Introduction and Setup
What is Project Management?
Project Management allows you to manage and track your projects in real-time from the project record. You can view the progress of project phases, compare itemized budgeted costs with actual expenditures, and more. For more information, see Project job costing.
How can I tell if the Project Management feature is enabled?
Check the project page and if the project page includes a Budget vs Actual table, then this feature is enabled.
If it is not on my account, how can I get it?
Reach out to your customer success manager for more details. If you are in the implementation process and haven't gone live yet, reach out to your onboarding manager.
How should I begin to set up project management now that it's on?
Check the quick setup checklist to learn how to set the project management up.
Are there any workshops I can attend to understand Project Management better?
Visit ServiceTitan Academy and enroll in ServiceTitan Project Management.