Certified Administrator Construction Add-On

Curriculum

Invoicing

• Work in Progress Report

• Work in Progress (WIP) Active Projects report

• Review and confirm invoice closeout

• Use progress billing for project revenue

Payroll

• Appointments - FAQ

• Technician Permissions

• Assign labor labels to technicians

Project Management

• Create an estimate for Construction opportunities

• Add custom project sub-statuses

• Create a change order

• Create project labels

• Run job costing reports

• Budget vs Actual

• Generate actuals from materials and equipment

Reporting

• Work in Progress Report

Purchasing and Inventory

• Procure items

• Inventory requisition and invoice closeout

• Install and Service Requisition

• Inventory Module

• Inventory and Purchasing Configurations

Managing Customers & Locations

• Create a new location record

• Move a construction-built home to a residential homeowner

Estimates

• Estimate and Sales FAQ

• Manage and book jobs in a project

• Manage estimates in ServiceTitan

• Sell estimates in ServiceTitan

• Add an estimate to an opportunity

• Create a change order

• Collect a payment

• Edit an Estimate Template

• Manage estimate documents