Overview
Setting up your roofing business in ServiceTitan starts with configuring core account settings. These settings organize your operations, define user access, and standardize workflows across sales, installation, and service. When configured correctly, they support accurate dispatching, clear reporting, and smoother day-to-day management.
This article covers four essential settings areas: business units, role permissions, skills, and team management.
Who uses this feature
Administrators
Primarily benefits Residential Construction and Commercial Construction business types
Primarily benefits Roofing and Exterior trades
Feature configuration
The Edit Business Units permission is required to create and modify business units. Please contact the account administrator on your team.
The View or Update User Employee Permissions permission is required to create and edit role permissions. Please contact the account administrator on your team.
The Edit Employee/Technician permission is required to create and modify user profiles. Please contact the account administrator on your team.
Things to know
A user can have both an Employee and Technician profile if their responsibilities span office and field work. For example, a field manager might review jobs in the office and also perform work in the field. If this is the case, we recommend using Plus Addressing in their email address for the additional user.
Use cases
A growing roofing company expands to multiple locations and needs to create business units for each office (Location 1 - Sales, Location 2 - Sales) to track performance separately.
Your crew specializes in shingle and metal roofing but doesn't do flat roofs. You create Shingles and Metal skills and assign them to the crew so they only get matched to appropriate jobs.
A field manager needs to review jobs in the office platform and also perform fieldwork. You create both an Employee and Technician profile for them with appropriate permissions for each role.
Add and edit business units
A business unit is a way of dividing your company into distinct sections. When setting up business units, consider creating separate units for Sales, Install, and Warranty or Service.
Setting up your company with business units enhances dashboard reporting and helps your workflows be more defined by controlling employee access.
Create a business unit
Go to the top toolbar and click Settings
.In the side panel, click Operations > Business Units.
On the Business Units screen, click Add.
Complete the required fields:
Name: Enter the business unit name. For roofing businesses, common examples include Location 1 - Retail Sales, Location 1 - Insurance Sales, Location 2 - Install, or Warranty Service.
Official name: Enter the official business name as it appears on invoices and documents.
Email: Enter the business unit email address.
Phone number: Enter the business unit phone number.
Division: Select the division for the business unit.
Tip: To learn more about each field, hover over the info icon next to it. This shows its purpose so you can fill it out accordingly.
Configure additional settings as needed for your business.
When finished, click Save.
Edit a business unit
You can edit, activate, or deactivate business units at any time. You can also perform these actions in bulk.
Go to the top toolbar and click Settings
.In the side panel, click Operations > Business Units.
To edit a business unit, click Edit next to the business unit you want to modify.
Make your changes and click Save.
To make bulk updates:
On the Business Units screen, select all the business units that you want to update.
Click Bulk Update.
Make your changes and apply them to all selected business units.
To activate or deactivate a business unit:
On the Business Units screen, select all the business units that you want to activate or deactivate.
Click Activate to make it active or click Deactivate to make it inactive.
Note: You can activate or deactivate a business unit individually when editing it.
For more, see Add and edit business units.
Create role permissions
Roles help determine the scope of work for each user and set default permissions. The permissions assigned to a role become the default permissions for any individual user assigned to that role.
Note: Your account includes roles created by default. You can create additional roles for both technicians and employees.
Create a role
Go to the top toolbar and click Settings
.In the side panel, click People > Role Permissions.
On the Employee Roles or Technician Roles screen, click Add.
Note: Technician roles typically include salespeople, installers, and field managers. Employee roles typically include admins, CSRs, production managers, and schedulers.
The Create New Role pop-up appears. On the Create New Role pop-up, enter Role Name and click Save.
On the Edit Role screen, select the permissions for this role by checking the boxes next to each permission.
Note: The permissions you select become the default permissions for any user assigned to this role. You can adjust permissions for individual users later if needed.
When finished, click Save.
Edit a role
You can update existing roles at any time.
Go to the top toolbar and click Settings
.In the side panel, click People > Role Permissions.
Click Edit next to the role you want to modify.
Make your changes to the role name or permissions.
When finished, click Save.
For more, see Set permissions for an employee or technician role.
Create skills
ServiceTitan lets you customize a list of specific skills that apply to your business. Skills reflect the types of work each crew is qualified to perform. This helps you assign the right salesperson and the right crew to the right type of job.
Note: A roofing crew may be able to handle Shingles and Metal, but not Flat roofing. Later, when setting up job types and field employees, you can add skills to each. For example, Install - Flat Roof jobs are matched with crews that have the Flat Roof skill.
Go to the top toolbar and click Settings
.In the side panel, click Operations > Skills.
On the Skills screen, click Add Skill.
In the Name field, enter the name of the skill. Common roofing skills include:
Shingles
Metal Roofing
Flat Roofing
Gutters
Siding
When finished, click Save.
The skill is available to assign to technicians and job types.
For more, see Manage skills for technicians and job types.
Create teams
Teams help you organize your dispatch board into groups that align with your needs and workflows. This helps you check your field employees' availability and schedule more easily.
Note: Common roofing teams include sales, roof crews, gutter crews, and service. If you haven't created user profiles yet, you can assign them to a team during that process. However, you can only create teams in teams management.
Go to the top toolbar and click Settings
.In the side panel, click Dispatch Board > Teams Management.
On the Teams Management screen, click Create a Team.
The Create a Team pop-up appears. On the Create a Team pop-up, enter the following details:
In the Team Name field, enter the team name. For roofing businesses, common examples include Sales Team, Install Crew 1, Install Crew 2, Gutter Crew, or Service Team.
In the Technician field, assign field employees/technicians to the team by selecting them from the available list.
When finished, click Create.
Your team now appears in Teams Management and is available for scheduling and dispatch board organization.
For more, see Manage and view technician teams.
Want to learn more?
Visit ServiceTitan Academy and enroll in Roofing Settings Overview