Project management setup checklist
- Updated on Jul 10, 2026
- Published on Mar 13, 2026
Overview
Use this checklist (PDF) to set up project management in ServiceTitan. Related topics include:
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).
Invoicing customers in stages as specific milestones of a large project are completed rather than in one lump sum at the end.
What it does: Improves cash flow on large or multi-day roofing and commercial jobs by collecting partial payments throughout the project.
Also called: Milestone billing, Staged invoicing
Tags: Roofing / Exteriors
See the full glossary →
Was this article helpful?