--- title: "Set up and use work order types" slug: "set-up-and-use-job-types" tags: ["Area - Jobs, Appts, Projects", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement", "Role - Admin"] updated: 2026-11-04T19:08:13Z published: 2026-11-04T19:08:13Z canonical: "help.servicetitan.com/set-up-and-use-job-types" --- > ## 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. # Set up and use work order types ## ## Overview Work order types are first added to the work order when it is created during the [work order creation process](/commercial/docs/create-a-work-order). They can be used to [add a Replacement opportunity tag to a work order type](/commercial/docs/manage-replacement-opportunities) set the default work order duration of Recurring services, more easily find work orders in [Search](/commercial/docs/use-search-in-servicetitan), customize certain report types, and filter your view of the [Schedule Board](/v1/docs/use-the-schedule-board). Work order types show up on work order records, invoices, and certain reports. ## --- ### #### Who uses this feature - Administrators and office employees - Applies to all business types - Applies to all trades ## Things to know - For priority level, most work order types should be set to normal. Use urgent only for work order types that should always be prioritized first. If too many work order types are set as high or urgent, work orders that are genuinely in need of immediate attention won’t stand out. - If you add one or more business units to a work order type, when you select a business unit for a work order you are creating, the work order types associated with that business unit are the ones that show up under Work Order Types. This applies to the Work Order Booking screen as well as for creating recall or warranty work orders, leads, and Recurring service events. For more, see [Create a work order](/commercial/docs/create-a-work-order), [Book a recall](/commercial/docs/book-a-recall-job-from-an-existing-job), [Leads Home](/commercial/docs/leads-home), and [Manage recurring service events.](/v1/docs/manage-recurring-service-events) - The Sold threshold is the minimum amount required for the work order to be considered sold or converted. For accurate reporting purposes, set the amount to at least $1 over the diagnostic or dispatch fee. If you leave it at $0, every completed work order is marked converted, resulting in incorrect conversion and close rates. For more, see [What's a sold threshold?](/commercial/docs/what-s-a-sold-threshold) - When creating or editing a work order type, you may see the option to add default services. If your business uses a standard diagnostic fee for all work orders, you should associate services with every work order type. To learn more about this feature, see [Add default services to work order types](/commercial/docs/set-up-default-services-for-job-types). - When creating or editing a work order type, you may see the option to make selecting a Recurring Service Event required when creating work orders if Recurring Service Events exist for the location. To learn more about this feature, see [Book recurring service events](/v1/docs/book-recurring-service-events-on-the-call-screen). - If your company manages your office's ServiceTitan account through [Enterprise Hub](/commercial/docs/enterprise-hub-home), they may choose to lock work order type edits. If the lock is on, you can't: - Change a work order type's name - Change a work order type's sold threshold - Add a work order type - Deactivate a work order type > [!NOTE] > **Note:** You can still edit everything else on a work order type. ## Common use cases The examples below are of work order types commonly used in various industries, along with the priority levels usually set for them. ## All industries | **Work Order Type** | **Priority** | | --- | --- | | Warranty | Low | | Inspection | Normal | | Miscellaneous | Normal | | Service Call | Normal | | Emergency Call | Urgent | | Estimate | Normal | | Call Back | Normal | ## Electrical | **Work Order Type** | **Priority** | | --- | --- | | Fixture Install | Normal | | Panel Upgrade | Normal | | Power Outage | Urgent | | Generator Install | Normal | | Surge Protector | Normal | | Rewire / Wiring Issue | Normal | ## Plumbing | **Work Order Type** | **Priority** | | --- | --- | | No Hot Water | High | | Clogged Toilet | Normal | | Fixture Install | Normal | | Pipe Leak | Normal | | Clogged Drain | Normal | | Leaky Faucet | Normal | | Water Heater | Normal | | Garbage Disposal | Normal | | Slab Leak | Normal | | Sump Pump | Normal | ## HVAC | **Work Order Type** | **Priority** | | --- | --- | | No Heat | High | | No AC | High | | Duct Cleaning | Low | | Filter Change | Low | | Dryer Vent Cleaning | Low | | Duct Maintenance | Low | | Leakage | Low | | Thermostat | Low | ## Add a work order type 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A09%3A33Z&se=2026-11-09T12%3A09%3A33Z&sr=c&sp=r&sig=RaZUWhgl1VQrH8lVaCJsbEwAOdBDPfRhem7G2ugWIe8%3D). 2. In the side panel, click **Operations** > **Work Order Types**. 3. Click **Add**. ![User interface for managing job types with options to add, activate, or deactivate jobs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image-1793815328377.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A09%3A33Z&se=2026-11-09T12%3A09%3A33Z&sr=c&sp=r&sig=RaZUWhgl1VQrH8lVaCJsbEwAOdBDPfRhem7G2ugWIe8%3D) 4. Add the details for the work order type. - **Name**: Name for this work order type - **Business Unit**: Default business unit assigned to work orders of this type (optional) - **Priority**: Default priority level associated with this work order type - **Duration**: Amount of time that this type of work order takes up on the Dispatch Board and Schedule Board - **Sold Threshold**: Minimum dollar amount required for the work order to be considered sold or converted. For more, see [What's a sold threshold](/commercial/docs/what-s-a-sold-threshold). - **Class**: Class to which this work order type belongs, if applicable to your office workflow - **Tags**: Tags that are automatically added to work orders of this type (optional) - **Summary**: Preloaded text added to the summary for all work orders with this work order type (optional) - **No Charge / Unconvertible by default**: Select to mark all work orders with this work order type as *No Charge* - **Tune up**: Select to mark all work orders with this work order type as tune up work orders. - **Upload**: Image associated with all work orders with this work order type (optional) 5. When you're done, click **Save**. ![A hand cursor clicking the green 'Save' button on a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-use-job-types-image-njlv3hju.