Requisition items for a job or project

Overview

You can create a requisition for an existing project or a sold estimate. Create a requisition for an existing project if you don't have a sold estimate for a job or project. Create a requisition for a sold estimate if you have a sold estimate for a job or project.

Who uses this feature

Inventory and procurement managers
Applies to all business types

Feature configuration

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

Note: If you already have a sold estimate for a job or project, add your list of materials to that sold estimate. Creating a new estimate for the job or project for which you already have a sold estimate may create inaccurate sales totals.

Things to know

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.
If you're using the Purchasing module, ServiceTitan automatically selects the primary vendor as the default procurement source for each item.
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 information on permissions, see Understanding employee and technician permission roles and Set permissions for an employee or technician role.

Create a requisition for an existing project

There are two ways to create a requisition for an existing project: from the Customer screen or from the Project screen.

From the Customer screen:

Go to the top toolbar and click Search .
From the Search dropdown, select Customer, then click Search. For more, see Use search in ServiceTitan.
Click the Customer Name to open the customer record.
On the customer record screen that opens, go to the Projects section.
Select the project you want to create a requisition for.
Note: The requisition's business unit must match one of the project's assigned business units, if it has any.
On the Projects screen that opens, from the Actions dropdown, select Add Requisition.

From the Project screen:

Go to the top toolbar and click Search.
From the Search dropdown, select Project, then click Search. For more, see Use search in ServiceTitan.
Click the Project Number to open the project record you want to create a requisition for.
On the project record screen that opens, from the Actions dropdown, select Add Requisition.

On the Create Requisition screen that opens, in the Requisition Details section, enter the requisition record details, and in the Item List section, select the item you want to add. For more, see Create an install requisition in Install and Service Requisition.

Image showing the Create Requisition screen.

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.

Image showing statuses of the requisition record and items.

Create a requisition from a sold estimate

Go to the top toolbar and click Search .
From the Search dropdown, select Customer, then click Search. For more, see Use search in ServiceTitan.
Click the Customer Name to open the customer record for whom you want to perform work.
On the customer record screen that opens, go to the Projects section and click Create Project.
On the pop-up that opens, select the location where the work needs to be done and click Next.
On the Project screen that opens, from the Actions dropdown, select Book New Job.
On the Booking screen that opens, enter details about the job in the Overview section, then click Book Job. For more, see Book a job.
On the job record screen that opens, from the Job Actions dropdown, click Add an Estimate.
Select an existing estimate template or build an estimate for this job. See Edit an existing estimate using an XLS template in Project Management.
Open the estimate and add the tasks, equipment, and material to the estimate that are going to be used for the job. For more, see Add an estimate to an opportunity or Edit an existing estimate using an XLS template in Project Management.
When you're done, click the Opportunity number to view the opportunity.
On the Opportunity Follow-Up screen that opens, click Sold / Convert.

You now have a sold estimate that includes an item list for your job or project. To view sold estimates that have a requisition, see View sold estimates with and without a requisition. To initiate a requisition for a sold estimate, see Initiate requisition from a sold estimate.

View sold estimates with and without a requisition

From the Follow Up screen, you can view a list of sold estimates that are and are not attached to a requisition.

Go to the navigation bar and click Follow Up.
From the side menu, click Sold Estimates.
On the Sold Estimates screen that opens, select the Include sold estimates with one or more Requisitions box if you want the estimates to display requisitioned items.

Note: If you don't select the Include sold estimates with one or more Requisitions box, the sold estimates list does not include sold estimates that have one or more requisitions attached, regardless of the status of the requisition.