Service Titan Knowledge Base

Manage projectsLast updated on 01/26/2023

Projects help you keep all information about related jobs together. Projects can be created in one of two ways in ServiceTitan. In most cases, the system automatically creates a project for you. For example, a project is automatically created when you create multiple related jobs. In cases where a project isn’t automatically created, you can manually create a project.

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 them as non-convertible opportunities by default. This ensures more accurate reporting. For more, 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 clicking View Calendar on the Project screen in the Job & Appointments section. The Schedule Board automatically filters using the project so you only see jobs relevant to it. Choose between a three-day or seven-day view of the project calendarwhichever 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 technician-generated lead. For more, 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, 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, see Follow up on opportunities.

View and edit a project

On the Project screen, 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.

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

  • Contacts have Service Location and Bill To. Note: You aren't able to edit the service location after the project is created

  • Additional Information lists the custom fields. It also includes information about payment terms.

    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 projects that are completed in the past month or projects that have scheduled 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 hovering over and clicking fields on the Project screen, or by opening the Edit Project screen to make edits. To edit a project:

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

  2. Click the Edit Edit_Icon_Blue icon.

    The Edit Project screen opens.

  3. On the Edit Project screen, make the changes you want, then click Save.

Work in a project

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

Note: Account configuration is required to add an invoice, add application for payment, build an estimate, and add a task to a project. Please contact Technical Support for details.

Add an invoice to a project

Note: Account configuration is required to add an invoice to a project. Please contact Technical Support for details.

  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.