Installed equipment Home

The ServiceTitan Equipment feature helps you efficiently manage installed equipment details at a location, making it easier to organize, update, and access relevant documentation

Setup

How to use it for your business

You can begin using location equipment right away without any special setup. However, we recommend first learning how to create a location record and add equipment to service a location.

Key workflows

Manage installed equipment items in ServiceTitan

Manage installed equipment in the office, including attaching equipment to jobs and memberships, and marking equipment as serviced.

• Manage installed equipment

• Mark equipment as serviced by a task from the office side

• Attach equipment to a job

• Manage equipment tags

Manage equipment items in ServiceTitan Mobile

Track equipment in ServiceTitan Mobile, including attaching it to memberships, servicing it with tasks or materials, adding existing equipment to locations, and accessing related forms.

• Manage equipment in ServiceTitan Mobile

• Attach equipment to memberships in ServiceTitan Mobile

• Add previously installed equipment to a service location in ServiceTitan Mobile

• View equipment covered by memberships in ServiceTitan Mobile

• View the attached equipment in ServiceTitan Mobile

• Service equipment with materials or tasks in ServiceTitan Mobile

• Manage forms for equipment in ServiceTitan Mobile

Equipment in the ServiceTitan Field Mobile App

Track equipment in the ServiceTitan Field Mobile App.

• Add equipment, location, and form findings to estimates in the ServiceTitan Field Mobile App

• Create an equipment finding in the ServiceTitan Field Mobile App

Use equipment findings

Use the equipment-based pull-through workflow to convert more job opportunities into revenue.

• Equipment-based pull-through workflow

Troubleshooting and FAQ

FAQ

Check out the most frequently asked questions for installed equipment.

• Which fields are required when you add a piece of existing equipment in History > Existing Equipment in ServiceTitan Mobile?
  Only the Installed On field is required.

• How do I add equipment to a service location and enter the install date?
  There are two ways to enter installed equipment items in service location records:

  Option 1: Invoice the customer for the equipment item

  When you invoice the customer, the installed equipment item will be added automatically to the service location record.

  Note: Make sure to enter the install date on the invoice.

  Option 2: Add an installed equipment item directly to a service location record

  To add equipment directly to a service location, go to the location record and click Add Equipment. This allows you to add installed equipment to the service location without invoicing the customer.
  This is helpful for tracking equipment even if your business didn’t perform the installation.

  Tip: Use an approximate install date if you are unsure.

  Note: Make sure to enter an install date so that ServiceTitan can track replacement opportunities. If you want a replacement opportunity tag to be created immediately, enter an install date older than the equipment’s replacement age.

• Does deactivating equipment listed at a location stop recurring services?
  No, deactivating the equipment does not affect recurring services. It simply removes the item from active use, without impacting historical records or future service events.