--- title: "Settings Home" slug: "settings-home" updated: 2026-10-15T01:30:49Z published: 2026-10-15T01:30:49Z canonical: "help.servicetitan.com/settings-home" --- > ## 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. # Settings Home
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

Alerts

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

Troubleshooting & FAQ

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

Troubleshooting

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

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.

 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) 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) 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) A downloadable log of who changed what record and when. **What it does:** Provides change history for accountability, error investigation, and compliance across teams. **Also called:** Change history **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The minimum subtotal dollar amount when you consider a job or estimate to be converted. When an invoice subtotal on completed job meets the sold threshold, it's considered a converted job. When an estimate meets the sold threshold, it's considered a closed estimate. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)