---
title: "Project management setup checklist"
slug: "project-management-setup-checklist"
tags: ["Area - Jobs, Appts, Projects", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin"]
updated: 2026-11-05T21:32:21Z
published: 2026-11-05T21:32:21Z
canonical: "help.servicetitan.com/project-management-setup-checklist"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Project management setup checklist

## 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
- Items and Pricing setup, including customer billing, labor offered, costs, and labels for labor, materials, and equipment
- Setup for business units, trades, technicians, work order types, project statuses, invoicing, and payments

View the [checklist](https://assets.ctfassets.net/mb2ty0185mk8/4XAJwSZfzd2ZPNyDVkTOxi/a3a44635f6fc3bf827e112a73a08b7ac/Project_Tracking_Setup_Checklist.pdf) (pdf).

> [!NOTE]
> **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](https://help.servicetitan.com/commercial/docs/commercial-personalization-platform-faq).

Invoicing customers in stages as specific milestones of a large project are completed rather than in one lump sum at the end.

**What it does:** Improves cash flow on large or multi-day roofing and commercial jobs by collecting partial payments throughout the project.

**Also called:** Milestone billing, Staged invoicing

**Tags:** Roofing / Exteriors

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)