day-to-day workflows for invoicing, reporting, and managing serial number tracking.