---
title: "Explanation of ServiceTitan Mobile technician permissions in ServiceTitan"
slug: "explanation-of-servicetitan-mobile-technician-permissions-in-servicetitan"
updated: 2026-10-15T01:32:35Z
published: 2026-10-15T01:32:35Z
canonical: "help.servicetitan.com/explanation-of-servicetitan-mobile-technician-permissions-in-servicetitan"
---

> ## 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.

# Explanation of ServiceTitan Mobile technician permissions in ServiceTitan

## Overview

The following permissions are listed in the order in which they're shown in ServiceTitan. If you're looking for a specific permission, use the *Search* field above the list of permissions in **Settings > People** and then either **Role Permissions** or **Technicians > Permissions > Edit**.

Permissions are separated into the different workflows they impact. If you're unsure what a permission does, hover over the permission name in ServiceTitan to see a short description. Depending on your account configurations, you might not have access to all the workflows and permissions listed below.

For steps on how to enable permissions, see:

- [Set permissions for an individual employee or technician](/construction/docs/set-permissions-for-an-individual-employee-or-technician-1)
- [Set permissions for an employee or technician role](/construction/docs/set-permissions-for-an-employee-or-technician-role)

---

### 

#### Who uses this feature

- Administrators
- Applies to all business types
- Applies to all trades

## Accounting Permissions

### Invoices

These permissions affect the way the technician can view and edit invoices.

| Permission Name | Description | Default on/off |
| --- | --- | --- |
| *Set tax status by invoice item* | Allows technicians to set items as taxable or nontaxable on invoices. | Off |
| *Edit service price* | Allows technicians to edit service prices on estimates and invoices. | On |
| *View material costs* | Allows technicians to view the costs of materials that have been added to invoices. | On |
| *View equipment costs* | Allows technicians to view the costs of equipment that have been added to invoices. | Off |
| *Calculate prices* | Allows technicians to calculate prices on estimates or invoices that use a rate sheet. | On |
| *Edit payment* | Allows technicians to edit existing payments on invoices. | On |
| *Edit invoice tax amounts* | Allows technicians to edit tax amounts on invoices. | On |
| *Edit invoice tax zone* | Allows technicians to change tax zones on invoices. | On |
| *Invoice Summary is Required* | Requires technicians to fill out an invoice summary before closing a job. The invoice summary can also be marked as *Required* in *Job Type* settings. | Off |

## Customer Communications Permissions

### Chat

These permissions affect the technician's ability to interact with customers through chat.

| Permission Name | Description | Default on/off |
| --- | --- | --- |
| *View customer chats* | Allows technicians to view chats and chat with customers through the app. | On |
| *Allow full access to customer chats* | Allows technicians to have access to all chat functionality. | Off |
| *Send emails from technician email address* | Allows technicians to email estimates and invoices to customers from their work email addresses. | Off |

## Job Booking & Dispatching Permissions

### Job Management

These permissions affect the technician's ability to make changes to jobs.

| Permission Name | Description | Default on/off |
| --- | --- | --- |
| *Dispatch to job* | Allows technicians to self dispatch to jobs. | On |
| *Pause on an appointment* | Allows technicians to pause jobs, previously known as *Done for now*. | On |
| *Reschedule job* | Allows technicians to reschedule jobs. | Off |
| *Place job on hold* | Allows technicians to mark jobs as *On Hold*. | Off |
| *Request an additional appointment for a job* | Allows technicians to request an additional appointment for a job. | Off |
| *Book job* | Allows technicians to book jobs. | Off |
| *Listen to call recording (mobile)* | Allows technicians to listen to call recordings. | On |
| *Reschedule an appointment* | Allows technicians to reschedule appointments. | Off |
| *Lead technician actions* | Allows technicians to dispatch, arrive, send others on meal breaks, and mark others as *Done*. > [!NOTE] > **Note:** The technician must be a managed technician and this only works if all technicians are assigned to the same appointment. | Off |
| *Check in/out on dispatch board* | Allows technicians to check themselves in or out on the Dispatch Board. | Off |

## Lead Generation Permissions

### Estimates & Follow Ups

These permissions affect the technician's ability to work with estimates and follow ups.

| Permission Name | Description | Default on/off |
| --- | --- | --- |
| *Mark estimate as recommended* | Allows technicians to mark estimates as *Recommended*. | On |
| *Access follow ups* | Allows technicians to access the *Follow Ups* tab. | Off |
| *Edit estimates in follow up* | Allows technicians to edit estimates in the *Follow Ups* tab. | Off |
| *Make estimate name required* | Requires technicians to name estimates on a job. | Off |
| *Calculate prices* | Allows technicians to calculate prices on estimates or invoices that use a rate sheet. | On |
| *Edit service price* | Allows technicians to edit service prices on estimates and invoices. | On |
| *Edit material price* | Allows technicians to edit material prices on estimates and invoices. | On |
| *Edit material charge* | Allows technicians the ability to edit if a material is chargeable or non-chargeable on estimates and invoices. | On |
| *Edit equipment price* | Allows technicians to edit equipment prices on estimates and invoices. | On |
| *Allow editing sold estimates* | Allows technicians to edit sold estimates. | Off |
| *Print Estimate* | Allows technicians to print estimates. | Off |
| *View/Edit Proposals* | Allows technicians to view and edit proposal estimates. | Off |

## Payroll & Admin Permissions

### Clocking In, Scorecards, & Payroll Review

These permissions affect the technician's ability to view and perform administrative tasks.

