Manage equipment in ServiceTitan Mobile

Overview

Use ServiceTitan Mobile to view, attach, replace, and track equipment at a job location, ensuring accurate service history and streamlined equipment management directly from the field.

Attach an installed equipment item to a service you're performing

You can add previously installed equipment to a service location on mobile by performing the following steps.

1. Tap History and go to Existing equipment.
   

2. Tap the installed equipment item. You can see the equipment details, which can include Age, Date installed, Status, Memberships, Manufacturer, Model #, Serial #, Capacity Levels, Dimensions, Manufacturer Warranty, Service Warranty, Memo, Tags, and History.
   

   Note: If you can’t find the equipment, you can add the equipment to the service location. 

3. Tap the three dots in the upper right corner of the Existing equipment details screen.

4. Tap Mark as Serviced using a Task or Mark as Serviced using Material.

5. Search for the service from your pricebook.
   

6. Tap Done. The service appears on the invoice, and the equipment item is attached.

Replace or remove equipment

All equipment has a status of installed or replaced. Equipment is in Installed status by default and changes to Replaced status when a new piece of equipment replaces it. Mark equipment as replaced instead of removing it as a way to keep a historical record of equipment on a job.

To replace or remove equipment:

1. Open the job you need to manage equipment on.

2. Tap History > Existing Equipment.

3. Tap the equipment you want to manage.

4. Tap More.
   

5. Tap Replace or Remove.

Note: Permission is required to remove equipment. Contact your administrator for account configuration.

View equipment history

The Equipment History feature in ServiceTitan Mobile gives you a summary of the work that has been done on a piece of equipment. The history shows a record of every completed service job for the equipment item. This information helps you better prepare for the job the next time you visit this customer location.

To view equipment history:

1. From the Dashboard, tap All Jobs.

2. Tap View Job for the job you want to view the equipment history.

3. From the side menu, tap History.

4. Tap Existing Equipment.
   The Equipment history screen opens with a list of equipment associated with the job location.

5. Tap the equipment for which you want to see the service history.
   The Existing Equipment Details screen opens. At the bottom of the screen, you can find the service history record for the equipment.

6. Click the arrow to open the invoice record associated with the equipment history.
   The invoice record opens.
   

Want to learn more?

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