---
title: "Set up production settings for Roofing"
slug: "set-up-production-settings-for-roofing"
updated: 2026-10-16T02:43:54Z
published: 2026-10-16T02:43:54Z
canonical: "help.servicetitan.com/set-up-production-settings-for-roofing"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up production settings for Roofing

## Overview

Roofing production settings in ServiceTitan help create consistency across teams and keep projects moving smoothly from booking through installation. Configure alerts, project statuses, labels, tags, custom fields, and job summary prompts to build a strong operational foundation for your roofing business.

These foundational settings improve communication, provide clear project visibility, and ensure accurate data from the start.

---

### 

#### Who uses this feature

- Administrators, Managers
- Primarily benefits Residential Construction and Commercial Construction business types
- Primarily benefits Roofing and Exterior trades

## Things to know

- Main project statuses are predefined and cannot be changed. You can create sub-statuses to match your roofing workflow.
- Custom fields can be tied to specific job types so they only appear where relevant.

## Best practices

- Set up alerts for key project status changes, such as *Ready for Production* or *Ready for Scheduling*, to keep your production team informed automatically.
- Use color-coded labels to make estimates and projects easy to interpret at a glance.
- Create tag types that help your crews and sales team prepare before arriving on-site, such as *Gate Code*, *Pet on Site*, or *Leak*.
- Add job summary prompts to standardize the information CSRs and coordinators collect during booking.

## Use cases

A roofing company creates a *Ready for Production* project status alert to automatically notify the production team by notification when a project is ready for scheduling.

- A coordinator uses custom fields tied to the *Roof Install* job type to capture roof age and existing material details during booking.
- A dispatcher reviews tags on the Dispatch Board to identify jobs with special site requirements before assigning crews.

## Manage project statuses and labels

Project statuses and labels are essential for tracking project progress and organizing materials and tasks in your roofing workflow.

### Create sub-statuses

Main project statuses are predefined. Create sub-statuses to match your roofing workflow.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D).
2. In the side panel, click **Operations > Project Statuses**. ![Operations > Project Statuses](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-sg4qt2gr.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
3. View all main statuses and sub-statuses on the *Project Statuses* page.
4. In the *Project Statuses*, click **Add Substatus**. ![Add Substatus](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-vwon33w9.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
5. Enter a name for the sub-status.

> [!TIP]
> **Tip:** Common roofing sub-statuses include Ready for Production, Pending Materials, and Waiting for Install.
6. When finished, click **Save**.

### Manage project labels

Labels identify the type of materials or tasks associated with a project. Use labels to keep estimates and projects organized.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D).
2. In the side panel, click **Operations > Project Settings**. ![Operations > Project Settings](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-tn75z071.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
3. On the *Project Project Labels* screen, click **+ Add Label** to add new labels and choose a color for each.

> [!NOTE]
> **Note:** Common roofing labels include Color Required, Permit Item, Labor Item, Warehouse Item, and Supplier Material.

![+ Add Label](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-hxlypr8i.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
4. (Optional) Click the **Default Preferences** tab to assign default labels for materials, equipment, or services as needed.

> [!NOTE]
> **Note:** You can set a default material type (Supplier or Warehouse) based on your typical workflow, then adjust it as needed when creating individual materials—or choose not to set a default at all.

![ Default Preferences](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-8bc1h1pn.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
5. When finished, click **Save**.

## Create alerts

Alerts help your team stay informed as projects move through the workflow. For roofing projects, the *Project Status* alert is especially useful for notifying your production team when a project reaches a key stage.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D).
2. In the side panel, click **Integrations > Alerts**. ![Integrations > Alerts](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-5wbxwd1x.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
3. In the *Alerts* screen, click **Add**. ![Alerts screen, click Add](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-qzeuhrkx.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
4. In the *Add alert* screen, enter the following details: ![the Add alert screen](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-84tt0xrp.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
  1. Select the alert type. For roofing projects, select **Project Status**.
  2. Choose the delivery method: **Email**, **SMS** or both.
  3. Select the recipients who should receive the alert.
  4. Set any additional filters to ensure the right people get the right updates at the right time.

> [!NOTE]
> **Note:** For example, notify your production team when a project moves to *Ready for Production* or *Ready for Scheduling*.
5. When finished, click **Save**.

## Create tag types

Tags help your team identify important details about a job or customer at a glance. Tags appear during job booking, on the Dispatch Board and the mobile app.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D).
2. In the side panel, click **Operations > Tag Types**. ![Operations > Tag Types](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-ljkzoln4.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
3. On the *Tag Types* page, click **Add**. ![Tag Types page, click Add](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-wgku9v7v.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
4. In the *Add a Tag Type* screen, enter the following details: ![Add a Tag Type screen](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-mujvohzb.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
  1. Enter a **Name** for the tag.

> [!TIP]
> **Tip:** Common roofing tags include Gate Code, Pet on Site, Leak, and Rescheduled.
  2. Select a **Color** for the tag.
  3. Select the **Importance** level of the tag.
  4. Select **Conversation opportunity** if you want to show the tag on the Dispatch Board.
5. When finished, click **Save**.

## Create custom fields

Custom fields let you collect additional roofing-specific information during job booking or project setup. You can control where fields appear and tie them to specific job types.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D).
2. In the side panel, click **Operations > Custom Fields**.
3. On the *Custom Fields* page, click **Add**. ![Custom Fields page, click Add](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-unxezbfy.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
4. In the *Create New Custom Field* screen, enter the following details:
  1. Enter a name for the field.

> [!TIP]
> **Tip:** Common roofing custom fields include Approx Age of Roof and Existing Roof Material.
  2. Choose where the field should appear, such as **Job Record**, **Call Booking**, or **Project Record**.
    1. Set the field as required if needed.
5. Select the field type based on the response you need: **Text**, **Numeric**, or **Dropdown**. ![Text, Numeric, or Dropdown](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-7ejqy0se.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
6. When done, click **Save**.

## Add job summary prompts

Job summary prompts guide CSRs and coordinators through key questions during job booking. This ensures consistent information is collected before scheduling crews.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D).
2. In the side panel, click **Operations > Job Types**. ![Operations > Job Types](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-6xe6mvv8.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)
3. Click **Edit** next to the job type you want to configure.
4. Set up summary fields and custom fields for the job type. ![custom fields for the job type](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-production-settings-for-roofing-image-3ie1dlti.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A14Z&se=2026-11-01T19%3A47%3A14Z&sr=c&sp=r&sig=U9I%2BAv3wt16WLKQfIsh0rS3THrEbEO%2FzrFqkFYVlYR0%3D)

> [!NOTE]
> **Note:** When a job type is set up with summary fields and custom fields, those questions automatically appear on the job booking page. Capture details such as homeowner preferences, roof details, or special site requirements.
5. When finished, click **Save**.

After booking a job, custom fields and tags appear within the job. This provides visibility for everyone involved in production.

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Roofing Production Settings](https://servicetitan.docebosaas.com/learn/courses/1000/roofing-settings-overview/lessons/6152/roofing-production-settings)

The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout.

**What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments.

**Also called:** Schedule board, Dispatch view

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

Targeted text message campaigns sent to customer segments through Marketing Pro.

**What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers.

**Also called:** Text marketing, SMS marketing

**Tags:** Marketing Pro

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** Text Campaigns