| Permission Name | Description | Default on/off |
| --- | --- | --- |
| *Allow clock in and out* | Allows technicians to clock in and out for the day. | On |
| *View scorecard* | Allows technicians to access the Technician Scorecard. | On |
| *Allow meal breaks* | Allows technicians to start and end meal breaks. | On |
| *Technician is able to dispute payroll* | Allows technicians to dispute the payroll and leave a note. > [!NOTE] > **Note:** This permission requires the *Enable payroll approval module in mobile* permission to be turned on. | On |
| *Enable payroll approval module in mobile* | Allows technicians to view and approve their payroll. | Off |
| *View different divisions on mobile dashboard* | Allows technicians to track sales, conversions, revenue, and other business metrics for different divisions on the mobile dashboard. | Off |

## Pricebook Permissions

### General Access & Editing Prices

These permissions affect the technician's ability to view and edit Pricebook items.

| Permission Name | Description | Default on/off |
| --- | --- | --- |
| *View item prices* | Allows technicians to view item prices in the pricebook and accept payments. > [!NOTE] > **Note:** The *Don't show technician item prices* option in the [business unit setting](/construction/docs/add-and-edit-business-units-3) overrides this permission. | On |
| *Mobile add on checkbox* | Allows technicians access to add on Pricebook prices. | On |

## Purchasing & Inventory Permissions

### Purchase Orders & Shipments

These permissions affect the technician's ability to work with purchase orders (POs) and shipments.

| Permission Name | Description | Default on/off |
| --- | --- | --- |
| *Allow technician to consume items not on their truck* | Allows technicians to add inventory SKUs to job invoices. > [!NOTE] > **Note:** If the *Allow technicians to consume items not on their truck* permission is disabled, only inventory SKUs that are on the truck template or on the truck location can be added. | Off |
| *Create purchase order* | Allows technicians to create POs without auto-receiving them. | On |
| *Allow technicians to send POs of permitted PO types* | Allows technicians to send POs if the PO type is permitted to be sent by technicians. | Off |
| *Edit purchase order in pending status* | Allows technicians to edit POs in pending status. | On |
| *Allow technician to receive job POs on mobile* | Allows technicians to receive job POs. | Off |
| *Receive purchase order* | Allows technicians to view the record that the shipment is received or partially received. | On |
| *Purchase order receipt photo required* | Requires technicians to upload photos of vendor documents on POs. | Off |
| *Create returns against job POs* | Allows technicians to create returns against POs associated with jobs they're assigned to. | Off |

### Inventory Mobile App

These permissions affect the technician's ability to access the Inventory Mobile App.

| Permission Name | Description | Default on/off |
| --- | --- | --- |
| *Access Inventory Mobile App* | Allows technicians to sign in to the Inventory Mobile App. | Off |

## Selling & Performing Work Permissions

### Customer Details

These permissions affect the technician's access to view details about the customer, location, and job.

| Permission Name | Description | Default on/off |
| --- | --- | --- |
| *View customer record* | Allows technicians to view customer contact details. | On |
| *View location record* | Allows technicians to view previous estimates, recurring services, and previous invoices in the *History* tab on the job record. Also allows technicians to book a job for an existing location. | On |
| *View customer phone numbers* | Allows technicians to view phone numbers tied to the customer record. | On |
| *View location phone numbers* | Allows technicians to view phone numbers tied to the location record. | On |
| *View customer emails* | Allows technicians to view email addresses tied to the customer record. | On |
| *View location emails* | Allows technicians to view email addresses tied to the location record. | On |
| *View job notes* | Allows technicians to view notes in the job history. | On |
| *View job attachments* | Allows technicians to view attachments in the job history. | On |
| *View property data* | Allows technicians to view property data for the location of the job. Displays the same data that's displayed on the office side. | Off |
| *Set notes on customer, location, or job* | Allows technicians to leave notes on the customer record, location record, or job record for easy sharing of information with the office and other technicians. | Off |
| *View location attachments* | Allows technicians to view location attachments. | Off |
| *View customer attachments* | Allows technicians to view customer attachments. | Off |
| *Remove location equipment* | Allows technicians to remove a piece of installed equipment permanently from a customer's location record. | Off |

### Forms

These permissions affect the way the technician views and works with forms.

| Permission Name | Description | Default on/off |
| --- | --- | --- |
| *View forms* | Allows technicians to view and complete forms on the job. > [!NOTE] > **Note:** With the permission off, previously completed forms can still be viewed under **History > Forms**. | On |
| *Allow forms duplication* | Allows technicians to create multiple copies of the same form. | On |

### General

These permissions affect the technician's general experience working on the mobile device.

| Permission Name | Description | Default on/off |
| --- | --- | --- |
| *View history tab* | Allows technicians to access previous jobs they have worked. Technicians can't dispatch and arrive to these jobs, but can take basic actions like add photos or leave notes. You can control the date range they have access to. | On |
| *Upload photos and videos* | Allows technicians to upload existing photos and videos from their mobile phones. > [!NOTE] > **Note:** Even with this permission disabled, technicians will still be able to take new photos and videos and post to the job. | On |
| *Enable phone capture* | Allows technicians to capture and upload photos and videos from their mobile phones. Great for technicians who work in attics, crawl spaces, chimneys, and more. | On |
| *Enable visit assistant* | Allows technicians to use the contactless e-sign feature for collecting signatures on estimates, invoices, and forms. | On |
| *Allow uploading attachments after the job is completed or put on hold* | Allows technicians to upload attachments to a job when the job is complete or on hold. | Off |
| *Access Pricebook in mobile* | Allows technicians access to Pricebook. | Off |

## Want to learn more?

- See [Understanding employee and technician permission roles](/construction/docs/understanding-employee-and-technician-permission-roles)
- See the *Permissions* section of [Settings](/construction/docs/settings-home#permissions)