Overview
Project Types enable you to modify the layout of your project records while making it easier to find projects in your account.
Who uses this feature
Administrators, Project Managers, Operations Managers, Accountants
Applies to all business types
Applies to all trades
Feature configuration
The following permissions are required to edit and override project types. Please contact the account administrator on your team:
Edit type on project
Allows the employee to change the project type on a project record.
For example, an employee with this permission could update a project record from the Sales project type to the Progress Billing with Application for Payment project type.
Override project type settings on project
Allows the employee to override the project type settings on a project record.
For example, an employee with this permission could unhide the Project Summary on a Sales project type, where the project summary is hidden by default.
Things to know
Project Types allow you to customize the layout of your project records. You can also create new project types specific to your business workflows.
You can edit existing project types to align with your workflows and business processes.
If you use Project Management, your account automatically contains prebuilt project types from ServiceTitan.
What are project types?
Project types make it easier to understand what is required for a project at a given time while also enhancing recordkeeping efficiency. When you assign a project type to a project record, certain aspects of the project are hidden from the project. This helps you focus on the most important aspects of your project when requirements change at different points in time.
Note: You can change the project type of a project at any time while managing the project.
Prebuilt project types
The following project types are automatically available when you have Project Management enabled:
Sales: For projects that are in Bid status. Project summary, Budget vs Actual, Application for Payment, and Purchasing are removed from view when using the Sales project type.
Service: For service projects that don't need project management features. Project summary, Budget vs Actual, and Application for Payment are removed from view when using the Service project type.
Install: For install projects that don't need project management features. Project summary, Budget vs Actual, and Application for Payment are removed from view when using the Install project type.
Progress Billing without Application for Payment: For projects that use project invoices instead of applications for payment. Application for Payment is removed from view when using the Progress Billing without Application for Payment project type.
Progress Billing with Application for Payment: For projects that use application for payments instead of project invoices. Project Invoice is removed from view when using the Progress Billing with Application for Payment project type.
Create project types
To create a project type:
Go to the navigation bar and click Settings
.In the side panel, go to Operations > Project Types.
On the Project Types screen that opens, click Create Project Type.
On the Create Project Type screen that opens, enter a Project Type Name and a Description.
In the Project Setting section, select the items you want enabled for the project type. To hide a section, click the Show icon
so it displays as Hide 
. 
Tip: Hover over the icon next to a project setting to understand what will be hidden or visible.
When finished, click Create.
Set a default project type
If you want a certain project type to automatically populate whenever you're creating a new project:
Go to the navigation bar and click Settings.
In the side panel, go to Operations > Project Types.
Click Edit for an existing project type or click Create Project Type.
Click Default.
When finished, click Save.
Use project types
To update the project type of a project:
Search for and open the project you want to update.
In the left side menu, click the Project Type field.
On the Project Type Settings screen that opens, click the Project Type dropdown and select a project type.
When finished, click Save at the bottom of the screen.
The project type you selected is now shown in the Project Type field.
Use case for project management
If you use project management, here is an example of how you can apply project types to your workflow:
On the project, select the Sales project type.
On the project, change the status to Bid.
Create a project opportunity on the project:
Create a line item estimate: Use this method if your pricebook already contains the specific services, materials, and equipment required for the project. You can also use this method when you want to use other features, such as requisitions, to procure inventory directly from your current stock.
Create a rough estimate: Use this method if your pricebook does not contain the specific services, materials, or equipment required for the project. Rough estimates are ideal when you may not know the exact material or equipment tasks to include yet, or when you need an efficient workflow to create and populate a budget for your project.
After you've won the bid, sell the estimate to populate the project's financial information.
On the project, change the project type from Sales to another type that matches your contractual agreements. For example, if Applications for Payment are required, select the Progress Billing with Application for Payment project type.
On the project, change the status from Bid to the appropriate status, such as Pending Scheduling or Scheduled.
For more information on project management workflows, see project management.