--- title: "Set up Phones Pro" slug: "set-up-phones-pro" updated: 2026-10-15T01:09:57Z published: 2026-10-15T01:09:57Z canonical: "help.servicetitan.com/set-up-phones-pro" --- > ## 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. # Set up Phones Pro ## Overview ServiceTitan Phones Pro integrates fully with your main ServiceTitan account, offering advanced reporting and analytics to leverage call trends and insights. Real-time alerts and monitoring tools enable you to book more jobs and enhance the overall call experience for homeowners. --- ### #### Who uses this feature - Administrators #### Feature configuration - Account configuration is required. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - Permission is required to use this feature. Please contact the account administrator on your team. ## Things to know - By default, after Phones Pro is enabled, the owner and any designated system administrators get full edit access for the feature through the *Edit Phones Pro Account Access* permission. - After switching to Phones Pro, the *Set Forwarding Number* option changes to *Set Call Continuity Number* in Phones Pro Settings. While both forwarding and call continuity numbers are external third-party numbers, the call continuity number is a backup phone number in case of an outage and is not part of the call routing during normal functioning. - A seat refers to an employee's account within Phones Pro. Phones Pro users can have advanced and standard seats. - A unique email address is required to set up each new seat. If you try to set up a new seat using the same email address as the one for an existing seat, you will receive an error. Update the email address to a different one in employee settings to continue adding the new seat. For more information on how to do this, see [Edit a profile](/construction/docs/add-and-manage-office-employee-profiles). - If you want to move from basic phones to Phones Pro, contact your Customer Success Manager (CSM). ## Set up your account To set yourself up for success with your Phones Pro account, have the following information prepared ahead of time: - Your call continuity number is the designated backup number in case the system goes down. > [!NOTE] > **Note:** This backup number shouldn't be a current number used as a tracking number or direct dial number. Use a cell phone number or a 3rd party call center if available. - A list of room phones: phone numbers to add for your business that aren't tied to any particular employee. - The number of fax lines you want. - Employee seats or the account type and access level you want for each employee who will use Phones Pro. To set up your account: 1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D) . 2. In the side panel, click **Phones Pro** **> Account Setup**. 3. Enter your call continuity number and then click **Save**. > [!WARNING] > **Caution:** In Emergency situations, or in case of an outage, be sure to turn **Enable Call Continuity** on to route calls to your failover number. After enabling this, a tag on the Job Booking screen will show that call continuity is enabled. 4. If you want to add a **Room Phone Name**, enter it and then click **Add Room**. Repeat this step for all room phones. > [!NOTE] > **Note:** A room phone counts as a standard seat. Each room phone must have a distinct name from those of the other rooms. You can delete room phones from this screen. 5. Click **Add** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-add.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D) until the number of fax lines matches the number you want. ## Create employee seats > [!NOTE] > **Note:** Although you can add employees to Phones Pro or upgrade their seats using the account setup screen, you cannot remove or downgrade employees here. To remove or downgrade a seat, contact [Technical Support](/construction/docs/contact-servicetitan-technical-support). To get started with Phones Pro, set up your employee seats: 1. Go to the navigation bar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D) . 2. In the side panel, click **Phones Pro** **> Account Setup**. ![Table displaying employee roles, account types, and admin access for Phones Pro seats.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-phones-pro-image-erfflnmx.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D) 3. Check the applicable account type for the employees using Phones Pro. The account types map to their respective roles. For example, a dispatcher can have a standard or advanced account, while a technician can have a tech account. 1. If you are using the same email address for both technician and office roles, only the office employee name shows up in the list. 2. To find a specific account, click **More** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T01%3A36%3A11Z&se=2026-10-31T02%3A36%3A11Z&sr=c&sp=r&sig=ugrSmLN0aKpcq5gNBiloKrezvVKG2YXWUzoEzCifgUk%3D) and filter by name or role. 4. If the employee is going to be an administrator for Phones Pro, under Admin Access, click **Yes**. By default, employees added to Phones Pro aren't administrators. > [!NOTE] > **Note:** You cannot take administrator permissions away from the designated main administrator account. If you need to change the main administrator account, contact [Technical Support](/construction/docs/contact-servicetitan-technical-support). 5. Click **Save**. 6. Schedule your discovery call with your implementation specialist (if you haven't already) to begin setting up call routing. ## Manage employee seat types Each employee who handles phone calls is assigned a seat with Phones Pro. There are two seat types: Advanced and Standard. Advanced seats are used by: - Customer service representatives (CSRs) - Dispatchers - Sales representatives performing follow-ups - CSR supervisors and managers Advanced seat features include: - Automatically assigned users to calls - Real-time call sentiment - Real-time call monitoring - Real-time call transcription - Coaching groups - Voicemail drop - Access to [PowerDialer](/v1/docs/powerdialer) Standard seats are used by office employees with non-customer-facing roles who make business-related calls: - Office managers - Human resources - Accounting specialists Standard seat features include: - Make and receive calls - Chat with users who have a seat ## Want to learn more? - See [Phones Pro](/construction/docs/phones-pro-home) ServiceTitan's integrated phone system that routes calls, records conversations, and connects call data to job and customer records. **What it does:** Gives businesses a CSR productivity platform with call tracking, recording, and booking analytics built into the same system as their jobs. **Also called:** ST Phones, Integrated phone system **Tags:** Phones Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)