Create a project

Overview

To begin working on a project and tracking it, you need to first create a project. You have the option of creating a project from multiple areas, depending on where you are in your project journey with your customer.

Things to know

• If you need a project for a particular customer or service location, create the project before you start creating work orders. That way, you can create work orders for the project directly from the Project screen, keeping all information organized and in one place.

• If you've already created at least one work order for the project, you can create a project from the work order record.

Use cases

• If you're a Residential Service and Replacement business, create a project when:

  • An estimate sells and an install work order is created.

  • A diagnostic requires a follow up install.

  • Doing a multi-trade install.

• If you're a Residential Construction business, create a project when:

  • Budget vs actual reporting is needed.

  • More than one invoice needs to be created for the work. For example, Progress Billing.

  • Different work order types are needed to finish work for a customer. For example, Rough In, Trim, Finish, and others.

• If you're a Commercial Service and Replacement business, create a project when:

  • Budget vs actual reporting is needed

  • More than one invoice is needed for the work. For example, Progress billing.

  • An estimate sells and an install work order is created.

  • A diagnostic requires a follow up install.

  • Doing a multi-trade install.

• If you're a Commercial Construction business, create a project when:

  • Budget vs actual reporting is needed.

  • More than one invoice is needed for the work. For example, Progress billing.

  • Different work order types are needed to finish work for a customer. For example, Rough In, Trim, Finish, and so on.

Create a project from a customer record

1. Search for and open the Customer Record you want to create a project from.

2. Go to the Projects section of the customer record and click Create Project.

   Tip: You can also create a project by clicking Moreat the top of the record then selecting Create Project.

   

3. In the window that opens, select the location for which you want to create the project. 

4. When you're finished, click Next.

5. In the project record that opens, click the No Project Name field and enter a name for the project.

You're now ready to track the project.

Create a project from a service location

1. Search for and open the Location Record you want to create a project from.

2. Go to the Projects section of the location record and click Create Project.

   Tip: You can also create a project by clicking Moreat the top of the record then selecting Create Project.

   

3. In the confirmation window that opens, click Ok.

4. In the project record that opens, click the No Project Name field and enter a name for the project.

You're now ready to track the project.

Create a project from a sold estimate

1. Search for and open the Sold estimate you want to create a project from.

2. From the sold estimate, click the Actions dropdown and select Add to Project. 

3. In the Add Estimate to Project window that opens, select Create a new project. 

4. Click Add to Project.

5. In the project record that opens, click the No Project Name field and enter a name for the project.

You're now ready to track the project.

Create a project from a work order record

1. Search for and open the work order record you want to create a project from.

2. From the work order record click the Work Order Actions dropdown and select Create project. 

3. In the confirmation window that opens, click Ok.

4. In the project record that opens, click the No Project Name field and enter a name for the project.

You're now ready to track the project.

Copy an existing project's information

1. Search for and open the project you want to copy.

2. Click the Copy icon to copy the project's name, location, and link to the project on the clipboard. 

Want to learn more?

• Visit ServiceTitan Academy and enroll in Project Management Basics

• See Project management overview

• See Manage projects