--- title: "Standardize job booking with job types for Roofing" slug: "standardize-job-booking-with-job-types-for-roofing" updated: 2026-10-15T01:34:55Z published: 2026-10-15T01:34:55Z canonical: "help.servicetitan.com/standardize-job-booking-with-job-types-for-roofing" --- > ## 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. # Standardize job booking with job types for Roofing ## Overview Job types help you organize and manage different types of work in ServiceTitan. In roofing, a job is created anytime work is performed for a customer, even when it isn't paid for, such as a free estimate. Setting up roofing-specific job types ensures consistent booking, accurate reporting, streamlined scheduling, and helps match the right crews to the right work. --- ### #### Who uses this feature - Administrators, CSRs and Dispatchers - Primarily benefits Residential Construction and Commercial Construction business types - Primarily benefits Roofing and Exterior trades #### Feature configuration - The *Edit Business Units* permission may be required to configure job type settings. Please contact the account administrator on your team. - Permissions to create and edit job types vary by role. Please contact the account administrator on your team for details. ## Things to know - Skills can be assigned to job types so only field workers with the required qualifications are matched to those jobs. ## Use cases - A roofing contractor offers both shingle and metal roofing installations. They create separate job types–*Install - Shingles*, *Install - Metal*– with different skills assigned so the right specialized crew is matched to each job. - You operate in multiple locations with separate business units for each. You assign *Location 1 - Sales* and *Location 2 - Sales* as default business units for the Estimate job type so CSRs only see relevant options when booking. - Your installation jobs typically take 8 hours but warranty service calls take only 2 hours. You set different durations for *Install - Full Roof System* (8 hours) versus *Warranty - Service Call* (2 hours) to accurately reflect capacity on your Dispatch Board. ## Add and edit job types Job types help you organize and manage different types of work. Setting up roofing-specific job types ensures consistent booking and accurate reporting. ### Create a job 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=2026-10-31T01%3A44%3A41Z&se=2026-10-31T02%3A44%3A41Z&sr=c&sp=r&sig=KP3RW1EJbBZwhh5s2R%2BhjByDZLQ9pOAeykaaf661nuE%3D)**.** 2. In the side panel, go to **Operations** **>** **Job Types.** 3. On the *Job Types* screen, click **Add** to create a new job type. 4. On the *Details* tab, complete the required fields: ![Form fields for adding a job type, including name, priority, and duration.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/standardize-job-booking-with-job-types-for-roofing-image-as45peiw.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A41Z&se=2026-10-31T02%3A44%3A41Z&sr=c&sp=r&sig=KP3RW1EJbBZwhh5s2R%2BhjByDZLQ9pOAeykaaf661nuE%3D) 1. **Name**: Enter the name you want to use. Common roofing examples include: 1. *Estimate - Roofing* 2. *Install - Shingles* 3. *Install - Flat Roof* 4. *Install - Gutters* 5. *Install - Metal Roof* 6. *Warranty - Service Call* 7. *Maintenance - Annual Inspection* 2. (Optional) **Business Unit:** Select a default business unit. If you select business units, only the ones you add will appear on the call booking screen for this job type. 3. (Optional) **Priority:** Select the level of urgency for this type of job. 4. **Duration**: Enter the typical time this job type takes. This appears on the Dispatch Board and Schedule Board. 5. **Sold threshold**: Enter the minimum dollar amount required for a job to count as a sale in your reporting. Common roofing thresholds include: 1. Estimate jobs: $1 to track all booked estimates 2. Installation jobs: $5,000 - $10,000 to track significant projects 3. Service/Warranty jobs: $100 - $500 to track paid service work > [!NOTE] > **Note:** When you fill out fields like tags, summary, and custom fields, the information pre-populates on the call booking screen when your CSR selects the job type. 1. On the *Skills* tab, select skills so only field workers with the required qualifications are assigned to this job type. For example, assign Flat Roof skill to *Install - Flat Roof* job types, or assign Shingles skill to *Install - Shingles* job types. 2. Configure additional settings as needed for your business: 1. **Tags**: Add tags that should automatically appear when this job type is selected 2. **Summary**: Add default summary text that pre-populates during booking 3. **Custom fields**: Configure which custom fields appear for this job type 3. Review the information and click **Save**. ### Edit a job type You can edit existing job types at any time. 