--- title: "Manage and book jobs in a project" slug: "manage-and-book-jobs-in-a-project" tags: ["Area - Jobs, Appts, Projects", "Area - Settings", "Focus - Construction", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Role - CSR Dispatch", "Role - Owner Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-15T00:53:06Z published: 2026-10-15T00:53:06Z canonical: "help.servicetitan.com/manage-and-book-jobs-in-a-project" --- > ## 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. # Manage and book jobs in a project ## Overview When working on a project, you can also manage jobs under that project. This includes booking jobs directly from the project, duplicating existing jobs to create new jobs, attaching existing jobs to a project, and moving jobs from one project to another. --- ### #### Who uses this feature - Administrators and CSRs - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - You can use the Booked Job alert to track when jobs are booked. For more, see [Use alerts](/v1/docs/use-alerts). - [Book a job](/construction/docs/book-a-job)When you book a new job outside of a project, including booking a job from a call, we recommend you follow the steps in the [Book a job](/construction/docs/book-a-job) guide. - The job's business unit must match one of the project's assigned business units, if it has any. - Jobs booked from or added to a project are marked as No Charge. ## Best practice for construction projects When booking jobs for construction projects, we recommend you book the job directly through the project instead of through a sold and Converted estimate. This is important if you're using the [Application for Payment](/construction/docs/complete-application-for-payment-and-continuation-sheet) feature to avoid reporting more project revenue than actually earned. ## Book a job from a project 1. [Find the project](/construction/docs/use-search-in-servicetitan) to which you want to add a job. 2. From the *Actions* dropdown, click **Book New Job**. *Call Booking* opens. ![Dashboard for Bookstore Renovation project with options to manage tasks and jobs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-book-jobs-in-a-project-image-w73vf068.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) 3. Use the *Call Booking* page to [book the job](/construction/docs/book-a-job). The job is automatically attached to the project. ## Book a duplicate job from a project > [!NOTE] > **Note:** Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. When an existing job on a project has the same information as the job that you want to book, you can duplicate the original job. For example, if you're booking work for a project that spans multiple business units and technicians, you can duplicate a job you've already booked and change the technicians and business unit on it. That way, you can avoid filling out the Call Booking page with the same information, focusing instead on the scope of work and making sure the correct technicians and business units are assigned to the new job. To book a duplicate job from a project: 1. [Find the project](/construction/docs/use-search-in-servicetitan) to which you want to add a duplicate job. 2. Go to **Jobs & Appointments**. 3. Select the job you want to copy. 4. From the *Job Actions* dropdown, click **Duplicate Job**. *Call Booking* opens. 5. Use the *Call Booking* page to edit the job information as needed and [book the job](/construction/docs/book-a-job). ![A gif showing how to open and duplicate a job from the project.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-book-jobs-in-a-project-image-mmofv4n4.gif?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) ## Attach an existing job to a project 1. [Find the project](/construction/docs/use-search-in-servicetitan) to which you want to attach an existing job. 2. From the *Actions* dropdown, select **Attach Existing Job**. *Attach existing job* opens. ![Dashboard for bookstore renovation project with task management and financial details displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-book-jobs-in-a-project-image-e8jmnyrl.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) 3. In the *Attach existing job* pop-up, use the dropdown list to select the existing job you want to attach. > [!NOTE] > **Note:** ServiceTitan pulls up jobs that have the same service location as the current project. ![Dropdown menu displaying job options with a search bar for job selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-book-jobs-in-a-project-image-8spqf1eq.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) > [!TIP] > **Tip:** Enter the first few numbers of the job in the search bar to find the existing job you want. 4. When you're finished, click **Attach**. ## Move jobs from one project to another If you added a job to the wrong project, you can detach the job from the incorrect project and attach it to the correct one: 1. [Find the project](/construction/docs/use-search-in-servicetitan) connected to the job you want to move. 2. Go to the **Jobs & Appointments** tab. 3. Select the job you want to detach. 4. From the *Job Actions* dropdown, select **Detach from project**. 5. Click **Ok** to confirm. ![Dropdown menu displaying various job actions with 'Detach from project' highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-and-book-jobs-in-a-project-image-yyccx6a1.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A38%3A00Z&se=2026-10-31T02%3A38%3A00Z&sr=c&sp=r&sig=ac71KVX%2B0eJHl2hzIjFRanAsalvtKBIUMdxQNGnH%2Bt0%3D) You can now attach the job to the correct project. ## Want to learn more? - See [Book a job](/construction/docs/book-a-job) - See [Call Booking](/construction/docs/call-booking-home) An estimate that is sold by a sales tech, a service, maintenance, or install tech, or a CSR (over the phone) and the estimate total is above the sold threshold. What this triggers in ServiceTitan The sold estimate appears on the Follow Up screen. CSRs will book the job and assign a tech to perform the work. [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)