Marking Equipment out of Service

[ridstein]

Would love to be able to have a tech mark a piece of equipment as "out of service" from the field when we do a replacement.  

For example, if we replace a furnace for a house that has 3 of them, the tech should be able to mark one of the existing furnaces as the one we replaced, so it's out of commission, and what unit replaced it.  Would also help with keeping track of equipment/install records. 

[ridstein]

I was SO happy when I saw those release notes!  Literally have been brining it to our CSM since launch, and she kept submitting requests for us.  Woo! 

[TimMcGuire · Accepted solution]

@ridstein In the upcoming ST-60 release you will have the ability to set the status of a piece of equipment at a customers location to "installed" or "replaced". The Replaced status would be the option to select when that piece of equipment is taken out of service. This will allow you to maintain the service history of the equipment while knowing that it is not currently active at the location.

[BarbaraPersons]

Problem we are find with setting equipment to "Replaced" status is that it still shows up at the top of the customer page. Please advise.

[TimMcGuire]

Barb, This is being corrected, partially in the ST-61 release (for Mobile) and partially in ST-62 (for Office).

This is from the ST-61 release notes...

Equipment filter in ServiceTitan Mobile: You can now filter equipment to view all, only installed, or only replaced when viewing equipment on a location in ServiceTitan Mobile. Installed equipment is the default view.

This is in the ST-62 release notes- 

• Equipment: Only installed equipment with an Installed status will be selectable when linking equipment to a service or material on an invoice or estimate. Additionally, you will now be able to filter the existing equipment table within history based on status, with installed equipment being the default view.

[tyl9162]

Agreed on this one, right now we remove the old equipment but in our old software we could mark it as removed and it was sort of grayed out.  It's nice to have the old one in case you needed to go back to it.  right now the only way is via the pictures taken by the tech or salesperson.