Service Titan Knowledge Base

Assign default project labels to expense itemsLast updated on 09/09/2022

Set default project labels for pricebook items, job types, and technicians to streamline the labeling of expense items in projects. Labels are used to organize expenses in the Budget vs Actual table. You can view expenses by project phase and then drill down to see the breakdown of spending within each phase.


Things to know

  • Before you start, make sure to create project labels and categories.

  • You can set default labels for pricebook item types and technician labor. You can also assign labels to a specific pricebook item or technician. The assigned label takes precedence over the default label.

  • Technicians cannot edit labels in ServiceTitan Mobile.

  • Labels on invoices and estimates can be edited from the office.

  • Expenses are grouped by label category in the Expense Details table of the project record. You can expand categories to view spending by label.


Assign default project labels

When you add default project labels to an expense type, it’s automatically assigned to an item when it’s added to a project estimate or invoice. For example, you can set the Labor label as the default for all labor service items.

To add default labels:

  1. Go to the navigation bar and click Settingssettings.png.

  2. In the side panel, click Operations > Project Settings.

  3. Click the Default Labels tab.

  4. In the Pricebook Items section, click the dropdown for a pricebook item type to assign default labels.

  5. Under Technician Labor, select default labels for technician labor hours.

  6. When you’re done, click Save.


Assign project labels to pricebook items

You can assign labels to individual pricebook items so that they’re labeled when added to a project invoice or estimate.

To apply project labels to an existing pricebook item, edit the item:

  1. Go to the navigation bar and click Pricebook.

  2. In the side menu, click Services, Materials, or Equipment, depending on the pricebook item you want to edit. The item table opens.

  3. Browse the table or use the search field to find the item you want to edit. You can search by item code, name, or description. Tip: Click Filters to open the filters menu. You can include items in the table based on price, sold hours, category, and other details. After you set your filters, click Apply.

  4. For the item you want to edit, on the right side of the item table, click More more-btn-mobile and select View/Edit Item.

    Edit Item opens.

  5. Click the Project Label dropdown and select the labels you want to assign.

  6. When you’re done, click Save.


Apply labels to job types

Assign a label for a project phase to a job type to automatically attribute actuals to that phase. When a job of that type is booked on a project, the label applies to all paid timesheet activities and invoice items on the job.

  1. Go to the navigation bar and click Settings settings.png.

  2. In the side panel, click Operations > Job Types.

  3. Find the job type you want to apply a label to and click Edit.

  4. Click the Project Label dropdown and select the label that corresponds to the appropriate project phase.

  5. When you’re done, click Save.


Assign labor labels to technicians

Assign labels to each technician for their labor type. For example, all apprentice technicians who work on residential new construction should have project labels Labor > Apprentice Labor.

Note: If you don’t apply labels to technicians, timesheet labor costs appear in the Uncategorized section of the Budget vs Actual table.

  1. Go to the navigation bar and click Settings settings.png.

  2. In the side panel, click People > Technicians.

  3. Find the technician you want to add a label to and click Edit.

  4. Click the Project Label to assign labels.

  5. When you’re done, click Save.




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