Overview
Account configuration is required for any permission with "See note" in the Turned on by default for these roles column. Please contact Technical Support for details.
To set any of the following permissions for an individual, see Set permissions for an individual employee or technician. To set the permissions for an entire role, see Set permissions for an employee or technician role.
The following permissions are listed in the order they are displayed in ServiceTitan. If you're looking for a specific permission, use the Search field located above the list of permissions.
Permissions are separated into the different workflows they impact. If you are unsure what a permission does if turned on, you can hover over the permission name to see a short description. Depending on your account configuration, you may not have access to all the workflows and permissions listed below. If you are interested in any of the permissions that require account configuration, please contact Technical Support for details.
By default, Administrator roles are granted all permissions.
Access to Admin Permissions
General
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Access settings | Allows the employee to access the Settings section of ServiceTitan | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General office, Admin |
Academy company admin | Allows the employee to assign courses to employees, track Academy progress, and run reports | Admin |
View alerts | Allows the employee to view alerts | Dispatch, Accounting, Field Manager, Sales Manager, General Office, Admin |
Accept new feature terms of use | Allows the employee to view or agree to Terms and Conditions for integrations | Admin |
Edit alerts | Allows the employee to add or edit alerts | Dispatch, Accounting, Field Manager, Admin |
Edit company profile | Allows the employee to edit company profile settings | Dispatch, Accounting, Field Manager, Admin |
Edit tag type | Allows the employee to add or edit tag types | Dispatch, Accounting, Field Manager, Admin |
Forwarding number settings | Allows the employee to update the forwarding number in Phone Settings | Admin |
Edit custom field type | Allows the employee to create or edit custom fields | Dispatch, Accounting, Field Manager, Admin |
Edit access to partner portals | Allows the employee to edit Partner Portal access | Admin |
View TitanExchange | Allows the employee to add TitanExchange in the Settings menu | Admin |
Import/export data | Allows the employee to import or export data in the Import/Export tab in Settings | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Can access Global Payroll settings | Allows the employee to access the global payroll settings page | Admin |
See property data | Allows the employee to see the location's property data from the Location page, Estimates, Jobs, etc. Data examples are square footage and number of bedrooms | See note |
Edit Intacct Account | Allows the employee to access Intacct settings | See note |
Manage API application access | Allows the employee to access Manage API V2 clients page to choose the API scopes and generate Client ID and Secret | See note |
Access Customer Portal setup | Allows the employee to setup the Customer Portal for your business | See note |
Phones Pro account access | Allows the employee to make updates to Phones Pro settings | See note |
View TitanAdvisor | Allows the employee to access TitanAdvisor | See note |
TitanAdvisor - Update goals | Allows the employee to modify the stack ranking of your top company goals, thereby updating TitanAdvisor's feature recommendations | See note |
Generate API application key | Allows developers (software engineers) to generate App keys from the developer portal | See note |
View Fleet Pro | Allows the employee to access Fleet Pro | See note |
Access Feature Configurations | Allows the employee to access and modify feature configurations | Admin |
View Company Cases | Allows the employee access to the My Company Cases section in the Help Center | Admin |
Allow data change requests to support | Allows the employee to request data changes when contacting ServiceTitan Technical Support | Admin |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Accounting Permissions
Adjustment Invoices
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Add adjustment invoice | Allows the employee to make changes to an exported invoice by adding an adjustment invoice | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Edit tech performance on adjustment invoices | Allows the employee to include adjustment invoice in technician-based performance reporting | Admin |
Delete adjustment invoices | Allows the employee to delete adjustment invoices | Dispatch, Accounting, Field Manager, Admin |
Batching Invoices
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View batches | Allows the employee to view an invoice batch | Accounting, Field Manager, Admin |
Unpost batches | Allows the employee to unpost an invoice batch | Accounting, Field Manager, Admin |
Create batches | Allows the employee to create a new invoice batch | Accounting, Field Manager, Admin |
Bypass invoices | Allows the employee to select transactions on the Pending Export report and exclude them from exporting | Accounting, Admin |
Post batches | Allows the employee to post an invoice batch | Accounting, Field Manager, Admin |
Bypass posted batches | Allows the employee to exclude all transactions in a batch at the same time | Admin |
Edit Tech performance on adjustment invoices | Allows the employee to include adjustment invoice in technician based performance reporting | Admin |
Edit exported invoices and payments | Allows the employee to edit an invoice and/or payment after it is marked exported | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Billing
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View billing or updated credit card | Allows the employee to view ServiceTitan billing history and update credit card paying for ServiceTitan | Admin |
Receive billing alerts | Allows the employee to receive billing alerts from ServiceTitan Billing | Admin |
Invoices
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
AR management | Allows the employee to view a list of customers with an outstanding balance. Manage your monthly customer statements by printing, emailing, or charging your customers | Admin |
View/email customer statements | Allows the employee to view, email, and print or download customer balance statements.
| Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Bulk charge statement balance | Allows the employee to bulk charge a customer's statement balance that has a payment method on file
| Admin |
Edit equipment price | Allows the employee to edit equipment prices on estimates and invoices | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Charge interest | Allows the employee to charge interest to customers who have outstanding invoices | Dispatch, Accounting, Field Manager, Admin |
View invoice | Allows the employee to view invoices | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
View invoice numbers | Allows the employee to view the invoice numbers assigned to technicians | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit invoice | Allows the employee to edit invoices and adjust split invoices | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Add invoice assignment | Allows the employee to assign invoice numbers to a technician | Dispatch, Accounting, Field Manager, Admin |
Remove invoice assignment | Allows the employee to assign invoice numbers to technicians | Admin |
Edit invoice item | Allows the employee to add or edit invoice items including tasks, materials, and equipment on invoices and adjustment invoices | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Add voided invoice | Allows the employee to create a voided invoice number, so the invoice number cannot be used again | Dispatch, Accounting, Field Manager, Admin |
Delete invoice item | Allows the employee to delete an invoice item. This applies to all items in an invoice, including discounts, tasks, service, and materials. | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Remove voided invoice | Allows the employee to delete a voided invoice, so the invoice number can be used again | Admin |
Email invoice | Allows the employee to email an invoice to the customer | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit invoice type | Allows the employee to add or edit invoice types | Dispatch, Accounting, Field Manager, Admin |
Edit service price | Allows the employee to edit the unit price for services. This allows the employee to override item prices set in your pricebook. | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Edit general ledger accounts | Allows the employee to select or edit general ledger accounts | Admin |
Show cost details | Allows the employee to see material, labor, or equipment costs on invoices or estimates | Display User, Admin |
Edit material price | Allows the employee to edit the unit price for materials on estimates and invoices. This allows the employee to override item prices set in your pricebook. | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Edit invoice signature requirement | Allows the employee to mark invoice signatures as required/not required for technicians to close out a job | Admin |
Edit General Ledger accounts | Allows the employee to select or edit general ledger (GL) accounts | See note |
Allow editing of invoice item business unit | Allows the employee to edit an invoice item business unit for Business Unit Performance Report | See note |
Set tax status by invoice item | Allows the employee to set an item as taxable/non-taxable on an invoice | See note |
Edit point of sale settings | Allows the employee to access POS Locations in settings | See note |
Allow edit and update of previously exported transactions | Allows the employee to edit previously exported invoices and export the edits to your accounting system | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Payables
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Create bills & statements | Allows the employee to create and edit bills and statements to be sent to vendors | Accounting, Admin |
View bills & statements | Allows the employee to view vendor bills and statements | Accounting, Admin |
Create & edit bill payment | Allows the employee to pay individual bills, pay bills in bulk, edit bill payments, resubmit canceled bill payments, and pay vendor statements. Only bills in a Pending Export status can be deleted | Accounting, Admin |
View bill payment | Allows the employee to view the list and details of bill payments in the Payments section under Bill Management | Accounting, Admin |
Create vendor credits | Allows the employee to create vendor credits | Accounting, Admin |
Edit vendor credits | Allows the employee to edit vendor credits. Only credits in a pending export status can be edited | Accounting, Admin |
Delete vendor credits | Allows the employee to delete vendor credits. Only credits in a pending export status can be deleted | Accounting, Admin |
View vendor credits | Allows the employee to view the list and details of vendor credits in the Credits section under Bill Management | Accounting, Admin |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Payments
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View Customer Payments Hub | Allows the employee to view the Customer Payments section in the Accounting module. | Admin, Accounting |
Create payment | Allows the employee to view, create, and edit payments.
