--- title: "Add and manage technician profiles" slug: "add-and-manage-technician-profiles-2" updated: 2026-05-27T23:07:29Z published: 2026-05-27T23:07:29Z --- > ## 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. # Add and manage technician profiles ## Overview Create and edit profiles for your technicians in ServiceTitan. Include details to help you manage scheduling, run reports, book and dispatch jobs, and more. --- ### #### Who uses this feature - Administrators and managers - 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. - For cost details on technician profiles, reach out to your Customer Success Manager (CSM). ## Things to know - Technician profiles require either a unique phone number or email address for account verification and technician notifications. These cannot be used with other technician profiles. - ServiceTitan uses permissions to restrict access to certain features. A technician's default permissions are set by their technician role. You can [set permissions for an individual](/v1/docs/set-permissions-for-an-individual-employee-or-technician) or [edit the default permissions by role](/v1/docs/set-permissions-for-an-employee-or-technician-role). - To edit, activate, and deactivate profiles, make sure you have the *Activate Or Deactivate Employees* and *Edit Employee* permissions enabled. Contact your company administrator for details. > [!NOTE] > **Note:** Administrators have these permissions enabled by default. - The *Status* column of the *Technicians* table shows the date of the individual's most recent sign-in. If the profile is not fully set up, it displays one of the following: - **Accepted:** The technician created a profile from an emailed invitation but they have not yet signed in. - **Pending:** An invitation was sent but the technician has not yet created a profile. - **Admin Assigned:** A username and password were set but the technician has not yet signed in. - **Never logged in:** A profile was created but no invitation to create a profile was sent nor was a profile assigned. - **No user account:** A profile was created but is missing required fields. ## Add a technician profile 1. Go to the top toolbar 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). 2. In the side panel, go to **People > Technician**. 3. On the *Technician* screen that opens, click **Add**. ![A user interface displaying a list of technicians with an 'Add' button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-favi2295.png) 4. On the *Add a Technician* that opens, enter *Basic Info* for the technician: ![Form to add technician details including name, role, skills, and biography.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-6het0c6y.png) - **Technician Name** (required)**:** The name of the technician used across ServiceTitan and in customer communications. - **Company Position** (required)**:** Select as many positions that reflect the technician's duties. Positions are used to customize notifications and training programs. - **License Type** (required)**:** Click **Change**, select either *Managed Technician* or *Non-managed Technician*, and then click **Save**. Managed technicians receive credit for sales and work performed, and if this option is selected you'll be billed for this managed technician. Unmanaged technicians will not be billed. ![Options for selecting technician license type in ServiceTitan Work App interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-27ejiflr.png) > [!NOTE] > **Note:** Depending on your account configuration, adding [managed technicians](/v1/docs/managed-technicians-non-managed-technicians-mobile) can increase your billing. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. - **Role** (required)**:** The role of the technician. This is used to set their default permissions. - **Skills:** List skills to help [assign technicians by job type](/v1/docs/manage-skills-for-technicians-and-job-types). - **Business Unit:** The business unit (BU) of the technician. BUs are used for reporting purposes and to control access to certain features. - **Photo:** Upload a photo to represent the technician. This image is used across ServiceTitan and in customer communications. > [!NOTE] > **Note:** Maximum size limit for the image is 16MB. - **Biography:** Technician details shared in customer communications. 5. Enter *Contact Information* for the technician: ![Contact information section requesting technician's phone number and email for account verification.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-0gt2z3v1.png) - **Mobile Phone:** The mobile phone number of the technician used for verification purposes and communications. This number cannot be used with another technician profile. > [!NOTE] > **Note:** A technician profile must include a unique mobile phone number or email address. - **Email:** The email address of the technician used for dispatch notifications and report delivery. This address cannot be used with another technician profile. 6. Enter *ServiceTitan Mobile Access* for the technician: ![ServiceTitan mobile access settings for technician appointment visibility and account status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-wp1i383b.png) - **Enable Mobile Access:** When this option is enabled, the technician can access the ServiceTitan Mobile app. This is enabled by default. > [!NOTE] > **Note:** Non-managed technicians do not have full mobile access. For more on mobile, see [Access in ServiceTitan Mobile](/v1/docs/managed-technicians-non-managed-technicians-mobile). - **Upcoming Appointment Visibility:** Use the dropdown to set how many scheduled appointments the technician can view in ServiceTitan Mobile. - **Appointment History Visibility** (required)**:** 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:** The 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 team, main zone, and technician memo details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-6y9gbk9m.png) - **Team:** The [technician's team assignment](/v1/docs/manage-and-view-technician-teams) used on the Dispatch Board and in reports. - **Main Zone:** The [zone](/v1/docs/set-up-and-use-zones) where the technician performs most of their work. - **All Zones:** All zones where the technician performs work. These are used to dispatch technicians with [Maps 2.0](/v1/docs/dispatch-efficiently-with-map-20). - **Memo:** Details about the technician that appear on the Dispatch Board. > [!TIP] > **Tip:** You can also add memos to technician profiles directly from the Dispatch Board. For more, see [Manage technician memos from the Dispatch Board](/v1/docs/manage-technician-memos-from-the-dispatch-board). 8. Enter the technician's *Revenue & Cost* information: ![Input fields for Daily Revenue Goal and Hourly Burden Rate in a project management tool.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-wottmsy5.png) - **Daily Revenue Goal:** The revenue goal for the technician. Use the [Technician Performance report template](/v1/docs/technician-performance-report-template) to compare with actual completed revenue. - **Burden Rate:** The hourly cost of the technician. For more, see [Calculate technician burden rates](/v1/docs/calculate-technician-burden-rates). - **Project Label:** Select a project label. For more, see [Create project labels](/v1/docs/create-project-labels). 