Overview
Equipment Systems help you organize equipment into logical groups that work together, like a rooftop HVAC system or a kitchen refrigeration setup. By creating and viewing Equipment Systems, you can:
Understand how equipment is connected and which units serve specific areas.
Diagnose problems faster.
Maintain accurate service histories.
Ensure you're working on the right equipment for the job.
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.
Things to know
Equipment Systems support the following hierarchy: System → Equipment → Sub-Equipment. You cannot create sub-systems.
Each piece of equipment can only belong to one system at a time. If equipment is already assigned to a system, you cannot assign it to another system.
When you assign equipment to a parent piece of equipment (making it sub-equipment), it automatically inherits the parent's system assignment.
Deleting a piece of equipment does not delete its sub-equipment. The sub-equipment becomes orphaned and must be reassigned manually.
Equipment does not have to belong to a system. You can leave equipment unassigned or remove it from a system at any time.
The Equipment Systems view includes aggregated service history and forms for all equipment in the system, making it easy to see the complete picture.
On Service Agreement jobs, the Equipment Systems view shows task progress and service status tags, helping you track which equipment needs servicing during your visit.
Best practices
Create Equipment Systems that reflect how equipment actually works together at the location, such as grouping all equipment that serves the same physical area.
Use descriptive system names that include the service area or equipment type, like Rooftop Unit A - Main Floor or Walk-in Freezer System.
Add equipment to systems as you install or service them in the field, rather than waiting to enter the information later in the office.
Review the Equipment Systems view before starting a service call to understand the site layout and identify which system needs attention.
Add tags and memos to systems to capture important details like service areas, critical equipment, or special customer requirements.
When working on Service Agreement jobs, use the Job-Related filter to focus only on equipment due for service during the current visit.
Use cases
A commercial HVAC technician responds to a cooling problem in the produce aisle. They open the Equipment Systems view, find the Produce Area Cooling System, and quickly identify all three related units without having to search through 50+ pieces of equipment at the location.
During a quarterly maintenance visit, a technician uses the Equipment Systems view to see their task progress across all units in the Rooftop HVAC System A, ensuring they complete servicing on every compressor and fan before leaving the site.
A technician installs a new compressor and immediately assigns it to the existing Kitchen Refrigeration System so future technicians can see the equipment relationships.
An account manager needs to prove SLA compliance to a customer. They review the Equipment Systems service history, which shows complete maintenance records for all units in the system over the past year.
View Equipment Systems at a location in the Field Mobile App
Open your job and tap the Equipment tab.
At the top of the screen, tap Systems.
The Systems list opens and shows all Equipment Systems associated with the location. Each system card shows the:
System name
Total count of equipment and sub-equipment in the system
Last service date
Tap a system card to view the details for that system.
The Individual Equipment System opens with tabs for Overview, Equipment, History, and Forms.
View system overview information
The Overview tab shows high-level information about the system:
System tags
System memo
Custom field values
Note: Only custom fields that contain values are shown.
View equipment in a system
On the Individual Equipment System view, tap the Equipment tab. All equipment and sub-equipment in the system are shown as equipment cards.
Review the equipment cards. Each card shows:
Equipment name
Model number
Asset number
Last serviced date
A chip showing the equipment's parent, either the system name or a parent equipment name
To view details for a specific piece of equipment, tap anywhere on the equipment card.
To go to the equipment's parent system or parent equipment, tap the parent chip.
Note: If you're on a Service Agreement job, each equipment card also shows the service status tag, such as Scheduled, In Progress, or Complete.
View service history for a system
On the Individual Equipment System view, tap the History tab.
All invoiced items from every piece of equipment and sub-equipment in the system are shown in a list, with the most recent items at the top.
To view the equipment associated with a specific service history item, tap the equipment link to open the equipment record.
View forms for a system
On the Individual Equipment System view, tap the Forms tab.
All completed forms from every piece of equipment and sub-equipment in the system are shown, grouped by equipment.
To view the equipment associated with a group of forms, tap the equipment name.
To view a completed form, tap the form name.
View system structure
You can view a visual diagram showing how all equipment and sub-equipment are organized within a system.
On the Individual Equipment System view, tap View System Structure.
A tree diagram shows the complete hierarchy for the system, including the system, all equipment, and all sub-equipment.
To view details for any equipment or sub-equipment shown in the diagram, tap that component.
