--- title: "Create and manage Fleet Pro driver or technician profiles" slug: "create-and-manage-fleet-pro-driver-or-technician-profiles-1" updated: 2026-10-15T00:42:57Z published: 2026-10-15T00:42:57Z canonical: "help.servicetitan.com/create-and-manage-fleet-pro-driver-or-technician-profiles-1" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Create and manage Fleet Pro driver or technician profiles ## ## Overview In Fleet Pro, you can create, edit, and manage a driver or a technician from the People section. This is important if you want to assign a technician to a vehicle. ## --- ### #### Who uses this feature - Fleet managers, dispatch managers, and dispatchers - Applies to all business types - Applies to all trades #### Feature configuration - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - To get started with Fleet Pro, request a demo by clicking **Get Started** on our [Pro Products page](https://www.servicetitan.com/features/pro/fleet), or reach out to your Customer Success Manager (CSM) or Pro Account Manager. ## Add a Fleet Pro Driver or Technician profile 1. Go to the navigation bar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D). 2. In the side panel, go to **People** > **Technicians**. The *Technicians* screen opens. 3. Click **Add**. The *Add Technician* screen opens. ![User interface displaying a list of technicians with an 'Add' button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-fleet-pro-driver-or-technician-profiles-image-wcp9cyad.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D) 4. Enter basic profile info: - **Technician Name:** Name of the technician used across ServiceTitan and in customer communications - **Company Position:** Positions are used to customize notifications and training programs. Select as many positions that reflect the technician’s duties. - **Technician Type:** Select either *Managed Technician* or *Non-managed Technician*. Managed technicians will receive credit for sales and work performed, and if this option is selected you will be billed for this managed technician. Unmanaged technicians will not be billed. > **Note:** Depending on your account configuration, adding [managed technicians](/construction/docs/managed-technicians-and-non-managed-technicians-in-servicetitan-mobile-1) can increase your billing. - **Role:** Role of the technician. This is used to set their default permissions. - **Skills:** (Optional) List skills to help [assign technicians by job type](/construction/docs/manage-skills-for-technicians-and-job-types-1) - **Photo:** (Optional) Upload a photo to represent the technician. This image is used across ServiceTitan and in customer communications. > **Note**: Maximum size limit for the image is 16MB. - **Color:** (Optional) Select a color to represent the technician. Tag colors help you identify the tag. You can change the color or keep the selected color. - **Biography:** (Optional) Technician details shared in customer communications 5. Enter contact information for the technician: ![Contact information section requesting technician's phone number and email for verification.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-fleet-pro-driver-or-technician-profiles-image-tsphomdf.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D) - **Mobile Phone**: Mobile phone number of the technician used for verification purposes and communications. This number cannot be used with another Technician Profile. > **Note:** A technician profile must include a unique mobile phone number or email address. - **Email**: Email address of the technician used for dispatch notifications and report delivery. This address cannot be used with another technician profile. > **Note:** You can’t save a newly added technician profile if you don’t add the Contact Information. 6. Enter information about the ServiceTitan Mobile access for the technician: ![ServiceTitan mobile access settings for technician username and appointment visibility options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-fleet-pro-driver-or-technician-profiles-image-jwytyl72.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D) - **Enable Mobile Access**: (Optional)When this option is enabled, the technician will be able to access the ServiceTitan Mobile app. This is enabled by default. > **Note:** Non-managed technicians do not have full mobile access. For more on mobile, see [Access in ServiceTitan Mobile](/construction/docs/managed-technicians-and-non-managed-technicians-in-servicetitan-mobile-1). - **Upcoming Appointment Visibility:** (Optional)Use the dropdown to set how many scheduled appointments the technician can view in ServiceTitan Mobile - **Appointment History Visibility:** Use the dropdown to set how far back the technician can view completed jobs. - **New Account Status:** Select how you want to complete the account setup: - **Create an account later:** Set up username and password at a later date - **Send invitation via email**: Technician receives an email with instructions on setting up their ServiceTitan username and password - **Create username and password:** Enter the technician’s ServiceTitan credentials during the profile creation process 7. Enter *Dispatching* information for the technician: ![Dispatching interface for selecting teams, zones, and technician details for service.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-fleet-pro-driver-or-technician-profiles-image-jqlwaoyk.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D) - **Team:** (Optional) [Technician team assignment](/construction/docs/manage-and-view-technician-teams) used on the Dispatch Board and in reports - **Main Zone:** (Optional) [Zone](/construction/docs/set-up-and-use-zones-1) where the technician performs most of their work - **All Zones:** (Optional) All zones where the technician performs work. These are used to dispatch technicians with [Maps 2.0](/construction/docs/dispatch-efficiently-with-map-2-0). - **Memo:** (Optional) Details about the technician that appear on the Dispatch Board 8. Enter the technician’s revenue and cost information: ![Input fields for Daily Revenue Goal and Hourly Burden Rate in a financial form.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-fleet-pro-driver-or-technician-profiles-image-d3uftb64.