9. Enter the technician's truck *inventory* details: ![Form fields for entering truck and inventory warehouse details in a system interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-lx6kp4hv.png) - **Truck** (required)**:** Select the truck the technician is assigned to. This is for tracking inventory and truck replenishment purposes. - **Inventory Warehouse:** Enter the warehouse the technician is assigned to. This is the warehouse that is used for truck replenishment purposes. 10. Enter the technician's *Home Address* information: ![Form fields for entering a technician's home address, including street, city, and zip code.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-8yqf9xl0.png) 1. **Street**, **City**, **State**, **ZIP Code**, and **Country:** The home address of the technician. This address is used for [optimizing technician routes](/v1/docs/use-optimize-technician-route), [Map 2.0](/v1/docs/dispatch-efficiently-with-map-20), [Schedule Assistant](/v1/docs/use-schedule-assistant), and delivering purchase orders. > [!NOTE] > **Note:** After you finish typing the address, click the **Map Pin**![A simple icon in the shape of a pin drop.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-location-on-outline.png) icon to validate it. If no suggestions appear, make sure the address is entered correctly before saving it. 11. Enter the technician's *Human Resources* information used for managing the technician: ![Human Resources section displaying manager details for technician management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-1t7iuusw.png) - **Manager:** Select the technician's manager from the dropdown menu. 12. When finished, click **Save Changes**. > [!NOTE] > **Note:** The Payroll and Permissions tabs are optional. You can always [manage payroll settings](/v1/docs/enter-payroll-settings) or [set technician permissions](/v1/docs/set-permissions-for-an-individual-employee-or-technician) later. Payroll requires account configuration. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Edit a technician profile 1. Go to the top toolbar 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). 2. In the side panel, go to **People > Technicians**. The *Technicians* screen opens. > [!NOTE] > **Note:** By default, the list 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), select **Inactive**, and click **Filter**. > [!TIP] > **Tip:** Click **Filter**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-filter-alt.png) for any column header to filter the technician table for items in that column. 3. Click **Edit** next to the profile you want to update. ![List of technicians with options to edit their profiles and statuses.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-d2yi4975.png) 4. On the *Edit Technician* screen that opens, make changes to the profile as needed. > [!NOTE] > **Note:** Click **Profile Actions** > **Deactivate technician** to make the profile inactive. Technicians cannot sign in with an inactive profile. > [!NOTE] > **Note:** An email address is part of a user's unique identification within ServiceTitan and can only be changed by contacting [Technical Support](/v1/docs/contact-servicetitan-technical-support). 5. When 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. > [!NOTE] > **Note:** If you're updating a technician's address, make sure to click the **Map Pin** ![A simple icon in the shape of a pin drop.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-location-on-outline.png) icon to validate it. If no suggestions appear, make sure the address is entered correctly before saving it. ## Manage profiles in bulk 1. Go to the top toolbar 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). 2. In the side panel, go to **People > Technicians**. 3. On the *Technicians* screen that opens, select the technicians you want to perform actions on. 4. Click the **Actions** dropdown and select an action: - **Activate:** Reactivate inactive profiles > [!NOTE] > **Note:** 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), select **Inactive**, and click **Filter**. - **Deactivate:** Make 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 their profile - **Send Account Invite:** Email an invitation to set up their account to the address listed on their profile ![Dropdown menu showing actions for selected technicians, including password reset option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-ozfwr047.png) 5. Confirm the action in the pop-up notification. ## Activate technicians and select their license type 1. Go to the top toolbar 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). 2. In the side panel, go to **People > Technicians**. 3. On the *Technicians* screen that opens, select the technicians you want to perform actions on. 4. Click the **Actions** dropdown and select *Activate*. ![Dropdown menu showing actions for activating or managing technicians' accounts.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-mc7hsm8c.png) 5. On the *Select license types* screen that opens, click each technician's card and select their *License Type*. 6. Click **Next**. ![Selecting license types for technicians, highlighting Managed and Non-Managed options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/screenshot-select_license_types.png) 7. On the *Confirm your selection* screen that opens, click **Activate Technicians** to confirm your changes. ![Select technicians Bob and Ken for activation with their respective license types.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-manage-technician-profiles-image-adfrfdlf.png) ## FAQ --- ### #### Can technician and office employee profiles use the same email and mobile phone number? One email address can be associated with both a single user and a single tech. One email address cannot, however, be associated with multiple users or multiple techs. The same rule applies to a mobile phone number: one phone number can be associated with both a single user and a single tech, but one email address cannot be associated with multiple users or multiple techs. For best practices, we recommend: - Usernames are not identical (for example: Office username - "*John_Office*", technician username - "*John_ tech*") - Leveraging separate email addresses (for example: Office user email - "*ElroyJohns@gmail.com*", technician email - "*Elroy_Johns@gmail.com*") - Unique passwords for each log in type (for example: *Password* vs. *Password987*) #### Can a technician use their mobile number if they don't have an email address? Yes. A technician is required to have either an email address or a mobile number in their profile. If a technician only has a mobile number, they can go through account verification and reset their password using their mobile number. #### How do I disable dispatch email notifications to technicians? Technician profiles require either a unique email or a unique mobile number. If a technician only has an email address in their profile, they are only sent email dispatch notifications. If a technician has both a mobile number and an email address in their profile, they are sent both text message and email dispatch notifications. You can configure your account to: - Disable notifications if a technician self dispatches - Disable all email notifications to technicians To configure your account, contact your success or implementation manager. ## Want to learn more? - See [Technician Timesheets overview](/v1/docs/technician-timesheets-overview)