--- title: "Equipment report template" slug: "equipment-report-template" updated: 2026-10-16T02:54:25Z published: 2026-10-16T02:54:25Z canonical: "help.servicetitan.com/equipment-report-template" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Equipment report template ## Overview Use the *Equipment* template to create reports based on equipment items installed at customers’ service locations. With equipment reports, you can track aging equipment, account for warranty jobs, and identify replacement opportunities. Example Equipment reports: - Run reports to track sold hours for warranty jobs. - Send weekly aging equipment reports to customer service representatives so they can prioritize replacement opportunities when scheduling recurring service event jobs. --- ### #### Who uses this feature - Administrators and office employees - Primarily for Residential Service and Replacement and Commercial Service and Replacement business types. #### Feature configuration - The ability to create custom reports is dependent on your [ServiceTitan Package](https://www.servicetitan.com/pricing). For custom reports access, please contact your Customer Success Manager. Things to know - If you’re unsure which columns you want to include in your report, use the [Reporting Dictionary](/v1/docs/reporting-dictionary) to search for appropriate data fields. - You can use this template to create as many custom reports as you need. Each report created from the template is independent and can be run or scheduled without needing to recreate it from the original template. ## Create an Equipment report Follow the steps to [create a custom report](/roofing/docs/create-custom-reports) based on the *Equipment* template and select the columns to include in your report. The *Equipment* template includes the following columns: - **Equipment Code:** Code of the equipment. - **Equipment Type:** Type of the equipment - **Model:** Model number of the equipment item - **Age:** Age of the equipment - **Tags:** Tags you add for the equipment - **Created By:** The user who created the equipment - **Equipment name:** Name of the equipment item as it appears in your pricebook > **Note:** Click the equipment name to open the installed equipment record in a new tab. - **Manufacturer:** Manufacturer of the equipment item - **Serial Number:** Serial number of the installed equipment item - **Memo:** Memo you add to the equipment. - **Lifetime Services Performed:** Number of times the equipment was serviced in the past. - **Cost:** Cost of the equipment ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/equipment-report-template-image-5opokur9.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A56Z&se=2026-11-01T20%3A49%3A56Z&sr=c&sp=r&sig=7IqE8U%2BCTDR%2FWcHuHgjNmU0CqXYWqAssg1Bt9BUulYg%3D) You can customize the report by selecting additional columns from the following sections: - **Equipment Basics:** Common fields included on an installed equipment record - **Dates:** Dates related to equipment, for example, *Installed On* and *Last Service Date* - **Customer Information:** Common fields included on the Customer Record of the equipment owner - **Warranty Information:** Equipment warranty details including dates, durations, and warranty job information - **Membership Information:** Details on memberships that cover the equipment item, including recurring service information ## Run a report Before running your report, set filters for installation dates and equipment types: 1. To include all installed equipment, select **Ignore Filter By Install Date**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/equipment-report-template-image-09kfsmbu.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A56Z&se=2026-11-01T20%3A49%3A56Z&sr=c&sp=r&sig=7IqE8U%2BCTDR%2FWcHuHgjNmU0CqXYWqAssg1Bt9BUulYg%3D) 2. Click the **Installed From - Installed To** field to set date filters for an installation date. You can: 1. Use the calendar to select a specific date range and click **Apply**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/equipment-report-template-image-jd524tt5.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A56Z&se=2026-11-01T20%3A49%3A56Z&sr=c&sp=r&sig=7IqE8U%2BCTDR%2FWcHuHgjNmU0CqXYWqAssg1Bt9BUulYg%3D) 2. Use the left menu to select a preset date range: 1. **Today:** From 12:00 AM to the current time 2. **Yesterday:** Previous day, from 12:00 AM to 11:59 PM 3. **Last 7 Days:** Previous seven days, including the current date 4. **Last 14 Days:** Previous 14 days, including the current date 5. **Last 30 Days:** Previous 30 days, including the current date 6. **Month to Date:** From the first of the current month to the current day 7. **Last Month:** Entire month before the current month. For example, if the date is February 5, the entire month of January. 8. **Last 90 Days:** Previous 90 days, including the current date 9. **This Quarter:** Current quarter, including future dates. For example, if the date is April 25, from April 1 - June 30. 10. **Last Quarter:** Entire quarter before the current quarter. For example, if the date is April 25, from January 1 - March 31. 11. **Quarter to Date:** From the first day of the current quarter to the current day 12. **Year to Date:** From January 1 of the current year to the current day 13. **Last 365 Days:** Previous 365 days, including the current date 14. **Last Year:** Entire year before the current year. 3. Click the **Equipment Type** dropdown and select the equipment types you want to include in the report. If you don’t select any, the report includes all equipment types. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/equipment-report-template-image-khx8zpvl.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A49%3A56Z&se=2026-11-01T20%3A49%3A56Z&sr=c&sp=r&sig=7IqE8U%2BCTDR%2FWcHuHgjNmU0CqXYWqAssg1Bt9BUulYg%3D) 4. When you’re done setting your filters, click **Run Report**. > [!TIP] > **Tip:** Click **Edit Columns** to add and remove columns. You can [arrange report columns and apply filters](/v1/docs/run-report#filter-and-arrange-a-report) for further customization. Want to learn more? - See [Edit custom reports](/v1/docs/edit-custom-reports) - See [Run, filter, and export reports](/v1/docs/run-report) - See [Schedule reports](/v1/docs/schedule-reports) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)