| Dispatch, Accounting, Field Manager, Admin |
Delete payment | Allows the employee to delete a payment.
| Dispatch, Accounting, Field Manager, Admin |
Delete successful transaction payment | Allows the employee to delete a successful transaction payment.
| Dispatch, Accounting, Admin |
Edit payment with saved authorization code | Allows the employee to edit or delete a payment with a saved authorization code
| Admin |
Apply payment credit (Payment Collections) | Allows the employee to apply an existing credit to one or more invoices
| See note |
Save & batch payment (Payment Collections) | Allows the employee to batch in the same action as saving or charging the payment
| See note |
Unapply payment credit (Payment Collections) | Allows the employee to unapply an existing credit from one or more invoices
| See note |
Unapply exported transactions (Payment Actions) | Allows the employee to unapply payment from the invoice even when the payment and invoice have both been exported
| See note |
Edit payment type | Allows the employee to add or edit payment types | Dispatch, Accounting, Field Manager, Admin |
Refund integrated payments | Allows the employee to refund payments using ServiceTitan Payments | Admin |
Receive mobile check deposit match failure emails | Allows the employee to receive alerts when the amount on a check does not match the mobile scan | Accounting, Admin |
Edit payment terms | Allows the employee to make changes to due dates at customer invoice level | Accounting, Admin |
Edit integrated financing settings | Edit loan options and plans available to customers when applying for financing | See note |
Receive payment autobatching failure emails | Allows the employee to receive a copy of the Payment Autobatching Failure email that is sent whenever there are integrated payments that were not successfully autobatched | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Taxes
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Edit invoice tax amounts | Allows the employee to edit the tax amounts of an invoice | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Edit tax zones | Allows the employee to add or edit tax zones | Dispatch, Accounting, Field Manager, Admin |
Accounting Periods
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Accounting Period Management | Allows the employee to manage accounting periods, including opening and closing periods by accounting periods or transaction type. | Admin, Accounting |
View Accounting Periods | Allows the employee to view accounting periods.
| Admin, Accounting |
View Accounting Period Details | Allows the employee to view accounting period details.
| Admin, Accounting |
Open Period | Allows the employee to open the accounting period.
| Admin, Accounting |
Close Period | Allows the employee to close the accounting period.
| Admin, Accounting |
Open Transaction Type | Allows the employee to open the accounting period for that transaction type.
| Admin, Accounting |
Close Transaction Type | Allows the employee to close the accounting period for that transaction type.
| Admin, Accounting |
Accounting Period Settings | Allows the employee to view and edit the Accounting Period settings screen. | Admin, Accounting |
View Accounting Period Settings | Allows the employee to view the Accounting Period settings screen.
| Admin, Accounting |
Edit Accounting Period Settings | Allows the employee to edit the Accounting Period settings screen.
