Set up your account for project job costingLast updated on 03/22/2022
Accurate project job costing depends on the proper setup of your ServiceTitan account. Before getting started, make sure your business units, job types, payroll settings and pricebook are configured correctly.
Set up business units
Create business units
ServiceTitan uses business units (BUs) to track and organize different segments of your business. You can assign BUs to pricebook items, jobs, technicians, and more, giving you multiple ways to run business performance reports.
Note: If your business does service and replacement as well as new construction, create separate BUs for each. For example, for your plumbing installations, create Plumbing Install - SR and Plumbing Install - New Construction. The residential new construction workflow calculates some key performance indicators (KPIs) differently from service and replacement KPIs.
For details, see Add and edit business units.
Assign BUs to business unit categories
You can also assign BUs to business unit categories to give you additional ways to report on your business. Job costing uses the categories, trades and divisions. For example, you can assign all your HVAC-related BUs to the HVAC trade so you can get a broad snapshot of that part of your business. Or, you can create a New Construction division for all your BUs that are involved in residential new construction.
For more, see and Use business unit categories.
Create job types
Project job costing uses job types to create project milestones. For example, a typical new construction project has three main phases: rough in, trim out, and start up. Create a job type for each project phase.
For more, see How to set up and use job types.
Set hourly rates
When you add hourly pay for your technicians, you can track labor pay in the Budget vs Actual table for the project.
For more, see Manage technician payroll settings and How to run commission-based vs. hourly pay.
Create pricebook service items
You can bill customers for specific milestones using progress billing. To implement progress billing, create a specific pricebook service item you can add to an invoice for that project phase.
Create a separate service item for each phase you want to bill for. For example, create two pricebook service items called, Rough in completion and Trim out completion. For more, see Add service items to your pricebook.
Note: You don’t need to set the prices for the items. You can enter prices on the billing invoice.
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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.
Disclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.