--- title: "Residential Certified Administrator - Navigator" slug: "residential-certified-administrator-navigator" updated: 2026-10-15T01:28:06Z published: 2026-10-15T01:28:06Z canonical: "help.servicetitan.com/residential-certified-administrator-navigator" --- > ## 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. # Residential Certified Administrator - Navigator ## Curriculum ## System Setup and Operations - [Add and edit business units](/construction/docs/add-and-edit-business-units-3) - [Set up and use Zones](/construction/docs/set-up-and-use-zones-1) - [Customize email templates](/v1/docs/customize-email-templates) - [Create conversion opportunity tags](/construction/docs/create-conversion-opportunity-tags) - [Set up your account for replacement opportunities](/construction/docs/set-up-your-account-for-replacement-opportunities) - [Technicians can't see Pricebook Categories in ServiceTitan Mobile](/construction/docs/technicians-can-t-see-pricebook-categories-in-servicetitan-mobile) - [Manage and view technician teams](/construction/docs/manage-and-view-technician-teams) - [Using ServiceTitan Practice](/construction/docs/using-servicetitan-practice) - [Use ServiceTitan Next](/construction/docs/use-servicetitan-next) - [Configure fields on the job booking screen](/construction/docs/configure-fields-on-the-job-booking-screen) - [Filter dashboards](/v1/docs/filter-dashboards-1) - [Technician Scorecards](/construction/docs/technician-scorecards) - [Dashboard call metrics](/construction/docs/dashboard-call-metrics) - [Dashboard heat map](/construction/docs/dashboard-heat-map) - [Book a Technician-Generated Lead job from an incoming call](/construction/docs/book-a-technician-generated-lead-job-from-an-incoming-call) - [Dashboard CSR metrics](/construction/docs/dashboard-csr-metrics) - [Edit pricebook items](/construction/docs/edit-pricebook-items) - [Dynamic Pricing](/v1/docs/dynamic-pricing-overview) ## Accounting Operations - [Set technician Splits](/construction/docs/set-technician-splits) - [How can I display member savings on invoices for all my customers](/v1/docs/membership-faq#discounts-and-invoices)? - [Transactions Reconciliation Report - QBD](/construction/docs/transactions-reconciliation-report-qbd) - [Transactions Reconciliation Report - Intacct](/construction/docs/transactions-reconciliation-report-intacct) - [AR Transactions report](/construction/docs/ar-transactions-report) - [Cancel a job](/construction/docs/cancel-a-job) - [Automatically generate invoice email using Titan Intelligence](/construction/docs/automatically-generate-invoice-email-using-titan-intelligence) - [Setup invoice signature settings](/construction/docs/setup-invoice-signature-settings-1) - [Process credit card payments in ServiceTitan Mobile](/construction/docs/process-credit-card-payments-in-servicetitan-mobile) - [Accept payments in ServiceTitan](/construction/docs/accept-payments-in-servicetitan) - [Explanation of office employee permissions in ServiceTitan](/construction/docs/explanation-of-office-employee-permissions-in-servicetitan) - [Apply cash payments and transactions outside of ServiceTitan](/construction/docs/overview-of-the-payments-process#step-one-apply-customer-payments) ## Customer and Job Management - [Attach an existing job to a project](/construction/docs/manage-and-book-jobs-in-a-project#attach-an-existing-job-to-a-project) - [Set recall, warranty, and lead job booking guides](/construction/docs/set-recall-warranty-and-lead-job-booking-guides) - [Use Chat](/construction/docs/use-chat) - [Technician star ratings](/construction/docs/technician-star-ratings) - [Run the Job Costing tool](/construction/docs/run-the-job-costing-tool) - [Use project status alerts](/construction/docs/use-project-status-alerts) - [Project settings overview](/construction/docs/project-settings-overview) - [Set up and prioritize tags for the Dispatch Board](/construction/docs/set-up-and-prioritize-tags-for-the-dispatch-board) - [Set up your default forwarding number](/construction/docs/set-up-your-default-forwarding-number) - [Understand call classifications](/construction/docs/understand-call-classifications) ## Estimates and Sales - [Manage estimates in ServiceTitan](/construction/docs/manage-estimates-in-servicetitan) - [Create item groups on estimate templates](/construction/docs/create-item-groups) ## Managing Memberships - [Cancel and delete Customer Memberships](/v1/docs/cancel-and-delete-customer-memberships) ## Purchasing and Inventory - [Deactivate inventory locations](/construction/docs/deactivate-inventory-locations) - [Include and exclude items from automatic replenishment](/construction/docs/include-and-exclude-items-from-automatic-replenishment) - [Run the Job Costing tool](/construction/docs/run-the-job-costing-tool) - [Set up vendors](/construction/docs/set-up-vendors-2) ## ServiceTitan Mobile Workflows - [Sell previously created estimates in ServiceTitan Mobile](/construction/docs/sell-previously-created-estimates-in-servicetitan-mobile) - [Send a wrap-up message to you team](/construction/docs/send-a-wrap-up-message-to-your-team-from-servicetitan-mobile) - [Add items and sub-items in ServiceTitan Mobile](/construction/docs/add-items-and-sub-items-in-servicetitan-mobile) A zone is a group of zip codes. Zones are generally used for organizational purposes. By setting up Zones in ServiceTitan, a color coded system will be created to help you organize jobs in certain locations both on the Dispatch Board and the Schedule Page. You may refer to zones as service areas within your business. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A Technician-Generated Lead is when a technician convinces a customer to schedule another job or request an estimate for additional services. For example, if a technician on a service call convinces a customer to get an estimate to replace aging equipment, you set a Technician-Generated Lead on the job record. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** TGL, tech-generated lead Split determines how much credit each technician is getting for the job. For example: If two technicians perform work on a job, the split could be an even 50%-50%, or it could be 75%-25% if the first technician did a bulk of the work. By default 100% of the technician split will go to the first technician assigned to the job. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The calculation of actual costs (labor, materials, overhead) against revenue for each job to determine true profitability. **What it does:** Shows which job types, technicians, or BUs are truly profitable after accounting for all costs, not just top-line revenue. **Also called:** Job profitability, Cost tracking **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) 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) When sold, a customer membership is configured from the membership type. You add customer-specific details like billing information, service location, and recurring services. [Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)