Service Titan Knowledge Base

The project pageLast updated on 09/14/2022

Projects help you keep all information about related jobs together. Projects can be created one of two ways in ServiceTitan. In most cases, the system will automatically create a project for you, for example, when creating multiple related jobs. However, you can also manually create a project. This topic goes over what you need to know to work with projects.

Things to know

  • Only jobs or visits that occur in the same location can belong to the same project.

  • If you use the non-convertible option, be sure to set up specific job types for installs and mark those as non-convertible opportunities by default. This ensures more accurate reporting. For more information, see Set a job type as no charge by default and Set up and use job types.

  • You can go directly to the Schedule Board by c​​licking View Calendar on the Project screen in the Job & Appointments section. The Schedule Board automatically filters using the project so that you only see jobs relevant to it. Choose between a three-day or seven-day view of the project calendar, whichever works best for your business needs.

  • In a project, depending on the project workflow and the way your business works, you’ll see different types of jobs:

    • The job where the lead originated—You see this type of job in the project if the estimate visit or install job was booked as a tech-generated lead. For more information, see Job-generated leads.

    • The job for the initial estimate visit—This is the job where the technician or salesperson provides any relevant estimates. This is usually a $0 no-cost job, unless you charge a fee for estimate visits or other work that was performed.

    • The install job—Depending on the work type, you may see more than one of these jobs in the project.

  • After you sell an estimate, you’re prompted to book the sold items on the estimate into an install job. After you book that new job, a project will be automatically created and will contain both jobs. For more information, see Manage estimates in ServiceTitan.

  • If your account is configured correctly, you can book items from a sold estimate into an existing job in the same project. For more information, see Convert open estimates and book sold estimates.

Create a project from the customer or service location record

If you create a project from the customer record, you should select the service location.

Note: A service location is required for a project.

If you know you need a project for a particular customer or service location, create the project before you start booking jobs. That way, you can book jobs for the project directly from the project, keeping all information organized and in one place:

  1. Find the customer or service location that needs a project. Tip: You can click the record from the Call Booking screen if you are on the line with the customer. If you are not on the line with the customer, you can use Search to find the record.

  2. Click Create Project.

  3. On the verification pop-up message, click Ok to confirm. The Project page opens.

Note: The new project includes the billing and service location information. You can book jobs or attach existing jobs from the project.

Create a project from an existing job

If you have already booked at least one job for the project, you can create a project from the Job page:

  1. Go to a job you want to include in the project. Tip: You can find the job using Search. Or, you can locate it on the Dispatch Board.

  2. From the Job Actions dropdown, click Create project.

  3. On the verification pop-up message, click Ok to confirm. The Project page opens.

    Note: The new project contains the job and uses the billing and service location information from that job. You can book jobs, create invoices, or add existing jobs from the project.

View and edit a project page

In the Project page, use the navigation bar or scroll down to find the category you want. For more information about categories, see Understand project records.

Tip: You can collapse the navigation bar to expand any project page.

The Project Details right panel includes project contacts and additional information.

  • Contacts has the Service Location and Bill To. Note: You cannot edit the Service Location after the project is created. 

  • Additional Information lists the custom fields.

To edit a project status click the Edit Edit icon icon next to the status and select the status you want. Selecting a project status helps you track your projects by filtering for specific projects or running reports. For example, a project status allows you to find project that are completed in the past month or projects that have schooled jobs but haven't started yet.

Tip: You can click the arrow image7 icon to select the sub-status of the status if you have set them.For more information on how to set a custom sub-status, see Add custom project sub-statuses.

You can add a photo to your project by clicking Add Photo.

You can edit a project by either hovering and clicking fields on the project page or opening the Edit Project page to make edits. To edit a project page:

  1. Open the project that you want to edit. Tip: You can find the project using Search.

  2. Click the Edit Edit_Icon_Blue icon.

    Edit Project opens.

  3. In the Edit Project page, make the changes you want, then click Save.

Working in a Project page

From the Actions dropdown, you can select one of the following options:

Add an invoice to a project

  1. Select the project you want to add an invoice to. Tip: You can find the project using Search.

  2. From the Actions dropdown, click Add Invoice. Add Invoice opens.

  3. In the Add Invoice pop-up, use the Business Unit dropdown to select the business unit you want to add then click Add Invoice.

Tip: Enter the first few letters of the business unit in the search bar to find the business unit you want.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.