---
title: "Fleet setup and configuration guide in ServiceTitan Max"
slug: "fleet-pro-setup-and-configuration-guide-in-servicetitan-max"
updated: 2026-07-11T15:43:46Z
published: 2026-07-11T15:43:46Z
canonical: "help.servicetitan.com/fleet-pro-setup-and-configuration-guide-in-servicetitan-max"
---

> ## 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.

# Fleet setup and configuration guide in ServiceTitan Max

## Overview

ServiceTitan Fleet is the fully-integrated, trade-specific fleet management capability available as an add-on with ServiceTitan Max. Built in cooperation with Azuga, Fleet Pro surfaces vehicle telematics (GPS) and AI-assisted smart camera data throughout the ServiceTitan platform so you can manage your fleet across its entire lifecycle — saving money, improving driver safety, and maximizing your vehicle investment.

This guide walks Fleet Managers and Admins through the end-to-end setup required to get Fleet Pro operational: setting up drivers, creating vehicle profiles, matching telematics hardware to vehicles, and configuring the alerts that keep your fleet running efficiently.

The drivers, vehicles, and alerts set up here become foundational data that supports other ServiceTitan capabilities — including Dispatch Pro routing decisions and Field Pro technician workflows.

---

### 

#### Who uses this feature

- Fleet Manager
- Admin / Office Manager
- Also relevant for dispatch managers and dispatchers who will use Fleet Pro day-to-day

#### Feature configuration

- Applies to all business types and all trades.

## Before you begin

Complete these prerequisites before working through this guide:

- **Fleet is enabled on your account.** Your Pro Account Manager orders your hardware and it is then shipped to you. Once received, Azuga provisions the hardware to connect with your account. If you're missing any Fleet Pro hardware, contact fleetprosupport@servicetitan.com.
- **Telematics hardware is installed in your vehicles.** GPS trackers are required for the Live Map, Alerts, Driver Scores, and most other Fleet Pro features. Install your hardware before completing the steps in this guide. For installation instructions, see *Install Fleet Pro Hardware* in the [Fleet Pro Home](https://help.servicetitan.com/docs/fleet-pro) article.
- **Technicians exist in ServiceTitan.** Drivers in Fleet are technicians in ServiceTitan who have been enabled as Fleet Pro drivers. If you haven't created your Technician Profiles yet, you'll do that as part of Step 1.
- **Serial numbers are recorded.** When your hardware was installed, the serial number printed on each device should have been written down alongside the truck the device was installed in. You'll need this list in Step 3 to match hardware to the correct vehicles.

> [!TIP]
> **Tip:** Fleet generates valuable data from the moment hardware comes online — but that data is only useful if drivers, vehicles, and editable fields are filled in. Prioritize completing all four steps in this guide before relying on alerts or reports.

## Step 1: Set up drivers

In Fleet Pro, drivers are technicians who have been assigned vehicles. Setting up drivers ensures your technicians appear in the **Assigned Driver** dropdown when you match hardware to vehicles in Step 3.

You can either enable an existing technician as a Fleet Pro driver or create a new technician profile from scratch.

### Enable an existing technician as a Fleet Pro driver

1. In the navigation bar, click **Settings**.
2. In the side panel, go to **People > Technicians**.
3. For the technician you want to assign as a driver, click **Edit**.
4. On the Profile screen, click **Enable Fleet Pro Driver**.
5. Click **Save Changes**.
6. Repeat steps 1–5 for each technician you want to assign as a driver.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/fleet-pro-setup-and-configuration-guide-in-servicetitan-max-image-jzc8jpoj.png)

### Create a new driver or technician profile

If a driver doesn't yet exist in ServiceTitan, create the technician profile first:

