--- title: "Create a project" slug: "create-a-project-1" updated: 2026-03-27T18:43:34Z published: 2026-03-27T18:43:34Z --- > ## 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. # Create a project ## Overview To begin working on a project and tracking it, you need to first create a project. You have the option of creating a project from multiple areas, depending on where you are in your project journey with your customer. --- ### #### Who uses this feature - Administrators and managers - Applies to all business types #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - If you need a project for a particular customer or service location, create the project before you start booking jobs. That way, you can book jobs for the project directly from the *Project* screen, keeping all information organized and in one place. - If you've already booked at least one job for the project, you can create a project from the job record. ## Use cases - If you're a Residential Service and Replacement business, create a project when: - An estimate sells and an install is booked. - A diagnostic requires a follow up install. - Doing a multi-trade install. - If you're a Residential Construction business, create a project when: - Budget vs actual reporting is needed. - More than one invoice needs to be created for the work. For example, Progress billing. - Different job types are needed to finish work for a customer. For example, Rough In, Trim, Finish, and others. - If you're a Commercial Service and Replacement business, create a project when: - Budget vs actual reporting is needed - More than one invoice is needed for the work. For example, Progress billing. - An estimate sells and an install is booked. - A diagnostic requires a follow up install. - Doing a multi-trade install. - If you're a Commercial Construction business, create a project when: - Budget vs actual reporting is needed. - More than one invoice is needed for the work. For example, Progress billing. - Different job types are needed to finish work for a customer. For example, Rough In, Trim, Finish, and so on. ## Create a project from a customer record 1. [Search for](/v1/docs/use-search-in-servicetitan) and open the customer record you want to create a project from. 2. Go to the *Projects* section of the customer record and click **Create Project**. > [!TIP] > **Tip:** You can also create a project by clicking **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert-blue.png)at the top of the record then selecting **Create Project**. ![Customer details page showing options to add payment method and create project.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-click-create-project.png) 3. In the window that opens, select the location for which you want to create the project. ![Confirmation dialog asking to create a project with selected location details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-project-image-4jr7410y.png) 4. When you're finished, click **Next**. 5. In the project record that opens, click the **No Project Name** field and enter a name for the project. You're now ready to track the project. ## Create a project from a service location 1. [Search for](/v1/docs/use-search-in-servicetitan) and open the location record you want to create a project from. 2. Go to the *Projects* section of the location record and click **Create Project**. > [!TIP] > **Tip:** You can also create a project by clicking **More**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert-blue.png)at the top of the record then selecting **Create Project**. ![User interface showing project details and options for Brian Tran's HVAC installation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-click-create-project-location.png) 3. In the confirmation window that opens, click **Ok**. 4. In the project record that opens, click the **No Project Name** field and enter a name for the project. You're now ready to track the project. ## Create a project from a sold estimate 1. [Search for](/v1/docs/use-search-in-servicetitan) and open the sold estimate you want to create a project from. 2. From the sold estimate, click the **Actions** dropdown and select **Add to Project**. ![Dropdown menu showing options including 'Add To Project' highlighted for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-project-image-hd6wmsg7.png) 3. In the *Add Estimate to Project* window that opens, select **Create a new project**. ![User interface for adding an estimate to a new project with instructions displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-project-image-enxykgdo.png) 4. Click **Add to Project**. 5. In the project record that opens, click the **No Project Name** field and enter a name for the project. You're now ready to track the project. ## Create a project from a job record 1. [Search for](/v1/docs/use-search-in-servicetitan) and open the job record you want to create a project from. 2. From the job record click the **Job Actions** dropdown and select **Create project**. ![Dropdown menu showing various job actions including 'Create project' option highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-project-image-9wzzsa72.png) 3. In the confirmation window that opens, click **Ok**. 4. In the project record that opens, click the **No Project Name** field and enter a name for the project. You're now ready to track the project. ## Copy an existing project's information 1. [Search for](/v1/docs/use-search-in-servicetitan) and open the project you want to copy. 2. Click the **Copy** icon to copy the project's name, location, and link to the project on the clipboard. ![Project details for City Hall, including status and service address information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-project-image-tpw6l5ni.png) ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Project Management Basics](https://servicetitan.docebosaas.com/academy/learn/courses/253/project-tracking-basics) - See [Project job costing overview](/v1/docs/project-management-overview) - See [Manage projects](/v1/docs/manage-projects)