Record inventory consumption for transferred materials in the ServiceTitan Field Mobile App

Overview

Technicians can record how much material they use on a job as work progresses. The Consumption tab in the job view shows all inventory items transferred to your job from the office and lets you consume them in full or in part. This helps your business track job costs accurately throughout the job — not just at closeout.

Coming Soon to Field Mobile App 25.0 Release

A transfer appears in the Consumption tab after your office marks it as Received. You record what you used from the transfer, in full or in part, as the work goes on. Each quantity you consume is added to the job invoice.

Things to know

• • The office team creates Transfer-to-Job items to send inventory items from a warehouse to your job through an Install Requisition before they appear in your Consumption tab. Your office must enable and configure this workflow first.

  • When you consume items, they are added to your invoice at $0. Your office uses this data to track job costs.

  • Serialized items require you to enter or scan a serial number before consumption can be saved.

  • If unconsumed transfers remain when you try to close your job, you will see a warning. You can choose to consume remaining items or return to the warehouse before closing.

  • Coming Soon to Field Mobile App 25.0 Release

    • A transfer appears in the Consumption tab after your office marks it as Received. Until your office marks a transfer as received, the Consumption tab shows "No transfers yet" and tells you to contact your office if you expect picked items.

    • Each transfer shows its status and how much is available, used and in total, for example 45 available, 5 used, 50 total. This helps you see at a glance which transfer is partly used when a job has transfers from several trucks.

    • When you consume part of a transfer, the transfer status changes to In Use and the quantity you consumed is added to the invoice. The quantity left stays on the same transfer. It would not split to a separate transfer as previously.

Best practices

• Record consumption as you use materials — not all at once at the end of the job. This gives your office accurate week-over-week cost visibility.

• If you know you won't use a transferred item, cancel it rather than leaving it open. This returns the quantity to the warehouse and keeps inventory accurate.

• If you are a foreman managing a crew, take ownership of recording consumption at the end of each work day or phase so project costs stay current.

Use cases

• Coming Soon to Field Mobile App 25.0 Release

  Your office sends 50 units of a material to a job and marks the transfer as received. You use 5 on the first visit, so you consume 5 from the transfer. The transfer shows In Use with 45 available, and 5 appear on the invoice. When you use the other 45, you consume them and the transfer moves to History as Consumed.

• A commercial HVAC foreman has a multi-day installation job. At the end of each day, they open the Consumption tab and record how many units of each material they installed, keeping job costs up to date for the office.

• A foreman realizes mid-job that one transferred item will not be needed. They cancel that transfer directly from the Consumption tab so the item is returned to the warehouse inventory.

Coming Soon to Field Mobile App 25.0 Release

View transferred items for your job

Use this section for transfers your office has not already received.

1. Open your job and tap the Consumption tab.

   Note: The Consumption tab only appears when your job has Transfer-to-Job items associated with it. If you don't see the tab, contact your office to confirm the transfer has been created and picked.

2. Review the transferred items using one of the following tabs:

   • Available: Displays items that are available to consume. Items in this tab have one of the following statuses:

     • Received: The office has marked the transfer received and ready for technicians to consume

     • In Use: Part of it has been consumed

   • History: Displays items that have already been processed. This includes:

     • Consumed: Shown with the quantity consumed and returned, for example 50 consumed and 0 returned.

   Note: The consumed items will be visible on the invoice.

Consume inventory items

1. On the Consumption tab, tap the item you want to consume.

2. In the screen that opens, enter the quantity you want to consume in the quantity field.

   Note: The quantity must be equal to or less than the available quantity shown.

3. (Optional) If the item is serialized, tap Select Serial Number and scan or manually enter each serial number for the quantity you are consuming. The number of serial numbers you enter must match the quantity.

   Note: You cannot save consumption for a serialized item without providing the correct number of serial numbers.

4. When finished, tap Consume Items.

The item's consumed quantity updates immediately.

Coming Soon to Field Mobile App 25.0 Release

If you consumed less than the full available quantity, the remaining amount stays on the same transfer.

Cancel a transfer

Use this step if a transferred item will not be used and you want to return the remaining quantity to the warehouse.

1. On the Consumption tab, tap the transfer you want to cancel.

2. Tap Return Items to Warehouse.

3. In the confirmation screen that opens, tap Return Items to confirm.

   Caution: Only cancel a transfer if you are certain the items will not be used on this job. The transfer moves to Canceled status and the quantity is returned to your warehouse inventory.

Closing a job with unconsumed transfers

When you attempt to close your job, the Field Mobile App checks for any transfers with remaining unconsumed quantities.

1. If unconsumed transfers exist, a warning screen appears listing the items with quantities still available.

2. Tap the transfers. From this screen, you can:

   • Consume items before closing out the job

   • Return items to the warehouse.

Coming Soon to Field Mobile App 25.0 Release

If your office receives transfers before you use them, you can still complete the job when the received quantity remains. You see a prompt that the remaining quantity has not been added to the invoice. The app does not add it for you. You can add it to the invoice, return it to the source warehouse, or leave it as it is.

Want to learn more?

• See Job transfers and install requisition FAQ

• See Receive purchase orders in the ServiceTitan Field Mobile App