Standardize job booking with job types for Roofing

Overview

Job types help you organize and manage different types of work in ServiceTitan. In roofing, a job is created anytime work is performed for a customer, even when it isn't paid for, such as a free estimate. Setting up roofing-specific job types ensures consistent booking, accurate reporting, streamlined scheduling, and helps match the right crews to the right work.

Things to know

• Skills can be assigned to job types so only field workers with the required qualifications are matched to those jobs.

Use cases

• A roofing contractor offers both shingle and metal roofing installations. They create separate job types–Install - Shingles, Install - Metal– with different skills assigned so the right specialized crew is matched to each job.

• You operate in multiple locations with separate business units for each. You assign Location 1 - Sales and Location 2 - Sales as default business units for the Estimate job type so CSRs only see relevant options when booking.

• Your installation jobs typically take 8 hours but warranty service calls take only 2 hours. You set different durations for Install - Full Roof System (8 hours) versus Warranty - Service Call (2 hours) to accurately reflect capacity on your dispatch board.

Add and edit job types

Job types help you organize and manage different types of work. Setting up roofing-specific job types ensures consistent booking and accurate reporting.

Create a job type

1. Go to the navigation bar and click Settings .

2. In the side panel, go to Operations > Job Types.

3. On the Job Types screen, click Add to create a new job type.

4. On the Details tab, complete the required fields:         

   1. Name: Enter the name you want to use. Common roofing examples include:                

      1. Estimate - Roofing

      2. Install - Shingles

      3. Install - Flat Roof

      4. Install - Gutters

      5. Install - Metal Roof

      6. Warranty - Service Call

      7. Maintenance - Annual Inspection

   2. (Optional) Business Unit: Select a default business unit. If you select business units, only the ones you add will appear on the call booking screen for this job type.

   3. (Optional) Priority: Select the level of urgency for this type of job.

   4. Duration: Enter the typical time this job type takes. This appears on the Dispatch Board and Schedule Board.

   5. Sold Threshold: Enter the minimum dollar amount required for a job to count as a sale in your reporting. Common roofing thresholds include:

      1. Estimate jobs: $1 to track all booked estimates

      2. Installation jobs: $5,000 - $10,000 to track significant projects

      3. Service/Warranty jobs: $100 - $500 to track paid service work

Note: When you fill out fields like tags, summary, and custom fields, the information pre-populates on the call booking screen when your CSR selects the job type.

1. On the Skills tab, select skills so only field workers with the required qualifications are assigned to this job type. For example, assign Flat Roof skill to Install - Flat Roof job types, or assign Shingles skill to Install - Shingles job types.

2. Configure additional settings as needed for your business:        

   1. Tags: Add tags that should automatically appear when this job type is selected

   2. Summary: Add default summary text that pre-populates during booking

   3. Custom fields: Configure which custom fields appear for this job type

3. Review the information and click Save.

Edit a job type

You can edit existing job types at any time.

1. Go to the navigation bar and click Settings .

2. In the side panel, go to Operations > Job Types.

3. Click Edit next to the job type you want to modify. 

4. On the Edit Job Type screen, make any necessary updates to the details, skills, or other settings.

5. When finished, click Save.

Deactivate a job type

You can deactivate job types you no longer use. Deactivating preserves historical data while removing the job type from active use.

1. Go to the navigation bar and click Settings .

2. In the side panel, go to Operations > Job Types.

3. Click Edit next to the job type you want to deactivate.

4. Scroll down and click Deactivate. 

Activate or deactivate multiple job types in bulk

You can activate or deactivate multiple job types at once to save time.

1. Go to the navigation bar and click Settings .

2. In the side panel, go to Operations > Job Types.

3. Select the checkboxes next to the job types you want to modify.

4. To activate the selected job types, click Activate. 

5. To deactivate the selected job types, click Deactivate. 

Filter job types by status

You can filter job types by their active or inactive status to manage your list more easily.

1. Go to the navigation bar and click Settings .

2. In the side panel, go to Operations > Job Types.

3. Click the filter icon next to the Active column. 

4. Select the status you want to view and click Filter.         

   1. Active

   2. Inactive

The job types list refreshes to show only the selected status.

Want to learn more?

• See Set up and use job types

• See Add and edit business units