Overview
Commercial service contractors often work with complex mechanical systems where multiple pieces of equipment are interconnected and work together to serve a specific area or function. Equipment Systems in the Field Mobile App provide a way to organize these equipment relationships, making it easier for technicians to understand site layouts, diagnose problems, and maintain accurate service records.
Rather than searching through dozens or hundreds of individual equipment records, technicians can view equipment organized by the systems they belong to, such as a rooftop HVAC unit with its associated compressors and fans, or a commercial kitchen's refrigeration system with its walk-in coolers and ice machines. This organizational structure helps technicians identify which equipment to service when a specific area experiences an issue, track service history for entire systems, and ensure nothing is missed during maintenance visits.
Who uses this feature
Technicians
Primarily benefits Commercial Service and Replacement and Residential Service and Replacement business types
Primarily benefits Plumbing, HVAC, and Electrical trades
Feature configuration
The Field Mobile App is optimized for iOS, iPadOS, and Android phones and tablets. For more, see System requirements and mobile app information.
If you're using the Field Mobile App and need support, please contact Technical Support (through the office) or reach out directly to support@servicetitan.com.
This feature is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, reach out to your CSM (through the office).
Account configuration is required to use this feature. Please contact your office for details.
The Enable Editing Equipment Systems permission is required to create or edit Equipment Systems. Please contact the account administrator on your team.
What you need to know about Equipment Systems
Equipment Systems follow a multi-level hierarchy that reflects how equipment actually works together in the field. This hierarchy helps you understand equipment relationships at a glance:
At the top level is the Equipment System itself, which represents a group of equipment that functions together (for example, "Rooftop HVAC Unit A" or "Kitchen Refrigeration System").
Within each system, you can have Equipment records, which are the primary pieces of equipment like air handlers, condensers, or compressors.
Each piece of equipment can then have Sub-Equipment, which are components that belong to and depend on the parent equipment, such as a specific compressor within an air handler or a fan motor within a condenser unit.
When you open an Equipment System in the Field Mobile App, you see all related equipment and sub-equipment in one place, along with specific details in the following tabs: Overview, Equipment, History, and Forms.
This means you don't have to check each individual equipment record to understand what work has been done recently or what issues have been identified. The system view brings everything together, providing a complete picture of the system's condition and service needs.
One important rule governs Equipment Systems: each piece of equipment can only belong to one system at a time. This "one-system rule" prevents confusion and ensures that service history and relationships remain clear and accurate. If equipment is already assigned to a system, you must remove it from that system before assigning it to a different one. Similarly, when you assign a piece of equipment as sub-equipment to a parent equipment, it automatically inherits the parent's system assignment. You cannot manually assign sub-equipment to a different system than its parent.
Equipment Systems and Service Agreements
The Equipment Systems feature integrates with Service Agreement tasking to help technicians working on maintenance visits. When you're on a Service Agreement job and open an Equipment System, you see a progress bar showing how many service tasks have been completed across all equipment in the system.
Equipment cards display service status tags (such as Scheduled, In Progress, or Complete), and you can use the Job-Related filter to show only equipment that's due for service during the current visit. This helps you stay organized during complex maintenance calls where multiple systems or pieces of equipment need attention.
Benefits of using Equipment Systems
For commercial contractors, Equipment Systems provide several key benefits:
Technicians can diagnose problems faster by quickly identifying which equipment serves a specific area experiencing issues.
Service histories become more reliable because work is logged against the correct equipment within its proper system context.
Account managers can confidently report on service level agreement compliance by reviewing complete system service histories.
And perhaps most importantly, the organizational structure reduces the risk of service errors, such as working on the wrong unit or missing equipment during a maintenance visit.
Equipment Systems are flexible and optional. Not every piece of equipment at a location needs to belong to a system. You can leave equipment unassigned if it operates independently, and you can remove equipment from systems at any time. This flexibility ensures that the feature supports your actual business needs rather than forcing you into a rigid structure that doesn't match how equipment works in the field.