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A09%3A33Z&se=2026-11-09T12%3A09%3A33Z&sr=c&sp=r&sig=RaZUWhgl1VQrH8lVaCJsbEwAOdBDPfRhem7G2ugWIe8%3D) ## Edit or remove a work order type 1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A09%3A33Z&se=2026-11-09T12%3A09%3A33Z&sr=c&sp=r&sig=RaZUWhgl1VQrH8lVaCJsbEwAOdBDPfRhem7G2ugWIe8%3D). 2. In the side panel, click **Operations** > **Work Order Types**. 3. Click **Edit** next to the work order type you’re changing. ![A list of tasks with priorities, durations, and edit options highlighted for user action.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-use-job-types-image-6ubga1bk.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A09%3A33Z&se=2026-11-09T12%3A09%3A33Z&sr=c&sp=r&sig=RaZUWhgl1VQrH8lVaCJsbEwAOdBDPfRhem7G2ugWIe8%3D) 4. Make changes to the work order type, and then click **Save**. If you’d like to remove the work order type from use, click **Deactivate**. ![User interface showing options to save, upload, and deactivate settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-use-job-types-image-mxsg93ih.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A09%3A33Z&se=2026-11-09T12%3A09%3A33Z&sr=c&sp=r&sig=RaZUWhgl1VQrH8lVaCJsbEwAOdBDPfRhem7G2ugWIe8%3D) ## Add custom fields to a work order type Add and assign custom fields for specific work order types. Mark custom fields as required so that only the custom fields specific to a work order type display when creating a work order. This helps reduce the mental load of CSRs and allows for more customization during the work order creation process. It also helps to ensure compliance when collecting key information from the customer. To add a custom field to a work order type: 1. Follow the steps to **Add** or **Edit** a work order type. 2. In the *Add custom fields* section, use the dropdown menu to select the **custom fields** that this work order type will use. ![User selects 'Equipment Type' checkbox in invoice customization settings interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-use-job-types-image-d4pufsxh.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A09%3A33Z&se=2026-11-09T12%3A09%3A33Z&sr=c&sp=r&sig=RaZUWhgl1VQrH8lVaCJsbEwAOdBDPfRhem7G2ugWIe8%3D) 3. (Optional) Click and drag the custom field to set the order the custom fields appear on the Work Order Booking screen. ![Custom fields for job type include age, equipment type, and gate code options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-and-use-job-types-image-afv3rb3j.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A09%3A33Z&se=2026-11-09T12%3A09%3A33Z&sr=c&sp=r&sig=RaZUWhgl1VQrH8lVaCJsbEwAOdBDPfRhem7G2ugWIe8%3D) 4. When you’re finished, click **Save**. You can also make the custom field required for the work order type. For more, see [Use custom fields](/commercial/docs/use-custom-fields). ## ## FAQ --- ### #### Can appointments on the same work order have different business units or work order types? No. All appointments on a work order share the same work order type and business unit. If you need different work order types or business units, create separate work orders. #### Is it possible to export a list of all active work order types in ServiceTitan? For assistance with accessing this data, please [contact technical support](/commercial/docs/contact-servicetitan-technical-support). #### What's a work order type? Work order types are general categories of work based on the customer calls you receive most. When creating a work order, you can assign a common work order type (for example, one or two words that best describe why your technician is visiting a customer) to identify the type of work order it is, urgency factor, and the average time it takes to address the work. This helps your team know what to expect before they arrive to a work order and when you're scheduling and dispatching work orders. As a best practice, we recommend keeping a manageable list of work order types and using one or two words as work order type names. This will make it easier for your CSRs to select the correct work order type when creating a work order. When you set up your business in ServiceTitan, we'll provide you with a list of the most common work order types for your trades. You can edit them as you need at any time. #### Why is adding tags important, and what can I do with them? Adding tags helps you flag anything from customers, work orders, and locations, easily highlighting key items when using your ServiceTitan account to run your business. You can also add tags to identify Customer Membership types, types of equipment they have, and supplies needed for a work order associated with a work order for a customer. When you create tags, we recommend keeping them short and sweet. This can enhance office efficiencies by making it easier for you and your team to identify relevant tags. Tag names should be 30 characters or less. ## Want to learn more? - See [Add and manage work order type groups for Adaptive Capacity](/commercial/docs/add-and-manage-job-type-groups-for-adaptive-capacity) - See [Settings](/commercial/docs/settings-home) The package of service visits included with a membership. When you sell a membership, recurring services are attached to the customer service location with details including start dates, service recurrence, and preferred technician. These details are used to create recurring service events. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Recurring service events appear in Follow Ups where they can be booked into jobs. They are scheduled based on the frequency details of a service location's recurring services. The recurring service event includes details from the recurring service to help job booking. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The minimum subtotal dollar amount when you consider a job or estimate to be converted. When an invoice subtotal on completed job meets the sold threshold, it's considered a converted job. When an estimate meets the sold threshold, it's considered a closed estimate. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout. **What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments. **Also called:** Schedule board, Dispatch view **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)