Overview
Use the Materials tab to view and edit the itemized list of all materials required for each visit for each location, as well as the cost estimate for each visit.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers.
Primarily benefits Commercial Service and Replacement business types
Applies to all trades
Things to know
The materials added to visits on this page are automatically copied to the job invoice after the visit is booked into a job. However, if the job was booked prior to the materials being added, removed, or edited on this page, the job invoice will not automatically reflect these changes. Therefore, it is recommended that the list of materials for a visit is defined before booking the job for that visit.
Service Agreement Materials actions
Use the Visits and Equipment filters to filter the materials list. Visits and equipment are grouped by location.
To add a material to a visit, click Add Material. You can search for a material or select a suggested material from the list.
To make any updates to the material on a visit, click the Edit 
icon next to the column you want to update in the Materials list. You can make changes to the quantity and equipment.
Note: The materials added to visits on this page are automatically copied to the job invoice after the visit is booked into a job. However, if the job was booked prior to the materials being added, removed, or edited on this page, the job invoice will not automatically reflect these changes. Therefore it is recommended that the list of materials for a visit is defined before booking the job for that visit.
Want to learn more?
Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements