Service Titan Knowledge Base

Project job costing overviewLast updated on 03/22/2022


About project job costing

These articles help you understand how to manage and track all your projects in real time using the Budget vs Actual table in ServiceTitan through step-by-step workflows. On the Project screen, you can easily view things like the project budget as well as actuals accrued as you complete the project. This new functionality gives you visibility into the phases of work your project goes through, percent expended and variances at an itemized level, and more. Use the workflows in this guide to

  • Know how to set up ServiceTitan to get started

  • Learn about project labels and how to create and apply them to manage your projects

  • Build estimates that contain the services, equipment, and materials you plan to use in a project

  • Generate a budget for your project and manage the accrual of actuals

  • Use progress billing to bill your customers in phases and upon milestone completion

  • Modify the contract value of a project with change orders


Benefits

  • Track completion progress on long term projects and make updates or corrections to the project as needed

  • Get a detailed view of all your expenses for the project—from beginning to end

  • Create a detailed budget for projects that last weeks, months, or years

  • Update projects as needed with change orders

  • Bill customers as you reach specific milestones or complete phases of the project with progress billing




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