Jobs and Projects Home

Learn to set up and take actions on jobs and projects. Jobs and projects are how you track the work you're doing for your customers, which ensures your business keeps growing and stays organized. From creating multiple appointments to displaying instant job costing, there are several ways to get the most out of your jobs and projects.

Setup

What you need to get started

To prepare for jobs and projects, start with the basics:

• Train Dispatchers and CSRs: Ensure employees managing jobs understand job statuses and actions.

• Set up and use job types: Job types are first added to the job when it is booked during the call booking process. They can be used to set the default job duration of recurring services, more easily find jobs in Search, customize certain report types, and filter your view of the Schedule Board.

• Set up and use project types: Project Types enable you to modify the layout of your project records while making it easier to find projects in your account.

• Configure your project settings: Set defaults and restrictions on project transactions.

• Understand Call booking: Ensure jobs and projects are created correctly.

• Understand Dispatching: Ensure technicians are assigned and dispatched to the correct jobs.

Required permissions

The following permissions are required to set up and manage jobs and projects. To have these enabled, please contact the account administrator on your team:

• Book job

• View job

• Edit job

• Reschedule appointments

• Hold job

• Cancel job

• Recall job

• Detach SMS

• Edit note

• Edit job type

• Edit cancel job reason

• Edit hold job reason

• Allow bulk booking of recurring service events

• Add appointments

• Attach job to project

• Detach job from project

• Edit project status

• Delete project and location opportunities and estimates

• Edit business unit on project

• Show financials

• Edit project type on project

• Override project type settings on project

Quick start guide

Set up job types

To set up jobs types:

1. Go to Settings > Operations > Job Types.

2. Click Add. 

3. Add the details for the job type. 

4. When you're done, click Save.

5. Repeat steps 1-4 for each job type you want to create.

Set up cancel and hold reasons

To set up cancel and hold reasons for jobs:

1. Go to Settings > Operations > Cancel and Hold Reasons.

2. Click Add. 

3. Enter the name of the Cancel or Hold reason and click Save.

4. Repeat steps 6-8 for every Cancel and Hold reason you want to create.

Set up project types

To set up project types

1. Go to Settings > Operations > Project Types.

2. Click Create Project Type. 

3. Enter a Project Type Name and a Description.

4. In the Project Setting section, select the items you want enabled for the project type. To hide a section, click the Show icon   so it displays as Hide. 

5. When finished, click Create.

6. Repeat steps 1-5 for every project type you want to create.

Review project settings

To set up your preferred options for projects:

1. Go to Settings > Operations > Project Settings.

2. Click Project Setup. 

3. Select your preferred options under Revenue Recognition Method, Retainage, and Project Business Unit.

4. When you're finished, click Save. 

Advanced setup

Use these guides to enhance your jobs and projects experience with optional features.

Part 1: Job Types

• Mark jobs as no charge or non-opportunity by default: Automatically set certain job types as no charge or non-opportunity whenever they're booked.

• Add default services for job types: Automatically add services to the invoice whenever the job is booked.

• Sold threshold: Set the dollar value for when you consider a job to be closed or converted.

• Map Job Types: Use the Job Type Mapping tool to ensure your integration leads are attributed correctly and to calculate the capacity and availability of your technicians.

Part 2: Custom fields

• Add custom project sub-statuses: Add custom fields to customer records, service location records, jobs, projects, purchase orders, equipment records, employee settings, and technician settings.

• Add custom project sub-statuses: There are several default statuses for projects, but you can also add custom sub-statuses.

Part 3: Project Management

• Project Management: Manage and track your projects in real time from the project record. You can view the progress of project phases, compare itemized budgeted costs with actual expenditures, and more.

• Understand differences between projects and project management projects.

• Core project management setup and workflow: Learn how to set up our recommended best practices for project Management. Additional recommended workflows build off of this core setup and can introduce more granular cost and revenue tracking for your projects.

• Phased project management setup and workflow: Recommended for any business who completes/runs their projects in phases. This workflow is typically used in the Construction Industry to track their cost types, such as labor, material, and equipment at the more granular phase level.

• Project Portfolio: Project portfolio is a project management tool that gives you a high-level overview of your projects and lets you manage them based on the information presented, including budget, invoices, payments due, and more.

Jobs and projects settings

Efficiently manage your jobs and projects settings in ServiceTitan.

• Set up and use job types

• Manage cancel reasons

• Project settings overview

• Create and use project types

Key workflows

Manage jobs

Update and manage jobs in ServiceTitan.

Job actions and statuses

• Job record overview

• Statuses and actions on jobs and appointments

• Place a job on hold

• Cancel a job

Job booking

• Book a recall job from an existing job

• Book a Technician-Generated Lead job from an existing job

• Book sold estimate items into existing jobs

Job and service location information

• Manage pre-installation jobs

• Manage property management customers

• View job history

• Edit job information

• Add notes, media, and file attachments in ServiceTitan

• Use property data

Manage appointments

Update and manage appointments for jobs that take multiple days to complete.

• Manage appointments

• Manage technicians on appointments

• Book multi-day jobs

• Pause multi-day jobs

Manage projects

Manage and update projects in ServiceTitan.

• Understand project records

• Create a project

• Manage projects

• Manage and book jobs in a project

• Use project labels

• Send project invoices and collect invoice balance

Jobs and projects reports

Monitor data fields and gain insights on payroll costs, equipment and material costs, and opportunities to increase your gross margins.

• Run the Job Costing tool

• Run job costing reports

• Run custom appointments reports

• Project Job Costing report template

Integrations

Connect ServiceTitan to other job and project apps using Zapier with no coding required. Automate routine tasks to keep your team efficient and organized.

• ServiceTitan Zapier integration

• ServiceTitan Zapier Integration FAQ

Troubleshooting and FAQ

FAQ

Take a look at the top FAQs regarding jobs and projects.