Overview
During the Service Agreement Equipment setup, office employees select the equipment that should be serviced, add the related services and forms that will be performed on that equipment, and add any required materials to perform those services.
In the Field Mobile App, you can use Service Agreement jobs to complete tasks related to servicing equipment before the job is complete. This way, you complete all necessary equipment servicing and enhance service quality.
Tip: If the video doesn't play in full screen, tap More
then Fit Screen
.
Who uses this feature
Technicians
Primarily for Commercial Service and Replacement business types
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.
Account configuration is required to use the Service Agreement feature. Please contact your office for details.
The Allow Adding Additional Services for Equipment Tasking permission is required to add services and materials for Service Agreement tasks. Please contact the account administrator on your team.
Things to know
If equipment has services or materials associated with it in the Service Agreement visit scope, that equipment is displayed as a servicing task.
You can sort and filter by Service Status: Not Serviced, Partially Serviced, and Fully Serviced.
You can also track all job-related tasks before completing the job. For more, see Track job-related tasks in the ServiceTitan Field Mobile App.
Track equipment requiring service and forms
Open the job.
Tap Equipment Serviced.
On the Equipment tab that opens, tap Start Servicing or Continue Servicing.
You'll see all services, forms, and materials associated with the equipment.Tap the form to view and complete it.
Tip: Tap More
to see form actions.
Note: Make sure to complete all required forms.
To mark the equipment as serviced, tap the checkbox.
When you're finished servicing all your tasks, tap Done.
View service equipment details
Tap a service to view its details.
View or edit the Price, Description, Quantity, or Forms.
When finished, tap Update.
Repeat these steps for as many services as needed.
When finished, tap the checkboxes next to the Services and Materials you completed.
Note: You can add additional items by tapping Add Services, Add Materials, and Add Forms. This also adds these items to the job's invoice.
View service-related forms
You can view service-related forms:
In the Forms tab.
On the Service Equipment screen, under Services.
Add additional material or services to the equipment
Tap Add Services or Add Materials from the equipment you're working on.
Use the Equipment and Materials tabs and the search box to find the required item.
When you find it, tap Add under the item.
If needed, repeat these steps for additional items.
When finished, tap Add to Equipment.
These items are automatically added to the job's invoice and linked to the corresponding piece of equipment. For more, see Present or email an invoice in the ServiceTitan Field Mobile App.
Mark other location equipment as serviced
Tap the Equipment tab.
Tap Filter
and turn off the Job-related equipment only toggle to view all equipment. 
Tap Apply to save changes.
Select the equipment item you want.
On the Equipment Details screen that opens, tap Mark as Serviced.
On the Service Equipment window that opens, select a service or material item.
On the window that opens, tap Add to add services or materials.
When finished, tap Mark as Serviced.
Tap View Services to see the newly added items.
After this is complete, that equipment and its associated tasks appear in the primary job-related equipment list and can be added to the invoice.