Create an Equipment System in the Field Mobile App
Open your job and tap the Equipment tab.
Tap Add at the bottom of the screen.
Tap Equipment System.
On the screen that opens, enter the following details:
Name: Enter a descriptive name for the system.
(Optional) System Type: Select a system type from the dropdown.
(Optional) Tags: Add tags to help categorize the system.
(Optional) Memo: Enter notes about the system.
(Optional) Custom Fields: Complete any custom fields that appear.
(Optional) Add Equipment: To add equipment to the system during creation, tap Add Equipment. A picklist of available equipment at the location opens where you can select the equipment you want to add to the system.
Note: Equipment already assigned to another system does not appear in the list.
When finished, tap Add.
Note: Any data you enter on the Add System screen is preserved if you open the equipment picklist. You do not lose your work by adding equipment during system creation.
Add equipment to an existing system in the Field Mobile App
You can add equipment to a system after it has been created.
On the Individual Equipment System view, tap Edit at the top of the screen.
On the Edit screen that opens, tap Add Equipment.
Select the equipment you want to add to the system or tap + Add New Equipment if you need to add a new item.
When finished, tap Add Equipment.
Assign equipment to a system when creating or editing equipment in the Field Mobile App
You can assign a piece of equipment to a system directly from the Equipment Record.
Open the Equipment Record for the equipment you want to assign to a system, or create a new piece of equipment.
Tap Edit at the top of the equipment record.
Locate and tap the Parent System or Equipment field.
Select either:
An Equipment System: To assign the equipment directly to a system.
A Parent Equipment: To make this equipment sub-equipment, which automatically inherits the parent's system assignment.
When finished, tap Save.
Note: You can only select one parent. If you select a parent equipment, the equipment automatically becomes part of that parent's system.
Create sub-equipment in the Field Mobile App
Sub-equipment is equipment that belongs to a parent piece of equipment. When you assign equipment to a parent equipment, it automatically inherits the parent's system assignment.
Open the Equipment Record for the equipment that will serve as the parent equipment.
Tap Edit to enter edit mode.
Scroll to the Sub-Equipment section and tap Attach Sub-Equipment. The equipment picklist opens, showing only equipment that is not already assigned to another system.
Select the equipment you want to attach as sub-equipment.
Tap Done to save your changes.
Note: After equipment is assigned as sub-equipment to a parent, the Add Sub-equipment section is removed from that equipment's record. Sub-equipment cannot have its own sub-equipment.
Search and filter equipment by system in the Field Mobile App
You can search for equipment by system name or filter the equipment list to show only equipment from specific systems.
Search by system name
Open your job and tap the Equipment tab.
Tap the Search bar at the top of the screen.
Enter the equipment system name. The search results show all individual equipment and sub-equipment associated with matching systems, not the system records themselves.
Filter by equipment system
Open your job and tap the Equipment tab.
Tap the Filter icon.
In the filter menu, tap Equipment System Name.
Select one or more systems to filter by.
Tap Apply. The equipment list shows only equipment and sub-equipment from the selected systems.
Use Equipment Systems on Service Agreement jobs in the Field Mobile App
When you're on a Service Agreement job, the Equipment Systems view provides additional features to help you track your progress and identify equipment due for service.
View task progress for a system
Go to the Individual Equipment System view for the system. A task progress bar is displayed showing how many tasks you've completed out of the total tasks for all equipment in the system. For example, 9 of 12 Tasks Completed.
View service status tags
Service status tags appear on equipment cards in the Equipment tab, showing the current status of each piece of equipment. For example: Scheduled, In Progress, or Complete.
Filter for job-related equipment
On the Individual Equipment System view, tap the Equipment tab.
Tap the Job-Related filter.
The equipment list updates to show only equipment designated as due for service during the current Service Agreement visit. All other equipment in the system is hidden.
Tap Start Servicing or Continue Servicing to finish servicing the equipment.
On the screen that opens, finish servicing the equipment and tap Done when finished.
Remove equipment from a system in the Field Mobile App
You can remove equipment from a system at any time.
On the Individual Equipment System view, tap Edit at the top of the screen.
On the Edit screen that opens, tap X next to the equipment you want to remove from the system.
Tap Remove to confirm that you want to remove the equipment from the system.
The equipment is no longer part of any system. It can be assigned to a different system or left unassigned.