| Admin, Accounting |
Costing
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View labor costing details | Allows the employee to view costing related details, such as payroll adjustments, performance pay, and labor pay in costing screens. | Dispatch, Accounting, Field Manager, Admin |
Customer Communications Permissions
Chat & Messaging
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Send message | Allows the employee to send texts to technicians via the dispatch board | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit email setting | Allows the employee to edit email templates. Email templates are used whenever an employee or technician emails an invoice, estimate, form, project, etc. to a customer. | Dispatch, Accounting, Field Manager, Admin |
View customer chats | Allows the employee to view chat and chat with customers | See note |
Allow full access to customer chats | Allows the employee access to all chat functionality
| See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Job Booking & Dispatching Permissions
Calls
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Detach call | Allows the employee to detach or remove a call from the job history
| Dispatch, Accounting, Field Manager, CSR, Admin |
Confirm call | ServiceTitan will automatically classify calls as abandoned, excused, booked, or unbooked, depending on different factors (such as the call duration, whether or not a job was booked, etc). This permission confirms that the automatic classification is correct. | Admin |
Listen to call recording | Allows the employee to listen to a call recording. | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
View call forms and tags | Allows the employee to view call forms and tags | Sales Manager, CSR, Admin |
Outbound call | Allows the employee to make an outbound call
| Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit call forms/tags | Allows the employee to complete or edit call forms and tags. Also allows the employee to assign forms to calls in ServiceTitan settings | Field Manager, Admin |
Reclassify call | Allows the employee to reclassify a call | Admin |
Edit call reason | Allows the employee to edit call reasons | Dispatch, Accounting, Field Manager, Admin |
Forwarding number settings | Allows the employee to update the forwarding number in Phone Settings | Admin |
Pause call recording | Allows the employee to pause calls that are recorded in ServiceTitan | See note |
Edit call scripts | Allows the employee to make changes to call scripts. | See note |
View second change leads | Allows the employee to view and action second chance leads | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Capacity Planning
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Edit business hours and capacity planning | Allows the employee to edit business hours and open capacity.
| Admin |
View technician shifts | Allows the employee to view technician shifts. | See note |
Edit technician shifts | Allows the employee to create or edit technician shifts. | See note |
Allow bulk deletion of technician shifts | Allows the employee to delete multiple technician shifts at once.
| See note |
Manually adjust capacity | Allows the employee to manually adjust capacity on the capacity planning board.
| See note |
Edit Adaptive Capacity Settings | Allows the employee to edit Adaptive Capacity Settings in ServiceTitan Settings. | See note |
Edit Adaptive Capacity Rules | Allows the employee to create and edit Adaptive Capacity Rules in ServiceTitan Settings. | See note |
Access Get Adaptive Availability Filters | Allow the employee to access and use filters in the Get Adaptive Availability pop-up in Call Booking. | See note |
Access Adaptive Capacity Settings | Allow the employee to access and view Adaptive Capacity Settings, but not make edits to the settings. | See note |
Access Adaptive Capacity Rules | Allow the employee to access and view Adaptive Capacity Rules, including rule builder, but not make edits to rules. | See note |
Apply Manual Adjustments | Allow the employee to apply manual adjustments in Adaptive Capacity Reporting. | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Customers
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View customer | Allows the employee to view customer records | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator |
Merge customers | Allows the employee to merge duplicate customers | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit customer | Allows the employee to edit customer records | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator |
Activate/deactivate customer | Allows the employee to activate or deactivate customers
| Admin |
Dispatching
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View dispatch board | Allows the employee to view the dispatch board | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Add non-job event | Allows the employee to create a non-job event | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Assign technician | Allows the employee to assign a technician to a job | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit non-job event | Allows the employee to edit a non-job event | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Dispatch technician | Allows the employee to dispatch a technician assigned to a job | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
View dispatch configuration | Allows the employee to view dispatch configurations | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Arrive technician | Allows the employee to arrive a technician to a job or mark a technician as done for now | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit dispatch configuration | Allows the employee to edit dispatch configurations | Dispatch, Accounting, Field Manager, Admin |
Mark technician as done | Allows the employee to mark a technician as done working on that job when there are multiple technicians assigned to a job | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Modify dispatch board behavior | Allows the employee to modify alert, job, and clock in/out configurations on the Dispatch Board | Field Manager, Admin |
Add meal break | Allows the employee to place a technician on a meal break or end a technician meal break
| Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Edit zone | Allows the employee to add or edit technician zones | Dispatch, Accounting, Field Manager, Admin |
Allow tech clock in and clock out on dispatch | Allows the employee to clock technicians in and out on the Dispatch Board.
