Automating Adding Sub-Items to Items on an Invoice

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Is there a way to automate the addition of sub-items to items on the ST Mobile invoice tab? Our inventory/job costing system has different categories for different material types (ie: electric, plumbing, gas, sheet metal, etc). These materials are all added as comprehensive services in our pricebook and carry a zero inventory balance (we have no issues with batching the invoices despite having multiple items with zeroed inventory use on QB). When the tech goes to add the item to their invoice, they are able to add the categories as sub-items, and then fill in the used inventory. What I am looking for is a way to automate the addition of the sub-items to the added service from the pricebook categories, effectively cutting out a middle step for our techs and reducing the need to scroll through a full materials list under the actions drop-down menu, which is very time consuming. Is automating something like this possible to do with the current system operations in ST? If so, how can it be done? 


Contributor II

Hello @Nelson_Gothard,

Currently you can only link materials and equipment to a service item, which then get added to the invoice once main service item is added. When you edit a service item, you will see tabs with "Materials" and "Equipment" - this is where you can add them.