Service Titan Knowledge Base

Project tracking setup checklist Last updated on 05/23/2022

Project tracking setup checklist

Use this checklist (PDF) to set up project tracking in ServiceTitan. Related topics include:

  • Construction

  • Budgets vs Actuals

  • Progress Billing with Application for Payment

This checklist goes over:

  • Project settings, including creating project labels, default preferences, project setup and retainage

  • Pricebook setup, including customer billing, labor offered, costs, and labels for labor, materials, and equipment

  • Setup for business units, trades, technicians, job types, project statuses, invoicing, and payments

View the checklist (pdf).

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