Project management setup checklist

Overview

Use this checklist (PDF) to set up project management in ServiceTitan. Related topics include:

• Construction

• Budgets vs Actuals

• Progress Billing with Application for Payment

This checklist goes over:

• Project settings, including creating project labels, default preferences, project setup and retainage

• Pricebook setup, including customer billing, labor offered, costs, and labels for labor, materials, and equipment

• Setup for business units, trades, technicians, job types, project statuses, invoicing, and payments

View the checklist (pdf).