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D) - **Daily Revenue Goal:** (Optional) Revenue goal for the technician. Use the [Technician Performance report template](/construction/docs/technician-performance-report-template) to compare with completed revenue. - **Burden Rate:** (Optional) Hourly cost of the technician. For more, see [Calculate technician burden rates](/construction/docs/calculate-technician-burden-rates). 9. Enter the technician’s truck inventory details: ![Input field for technician's truck details in inventory management system.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-fleet-pro-driver-or-technician-profiles-image-iafd9y36.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D) - **Truck:** Select the truck the technician is assigned to. This is for tracking inventory and truck replenishment purposes. 10. Enter the technician’s home address information: ![Form fields for entering a technician's home address, including street, city, and state.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-fleet-pro-driver-or-technician-profiles-image-6zfl4uck.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D) - **Street**, **City**, **State**, **ZIP Code**, and **Country:** (Optional) Home address of the technician. This address can be used for delivering purchase orders. 11. Turn on the **Enabled** toggle to create an account for the driver or technician in Fleet Pro. This creates a technician in Fleet Pro. ![Enable Fleet Pro Driver option for creating a new driver for the technician.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-fleet-pro-driver-or-technician-profiles-image-i2ng2goy.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D) 12. When you’re finished, click **Save Changes**. > **Note:** The Payroll and Permissions tabs are optional. You can always [manage payroll settings](/construction/docs/enter-payroll-settings#manage-technician-payroll-settings) or [set technician permissions](/construction/docs/set-permissions-for-an-individual-employee-or-technician-1) later. Payroll requires account configuration. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. ## Edit a Fleet Pro technician profile 1. Go to the navigation bar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D). 2. In the side panel, go to **People** **>** **Technicians**. The *Technicians* screen opens. > **Note:** By default, the table shows active profiles. To view inactive profiles, in the Active column header, click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D)**, select **Inactive**, and click **Filter**. > [!TIP] > **Tip:** Click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D)** for any column header to filter the technician table for items in that column. 3. For the profile you want to update, click **Edit**. The *Edit Technician* screen opens. ![Table displaying technicians with options to edit their profiles and statuses.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-fleet-pro-driver-or-technician-profiles-image-n4ike02n.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D) 4. Make changes to the profile as needed. > [!TIP] > **Tip:** Click **Profile Actions** **>** **Deactivate technician** to make the profile inactive. Technicians cannot sign in with an inactive profile. 5. When you’re finished, click **Save Changes**. If you need to edit another technician’s account, click **Technicians** in the side panel to return to the *Technicians* screen. ## Manage technician profiles in bulk You can perform bulk actions on profiles from the *Technicians* screen including activating and deactivating profiles and sending password reset and account invite emails: 1. Go to the navigation bar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D). 2. In the side panel, go to **People** **>** **Technicians**. The *Technicians* screen opens. 3. Select the technician you want to perform actions on. 4. Click the **Actions** dropdown and select an action: - **Activate:** Reactivate inactive technician profiles > **Note:** To view inactive technician profiles, in the Active column header, click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D)**, select **Inactive**, and click **Filter**. - **Deactivate**: Make technician profiles inactive. Technicians cannot sign in with an inactive profile - **Send Password Reset:** Email a prompt to set a new account password to the address listed on the technician’s profile - **Send Account Invite:** Email an invitation to set up their account to the address listed on the technician’s profile ![Dropdown menu showing options to activate or manage technicians in a system interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-and-manage-fleet-pro-driver-or-technician-profiles-image-54qb59yi.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A44Z&se=2026-10-31T03%3A38%3A44Z&sr=c&sp=r&sig=zlHQcnWqEd50ECt3EzJHD%2BUW6ZK%2BoM%2BLBgmUyKERKAs%3D) 5. Confirm the action in the pop-up notification. ## Want to learn more? - See [Fleet Pro](/construction/docs/fleet-pro-home) ServiceTitan's fleet management add-on providing GPS tracking, driver behavior monitoring, AI cameras, and vehicle maintenance alerts. **What it does:** Gives operations managers real-time visibility into every vehicle, reducing fuel costs, improving safety, and lowering insurance premiums. **Also called:** GPS fleet tracking, Telematics **Tags:** Fleet Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The user record for a field technician in ServiceTitan, containing schedule, skills, pay rates, certifications, and performance history. **What it does:** Centralizes all information needed to schedule, pay, and evaluate a technician from a single record. **Also called:** Tech profile, Field user record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout. **What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments. **Also called:** Schedule board, Dispatch view **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A zone is a group of zip codes. Zones are generally used for organizational purposes. By setting up Zones in ServiceTitan, a color coded system will be created to help you organize jobs in certain locations both on the Dispatch Board and the Schedule Page. You may refer to zones as service areas within your business. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)