How to Use Projects to Manage Permits and Multi-Stage Jobs

Liz Haynes, Chief Experience Officer at Streamline Services, joins the show to share how her team moved from overwhelming Google Sheets to ServiceTitan Projects. Liz breaks down how she customized the Projects tab, originally designed for large-scale commercial work, to manage residential HVAC, plumbing, and electrical jobs that require permits, inspections, and multiple stages. Learn how to set up sub-statuses for better transparency, use custom fields for permit tracking, and leverage task templates to automate internal communication. If you’re looking to increase departmental visibility and ensure no permit or rebate detail ever slips through the cracks, this episode is your blueprint for an efficient, spreadsheet-free office.

Join us as we discuss:

• [1:33] How ServiceTitan Projects pulled Streamline out of spreadsheet hell

• [7:00] The biggest benefit of using Task Management: transparency

• [14:15] Permissions, task creation, and the importance of a project coordinator

• [19:31] Advice for anyone implementing Projects for the first time

Check out these resources we mentioned during the podcast:

• ServiceTitan Projects

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