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.

Jobs and Projects Home

  • Updated on Jun 10, 2026
  • Published on Apr 29, 2026
  • 5 minute(s) read
Prev Next
Core Product

Jobs and Projects

Learn to set up and take actions on jobs and projects — how you track the work you're doing for your customers, so your business keeps growing and stays organized.

Jobs and Projects overview

Product overview

See Jobs and Projects in action

A walkthrough of the Jobs and Projects experience — from creating and managing jobs to tracking project progress and costing in ServiceTitan.

Setup

Jobs and projects are how you track the work you're doing for your customers. From creating multiple appointments to displaying instant job costing, there are several ways to get the most out of your jobs and projects.

Setup checklist

Train Dispatchers and CSRs

Ensure employees managing jobs understand job statuses and actions.

Set up and use job types

Job types are first added to the job when it is booked during the call booking process. They can be used to set the default job duration of recurring services, find jobs in Search, customize certain report types, and filter your view of the Schedule Board.

Set up and use project types

Project Types enable you to modify the layout of your project records while making it easier to find projects in your account.

Configure your project settings

Set defaults and restrictions on project transactions.

Understand Call booking

Ensure jobs and projects are created correctly.

Understand Dispatching

Ensure technicians are assigned and dispatched to the correct jobs.

Required permissions

Requires Book job, View job, Edit job, and related job and project permissions. Contact your account administrator to have these enabled.

Once setup is complete

Track and manage all customer work, assign technicians, monitor job costing, and manage multi-job projects from a single record.

Quick Start Guide — Jobs and Projects

Set up job types

Step 1: Go to Settings > Operations > Job Types.

Step 2: Click Add.

Step 3: Add the details for the job type.

Step 4: Click Save. Repeat for each job type.

Set up cancel and hold reasons

Step 1: Go to Settings > Operations > Cancel and Hold Reasons.

Step 2: Click Add.

Step 3: Enter the name of the Cancel or Hold reason and click Save. Repeat for each reason.

Set up project types

Step 1: Go to Settings > Operations > Project Types.

Step 2: Click Create Project Type.

Step 3: Enter a Project Type Name and a Description.

Step 4: In the Project Setting section, select the items you want enabled for the project type. To hide a section, click the Show icon so it displays as Hide.

Step 5: Click Create. Repeat for each project type.

Review project settings

Step 1: Go to Settings > Operations > Project Settings.

Step 2: Click Project Setup.

Step 3: Select your preferred options under Revenue Recognition Method, Retainage, and Project Business Unit.

Step 4: Click Save.

Key workflows

Core workflows for managing jobs, appointments, projects, reports, and integrations in ServiceTitan.

Manage appointments

Update and manage appointments for jobs that take multiple days to complete.

Jobs and projects reports

Monitor data fields and gain insights on payroll costs, equipment and material costs, and opportunities to increase your gross margins.

Integrations

Connect ServiceTitan to other job and project apps using Zapier with no coding required. Automate routine tasks to keep your team efficient and organized.

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Frequently Asked Questions

Top FAQs regarding jobs and projects.

What's the difference between an appointment, a job, and a project?

Appointments are the scheduled visits technicians make to a job. A job can have multiple appointments, but there will always be at least one appointment on a job. A project is longer in nature, and can have multiple jobs on it. For more, see Jobs and projects.

Why am I unable to complete a job?

In most cases, ServiceTitan requires at least one valid, active managed technician to perform work on a job and generate a timesheet before it can be marked as complete, even if the job's invoice is $0. If the job is associated with a project, a managed technician with a timesheet entry must be on one of the jobs also associated with the project, excluding jobs with sold estimates. For more, see Managed technicians and non-managed technicians in the ServiceTitan Field Mobile App.

Note: If the job does have a managed technician with a timesheet but you still see a message stating Action Required: Managed Technician Not Detected, review the Common scenarios and solutions in this article for troubleshooting steps.
How can I delete a job in ServiceTitan?

You cannot directly delete a job in ServiceTitan. However, you can cancel the job and remove any invoice items on the job invoice to keep your records accurate. If the job was created over 365 days ago and can't be edited, please contact Technical Support for assistance.

Why am I unable to detach a job from a project?

A project is required to have at least one job associated with it. If a job is the only job within a project, it can't be detached from that project.

What is causing the negative revenue on a project?

This issue may be due to a specific material having a wrong General Ledger (GL) account. Check the items in your project and make sure the items are assigned to the correct GL account.

Why is labor cost showing up as $0.00?

Labor cost is calculated based on the hourly rate for technicians. If your labor cost is showing up as $0.00, check if the technician has an hourly rate defined.

Related articles