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:
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.