Service Titan Knowledge Base

Manage and book jobs in a projectLast updated on 03/22/2022

When working on a project, you will also be able to work with jobs under that project. This includes booking jobs directly from the project, duplicating existing jobs to create new jobs, attaching existing jobs to a project, and moving jobs from one project to another.


Things to know

  • You can use the Booked Job alert to track when jobs are booked. For more information, see Use alerts.

  • When you book a new job outside of a project, including booking a job from a call, it is recommended to follow steps in the Book a job guide.


Book a job from a project

  1. Select the project to which you want to add a job. Tip: You can find the project using Search.

  2. Click Book New Job. Call Booking opens.

  3. Use the Call Booking page to book the job.

The job is automatically attached to the project.


Book a duplicate job from a project

Note: Account configuration is required to use this feature. To update your account, please contact your success or implementation manager for details.

When an existing job in a project has the same information as the job that you want to book, you can duplicate the original job. For example, if you’re booking work for a project that spans multiple business units and technicians, you can duplicate a job you’ve already booked and change the technicians and business unit on it. That way, you can enable correct billing and manage the work better without filling out the call booking form repeatedly with the same information.

  1. Select the project to which you want to add a job. Tip: You can find the project using Search.

  2. Go to Jobs & Appointments.

  3. Select the job you want to copy.

  4. From the Job Actions dropdown, click Duplicate Job. Call Booking opens.

  5. Use the Call Booking page to edit the job information as needed and book the job. Note: You should at least change the date for the job.


Attach an existing job to a project

  1. Select the project you want to attach an existing job to. Tip: You can find the project using Search.

  2. From the Actions dropdown, select Attach Existing Job. Attach existing job opens.

  3. In the Attach existing job pop-up, use the dropdown list to select the existing job you want to attach. Note: The system brings those jobs, which have the same service location as the current project.

    Tip: Enter the first few numbers of the job in the search bar to find the existing job you want.

  4. When you're finished, click Attach.


Move jobs from one project to another

If you added a job to the wrong project, you can detach the job from the incorrect project and attach it to the right one:

  1. Select the job you want to move to another project. Tip: You can find the job using Search.

  2. Go to Jobs & Appointments.

  3. Select the job you want to detach.

  4. From the Job Actions dropdown, select Detach from project.

  5. Click Ok to confirm.

Now you can attach the job to the correct project.


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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.