| Admin |
Edit arrival window | Allows the employee to change arrival window on the individual job rather than at the job level | See note |
Edit skills | Allows the employee to add and create skills to assign to technicians and job types | See note |
Edit smart dispatch settings | Allows the employee to customize smart dispatch settings | See note |
Mass reschedule | Allows the employee to reschedule multiple jobs at once | See note |
Edit skills on individual job | Allows the employee to edit skills on any individual job without affecting the job type settings | See note |
Edit teams | Allows the employee to edit teams and technician assignments in Teams Management. | Admin |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Estimates
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View estimate | Allows the employee to view opportunities and estimates from the Follow Up screen | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit service price | Allows the employee to edit service prices on estimates and invoices | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Edit estimate | Allows the employee to create new estimates, edit estimates, re-open sold estimates, and log a Follow Up on the Estimate Opportunity screen | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Edit material price | Allows the employee to edit the unit price for materials on estimates and invoices | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Sell/unsell estimate | Allows the employee to sell/convert or unsell an estimate | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit equipment price | Allows the employee to edit the unit price for equipment on estimates and invoices | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Calculate prices | Allows the employee to calculate the price of an estimate or invoice that is using a rule | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Jobs
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Book job | Allows the employee to book a job for a customer | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Detach SMS | Allows the employee to detach/remove SMS messages from the job history | Dispatch, Accounting, Field Manager, CSR, Admin |
View job | Allows the employee to view jobs
| Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit note | Allows the employee to edit notes on a job, location, or customer record
| Sales Manager, CSR, Admin |
Edit job | Allows the employee to edit job details, including job type or business unit | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit job type | Allows the employee to edit job types | Dispatch, Accounting, Field Manager, Admin |
Schedule additional appointments on a job | Allows the employee to Add Appointments on an existing job.
| Accounting, General office, Admin |
Edit cancel job reason | Allows the employee to add or edit job cancellation reasons
| Dispatch, Accounting, Field Manager, Admin |
Hold job | Allows the employee to put a hold on a job | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit hold job reason | Allows the employee to add or edit job hold reasons
| Dispatch, Accounting, Field Manager, Admin |
Cancel job | Allows the employee to cancel a job | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Allow bulk booking of upcoming appointments | Allows the employee to book multiple appointments in one go | Admin |
Recall job | Allows the employee to recall a job | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Create appointments on a job | Allows the employee to create additional appointments on the job | Admin |
Locations
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View location | Allows the employee to view location records | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Merge locations | Allows the employee to merge duplicate location records | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Edit location | Allows the employee to edit location records | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Activate/deactivate locations | Allows the employee to activate and deactivate location profiles | Admin |
Remove location equipment | Remove a piece of installed equipment permanently from a customer's location record. | Dispatch, Accounting, Field Manager, CSR, Admin |
Projects
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Attach job to project | Allows the employee to attach a job to a project | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Delete project and location opportunities and estimates | Allows the employee to delete estimates on location and project opportunities as well as project and location opportunities that do not have any estimates | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General office, Admin |
Detach job from project | Allows the employee to detach a job from a project
| Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Lead Generation Permissions
Memberships, Campaigns, & Follow Ups
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View job completion survey | Allows the employee to complete a survey on behalf of a customer, if the survey has not yet been submitted
| Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit customer membership | Allows the employee to add memberships directly to customers or locations or edit existing memberships for customers or locations
| Accounting, Field Manager, Admin |
Edit job completion survey | Allows the employee to change or resubmit a survey that has already been completed | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Sell or renew membership from customer or location | Allows the employee to sell a membership from customer or location record and renew a membership from customer membership record | Field Manager, Admin |
Edit campaign | Allows the employee to edit marketing campaigns, including the name of the campaign, business unit, advertised number, and cost
| Dispatch, Accounting, Field Manager, Admin |
Access dismiss button on recurring service events page | Allows the employee to access the Dismiss button on Recurring Service Events screen that allows user to mass dismiss recurring service events | Admin |
Phone settings | Allows the employee to create campaign tracking numbers, including adding blocked numbers in Phone settings.
