Overview
Technicians can use item groups to create a collection of services or tasks that appear as a single line item on the customer estimate.
Who uses this feature
Technicians
Applies to all business types
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Things to know
You can add item groups in ServiceTitan Mobile and office estimates but not office invoices.
If you want each task to appear as a single line item on the customer estimate, you can use item groups. For example, a technician sells a water heater installation but also needs to charge the customer for additional parts to complete the job and charge to dispose of the previous water heater.
Create and use item groups in Mobile
Go to the job and click Estimates.
Tap + Add Items.
Search for the first item in your group to add to the estimate. Tap the desired item.
Tap Add to Estimate.
Tap Done. This brings you back to the Estimates screen.
From the Estimates screen, tap the item you added.
From the Edit Details window, tap + Sub-Item.
Search for the sub-item you want to add to the item group. Tap the item.
Tap Add this item.
Tap Done. This brings you back to the Edit Details window, where you can add additional sub-items and enter a group name. The group name you enter appears on the customer estimate.
When finished, tap Save. This adds the item group to the customer estimate as a single line item.
To view the item group on the estimate, tap Print.
You can view the estimate and print it.
Want to learn more?
See Mobile Handbook