1. In the navigation bar, click **Settings**.
2. In the side panel, go to **People > Technicians**. The Technicians screen opens.
3. Click **Add**. The Add Technician screen opens.
4. Enter the technician's basic profile information:
  - **Technician Name** — Name used across ServiceTitan and in customer communications.
  - **Company Position** — Used to customize notifications and training programs. Select as many positions as reflect the technician's duties.
  - **Technician Type** — Select either **Managed Technician** or **Non-managed Technician**. Managed technicians receive credit for sales and work performed, and will be billed. Non-managed technicians are not billed but do not have full mobile access.
  - **Role** — Sets the technician's default permissions.
  - **Skills** (optional) — Helps assign technicians by job type.
  - **Photo** (optional) — Max size 16 MB.
  - **Color** (optional) — A tag color to help identify the technician.
  - **Biography** (optional) — Shown in customer communications.
5. Enter contact information:
  - **Mobile Phone** — Unique to this profile. Used for verification and communications.
  - **Email** — Unique to this profile. Used for dispatch notifications and report delivery.

> [!NOTE]
> **Note:** A technician profile must include a unique mobile phone number or email address. You can't save a newly added technician profile without contact information.

1. Enter ServiceTitan Field Mobile App access details:
  - **Enable Mobile Access** (optional) — Enabled by default.
  - **Upcoming Appointment Visibility** — How many scheduled appointments the technician can view in ServiceTitan Mobile.
  - **Appointment History Visibility** — How far back the technician can view completed jobs.
  - **New Account Status** — Choose **Create an account later**, **Send invitation via email**, or **Create username and password**.
2. Enter Dispatching information:
  - **Team**, **Main Zone**, **All Zones**, and **Memo** (all optional). Zones are used to dispatch technicians with Maps 2.0.
3. Enter revenue and cost information:
  - **Daily Revenue Goal** (optional) — Used by the Technician Performance report template.
  - **Burden Rate** (optional) — Hourly cost of the technician.
4. Enter truck inventory details:
  - **Truck** — The truck the technician is assigned to. Used for inventory and replenishment tracking.
5. Enter the technician's home address (optional) — Can be used for purchase order delivery.
6. Turn on the **Enabled** toggle to create a Fleet Pro account for this driver or technician.
7. Click **Save Changes**.

> [!NOTE]
> **Note:** The Payroll and Permissions tabs are optional. You can manage payroll settings and permissions later.

> [!TIP]
> **Tip:** Fill in every editable data field for drivers as soon as possible. Driver Data is the foundation for reports, alerts, and driver scores — incomplete data downstream causes incomplete insights.

## Step 2: Set up vehicle profiles

Every vehicle in your fleet must be created as a **truck** in ServiceTitan. Doing so ensures the vehicle appears in the **Assigned Vehicle** dropdown when you match hardware in Step 3.

In Fleet Pro, "vehicle profile" refers to the combination of the truck record you create in Settings plus the editable Vehicle Data fields you fill in once the truck is paired with a GPS device.

### Create a truck for each vehicle

1. In the navigation bar, click **Settings**.
2. In the side menu, select **Inventory** or **Purchasing > Trucks & Warehouses**.
3. On the **Trucks** tab, click **Create Truck**.
4. In the Create a New Truck form, enter the information about the truck.
5. Click **Save**.
6. Repeat steps 1–5 for each vehicle in your fleet.

## Step 3: Configure your telematics hardware (Azuga) and match it to vehicles

Azuga is Fleet Pro's built-in hardware and telematics provider. Because Azuga is fully integrated with ServiceTitan as part of Fleet Pro, there is no separate "telematics provider" you need to select or configure — the integration is enabled when your Fleet Pro account is set up.

What you do need to do is **match each piece of installed hardware to the correct truck and driver** so the data flowing from the device is associated with the right vehicle in ServiceTitan.

> [!NOTE]
> **Note:** Fleet supports multiple device types: Plug-and-Play GPS Trackers (OBD-II and Hardwired), Smart View cameras (StandardCam, AI SafetyCam, SafetyCam Plus), and Asset Trackers (long-life and rechargeable). The hardware match workflow below applies once any of these devices is installed.

### Match GPS trackers and cameras to vehicles and drivers

1. In the navigation bar, click **Fleet Pro**.
2. Go to the **Vehicle Data** screen. The **Vehicle Name** column will show a list of 10-digit numbers — these are the serial numbers of your installed devices.
3. Click one of the serial numbers under the **Vehicle Name** column.

> [!NOTE]
> **Note:** Reference your installation notes here to confirm which device was installed in which vehicle.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/fleet-pro-setup-and-configuration-guide-in-servicetitan-max-image-sxvl9jfw.png)
4. On the Vehicle Details screen, click the **Assigned Vehicle** dropdown. This pairs the device data with the truck you've specified.

> [!NOTE]
> **Note:** Trucks in this list are pulled from **Settings > Trucks & Warehouses**. If you don't see the truck you need, add it there first.
5. Click the **Assigned Driver** dropdown and assign a driver to the vehicle.
6. If a camera was installed, click the **Assigned Camera** dropdown and assign a camera. Cameras are listed by serial number.
7. Review and fill out every editable field in the Vehicle Data section. These details are necessary to use alerts and events in Fleet Pro.
8. Click **Save**. The vehicle status transitions to **Active**.
9. Repeat steps 1–8 for the rest of your installed devices.

### Match asset trackers to assets

If you installed Asset Trackers in non-vehicle assets:

1. In the navigation bar, click **Fleet Pro**.
2. Go to the **Asset Data** screen. The **GPS Device Serial #** column shows the serial numbers of your installed asset trackers.
3. Click one of the serial numbers under the **Asset Name** column.
4. On the Asset Details screen, click **Asset Name** to assign a name to the asset. This name appears on the Live Map.
5. Click **Save**.
6. Repeat steps 1–5 for the rest of your installed asset trackers.

> [!WARNING]
> **Caution:** You can't proceed with setting up the rest of Fleet until you have at least one device in **Fleet Data > Vehicle Data** or **Asset Data**. Complete this matching step before moving on to alerts.

## Step 4: Set up maintenance reminders

The Maintenance Reminder section in Fleet lets you create and manage vehicle maintenance schedules. This helps you proactively manage the lifecycle of your fleet — preventing breakdowns, extending vehicle life, and keeping technicians on the road instead of in the shop. Reminders can be viewed in ServiceTitan directly and configured to send as email notifications.

> [!NOTE]
> **Note:** Maintenance reminder notifications can only be sent instantly over email. Email is currently the only notification method available.

### Create a maintenance reminder

1. In the navigation bar, click **Fleet Pro**.
2. In the side menu, click **Reminders**.
3. On the Maintenance Reminders screen, click **Create Reminder**.
4. Select a vehicle from the **Vehicle** dropdown.

> [!NOTE]
> **Note:** If you select a vehicle with an existing reminder, the existing reminder appears so you can edit it.
5. Select a **Service Type** from the dropdown. You can choose a prebuilt service type or click **Add Custom** to create a new one.

> [!NOTE]
> **Note:** Custom service types are assigned to your vehicle and added to the list for future use. They can't be deleted from the service type list.
6. Choose the **Last Service Date** for the service type. This is the base reading used to calculate when the next reminder triggers — it's crucial for all interval types.
7. Edit each interval for the reminder. The reminder is sent based on whichever variable hits first:
  - **Mileage Interval** — Sent after the vehicle travels the selected number of miles.
  - **Engine Run Time Interval** — Sent after the vehicle's engine runs the selected number of hours.
  - **Time Interval** — Sent after the selected number of days, months, or years.
8. To add another service type to the same reminder, click **Add Service Type** and repeat steps 5–7. To delete a service type, click **Delete**.
9. Select **Send reminder notification by email**, then:
  - Select **Recipients** from the dropdown.
  - Select **Send alert to assigned driver** if you want them to also receive the alert.
  - (Optional) Add **Additional email recipients** — service managers, fleet coordinators, or other outside contacts.
10. Under **Reminder Schedule**, set how far in advance the reminder is sent by editing these intervals:
  - **Miles** — How many miles before the next service interval to notify.
  - **Hours** — How many engine hours before the next service interval to notify.
  - **Days** — How many days before the next service interval to notify.
11. Click **Save**.

