Manage projectsLast updated on 01/26/2023

• 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 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 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.

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 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 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 icon.

   The Edit Project screen opens.

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

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

• Book New Job

• Attach Existing Job

• Create Payment

• Add Invoice

• Add Application for Payment

• Build Estimate

• Add Purchase Order

• Add Return

• Add Requisition

• Add Task

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.

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.

• Visit ServiceTitan Academy to enroll in Project Page Redesign

• See Understand project records