Add equipment to a service location in the ServiceTitan Field Mobile App

Overview

Adding equipment to the Equipment tab in the Field Mobile App attaches it to the location record of the job without attaching it to the invoice. This allows you to track installations for timely replacements without charging the customer.

Things to know

• On the Equipment tab, you can:

  • Sort equipment by name, serial number, installed date, and last serviced date.

  • Filter equipment by equipment type, memberships, tags, manufacturer warranty, and service warranty.

  • Review the Installed section to see a list of active equipment existing on a customer's location.

  • Review the Replaced section to see a list of equipment that has now been replaced, or is no longer available.

• If you book a job that has equipment already installed at the service location, it's automatically shown on the booked job.

Add equipment manually to a service location in the Field Mobile App

1. Open your current job and tap the Equipment tab.

2. Tap Add > Equipment.

   Note: To see the Add Equipment option, dispatch and arrive at the job.

3. On the Add Equipment screen that opens, enter the equipment details.

   1. General:

      • Name: Name of the equipment item.

      • Equipment: Select the equipment from the list of categories in the pricebook.

        Note: After you select an equipment item from the pricebook, fields for the equipment you're adding are automatically populated based on the information available in the pricebook.

      • Equipment Type: Select the equipment type.

      • Capacity: Select the capacity of the equipment, if applicable.

   2. Details:

      • Scan Equipment Details: Capture the model number, serial number, manufacturer, and installation date from scanned nameplates with the Optical Character Recognition (OCR) functionality. For more, see Add equipment quickly to a service location using Optical Character Recognition (OCR) in the ServiceTitan Field Mobile App.

        Note: If there is no match, manually enter equipment details.

      • Date Installed: Enter the installation date.

      • Manufacturer: Enter the name of the manufacturer.

      • Brand: Enter the name of the brand.

      • Model #: Enter the model number.

      • Serial #: Enter the serial number.

      • Asset #: Enter the shop's unique identifier for the equipment.

      • Memo: Enter additional information, if needed.

      • Manufacturer Warranty: Enter the manufacturer warranty date.

      • Service Warranty: Enter the service warranty date. 

4. When finished, tap Add.

   Note: Custom fields are shown if your office configured them.

Tip: If you need to add media or files to the equipment, see Manage equipment media and files in the ServiceTitan Field Mobile App.

Want to learn more?

• Next topic: Add equipment quickly to a service location using Optical Character Recognition (OCR) in the ServiceTitan Field Mobile App

• For more, see:

  • Mark installed equipment as serviced in the ServiceTitan Field Mobile App

  • View equipment history in the ServiceTitan Field Mobile App