Tracking Equipment for Installs

aricci92
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Hey All,

Does anyone have any way to run a report for equipment that is ordered/staged for jobs but not actually installed yet?

 

Looking for a way to see just what equipment is pending.

 

Thanks!

2 REPLIES 2

RandiThompson
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Ordered is a little tricky but assuming you add the equipment to your "job" in ST as you stage it you can run a Jobs report to look at future scheduled dates, make sure you have the item type column added and filter by equipment. 

Screenshot 2024-06-11 110540.png

Randi Thompson
Bill Joplin's Air Conditioning & Heating

aricci92
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

I like this, will try this option and see