Overview
You can attach equipment on the Call Booking and Job screens, access detailed information about the attached equipment, and remove the attached equipment from the job. This allows technicians to view job-specific equipment in ServiceTitan Mobile.
Who uses this feature
Office employees, Customer Service Representatives (CSRs), Dispatchers
Applies to all business types
Things to know
CSRs can attach equipment to a job directly from the Call Booking screen and the Jobs screen.
Technicians can see equipment attached to the job with a new Job Specific Equipment filter on the existing equipment table.
If the job status is set to Completed or Canceled, the equipment can no longer be modified on the job.
If there is no installed equipment associated with the location, the equipment table does not appear on the Job page. The Attach Equipment option in the Actions dropdown will be greyed out.
When you add an equipment record on the Location screen, the Predicted Replacement Date and Actual Replacement Date fields will be automatically populated.
Attach equipment during Job Booking
Tip: When you book a job, make sure to attach equipment to the job and select the technician who can view the job-specific equipment.
The Equipment drawer opens where you can select and attach installed equipment that is at the customer’s location.
When you click the attached equipment, you can view additional details of the equipment.
Attach equipment from the Job screen
If there is equipment attached to the job or installed equipment associated with the location, Attach Equipment button appears next to the equipment table and in the Actions dropdown. You can click Attach Equipment and the Equipment drawer opens.
If you want to remove the attached equipment, click Remove.
Want to learn more?
Visit ServiceTitan Academy and enroll in Job Booking Basics
See Book a job