Set up production settings for Roofing

Overview

Roofing production settings in ServiceTitan help create consistency across teams and keep projects moving smoothly from booking through installation. Configure alerts, project statuses, labels, tags, custom fields, and job summary prompts to build a strong operational foundation for your roofing business.

These foundational settings improve communication, provide clear project visibility, and ensure accurate data from the start.

Things to know

• Main project statuses are predefined and cannot be changed. You can create sub-statuses to match your roofing workflow.

• Custom fields can be tied to specific job types so they only appear where relevant.

Best practices

• Set up alerts for key project status changes, such as Ready for Production or Ready for Scheduling, to keep your production team informed automatically.

• Use color-coded labels to make estimates and projects easy to interpret at a glance.

• Create tag types that help your crews and sales team prepare before arriving on-site, such as Gate Code, Pet on Site, or Leak.

• Add job summary prompts to standardize the information CSRs and coordinators collect during booking.

Use cases

A roofing company creates a Ready for Production project status alert to automatically notify the production team by notification when a project is ready for scheduling.

• A coordinator uses custom fields tied to the Roof Install job type to capture roof age and existing material details during booking.

• A dispatcher reviews tags on the Dispatch Board to identify jobs with special site requirements before assigning crews.

Manage project statuses and labels

Project statuses and labels are essential for tracking project progress and organizing materials and tasks in your roofing workflow.

Create sub-statuses

Main project statuses are predefined. Create sub-statuses to match your roofing workflow.

1. Go to the top toolbar and click Settings .

2. In the side panel, click Operations > Project Statuses. 

3. View all main statuses and sub-statuses on the Project Statuses page.

4. In the Project Statuses, click Add Substatus. 

5. Enter a name for the sub-status.        

   Tip: Common roofing sub-statuses include Ready for Production, Pending Materials, and Waiting for Install.

6. When finished, click Save.

Manage project labels

Labels identify the type of materials or tasks associated with a project. Use labels to keep estimates and projects organized.

1. Go to the top toolbar and click Settings .

2. In the side panel, click Operations > Project Settings. 

3. On the Project Project Labels screen, click + Add Label to add new labels and choose a color for each.        

   Note: Common roofing labels include Color Required, Permit Item, Labor Item, Warehouse Item, and Supplier Material.

        

4. (Optional) Click the Default Preferences tab to assign default labels for materials, equipment, or services as needed.        

   Note: You can set a default material type (Supplier or Warehouse) based on your typical workflow, then adjust it as needed when creating individual materials—or choose not to set a default at all.

        

5. When finished, click Save.

Create alerts

Alerts help your team stay informed as projects move through the workflow. For roofing projects, the Project Status alert is especially useful for notifying your production team when a project reaches a key stage.

1. Go to the top toolbar and click Settings .

2. In the side panel, click Integrations > Alerts. 

3. In the Alerts screen, click Add. 

4. In the Add alert screen, enter the following details:         

   1. Select the alert type. For roofing projects, select Project Status.

   2. Choose the delivery method: Email, SMS or both.

   3. Select the recipients who should receive the alert.

   4. Set any additional filters to ensure the right people get the right updates at the right time.                

      Note: For example, notify your production team when a project moves to Ready for Production or Ready for Scheduling.

5. When finished, click Save.

Create tag types

Tags help your team identify important details about a job or customer at a glance. Tags appear during job booking, on the Dispatch Board and the mobile app.

1. Go to the top toolbar and click Settings .

2. In the side panel, click Operations > Tag Types. 

3. On the Tag Types page, click Add. 

4. In the Add a Tag Type screen, enter the following details:         

   1. Enter a Name for the tag.                

      Tip: Common roofing tags include Gate Code, Pet on Site, Leak, and Rescheduled.

   2. Select a Color for the tag.

   3. Select the Importance level of the tag.

   4. Select Conversation opportunity if you want to show the tag on the Dispatch Board.

5. When finished, click Save.

Create custom fields

Custom fields let you collect additional roofing-specific information during job booking or project setup. You can control where fields appear and tie them to specific job types.

1. Go to the top toolbar and click Settings .

2. In the side panel, click Operations > Custom Fields.

3. On the Custom Fields page, click Add. 

4. In the Create New Custom Field screen, enter the following details:        

   1. Enter a name for the field.                

      Tip: Common roofing custom fields include Approx Age of Roof and Existing Roof Material.

   2. Choose where the field should appear, such as Job Record, Call Booking, or Project Record.                

      1. Set the field as required if needed.

5. Select the field type based on the response you need: Text, Numeric, or Dropdown. 

6. When done, click Save.

Add job summary prompts

Job summary prompts guide CSRs and coordinators through key questions during job booking. This ensures consistent information is collected before scheduling crews.

1. Go to the top toolbar and click Settings .

2. In the side panel, click Operations > Job Types. 

3. Click Edit next to the job type you want to configure.

4. Set up summary fields and custom fields for the job type.         

   Note: When a job type is set up with summary fields and custom fields, those questions automatically appear on the job booking page. Capture details such as homeowner preferences, roof details, or special site requirements.

5. When finished, click Save.

After booking a job, custom fields and tags appear within the job. This provides visibility for everyone involved in production.

Want to learn more?

• Visit ServiceTitan Academy and enroll in Roofing Production Settings