Construction
Learn how to use ServiceTitan features designed for construction projects and that make up the Project Tracking experience.
What is Construction?
How it works
Get started
Account setup
Set up your account for project job costingCreate project labelsAssign default project labels to expense itemsAdd and edit business unitsSet up and use job typesAdd and manage office employee profilesUse custom fieldsPricebook
Add services to your pricebookAdd equipment to your pricebookAdd materials to your pricebookEdit pricebook itemsBulk edit pricebook itemsAdd subcontractor costUse generic materials to record miscellaneous costsForms
Create a form in ServiceTitanForm triggersComplete and send forms in ServiceTitan MobileSmart fields in PDF formsManaging forms for equipmentCustomer and location records
Merge and unmerge duplicate customer and location recordsChange the customer on an existing location recordUse property dataAdd a new service locationManage customer and service location recordsAdd a new customerAdd equipment without invoicing the customerManage stored customer payment methodsSend customer statementsUse search in ServiceTitanProjects and Project Tracking
Learn how to create a project, including getting a project job costing overview and understanding of project records—all part of the Project Tracking experience.
Estimates
Build an estimate and add estimates to opportunitiesSet up a bid by total project Set up an estimate by project phaseSet up an estimate by line itemCreate an estimate for Construction opportunities Create a change order Manage estimates in ServiceTitanJobs and appointments
Manage jobsManage and book jobs in a projectAdd notes, media, and attachments in ServiceTitanBook multi-day jobsUse custom fieldsSet up ability to attach equipment to a jobBook a job off an email lead using Zapier integrationAdd a customer PO number to a jobDispatching
Use the Dispatch BoardUse the Job TrayConfigure the Dispatch BoardDispatch Board FAQJob record overviewAdjustable Capacity Planning workflowManage crews in ServiceTitan MobilePurchasing and inventory
Initiate requisition from a sold estimateEdit, download, and cancel inventory requisitionsSend purchase orders to vendorsReceive purchase ordersEdit, copy, and cancel a purchase order from the officeManage billsManage receiptsPayroll and timesheets
Manage overtime settingsExplanation of technician timesheets: Technician Timesheet Summary ReportEdit technician timesheetsOverview of Technician Clock I/OClock in and out in ServiceTitan MobileInvoicing
Progress billingCreate retainageAccount and bill for retainageBill for the retained amount in the last invoice for the projectComplete Application for Payment and Continuation SheetPrint, email, or download customer invoicesUse, view, edit, and deactivate payment termsChange Bill To customer on job or projectAccounting integrations
ServiceTitan Web Connector to QuickBooks DesktopQuickBooks Online UsersIntacct usersMemberships
Sell memberships from the officeWarranty
Book a recall or warranty jobReports
Run job costing reportsProject Job Costing report templateCreate custom reportsEdit custom reportsDisclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.