Overview
Use this checklist (PDF) to set up project management in ServiceTitan. Related topics include:
Construction
Budgets vs Actuals
Progress Billing with Application for Payment
This checklist goes over:
Project settings, including creating project labels, default preferences, project setup and retainage
Pricebook setup, including customer billing, labor offered, costs, and labels for labor, materials, and equipment
Setup for business units, trades, technicians, job types, project statuses, invoicing, and payments
View the checklist (pdf).
Note: Depending on your account's configuration, you might see one or more of the following:
Items and Pricing instead of Pricebook.
Customer instead of Homeowner.
Procurement instead of Inventory.
The names are different, but everything works the same way. For more, see Commercial Personalization Platform - FAQ.