Create purchase orders in ServiceTitan Mobile

  • Updated on Mar 30, 2026
  • Published on Mar 25, 2026
  • 2 minute(s) read
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Overview

In the ServiceTitan Mobile, technicians can create purchase orders (POs) while they are on a job. They can create POs if they don't have the required items in the truck or the warehouse isn't close to the job location. Technicians can also create POs to procure required items from vendors for a job if the job needs to be completed on the same day and the vendor location is not far.

Who uses this feature

  • Technicians

  • Applies to all business types

Feature configuration

  • Account configuration is required to use this feature. Please contact Technical Support for details.

  • Permission is required to use this feature. Please contact the account administrator on your team.

Create a purchase order in ServiceTitan Mobile

  1. From the Dashboard, tap the All Jobs tab.

  2. Select the job for which you want to create a PO.

  3. Tap View Job.A cursor tapping View Job on the job record screen.

  4. In the job record page that opens, you can create POs from a job or from an invoice attached to a job:

    1. For a job, tap Purchase Order on the Job page then, on the Purchase Order page that opens, tap Add.A cursor tapping Add on the PO screen.

      Note: If there are no POs on the job yet, tap +Add Purchase Order.

    2. For an invoice, tap Invoice from the side menu, then do one of the following steps:

      1. From the Actions dropdown field, tap Add PO.A cursor tapping Add PO from the Actions dropdown list.

      2. Tap Purchase orders, then on the Purchase Order page that opens tap Add.
        The Edit Purchase Order page opens.

  5. Enter PO details:

    1. Vendor

    2. Purchase Order Type

    3. Required date

    4. Ship to

      Note: If the PO type is set to automatically receive, the Ship To field does not appear because the PO is considered to be received when it is created.

    5. Summary—for example, you can describe why you need the items on the job or the work to be performed

    6. Vendor Invoice Number

      Note: If a duplicate vendor invoice number is entered a warning will appear: Please enter a unique value for the Vendor Invoice Number, verify you're entering the correct number off the Vendor Invoice. The Save button will not activate until the issue is resolved.

    7. Add Receipt Photo

      Note: If the PO type is set to be automatically received and the Purchase Order Receipt Photo Required permission is enabled, the technician must upload a photo when they create a PO.

    8. Equipment and Materials

    9. Any custom fields that administrators may have created for POsImage showing the Edit Purchase Order screen.

  6. When you're finished, tap Save.

The PO is created. The PO's status is set to Pending unless the PO is a type that is automatically received. To send a PO that is not automatically received, see Send and receive purchase orders in ServiceTitan Mobile.

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