What are the steps to add a technician to a Dialpad account in ServiceTitan?

Problem

You need to give a technician access to a Dialpad account.

Solution

You can assign a technician seat from Settings > Phones Pro > Account Setup. However, using this setup is not recommended as technician seats have limitations.

We recommend setting up technicians with a standard seat, as this removes some limitations. See Understand standard and advanced seats for more.

Assign Phones Pro seats to employees

1. Go to the navigation bar and click Settings .

2. In the side panel, go to Phones Pro > Account Setup.

3. Under Employee Seats, for the employee you want to assign a seat, select the account type you want to assign: Standard, Advanced or Tech.

Technician seats don't support sending or receiving any SMS messages, including messages from the dispatch board or job details.

Note: If a technician needs a Phones Pro, we recommend they create an office profile and add it as a standard seat. This way, they can make outbound calls directly from the Dialpad mobile app and be included in call routing, while still receiving notifications through their original technician number.