Create item groups on estimates and invoices in the ServiceTitan Field Mobile App

Overview

Add sub-items to create item groups on estimates and invoices in the Field Mobile App. This allows you to bundle services into a single line, increasing the scope of work without giving the customer visibility into material prices or hourly rates.

Things to know

• In Commercial terminology, jobs are referred to as work orders.

• The names of certain screens, tabs, and so on may be different based on your selection in Menu > Settings. For more, see Show Residential or Commercial terms in the ServiceTitan Field Mobile App.

Use cases

• You sell a water heater installation but you also need to charge the customer for additional parts to complete the job and to dispose of the previous water heater.

Add sub-items while adding a new item to an estimate or invoice in the Field Mobile App

1. Open your job (Residential) or Work Order (Commercial) and tap the tab you need:        

   • Estimates
     or

   • Invoice (Residential) or Work Order (Commercial)

2. For estimates, tap + Add Items on the estimate.

3. For invoices, tap Add or View in the Invoice/Work Order Items section.

4. Tap Add Items and use the pricebook to find, open, and Add the item then tap the item to open it.

5. Tap + Sub-Items.

6. Use the pricebook to find and open the item you want to add as a sub-item then tap Add.

7. Tap Create Item Group > Add then select Add to Estimates or Add to Invoice (Residential) or Add to Work Order (Commercial).

Add sub-items to an existing item on an estimate or invoice in the Field Mobile App

1. Open your job (Residential) or Work Order (Commercial) and tap the tab you need:        

   • Estimates
     or

   • Invoice (Residential) or Work Order (Commercial)

2. For estimates:        

   1. Open the estimate.

   2. Tap Edit in the Items section.

   3. Tap the item to open it.

3. For invoices:        

   1. Tap View in the Invoice/Work Order Items section.

   2. Tap the item to open it.

4. Use the pricebook to find and open the item you want to add as a sub-item then tap Add.

5. Tap Create Item Group > Update.

Edit item groups in the Field Mobile App

1. Open your job (Residential) or Work Order (Commercial) and tap the tab you need:        

   • Estimates
     or

   • Invoice (Residential) or Work Order (Commercial)

2. For estimates:        

   1. Open the estimate.

   2. Tap Edit in the Items section.

3. For invoices:        

   1. Tap View in the Invoice/Work Order Items section.

4. Make the necessary changes then tap Save.        

   Tip: You can edit the item group name and description by tapping Edit under Item Groups.

   

Want to learn more?

• See Replace items on estimates and invoices in the ServiceTitan Field Mobile App

• See Present and sell estimates in the ServiceTitan Field Mobile App