Overview
You can set a default labor cost type segment on the technician's profile. When the technician creates a timesheet, ServiceTitan preselects the cost type, if available on the job or project. This reduces manual selection and helps keep labor coding consistent.
Who uses this feature
Office employees
Primarily benefits Residential and Commercial Construction business types
Applies to all trades
Feature configuration
Budget Codes is currently in Private Preview and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
Things to know
The default cost type segment applies only to timesheets created after you save the technician profile.
The system applies the default cost type segment only if the same cost type segment is available on the job or project. If unavailable, the technician needs to manually select a cost type segment.
This applies to timesheets created automatically, when a technician is dispatched or arrives at a job, and manually.
Use cases
You have employees with specific roles, such as apprentices or foremen. Assigning their respective cost types as defaults ensures their hours are categorized correctly without manual input on every job.
For dedicated install crews, you set Install Labor as the default cost type segment.
Technicians are assigned to long-term commercial projects. Preselecting a project-specific cost type segment helps prevent miscoding, ensuring that labor hours are billed against the correct budget every time.
Set technician's default cost type
Go to the top toolbar and click Settings
.In the side panel, go to People > Technician.
On the Technicians screen that opens, click Edit next to the employee you want to set the default cost type for.
On the screen that opens, in the Revenue & Cost section, select a default Cost Type.
When finished, click Save Changes.
After you save, this cost type segment will be preselected on all new timesheets the technician creates.
