Construction

Learn how to use ServiceTitan features designed for construction projects and that make up the Project Tracking experience.

Account setup
Pricebook
Forms
Customer and location records
Projects and Project Tracking

What is Construction?

How it works

Get started

Account setup

Set up your account for project job costing Create project labels Assign default project labels to expense items Add and edit business units Set up and use job types Add and manage office employee profiles Use custom fields

Pricebook

Add services to your pricebook Add equipment to your pricebook Add materials to your pricebook Edit pricebook items Bulk edit pricebook items Add subcontractor cost Use generic materials to record miscellaneous costs

Forms

Create a form in ServiceTitan Form triggers Complete and send forms in ServiceTitan Mobile Smart fields in PDF forms Managing forms for equipment

Customer and location records

Merge and unmerge duplicate customer and location records Change the customer on an existing location record Use property data Add a new service location Manage customer and service location records Add a new customer Add equipment without invoicing the customer Manage stored customer payment methods Send customer statements Use search in ServiceTitan

Projects 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.

Create a project Manage projects Project tracking setup checklist Project job costing overview Understand project records Generate actuals Project Job Costing report template

Estimates

Create project estimates Create change orders

Task management

Set up task management Common use cases for task management Manage tasks and subtasks

Jobs and appointments

Manage jobs Manage and book jobs in a project Add notes, media, and attachments in ServiceTitan Book multi-day jobs Use custom fields Set up ability to attach equipment to a job Book a job off an email lead using Zapier integration

Dispatching

Use the Dispatch Board Use the Job Tray Configure the Dispatch Board Dispatch Board FAQ Job record overview Adjustable Capacity Planning workflow Manage crews in ServiceTitan Mobile

Purchasing and inventory

Send purchase orders to vendors Receive purchase orders Edit, copy, and cancel a purchase order from the office Manage bills Manage receipts

Payroll and timesheets

Manage overtime settings Explanation of technician timesheets: Technician Timesheet Summary Report Edit technician timesheets Overview of Technician Clock I/O Clock in and out in ServiceTitan Mobile

Invoicing

Progress billing Create retainage Account and bill for retainage Bill for the retained amount in the last invoice for the project Complete Application for Payment and Continuation Sheet Use time and material billing Print, email, or download customer invoices Use, view, edit, and deactivate payment terms Change Bill To customer on job or project

Payments

Collect a payment Apply available credit to an invoice

Accounting integrations

QuickBooks Desktop users QuickBooks Online Users Intacct users

Memberships

Sell memberships from the office

Warranty

Book a recall or warranty job

Reports

Run job costing reports Project Job Costing report template Create custom reports Edit custom reports

Dashboard and Scorecards

Construction dashboard project information Technician Scorecards Dashboard call metrics Dashboard CSR metrics Marketing Scorecards Dashboard Heat Map