--- title: "Create and manage submittals" slug: "create-and-manage-submittals" updated: 2026-10-15T01:18:01Z published: 2026-10-15T01:18:01Z canonical: "help.servicetitan.com/create-and-manage-submittals" --- > ## 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. # Create and manage submittals ## Overview Create, track, and manage submittal logs in ServiceTitan Projects. This article covers how to organize documentation, communicate with your team and the General Contractor (GC), and monitor approval progress to keep projects on schedule. With Submittals in Projects, teams can: - Create and track all submittal items from one place. - Manage internal collaboration and communication. - Monitor due dates, responsibilities, and approval statuses. --- ### #### Who uses this feature - Administrators, office employees - Primarily for Construction business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact your Customer Success Manager or [Technical Support](https://go.servicetitan.com/#/ask) for details. ## Things to know - You can attach relevant documents, such as PDFs, drawings, cut sheets*,* directly to each submittal. ## Use cases - Project Managers create and track submittals, communicate with GCs, and update statuses to maintain project progress. - Purchasing teams review approved submittals to confidently begin the requisitioning process for materials and equipment. ## Create a Submittal Submittals are managed in the Projects module. Each project includes a *Submittals* section for tracking and communication. To create a submittal: > [!NOTE] > **Note:** Submittals are controlled by [Project Type](/construction/docs/create-and-use-project-types) settings. Not all project types have Submittals enabled by default. If the *Submittals* tab doesn't appear on a project, confirm that the project's type has Submittals turned on. 1. [Search](https://go.servicetitan.com/#/Search) for and open the project. 2. In the side panel, click **Submittals**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-submittals-image-oqi30wi6.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D) 3. Click **Add** to create a submittal. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-submittals-image-vd9gws2s.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D) 4. In the pop-up window, enter all the submittal details. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-submittals-image-4adnrjnv.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D) 1. Add a name in the **Add a task subject** field. > [!TIP] > **Tip:** Include the spec section at the start of the submittal name for easier organization and search. For example, 01 55 26: Crane Lift Plan. 2. In the *Priority* dropdown, select the priority of the submittal. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-submittals-image-2qqh4b22.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D) 1. **Low** 2. **Medium** 3. **High** 3. In the *Assignee* dropdown, select a person to assign it to. 4. In the *Submittal Type* dropdown, select the type. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-submittals-image-18bsv98t.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D) 1. **Product Data** 2. **Shop Drawings** 3. **Samples** 4. **Mock-ups** 5. **Method of Procures (MOP)** 6. **Other** 5. In the *Ball in Court* dropdown, indicate if the submittal is waiting on action from an internal or external stakeholder. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-submittals-image-ml58usam.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D) 1. Internal 2. External 6. Select a **Due Date**. 7. In the *Subtasks* section, add a name for the subtasks and click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-submittals-image-f6fc4q70.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D) to save. You can add as many tasks as you want. 8. In the *Attachments* section, click **Upload Files**. 5. When finished, click **Add** to save the submittal. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-submittals-image-cxjnwkws.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D) ## Manage Submittals After creating submittals, you can communicate within the submittal to internal teams through chat or to external POCs via email and manage the status. 1. [Search](https://go.servicetitan.com/#/Search) for and open the project. 2. From the **Submittals** section, click to open the submittal. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-submittals-image-xpy2opxk.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D) 3. In the pop-up window, you can see the *Chat* and *Email* section. For more, see [Use Messages](/v1/docs/use-messages). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-submittals-image-4fksit7k.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D) 1. Use **Chat** to collaborate internally, for example, between the Project and Purchasing teams. 2. Use **Email** to communicate externally when sending submittals to external stakeholders such as General Contractors (GCs). 4. After ensuring everything looks good, adjust the status of the submittal. > [!NOTE] > **Note:** Submittals are created in *draft* status by default. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-submittals-image-nxf8t9q1.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A42%3A38Z&se=2026-10-31T01%3A42%3A38Z&sr=c&sp=r&sig=XP89r5jkN7Fz1a0zKByTTxZPPBEkG6HhqH1X7fd32SU%3D) 1. **Draft:** Initial status when submittals are created. 2. **Submitted:** Indicates the submittal has been sent for review and is awaiting a response. 3. **Response Received:** Feedback or approval has been received, showing review progress. 4. **Closed:** All responses and approvals are complete; the submittal process is finished. After you complete and close the submittal process, you can start the [purchase order](/construction/docs/create-purchase-orders-2) process. ## Want to learn more? - See [Project Management](/construction/docs/project-management-home) - See [Project Operations: Submittals report template](/construction/docs/project-operations-submittals-report-template)