During the job
Welcome to ServiceTitan’s Commercial Playbook—an aggregation of best practices from across the industry, written purposely for your Commercial business. In this playbook, you’ll learn all the key tips and tricks (what we call “best practices”) needed to take your business to the next level.
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Inevitably, especially in a commercial environment, a change order will be needed. A change order, for the purposes of this article, is simply a contract that is tied to another job. It needs a signature just like any other proposal or Job.
To accomplish this in ServiceTitan, create a new job tied to the existing project so all the contracts, Jobs, etc., can be tracked in one place. The only difference with a change order versus the initial proposal is that the change order is labeled as such so the contractor can easily see what the initial proposal was and what the change order entails.
An article with step-by-step step instructions and screenshots on how to set up a change order in ServiceTitan can be found here: