How can I set up default service item to automatically populate on invoices based on specific job types in ServiceTitan?

Problem

Manual entry of line items for each invoice is time-consuming and prone to errors.

Solution

Follow the steps below to solve the issue.

Set up job types

1. Go to the top toolbar and click Settings .

2. In the side panel, click Operations > Job Types.

3. Select the job type you want to edit.

4. Click the Default Services tab.

5. Add the desired service items from your Pricebook.

6. Save your changes.

7. Book a new job using the updated job type.

8. Verify that the default items appear on the invoice.

9. Add more items to the invoice if needed.        

   Note: If you need to add materials, you can link materials to the task in pricebook.