--- title: "Commercial Certified Administrator - Navigator" slug: "commercial-certified-administrator-navigator" updated: 2026-10-15T01:28:17Z published: 2026-10-15T01:28:17Z canonical: "help.servicetitan.com/commercial-certified-administrator-navigator" --- > ## 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. # Commercial Certified Administrator - Navigator ## Curriculum ### System Setup and Operations - [Add and edit business units](/construction/docs/add-and-edit-business-units-3) - [Set up and use Zones](/construction/docs/set-up-and-use-zones-1) - [Customize email templates](/v1/docs/customize-email-templates) - [Technicians can't see Pricebook Categories in ServiceTitan Mobile](/construction/docs/technicians-can-t-see-pricebook-categories-in-servicetitan-mobile) - [Manage and view technician teams](/construction/docs/manage-and-view-technician-teams) - [Using ServiceTitan Practice](/construction/docs/using-servicetitan-practice) - [Use ServiceTitan Next](/construction/docs/use-servicetitan-next) - [Configure fields on the job booking screen](/construction/docs/configure-fields-on-the-job-booking-screen) - [Filter dashboards](/v1/docs/filter-dashboards-1) - [Technician Scorecards](/construction/docs/technician-scorecards) - [Dashboard call metrics](/construction/docs/dashboard-call-metrics) - [Dashboard heat map](/construction/docs/dashboard-heat-map) - [Book a Technician-Generated Lead job from an incoming call](/construction/docs/book-a-technician-generated-lead-job-from-an-incoming-call) - [Dashboard CSR metrics](/construction/docs/dashboard-csr-metrics) - [Edit pricebook items](/construction/docs/edit-pricebook-items) - [Dynamic Pricing](/v1/docs/dynamic-pricing-overview) ### Accounting Operations - [Progress Billing](/construction/docs/progress-billing-overview-and-setup) - [Inventory and Purchasing Configurations](/construction/docs/set-up-inventory-configurations) - [Send project invoices and collect invoice balance](/construction/docs/send-project-invoices-and-collect-invoice-balance) - [Set technician Splits](/construction/docs/set-technician-splits) - [Transactions Reconciliation Report - QBD](/construction/docs/transactions-reconciliation-report-qbd) - [Transactions Reconciliation Report - Intacct](/construction/docs/transactions-reconciliation-report-intacct) - [AR Transactions report](/construction/docs/ar-transactions-report) - [Cancel a job](/construction/docs/cancel-a-job) - [Automatically generate invoice email using Titan Intelligence](/construction/docs/automatically-generate-invoice-email-using-titan-intelligence) - [Guide to auto-batching](/construction/docs/guide-to-auto-batching) ### Customer and Job Management - [Attach an existing job to a project](/construction/docs/manage-and-book-jobs-in-a-project#attach-an-existing-job-to-a-project) - [Set recall, warranty, and lead job booking guides](/construction/docs/set-recall-warranty-and-lead-job-booking-guides) - [Add an estimate to an opportunity](/construction/docs/add-an-estimate-to-an-opportunity) - [What to do if a technician taps "Perform Work Now" by accident](/construction/docs/what-to-do-if-a-technician-taps-perform-work-now-by-accident) - [Send project invoices and collect invoice balance](/construction/docs/send-project-invoices-and-collect-invoice-balance) - [Move payments between invoices](/construction/docs/move-payments-between-invoices) - [Run the Job Costing Tool](/construction/docs/run-the-job-costing-tool) - [Project Job Costing report template](/construction/docs/project-job-costing-report-template) - [Use project status alerts](/construction/docs/use-project-status-alerts) - [Project settings overview](/construction/docs/project-settings-overview) - [Dispatch Board FAQ](/v1/docs/dispatch-board-faq) - [Set up and prioritize tags for the Dispatch Board](/construction/docs/set-up-and-prioritize-tags-for-the-dispatch-board) ### Estimates and Sales - [Manage estimates in ServiceTitan](/construction/docs/manage-estimates-in-servicetitan) - [Sell Estimates in ServiceTitan](/construction/docs/sell-estimates-in-servicetitan) - [Create a change order](/construction/docs/create-a-change-order) - [Collect a payment or deposit](/construction/docs/collect-a-payment#collect-a-payment-or-deposit) - [Edit an Estimate Template](/construction/docs/manage-estimate-templates-1#edit-an-estimate-template) - [Manage estimate documents](/construction/docs/manage-estimate-documents) ### Managing Memberships - [Cancel and delete Customer Memberships](/v1/docs/cancel-and-delete-customer-memberships) - [Memberships FAQ](/v1/docs/membership-faq) - [Explanation of office employee permissions in ServiceTitan](/construction/docs/explanation-of-office-employee-permissions-in-servicetitan) ### Purchasing and Inventory - [Deactivate inventory locations](/construction/docs/deactivate-inventory-locations) - [Include and exclude items from automatic replenishment](/construction/docs/include-and-exclude-items-from-automatic-replenishment) - [Run the Job Costing tool](/construction/docs/run-the-job-costing-tool) - [Set up vendors](/construction/docs/set-up-vendors-2) - [Procure items](/construction/docs/procure-items) - [Inventory requisition and invoice closeout](/construction/docs/inventory-requisition-and-invoice-closeout-home) ### ServiceTitan Mobile Workflows - [Send a wrap-up message to you team](/construction/docs/send-a-wrap-up-message-to-your-team-from-servicetitan-mobile) - [Add items and sub-items in ServiceTitan Mobile](/construction/docs/add-items-and-sub-items-in-servicetitan-mobile) - [Setup invoice signature settings](/construction/docs/setup-invoice-signature-settings-1) A zone is a group of zip codes. Zones are generally used for organizational purposes. By setting up Zones in ServiceTitan, a color coded system will be created to help you organize jobs in certain locations both on the Dispatch Board and the Schedule Page. You may refer to zones as service areas within your business. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A Technician-Generated Lead is when a technician convinces a customer to schedule another job or request an estimate for additional services. For example, if a technician on a service call convinces a customer to get an estimate to replace aging equipment, you set a Technician-Generated Lead on the job record. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** TGL, tech-generated lead 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) Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability. **What it does:** Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue. **Also called:** Job profitability, Cost tracking **Tags:** Core [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)