Overview
Add equipment to a location record when a customer purchases a new piece of equipment or wants to ensure their equipment is recognized by your business. This allows you to track the equipment item, even if you didn't perform the installation.
Who uses this feature
Administrators
Applies to all business types
Things to know
You can add previously installed equipment after a customer has become a member and wants a piece of equipment covered by that membership.
When you invoice a customer for an equipment item, the installed equipment is automatically added to the location record. You don't need to manually add the equipment to the service location.
After adding equipment to a location record, you can service the equipment with tasks and materials from your pricebook while on a job. For more, see Service equipment with materials or tasks in ServiceTitan Mobile.
Added equipment only appears on location records. This is because equipment is tied to the service location where the job is performed.
Add equipment to a location record
Search for and open the location record you want to add equipment to.
Go to the Equipment section and click Add Equipment.
Enter the equipment information in the fields provided. For more on these fields, see the table below.
When finished, click Save.
When you add an equipment record, the Predicted Replacement Date and Actual Replacement Date fields will be automatically populated.
Equipment fields
Add information to these fields when adding new equipment:
Field | Description |
|---|---|
(Optional) Select from equipment list | Search by code, name, or description to select an equipment item from your pricebook. When you select an equipment item from your pricebook, this field will automatically populate with the equipment name. |
Name | Automatically populates from your pricebook, or you can manually enter the equipment name or code. |
Type | Type of equipment being added. |
Tags | Attach tags to the equipment item. |
Manufacturer | Automatically populates from your pricebook, or you can manually enter manufacturer data. |
Warranty Reserve | Cost of service provider warranty. |
Model | Automatically populates from your pricebook, or you can manually enter model data. |
Serial Number | Enter the serial number of the equipment item. If you use QuickBooks advanced inventory, your account can be configured to track inventory by serial number. |
Cost | Automatically populates from your pricebook, or you can manually enter cost data. |
Status | Equipment can be installed or replaced. When an active piece of equipment is replaced, its status changes from installed to replaced. |
Memo | Allows you to leave a note on the invoice about the equipment. |
Installed On | Date the equipment item was installed. If you entered a replacement age for the equipment type in your pricebook, ServiceTitan will track when the item is due for a replacement. |
Manufacturer Warranty Start | This date defaults to the install date. You can manually adjust this date. |
Manufacturer Warranty End | If the Manufacturer Warranty duration is entered in your pricebook, this field automatically populates. |
Service Provider Warranty Start | This date defaults to the install date. You can manually adjust this date if desired. |
Service Provider Warranty End | If the Service Warranty duration is entered in your pricebook, the Service Provider Warranty End date automatically populates. |
Move equipment from one location to another
Step 1: Add the equipment item to the new location
Search for and open the location record you want to add the equipment item to.
Go to the Equipment section and click Add Equipment.
Follow the steps to Add equipment to a service location without invoicing the customer.
Step 2: Remove the equipment item from the original location
Search for and open the location record with the equipment you want to remove.
Go to the Equipment section and click the row for the equipment item.
On the screen that opens, click Edit
.Scroll to the bottom of the screen and click Remove.
A confirmation pop-up asks you to confirm removal. Removing the equipment deactivates it from this service location. Click Ok.
Want to learn more?
Visit ServiceTitan Academy and enroll in Editing your Pricebook