--- title: "Manage pre-installation jobs" slug: "manage-pre-installation-jobs" updated: 2026-10-15T00:52:43Z published: 2026-10-15T00:52:43Z canonical: "help.servicetitan.com/manage-pre-installation-jobs" --- > ## 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 pre-installation jobs ## Overview A pre-installation job covers any work that must be done prior to the main job. These are situations where a non-managed technician goes out to the service location ahead of the lead installer to do prerequisite work. One example of a pre-installation job is permit handling, where a permit needs to be posted in advance of the installation. Another example is an equipment drop-off to the job location before the work begins. ## --- ### #### Who uses this feature - Office employees - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use certain aspects of this feature. To update your account, please contact [Technical Support](/construction/docs/contact-servicetitan-technical-support) for details. ## Set up pre-installation jobs To better organize, manage, and handle pre-installation tasks, add specific job types and job hold reasons for pre-installation jobs. Then, set up a way to monitor jobs that are on hold to ensure that all pre-installation jobs are eventually completed. ## Add job types Create a job type specifically for each kind of pre-installation job. To continue using the examples above, create one job type called *Equipment drop off* and another called *Permits*. ![Form for adding a job type with fields for name, business unit, and priority.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-pre-installation-jobs-image-nc162mjg.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D) For more, see [Set up and use job types](/construction/docs/set-up-and-use-job-types). ## Add job hold reasons In addition to a job type for each kind of pre-installation job, add a job hold reason for each. To continue with the examples above, add *On Hold After Equipment Drop Off* and *On Hold for Permit Posting* as job hold reasons. ![Job hold reason settings with active toggle and name input field displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-pre-installation-jobs-image-95vkqzht.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D) For more, see [Place a job on hold](/construction/docs/place-a-job-on-hold). ## Monitor jobs There are three ways to monitor jobs on hold to ensure they are closed out at the end of the process: 1. Create a report using the job dataset for the hold status(es) and job type(s) you have added so that no job is left behind. Review the report every morning for the prior day and pull the report for the past 60 days. The report can be scheduled to be sent to someone who handles the closeout process within the organization. For more, see [Reports](/commercial#reports). 2. On the *Search* screen, [search](/construction/docs/use-search-in-servicetitan) for jobs on hold and export that data. ![Dropdown menu showing job status options including 'Hold' and 'In Progress'.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-pre-installation-jobs-image-cwu89o5a.jpg?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D) 3. On the Job Tray at the bottom of the Dispatch Board, click **Hold** to view jobs that are on hold. ![Job details showing high job value, technician, and scheduled time for attic work.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-pre-installation-jobs-image-vlb6szkf.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A43%3A03Z&se=2026-10-31T02%3A43%3A03Z&sr=c&sp=r&sig=KRd3ZQzfh5JhwmoWoKwiDZiKDun2U8tXqiqnF1diX3k%3D)For more, see [Use the Job Tray](/construction/docs/use-the-job-tray-on-the-daily-dispatch-board). ## Use pre-installation jobs 1. The person who made the sale completes the sales job, chooses **Perform Work Later**, and closes out the job. 2. An office employee goes to the estimate, sells it, books the job for the actual installation (*not* the pre-installation job), and assigns the lead installer to the job. For more, see [Estimates and Sales FAQ](/v1/docs/estimates-and-sales-faq). 3. An office employee adds the main installation job to a project. For more, see [Manage projects](/construction/docs/manage-projects). 4. From the project screen, an office employee books the pre-installation job by clicking **Add Job** and assigns a technician who is not a lead installer to the job. 5. The technician on the pre-installation job is dispatched to the job, arrives at the job, and (when done with the job) marks *done for now*, choosing the hold reason applicable to the pre-installation job. For more, see [Place a job on hold.](/construction/docs/place-a-job-on-hold) 6. The lead installer follows the usual technician workflow and completes the main installation job. 7. The next day, an office employee sees the pre-installation job(s) on the job report and closes them out. The designated office employee who reviews installation/project invoices should do another final check to make sure all project jobs are closed out. ## Want to learn more? - See [Jobs and Projects](/construction/docs/jobs-and-projects-home) 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)