Set up ability to attach equipment to a job

Overview

You can set up the ability to attach equipment when booking a job so that your CSRs can add equipment without navigating away to the job record when the job is booked.

Things to know

• CSRs can attach equipment to a job directly from the Call Booking screen and the Jobs screen. 

• Technicians can see equipment attached to the job with a new Job Specific Equipment filter on the existing equipment table.

• If the job status is set to Completed or Canceled, the equipment can no longer be modified on the job.

• If there is no installed equipment associated with the location, the equipment table does not appear on the Job page. The Attach Equipment option in the Actions dropdown will be greyed out.

• When you add an equipment record on the Location screen, the Predicted Replacement Date and Actual Replacement Date fields will be automatically populated.

Set up the attached equipment for a job

1. Go to the top toolbar and click Settings . 

2. In the side panel, go to Operations > Job Booking. 

3. Turn on the Attach Equipment to Job toggle.
   

Want to learn more?

• Visit ServiceTitan Academy to enroll in Job Booking Basics

• See Book a job

• See Enter job details

• See Attach equipment to a job