### View your maintenance reminders

To view all maintenance reminders, go to **Fleet Pro > Reminders**. The Maintenance Reminders table includes columns for **Vehicle Name**, **Group**, **Status**, **Scheduled Due Date**, **Service Type**, **Recipients**, **Notifications**, **Notification Methods**, and **Settings**.

Status values include:

- **Upcoming** — A reminder more than 30 days away.
- **Due soon** — A reminder due within the next 30 days.
- **Overdue** — A reminder that is overdue for service.

> [!TIP]
> **Tip:** Click **Edit Columns** to add or remove columns from the table. To export reminders, select reminders by checkbox and click **Actions > Export to Excel** or **Export to CSV**.

## Step 5: Set up vehicle utilization and driver behavior alerts

Fleet Pro alerts are how you turn raw telematics data into actionable signals. Alerts establish rules for how you want your vehicles operated, and notify you when those rules aren't followed.

Vehicle utilization and driver behavior are monitored through a combination of **Driving Infraction** alerts (which surface how vehicles are being used) and **Driver Scores** (which rank technicians based on overall driving behavior).

### Create a Fleet Pro alert

1. In the navigation bar, click **Fleet Pro**.
2. Go to **Settings > Alerts** and click **Create Alert**. The Create Alert screen opens. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/fleet-pro-setup-and-configuration-guide-in-servicetitan-max-image-efh3jxuy.png)
3. **Step 1: Alert Details** — Configure the basic information:
  - Select an **Alert Type** from the dropdown. Depending on the type, the **Alert Triggers** section will display fields specific to that alert.
  - Enter a unique, brief, descriptive **Alert Name**.
  - Select an alert **Status** (Active is selected automatically).
  - Enter **Alert Triggers** information as required for the alert type.
  - Select a **vehicle or group** to monitor.
  - Click **Next**.
4. **Step 2: Schedule** — Set the time range within which the alert can trigger. Choose **24 hours a day / 7 days a week**, or select **Custom Hours** to specify days and time ranges. Click **Plus** to add additional time ranges. Click **Next**.
5. **Step 3: Notification Settings** — Specify how alerts are sent and to whom:
  - Select **Email** as the notification method.
  - (Optional) Enter an **Additional Email message** that appears in the email body.
  - Select **Recipients** from the dropdown.
  - Select **Send alert to assigned driver** if appropriate.
  - (Optional) Add **External Recipients** — outside contacts, managers, or coordinators.
  - Click **Next**.
6. **Step 4: Review** — Review your alert configuration and click **Create**.

### Alert types for vehicle utilization

These Driving Infraction alert types focus on how vehicles are being used (or misused):

| **Alert type** | **What it monitors** | **Trigger fields** |
| --- | --- | --- |
| **Idling** | Vehicles left running while stationary | Idle Time, Device Buzzer, Idling Alert Preferences |
| **Stop Time** | How long a vehicle is stopped during a job or route | Stop Time |
| **Unauthorized Usage** | Vehicle ignition activity outside of authorized hours | Triggers when the ignition is on during the specified timeframe |

### Alert types for driver behavior

These Driving Infraction alert types focus on driving habits that affect safety, fuel costs, and vehicle wear:

| **Alert type** | **What it monitors** | **Trigger fields** |
| --- | --- | --- |
| **Braking** | Hard braking events | Device Buzzer, Braking Type |
| **Cornering** | Aggressive cornering | None |
| **Posted Speed Limit** | Driving over the posted speed limit | Duration, Trigger threshold |
| **Speeding** | Driving over a custom speed threshold | Speed Threshold, Device Buzzer |
| **Sudden Acceleration** | Rapid acceleration events | Device Buzzer |

