Overview
Use this checklist (PDF) to set up project management in ServiceTitan. Related topics include:
Construction
Budgets vs Actuals
Progress Billing with Application for Payment
This checklist goes over:
Project settings, including creating project labels, default preferences, project setup and retainage
Pricebook setup, including customer billing, labor offered, costs, and labels for labor, materials, and equipment
Setup for business units, trades, technicians, job types, project statuses, invoicing, and payments
View the checklist (pdf).