--- title: "Create and use project types" slug: "create-and-use-project-types" updated: 2026-10-15T00:52:14Z published: 2026-10-15T00:52:14Z canonical: "help.servicetitan.com/create-and-use-project-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. # Create and use project types ## Overview Project Types enable you to modify the layout of your project records while making it easier to find projects in your account. --- ### #### Who uses this feature - Administrators, Project Managers, Operations Managers, Accountants - Applies to all business types - Applies to all trades #### Feature configuration - The following permissions are required to edit and override project types. Please contact the account administrator on your team: - *Edit type on project* - Allows the employee to change the project type on a project record. - For example, an employee with this permission could update a project record from the *Sales* project type to the *Progress Billing with Application for Payment* project type. - *Override project type settings on project* - Allows the employee to override the project type settings on a project record. - For example, an employee with this permission could unhide the *Project Summary* on a *Sales* project type, where the project summary is hidden by default. ## Things to know - Project Types allow you to customize the layout of your project records. You can also create new project types specific to your business workflows. - You can edit existing project types to align with your workflows and business processes. - If you use [Project Management](/construction/docs/project-management-home), your account automatically contains prebuilt project types from ServiceTitan. ## What are project types? Project types make it easier to understand what is required for a project at a given time while also enhancing recordkeeping efficiency. When you assign a project type to a project record, certain aspects of the project are hidden from the project. This helps you focus on the most important aspects of your project when requirements change at different points in time. > [!NOTE] > **Note:** You can change the project type of a project at any time while managing the project. ### Prebuilt project types The following project types are automatically available when you have [Project Management](/construction/docs/project-management-home) enabled: - **Sales:** For projects that are in *Bid* status. *Project summary, Budget vs Actual, Application for Payment,* and *Purchasing* are removed from view when using the **Sales** project type. - **Service:** For service projects that don't need project management features. *Project summary, Budget vs Actual,* and *Application for Payment* are removed from view when using the **Service** project type. - **Install:** For install projects that don't need project management features. *Project summary, Budget vs Actual,* and *Application for Payment* are removed from view when using the **Install** project type. - **Progress Billing without Application for Payment:** For projects that use project invoices instead of applications for payment. *Application for Payment* is removed from view when using the **Progress Billing without Application for Payment** project type. - **Progress Billing with Application for Payment:** For projects that use application for payments instead of project invoices. *Project Invoice* is removed from view when using the **Progress Billing with Application for Payment** project type. ## Create project types To create a project type: 1. Go to the navigation bar 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=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D).** 2. In the side panel, go to **Operations > Project Types**. 3. On the *Project Types* screen that opens, click **Create Project Type**. ![User clicks 'Create Project Type' button to add new project types in the table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-project-types-image-1lf7g0eh.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 4. On the *Create Project Type* screen that opens, enter a **Project Type Name** and a **Description**. ![Form fields for creating a new project type with labels for name and description.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-create-project-type.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 5. In the *Project Setting* section, select the items you want enabled for the project type. To hide a section, click the **Show** icon ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-visibility.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) so it displays as **Hide** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-visibility-off.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D). ![Project settings menu displaying task management and financial options for project management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-project-types-image-bz6d8j65.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) > [!TIP] > **Tip:** Hover over the icon next to a project setting to understand what will be hidden or visible. 6. When finished, click **Create**. ## Set a default project type If you want a certain project type to automatically populate whenever you're creating a new project: 1. Go to the navigation bar and click **Settings**. 2. In the side panel, go to **Operations > Project Types**. 3. Click **Edit** for an existing project type or click **Create Project Type**. 4. Click **Default**. ![Form fields for project type and description with a default checkbox selected.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-project-types-image-smetfx1w.jpg?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 5. When finished, click **Save**. ## Use project types To update the project type of a project: 1. [Search](/construction/docs/use-search-in-servicetitan) for and open the project you want to update. 2. In the left side menu, click the **Project Type** field. ![A project dashboard showing a toolbox, calendar, and project type selection area.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-project-types-image-cjmsozsh.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 3. On the *Project Type Settings* screen that opens, click the **Project Type** dropdown and select a project type. ![Dropdown menu for selecting project types including billing options and services.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-project-types-image-bn25hzzu.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 4. When finished, click **Save** at the bottom of the screen. ![A hand clicking the blue 'Save' button next to a 'Cancel' button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-project-types-image-1j2pps74.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) 5. The project type you selected is now shown in the *Project Type* field. ![Dashboard displaying project type and overview for progress billing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-use-project-types-image-6qb6nbvg.png?sv=2026-02-06&spr=https&st=2026-10-31T00%3A41%3A45Z&se=2026-10-31T01%3A41%3A45Z&sr=c&sp=r&sig=dqDLx%2BgoKoG9aj8kjJC0yLGxtAuvkNCSjXGrCloRIlc%3D) ## Use case for project management If you use [project management](/construction/docs/project-management-home), here is an example of how you can apply project types to your workflow: 1. [Create a project](/construction/docs/create-a-project). 2. On the project, select the **Sales** project type. 3. On the project, change the status to *Bid*. 4. [Create a project opportunity](/construction/docs/create-multiple-project-opportunities) on the project: - [Create a line item estimate](/construction/docs/end-to-end-guide-to-project-management#create-a-line-item-estimate)**:** Use this method if your pricebook already contains the specific services, materials, and equipment required for the project. You can also use this method when you want to use other features, such as requisitions, to procure inventory directly from your current stock. - [Create a rough estimate](/construction/docs/end-to-end-guide-to-project-management#create-a-rough-project-estimate)**:** Use this method if your pricebook does *not* contain the specific services, materials, or equipment required for the project. Rough estimates are ideal when you may not know the exact material or equipment tasks to include yet, or when you need an efficient workflow to create and populate a budget for your project. 5. After you've won the bid, [sell the estimate](/construction/docs/sell-estimates-in-servicetitan#convert-and-sell-from-the-estimate-page) to populate the project's financial information. 6. On the project, change the project type from *Sales* to another type that matches your contractual agreements. For example, if *Applications for Payment* are required, select the **Progress Billing with Application for Payment** project type. 7. On the project, change the status from *Bid* to the appropriate status, such as *Pending Scheduling* or *Scheduled*. For more information on project management workflows, see [project management](/construction/docs/project-management-home). ## FAQ --- ### #### Why can't I see the Add Application for Payment option on my project? This occurs if your project type is not set to display Application for Payment. To resolve this, go to **Settings > Operations > Project Types** and click **Edit** on the associated project type. Click the Hide/Show icon for *Application for Payment* and save your changes. ## Want to learn more? - See [Project management](/construction/docs/project-management-home) - See [Project portfolio](/construction/docs/project-portfolio) - See [Understand project statuses](/construction/docs/understand-project-statuses) 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)