Overview
Creating assemblies simplifies inventory management, allowing you to group materials and/or equipment for easy addition to purchase orders. Group commonly used items together and link them to your POs, avoiding the need to add each item individually.
Who uses this feature
Administrators and managers
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
The Add/Edit Assemblies permission is required to use this feature. Please contact the account administrator on your team.
Things to know
To include items in assemblies, you need to add them to your pricebook first. For more, see Add materials to your pricebook and Add equipment to your pricebook.
Changes made to items within an assembly don't update pending transactions. They only apply to future transactions.
You can apply filters like Last Used (date), Last Modified (date), Last Modified By, and Status (Active/Inactive) to make it easier to navigate through your assemblies.
Use cases
The manual process of individually adding materials and equipment to purchase orders seems complex for both office employees and technicians. You want to customize a list of commonly used items that match specific job requirements and component configurations.
You need to periodically update your list of frequently used items, taking into account changes such as discontinuation or substitution by the supplier.
You want to procure items from vendors and maintain stock in trucks and warehouses.
Create an assembly
Go to the top bar and click Settings
.In the side panel, select Inventory or Purchasing > Templates.
On the Assemblies tab, click Create Assembly.
In the Create Assembly screen that opens, enter the assembly name and click Create.
A new screen opens. Note: You can change the assembly name anytime by clicking Edit next to its current name.
Click Select an item or Add Item and choose a material or equipment from the dropdown.
When you have all the necessary items added, click Save.
Import and export assembly templates
In ServiceTitan, you can download, edit, and upload assembly templates back. This helps you save time by grouping items in bulk instead of adding them individually.
Export an assembly template
Go to the top bar and click Settings
> Inventory or Purchasing > Templates.On the Assemblies tab, find the assembly you wish to export and click Edit
.Click Export Assembly to download the Excel file.
Note: You can export blank assemblies and assemblies with items. The blank assembly spreadsheet includes instructions and sample data.
Import an assembly template
On the Assemblies tab, find the assembly you previously exported and click Edit
.Click Import Assembly to upload the modified Excel file.
A banner will appear, confirming the successful import of the assembly.
Note: You can only upload the items that already exist in your pricebook.
Deactivate an assembly
You can deactivate the unused assemblies and reactivate them later, if necessary. Deactivated assemblies remain visible on the current transactions.
To deactivate an assembly:
Go to the top bar and click Settings
.In the side panel, select Inventory or Purchasing > Templates.
Find the assembly you wish to deactivate and click Edit
. 
Click Deactivate.
In the Deactivate Assembly? pop-up that opens, click Deactivate.
Note: If you want to activate the assembly, navigate to the assembly screen again and click Activate.
Add assemblies to purchase orders
Link the item groups to your purchase orders easily. Additionally, you have the option to create an assembly right from the purchase order screen.
Add an assembly to a PO
Go to the navigation bar and click Inventory or Purchasing.
From the side menu, select Purchase Orders.
On the Purchase Orders screen that opens, click Create New.
Fill in the Order Details. For more, see Create purchase orders.
In the Item List section, click Add Assembly.
Select an assembly from the dropdown or use the search bar to search an assembly by name or item.
When you're finished, click Create to create the purchase order.
Save PO items as assembly
On the Purchase Orders screen, click any purchase order listed in the Pending, Sent, Partially Received, or Canceled sections.
In the Item List section, select the items you want to group and click Add Items to Assembly.