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=2026-10-31T01%3A44%3A41Z&se=2026-10-31T02%3A44%3A41Z&sr=c&sp=r&sig=KP3RW1EJbBZwhh5s2R%2BhjByDZLQ9pOAeykaaf661nuE%3D)**.** 2. In the side panel, go to **Operations** **>** **Job Types**. 3. Click **Edit** next to the job type you want to modify. ![A user clicks the 'Edit' button in a task management interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/standardize-job-booking-with-job-types-for-roofing-image-wjojxxgu.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A41Z&se=2026-10-31T02%3A44%3A41Z&sr=c&sp=r&sig=KP3RW1EJbBZwhh5s2R%2BhjByDZLQ9pOAeykaaf661nuE%3D) 4. On the *Edit Job Type* screen, make any necessary updates to the details, skills, or other settings. 5. When finished, click **Save**. ### Deactivate a job type You can deactivate job types you no longer use. Deactivating preserves historical data while removing the job type from active use. 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=2026-10-31T01%3A44%3A41Z&se=2026-10-31T02%3A44%3A41Z&sr=c&sp=r&sig=KP3RW1EJbBZwhh5s2R%2BhjByDZLQ9pOAeykaaf661nuE%3D)**.** 2. In the side panel, go to **Operations** **>** **Job Types**. 3. Click **Edit** next to the job type you want to deactivate. 4. Scroll down and click **Deactivate**. ![User interface showing options to save or deactivate custom fields for invoices.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/standardize-job-booking-with-job-types-for-roofing-image-2nzokw1w.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A41Z&se=2026-10-31T02%3A44%3A41Z&sr=c&sp=r&sig=KP3RW1EJbBZwhh5s2R%2BhjByDZLQ9pOAeykaaf661nuE%3D) ### Activate or deactivate multiple job types in bulk You can activate or deactivate multiple job types at once to save time. 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=2026-10-31T01%3A44%3A41Z&se=2026-10-31T02%3A44%3A41Z&sr=c&sp=r&sig=KP3RW1EJbBZwhh5s2R%2BhjByDZLQ9pOAeykaaf661nuE%3D)**.** 2. In the side panel, go to **Operations** **>** **Job Types**. 3. Select the checkboxes next to the job types you want to modify. 4. To activate the selected job types, click **Activate**. ![User interface showing job types with an 'Activate' button highlighted for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/standardize-job-booking-with-job-types-for-roofing-image-cuklp9sy.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A41Z&se=2026-10-31T02%3A44%3A41Z&sr=c&sp=r&sig=KP3RW1EJbBZwhh5s2R%2BhjByDZLQ9pOAeykaaf661nuE%3D) 5. To deactivate the selected job types, click **Deactivate**. ![User interface showing job types with options to add, activate, and deactivate jobs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/standardize-job-booking-with-job-types-for-roofing-image-ay0aeccl.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A41Z&se=2026-10-31T02%3A44%3A41Z&sr=c&sp=r&sig=KP3RW1EJbBZwhh5s2R%2BhjByDZLQ9pOAeykaaf661nuE%3D) ### Filter job types by status You can filter job types by their active or inactive status to manage your list more easily. 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=2026-10-31T01%3A44%3A41Z&se=2026-10-31T02%3A44%3A41Z&sr=c&sp=r&sig=KP3RW1EJbBZwhh5s2R%2BhjByDZLQ9pOAeykaaf661nuE%3D)**.** 2. In the side panel, go to **Operations** **> Job Types**. 3. Click the filter icon next to the **Active** column. ![A user clicks on the 'Active' filter option in a data table interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/standardize-job-booking-with-job-types-for-roofing-image-2cyn328w.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A41Z&se=2026-10-31T02%3A44%3A41Z&sr=c&sp=r&sig=KP3RW1EJbBZwhh5s2R%2BhjByDZLQ9pOAeykaaf661nuE%3D) 4. Select the status you want to view and click **Filter.** ![User interface showing filter options for active and inactive items in a table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/standardize-job-booking-with-job-types-for-roofing-image-teyfp1pj.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A44%3A41Z&se=2026-10-31T02%3A44%3A41Z&sr=c&sp=r&sig=KP3RW1EJbBZwhh5s2R%2BhjByDZLQ9pOAeykaaf661nuE%3D) 1. **Active** 2. **Inactive** The job types list refreshes to show only the selected status. ## Want to learn more? - See [Set up and use job types](/construction/docs/set-up-and-use-job-types) - See [Add and edit business units](/construction/docs/add-and-edit-business-units-3) 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) The minimum subtotal dollar amount when you consider a job or estimate to be converted. When an invoice subtotal on completed job meets the sold threshold, it's considered a converted job. When an estimate meets the sold threshold, it's considered a closed estimate. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)