| Dispatch, Accounting, Field Manager, Admin |
Deactivate follow up log | Allows the employee to deactivate logged follow ups
| Admin |
Edit membership type | Allows the employee to set up new membership types or edit existing membership types | Dispatch, Accounting, Field Manager, Admin |
Export follow ups | Allows the employee to export from Follow Ups to excel | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General office, Admin |
Edit recurring service type | Allows the employee to add or edit recurring service types | Dispatch, Accounting, Field Manager, Admin |
Edit loyalty program points on customer or location | Allows the employee to manually edit loyalty program points for a customer or location | See note |
Can access ServiceTitan Marketing Pro module | Allows the employee access to the Marketing Pro pages | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Payroll & Admin Permissions
Business Units
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Edit business units | Allows the employee to edit business unit settings, including the company logo, invoice header, payroll settings, and online payment processor
| Admin |
View business units | Allows the employee to have view only access to business unit settings | Admin |
Dashboard
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View dashboard | Allows the employee to view the dashboard | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Edit dashboard | Allows the employee to create and edit Custom Dashboards
| Admin |
Employees & Technicians
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Access remotely | Allows the employee to have remote access to ServiceTitan desktop
| Field Manager, Admin |
View or update user employee permissions | Allows the employee to view and update permissions for employees and technicians, change the Role of any employee or technician, and view and update role permissions for employees and technicians | Admin |
View or update payroll tab on technician edit | Allows the employee to view and update technician payroll settings, including technician commission and hourly rates
| Admin |
Allow editing of reporting permissions | Allows the employee to access the Reporting Settings tab, which includes Editing of Divisions and Trades, Business Unit attachment, and reporting permissions | Admin |
Edit employee/technician | Allows the user to add or edit employees and technicians, including name, phone number, email, business unit, and other profile information
| Dispatch, Accounting, Field Manager, Admin |
View/edit burden rate | Allows the employee to view and edit the burden rate for a technician.
| Accounting, Admin |
Edit another user's username or password | Allows the employee to view or update the ServiceTitan username and password for employees and technicians | Admin |
Activate/deactivate employee | Allows the employee to activate or deactivate other employees | Admin |
Assign user roles | Allows the employee to assign a Role to any employee or technician.
| Admin |
General
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Can access global payroll settings | Allows the employee to access the Global Payroll Settings screen | Admin |
View and edit configurable payroll module | Allows the employee to view and edit the Configurable Payroll module | Admin |
View and edit labor types | Allows the employee to view and edit labor types | Admin |
View and edit payroll frequencies | Allows the employee to view and edit company pay frequency | Admin |
View and edit overtime module | Allows the employee to view and edit overtime rules | Admin |
Can manually trigger payroll update | Allows the employee to access the Update Payroll button on the Master Pay file | Admin |
View and edit paid idle time rule | Allows the employee to view and edit paid idle time rules | Admin |
Timesheets
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View employee time tracking and edit page | Allows the employee to view and edit the employee time tracking page | Admin |
View and edit all office employee timesheets | Allows the employee to view and edit all office employee timesheets | Admin |
View technician timesheets | Allows the employee to view technician timesheets | Dispatch, Accounting, Field Manager, Sales Manager, CSR, Admin |
Employee can edit their own timesheets | Allows the employee to edit their own timesheets | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General office, Admin |
Edit timesheet code | Allows the employee to create or edit timesheet codes | Field Manager, Admin |
Edit technician timesheets | Allows the employee to edit technician timesheets | Dispatch, Accounting, Field Manager, Admin |
View hourly pay on timesheet summary report | Allows the employee to view technician hourly pay rates on the Timesheet Summary report | Admin |
Payroll Adjustment
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Edit payroll adjustment | Allows the employee to add or edit payroll adjustments
| Dispatch, Accounting, Field Manager, Admin |
View payroll adjustment | Allows the employee to view a payroll adjustment | Admin |
Delete payroll adjustment | Allows the employee to delete a payroll adjustment | Dispatch, Accounting, Field Manager, Admin |
Payroll Admin
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View payroll approval dashboard | Allows the employee to access the company payroll dashboard | Admin |
Access to payroll processing module | Allows the employee to access the payroll processing module (Payroll Pro)
| Admin |
