Learn how to use ServiceTitan features designed for construction projects and that make up the Project Tracking experience.
What is Construction?
How it works
Account setupSet 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 fields
PricebookAdd services to your pricebookAdd equipment to your pricebookAdd materials to your pricebookEdit pricebook itemsBulk edit pricebook itemsAdd subcontractor costUse generic materials to record miscellaneous costs
FormsCreate a form in ServiceTitanForm triggersComplete and send forms in ServiceTitan MobileSmart fields in PDF formsManaging forms for equipment
Customer and location recordsMerge 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 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.