Core Product

Settings

The Settings screen in ServiceTitan lets you customize and manage how your account works—from setting up your company information and employee profiles to configuring features, workflows, and integrations that support your business.

New to Settings? Start here Jump to key configurations

Setup

Most settings require permissions or an administrator level role to edit them. If you're unsure, check with the account administrator on your team.

Setup checklist

Introduction to Settings

Use Search, the Side panel, and Bookmarks to navigate and find the settings you need.

Manage your company profile

Set up your company name, logo, contact information, and other core account details.

Add and manage office employee profiles

Create profiles for your office staff and technicians so they can log in and access ServiceTitan.

Set permissions for an employee or technician role

Control which features and data each role can access across your ServiceTitan account.

Manage feature configurations

Enable and configure the features your business uses, including business units, zones, and job types.

Required access

Most settings require administrator-level permissions. Check with your account admin if you're unable to access a setting.

Once setup is complete

Your team can log in with the right access levels, dispatch and job workflows are configured, and your account reflects your business structure.

Quick Start Guide — Settings

When you go to the top toolbar and click Settings, there are three main areas you'll use to navigate your settings:

1. Search: Use the search box to quickly find a specific setting.

2. Side panel: Use the side panel to drill down into categories to find a setting.

3. Bookmarks: Bookmark frequently used settings to quickly find them on the Settings screen. For more, see Introduction to Settings.

Key configurations

Browse configuration areas to find the articles and workflows relevant to your role.

Accounts Technicians & employees Permissions Dispatch Board Operations Marketing Alerts

Accounts

Manage billing information, your company profile, and account-wide configurations.

Manage your billing information

Set up ACH payment

Manage your company profile

Manage feature configurations

How to activate and deactivate items in bulk

Technicians and office employees

Manage settings for your office employees and technicians, such as adding new profiles, editing existing profiles, and more.

Add and manage office employee profiles

Add and manage technician profiles

Manage employee and technician profiles

Create display user accounts

Manage and view technician teams

Deactivate and reactivate a technician or employee account

Create Content Portal posts

Enable Multi-Factor Authentication for Identity Services

Multi-Factor Authentication (MFA) FAQ

Resolve and manage MFA errors

Set up MFA with Google or Microsoft Authenticator

Manage Audit Trail in ServiceTitan

Permissions

Manage permissions for office employees and technicians. Permissions determine which features your staff has access to.

Understanding employee and technician permission roles

Explanation of office employee permissions in ServiceTitan

Explanation of ServiceTitan Mobile technician permissions in ServiceTitan

Set permissions for an employee or technician role

Set permissions for an individual employee or technician

Dispatch Board

Manage settings for your dispatch board.

Configure Dispatch Board appearance and settings

Configure Dispatcher Preferences on the Weekly Dispatch Board

Configure Dispatch Board Alerts

Set up and prioritize tags for the Dispatch Board

Manage skills for technicians and job types

Configure Auto-Adjustment for Appointments

Operations

Manage settings for your office operations, such as business hours, zones, and more.

Set up business hours

Set up and use zones

Add and edit business units

Add and edit a trade or division

Manage tags

Use custom fields

Configure the Customer Record Summary section

Set up general ledger accounts

Set up and use job types

Set up default services for job types

Map Job Types

What's a sold threshold?

Marketing

Manage settings for your marketing campaigns.

Add and use campaign categories

Add marketing campaigns in ServiceTitan

Chat to Text integration

Marketing Scorecards

Alerts

Use alert settings to notify office employees and technicians when important changes occur.

Use alerts

Troubleshooting & FAQ

Quick solutions to common issues and answers to frequently asked questions.

Troubleshooting

Step-by-step guides to resolve the most common issues.

Why can't I see Settings in ServiceTitan?

Changing Logo in Invoice Email Settings

Why is my new technician not showing on the timesheet report?

What settings do I need to adjust to prevent the system from sending online estimate links to customers before the estimates are completed and sent out?

What is the setting to remove potential savings on customer-facing invoices in ServiceTitan?

Frequently Asked Questions

Check out the top frequently asked questions for settings.

How do I know if my office employees or technicians have not verified their account?

In Settings, go to the employee or technician profile. If the account has not been verified, you'll see a Resend Verification Email button. Profiles that have been verified will not show this button. You can also check the status column in the employee or technician list view.

Can technician and office employee profiles use the same email and mobile phone number?

No. Each profile must have a unique email address and mobile phone number. If a technician is also set up as an office employee, two separate profiles are required, each with different credentials.

Can I use the same email and phone number with profiles in different ServiceTitan company accounts?

Yes. The same email address and mobile phone number can be used across profiles in different ServiceTitan company accounts. The uniqueness requirement only applies within the same account.

How do I disable dispatch email notifications to technicians?

Go to Settings > Technicians, open the technician's profile, and uncheck the Send dispatch email option. This disables dispatch email notifications for that individual technician. You can repeat this for each technician as needed.

What is the process for changing a username on ServiceTitan, and who should be contacted to make the change?

Usernames cannot be changed directly in Settings. To change a username, contact ServiceTitan Support. Have the current username and the desired new username ready when you reach out.

Documentation Index

Settings Home

Settings

Setup

Key configurations

Troubleshooting & FAQ

Related workflows