View all managers and business units on payroll sign-off page | Allows the employee to have admin access to the payroll approval dashboard | Admin |
Reports
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View scheduled report | Allows the employee to view their scheduled reports | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Delete scheduled report | Allows the employee to delete their scheduled reports
| Dispatch, Accounting, Field Manager, Admin |
View all scheduled reports | Allows the employee to view all scheduled reports, regardless of which employee scheduled them | Admin |
View job costing | Allows the employee to view the Job Costing report | Admin, Accounting, Sales Manager |
Edit scheduled report | Allows the employee to edit their scheduled reports | Dispatch, Accounting, Field Manager, Admin |
Allow editing of sales opportunity date and sold on date | Allows the employee to edit sales opportunity date and sold on date | Admin |
Search
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Run search | Allows the employee to run a search | Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Admin |
Allow exporting search results | Allows the employee to export search results in Excel (.xlsx) or CSV (.csv) format | Admin |
Pricebook Permissions
Items, Prices, & Costs
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Edit service | Allows the employee to add services or edit existing services in your pricebook, including code, description, price, image, tax status, commission, materials, membership, and all other pricebook information | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
View pricebook | Allows the employee to view Pricebook | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Edit material | Allows the employee to add materials or edit existing materials in your pricebook, including code, description, cost, image, tax status, and all other pricebook information | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Modify equipment cost | Allows the employee to edit the cost for equipment items on invoices. This means the employee has the ability to override the equipment cost set in your pricebook. Cost can also be edited when adding equipment items to invoices
| Accounting, Sales Manager, Admin |
Edit equipment | Allows the employee to add equipment or edit existing equipment in your pricebook, including code, description, cost, price, image, commission, warranty, and all other pricebook information | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
View and edit markup rules | Allows the employee to view and update markup table rules | Admin |
Edit category | Allows the employee to edit pricebook categories for services, equipment, and materials | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Edit discounts and fees | Allows the employee to edit discounts and fees set for Pricebook items | Dispatch, Accounting, Field Manager, CSR, General office, Admin |
Create/edit pricing rates | Allows the employee to create and edit new pricing rates | See note |
View pricing rates | Allows the employee to see the details for pricing rates | See note |
Edit customer & location rate sheets | Allows the employee to assign rate sheet to customers & locations | See note |
Edit invoice/estimate/project rate sheets | Allows the employee to assign rate sheet to invoice, estimate, and projects | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Purchasing and Inventory Permissions
Inventory Settings
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Access Purchasing/Inventory Module | Allows the employee to access the Purchasing and Inventory Module. | Admin |
Add/Edit Inventory Templates | Allows the employee to create a new inventory template and edit the existing one in Settings. | Admin |
Add/Edit Trucks and Warehouses | Allows the employee to create new warehouses and trucks and update the existing ones in Settings. | Admin |
Edit Purchasing/Inventory Configuration | Allows the employee to update the Inventory and Purchasing configuration in Settings. | Admin |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Purchase Orders
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View Purchase Order Totals on Projects and Invoices | Allows the employee to see the total value for purchase order on Projects and Invoices. | Admin |
View Purchase Orders | Allows the employee to see the existing purchase orders. | Admin |
Create purchase order | Allows the employee to create a purchase order that is not auto-receive
| See note |
Edit in-progress requisition | Allows the employee to edit in-progress requisitions that are confirmed
| See note |
Edit purchase order in pending status | Allows the employee to edit purchase orders that are in pending status only | Dispatch, Accounting, Field Manager, Sales Manager, Admin |
Edit purchase order in sent or partially received status | Allows the employee to edit purchase orders that have a Sent or Partially Received status | Sales Manager, Admin |
Cancel purchase order | Allows the employee to cancel a purchase order | Dispatch, Accounting, Field Manager, Admin |
Receive purchase order | Allows the employee to record that a shipment has been received or partially received and add additional items that were shipped | See note |
Add/Edit Purchase Order types | Allows the employee to create a new and edit an existing purchase order type in Settings. | Admin |
Add/Edit Assemblies | Allows the employee to create, update, activate and deactivate assemblies. | Admin |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Receipts
