Project Tracking for Multi-Day Jobs

Purpose

How install technicians and the office track multi-day projects in ServiceTitan to maintain visibility and coordination.

All install jobs spanning more than one day — repiping, sewer replacements, complex installations.

When a multi-day job is approved, create the appointment series in ServiceTitan with one entry per day.

Link all appointments to the same job record so the full history is connected.

Assign the same lead tech/crew to all days.

Note the expected scope for each day in the appointment notes.

At the start of each day, the install lead marks "Arrived" in ServiceTitan.

Throughout the day, update the job notes with progress: what was completed, any issues encountered.

Take end-of-day photos showing progress. Upload to the job record.

At end of day, update the status: on track, behind schedule, or ahead of schedule.

If materials are needed for the next day, note them in ServiceTitan and coordinate with the office.

Install lead gives dispatch a verbal or Slack update at end of day.
If behind schedule, communicate the revised timeline to dispatch, the customer, and management.
If additional work is discovered, stop and present the change order before proceeding.

On the final day, complete the full walkthrough and inspection prep.

Close all appointment entries in the series.

Process the final invoice and collect remaining payment.

Schedule any required inspections.

Comprehensive final notes: total work completed, materials used, inspection status.

Linked appointments keep the entire project history in one place — critical for billing, warranty, and customer questions.
Daily updates prevent surprises for the customer and management.
Multi-day projects tie up resources. Accurate tracking prevents scheduling conflicts.