Manage Service Agreements Equipment

Overview

Use the Equipment tab to view the equipment covered by the agreement. You can add or remove equipment from the agreement.

Things to know

• The equipment added on this screen also appears in the Equipment table on a Location record.

Service Agreement Equipment actions

Click the Location to open the location record for the agreement.

Click anywhere on the equipment row to open the Equipment page to make edits.

Click Delete to remove the equipment from the agreement.

Add existing equipment

1. Click Add Equipment. 

2. On the Add existing equipment window that opens, you can view a list of available installed equipment for the location.

3. Find the equipment you want to start using:        

   1. Search: To search for equipment, go to the Search box and enter the details of the equipment you want to search for. Your equipment search results appear in the table.

   2. Filter: Use the Filters on this screen to find the equipment you want. You can filter by:                

      • Equipment Type: The type of equipment available in the location

      • Status: The state of the equipment available in the location

      • Tag: The tag added to the equipment available in the location

4. Select one or more items from the dropdown list.

5. Click Apply Filter to filter the table with your selected items. You can view the filtered information in the table.

6. Click Add to Location. 

Create new equipment

1. Click Add Equipment. 

2. On the Add existing equipment window that opens, select the location for the equipment and then click Create New Equipment. 

3. On the Create New Equipment window that opens, select the equipment Type, add the Quantity, and add any additional Tags.

4. When finished, click Create Equipment. 

Want to learn more?

• Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements

• See Service Agreement Management overview