The Install Requisition streamlines the procurement process by focusing on installation stock items. This helps you manage inventory efficiently and maintain high liquidity.
Who uses this feature
Administrators and office employees
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
If you only have the Purchasing module enabled, the Inventory section in the navigation bar is renamed Purchasing.
If you’re using the Purchasing module, ServiceTitan automatically selects the primary vendor as the default procurement source for each item.
If you’re using the Inventory module, ServiceTitan first checks your existing stock in the requisition warehouse. If items you need aren’t in stock, ServiceTitan selects your primary vendor as the procurement source.
You need specific employee permissions to use the requisition workflow. Contact your administrator to ensure you have the following permissions enabled:
View Requisition: View requisitions.
Edit Requisition Demand: Initiate a requisition and fulfillment from an estimate.
Edit Requisition Fulfillment: Edit a requisition and procure items.
For more on permissions, see Understanding employee and technician permission roles and Set permissions for an employee or technician role.
Install Requisition screen overview
The Install Requisition screen includes detailed information about requisitions in different statuses.
Demand: The requisition has been submitted and all project estimates have been sold.
In Progress: The requisition has been created, but no further action has been taken.
Fullfield: The requisition tracking has been submitted.
Completed: The requisition has been completed.
A number next to the tab shows how many install requisitions can be found there.
To efficiently navigate and manage the table, follow these steps:
In the In Progress tab, click Only show Requisitions with On Hold Items to filter requisitions with on hold items. Additionally, you can see the Status of Purchase Orders and the availability of inventory items requested for the requisition, so you can easily determine if the requisition can be fulfilled at this time.
In the Fulfilled tab, click Only show Requisitions where all jobs have been completed to filter the jobs list so that only requisitions with no open jobs on the project are shown.
Create a new install requisition. For more, see Create an install requisition.
Use the Search field to find a specific requisition.
The Requisition screen includes pre-made filters that let you search by Requisition Name, Customer Name, Business Unit, Next Scheduled Job, Created By, Date Created, and others.
Click Filter
, and search for the requisition you want.
When you’re done with a filter, click Filter
again and click Clear.
Click the requisition name in the table to view the requisition details.
You can delete a requisition when it’s no longer needed or if it was added accidentally. Go to the Demand tab, select the transfer you want to delete, and then click Remove.
To cancel a requisition that is in progress, go to the In Progress tab, select the requisition you want to cancel, and then click Cancel.
Organize the table by clicking on a column header.
Create an install requisition
Go to the navigation bar and click Inventory or Purchasing
.In the side menu, click Requisitions > Install.
On the Requisition screen that opens, click Create New.
On the Create Requisition screen that opens, enter the requisition record details in the Requisition Details section:
Requisition Name: Enter a short name that describes the requisitioned items, project, or job.
Project #: Select a project number if it’s not already selected.
Note: If you started this requisition from a project, the project number is already selected. For more, see Requisition items for a job or project.(Optional) Business Unit: If you have more than one business unit, select the business unit that will work on the project or job associated with the requisition.
Technician: Select the technician who will perform the work.
Warehouse: Select the location where procured items are sent and stored for the project or job.
In the Item List section, from the Select an item dropdown, select the item you want to add.
Tip: Search for an item by its name, code, description, or part number.
From the Job # dropdown, select the job for which the items will be used.
Note: This attaches the created transactions to the Job allowing for the automation of Invoice Closeout.
(Optional) In the Project Labels field, edit the project labels automatically applied to the requisition items from either Estimate items or Pricebook SKUs.
Tip: Click Add Another Label to add more than one label. Click Delete
to remove the label you want.
In the Quantity Requested field, enter the quantity you need for requisition.
From the Procurement Source dropdown, select the procurement source of an item.
Tips:Click Truck, Warehouses, Mobile Storages, or Vendors, to select the procurement source from the relevant list.
Click the Quantity Available to Pick to see more details about the inventory item numbers.
(Optional) From the Ship To dropdown, select where you want to ship the selected item.
Note: This field will be active if you select a vendor as the procurement source.
Tip: To add multiple items to one requisition record, click
Add Item and then use the item code, description, or part number to find the item you want to be on the requisition. To remove the item from a requisition, click the Delete .When you’ve entered the requisition record details and added all items, click Create.
The requisition opens. The requisition’s overall status appears next to the name of the requisition and the Status column shows the status of each item in the list.
Note: If you select a procurement source, the requisition will have an In Progress status. If no procurement source is selected, the requisition will have a Demand status.