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Edit receipt | Allows the employee to edit receipts that aren't posted, exported, or the corresponding bill isn't yet posted or exported depending on your accounting software | See note |
Cancel receipt | Allows the employee to cancel receipts that aren't posted, exported, or the corresponding bill isn't posted or exported depending on your accounting software | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Returns
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View Return Totals on Projects and Invoices | Allows the employee to see the total value for returns on Projects and Invoices. | Admin |
View Returns | Allows the employee to see the existing returns. | Admin |
Create return | Allows the employee to create returns for the items that will be returned to the vendor | See note |
Edit return | Allows the employee to edit returns that aren't yet posted or exported in the last six months | See note |
Cancel return | Allows the employee to cancel returns that aren't yet posted or exported | See note |
Add/Edit Return Types | Allows the employee to create a new and edit an existing return type in Settings. | Admin |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Vendors
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Add/edit vendors | Allows the employee to add or edit vendors | Dispatch, Accounting, Field Manager, Admin |
Adjustments
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Create inventory adjustment | Allows the employee to create inventory adjustments to change an item's quantity without a purchase or a consumption transaction | See note |
Edit inventory adjustment | Allows the employee to edit inventory quantity adjustment without a purchase or a consumption transaction | See note |
Cancel inventory adjustment | Allows the employee to cancel inventory quantity adjustments without a purchase or a consumption transaction | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Transfers
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Create transfer | Allows the employee to create both auto-receive and not auto-receive transfers | See note |
Edit transfer | Allows the employee to edit transfers that are in pending, picked, or received status
| See note |
Cancel transfer | Allows the employee to cancel transfers that aren't posted or exported | See note |
Add/Edit Transfer Types | Allows the employee to create a new and edit an existing transfer type in Settings. | Admin |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Inventory Counts
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Create inventory count | Allows the employee to create new and copy existing inventory counts | See note |
Edit inventory count | Allows the employee to edit an inventory count | See note |
Complete inventory count | Allows the employee to complete and close an inventory count | See note |
Cancel inventory count | Allows the employee to cancel an inventory count | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Requisitions
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View requisition | Allows the employee to view requisitions for projects
| See note |
Edit new requisition | Allows the employee to confirm new requisition | See note |
Edit in-progress requisition | Allows the employee to edit in-progress requisitions that are confirmed | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Inventory Mobile App
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Access Inventory Mobile App | Allows the employee to log in to the Inventory Mobile app | See note |
View PO cost on IMA | Allows the employee to see the cost of the line items on purchase order | See note |
Edit PO cost on IMA | Allows the employee to edit the cost of the line items on purchase order | See note |
Enable quick receiving on IMA | Allows the employee not to enter the received quantity in the Purchase Order > Qty column when the ordered quantity aligns with the expected quantity | See note |
View expected PO quantities on IMA | Allows the employee to see the expected quantity during the process of receiving a purchase order | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.
Selling & Performing Work Permissions
Forms
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
Edit customer forms | Allows the employee to view, edit, complete, email, print, and assign customer forms
| Field Manager, Admin |
Edit equipment forms | Allows the employee to view, edit, complete, email, print, and assign equipment forms
| Field Manager, Admin |
Edit location forms | Allows the employee to view, edit, complete, email, print, and assign location forms
| Field Manager, Admin |
Job Details, Estimates, & Content Portal
Permission Name | Description | Turned on by default for these roles |
|---|---|---|
View/edit saved estimates | Allows the employee to create, edit, and view estimate templates. Estimate templates will be available to technicians in ServiceTitan Mobile when they tap Add Estimate. Estimate templates are also known as option packages. | Field Manager, Admin |
Delete note | Allows the employee to delete notes on jobs, customers, locations, etc. | Admin |
Access Content Portal (office) | Allows the employee to create and post content that can be accessed by technicians in ServiceTitan mobile | See note |
Permission Note
Account configuration is required for any permission with See note listed in the Turned on by default for these roles column. Please contact Technical Support for details.