### Vehicle diagnostic alerts

In addition to driving behavior, Fleet Pro can alert you when vehicles need mechanical attention. These complement Maintenance Reminders by surfacing real-time issues:

| **Alert type** | **What it monitors** |
| --- | --- |
| **Check Engine Light** | OBD check engine codes |
| **Device Plugged In / Unplugged** | GPS device status |
| **Ignition** | Ignition condition |
| **Low Battery** | Vehicle battery level |
| **Low Fuel** | Fuel level below threshold |
| **Not Tracking** | Device not reporting location |
| **SafetyCam Button Pressed** | Driver-initiated camera event |
| **SafetyCam Connectivity Status** | Camera connection issues |
| **VIN Change** | Vehicle identification change |

### Understand Driver Scores

Driver Scores are points assigned to technicians based on their driving behavior. These scores identify the best-performing — and highest-risk — drivers in your organization. Scores are generated from events like hard braking, speeding, hard acceleration, and idling.

The core events measured for the technician scorecard are:

- **Hard Braking** — 50% weight. Most indicative of potential accident behavior.
- **Speeding** — 30% weight. Combines exceeding the speeding cap and the posted speed limit.
- **Sudden Acceleration** — 20% weight. Pressing hard on the gas as the light turns green.

Other factors include the amount of miles driven, weather during the time period, time of day, duration of the event, and severity of the event.

For score interpretation:

- **75 and higher** — Safe.
- **74–65** — Concerning.
- **65 and below** — Risky.

> [!TIP]
> **Tip:** Driver Scores work best when paired with active alerts. Alerts give you real-time visibility into incidents; Driver Scores give you the rollup view for coaching conversations and performance management.

## How Fleet Pro works with the rest of ServiceTitan Max

Fleet Pro doesn't operate in isolation — the drivers, vehicles, and alerts you've configured become a shared data layer that supports other capabilities across ServiceTitan Max. The integrations below are conceptual workflow context.

### With Dispatch

Vehicle locations from Fleet Pro feed into ServiceTitan's dispatch experience. Real-time GPS data is available to inform routing decisions and helps your dispatch team understand where each technician actually is — not just where they were scheduled to be.

### With Contact Center

Accurate vehicle location data is the foundation of accurate customer communications. When a CSR using Contact Center needs to give a customer an ETA update, the Fleet Pro Live Map data is the source of truth for where the technician actually is.

### With Field

Drivers configured in Fleet Pro are the same technicians who use Field in the field. The technician profile you set up in Step 1 is shared across both products.

### GPS Timekeeping Integration

Fleet Pro includes a GPS Timekeeping Integration that uses vehicle location data to support technician time tracking. For setup details, see *Set up GPS Timekeeping Integration* in the Fleet Pro Home article.

## Want to learn more?

- See [Install Fleet Pro Track (OBD-II)](/v1/docs/install-fleet-pro-track-obd-ii)
- See [Install Fleet Pro Track (Hardwired)](/v1/docs/install-fleet-pro-track-hardwired)
- See [Install Fleet Pro Smart View (AI SafetyCam)](/v1/docs/install-fleet-pro-smart-view-ai-safetycam)

Third-party hardware and telematics provider integrated into Fleet Pro for GPS tracking and vehicle data.

**What it does:** Powers the real-time location tracking and driving behavior analytics for fleet vehicles inside ServiceTitan.

**Also called:** GPS hardware partner

**Tags:** Fleet Pro

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

ServiceTitan's fleet management add-on providing GPS tracking, driver behavior monitoring, AI cameras, and vehicle maintenance alerts.

**What it does:** Gives operations managers real-time visibility into every vehicle, reducing fuel costs, improving safety, and lowering insurance premiums.

**Also called:** GPS fleet tracking, Telematics

**Tags:** Fleet Pro

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

AI-powered dispatching product that analyzes job requirements, technician skills, drive time, and capacity to optimize job assignments.

**What it does:** Maximizes technician utilization and on-time arrivals by algorithmically routing and assigning jobs — reducing the cognitive load on dispatchers.

**Also called:** AI dispatch, Smart dispatch

**Tags:** Dispatch Pro, ServiceTitan Max, AI-Powered

[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 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)