Jumpstart Workstream - Employees and Technicians

Overview

Add all your employees and technicians at the start of your onboarding process to set your team up for success. Getting everyone into ServiceTitan early allows your team to log in, complete training on time, and be fully prepared. This helps reduce any last-minute challenges, giving you confidence that your entire team is ready and in the system well before your go-live week.

Things to know

• You can add your employees and technicians manually, or you can import your employees in bulk.

  Note: You can’t import your technicians in bulk.

• Ensure to enter a mobile phone number for your technicians. ServiceTitan uses the mobile number to send notifications to the technician. If a technician doesn’t have a mobile number, we use their email address.

• The Implementation point of contact (POC) assigns each workstream to themselves or someone else in the company to begin the process. This involves answering basic questions about the specific feature area, such as Accounting, Dispatch, Call Center, etc. To learn more, see Assign workstream leads.

Add your office employees

Enter basic information about your office employees, such as their name, email address, office phone number (not mobile phone), and company position. If any of your office employees also work in the field, add them as an office employee and a technician. 

To add an employee manually:

1. Click Add employee and fill out the necessary fields.

   Note: You can enter up to 5 company positions for each employee. 

2. When you’re finished, click Next.
   

To add employees in bulk:

1. Click I prefer to import my employee information.

2. On the Import Employees pop-up that opens, click Download Template.
   Import-employee-template.xlsx downloads to your computer. 

3. Enter your employee information, then save the file. 

4. In the Import Employees popup, click Choose File and select the file on your computer. 

5. Click Import to upload it.

   Note: Do not change the file name to avoid getting an error message.

6. After you get a message that the file is successfully imported, click Next. 

Add your technicians

Enter basic information about your technicians, such as their name, email address, mobile phone number, and company position.

Note: You can enter up to 3 company positions for each technician. 

1. Select the technician type:

   1. If you have managed technicians, enter them in the Managed Technicians section.
      

   2. If you have managed installers, enter them in the Managed Installers section.

      Note: We show this option based on your contract: if you do not pay for managed installers, you don’t have this section.

      
      

   3. Enter any non-managed technicians in the Non-managed Technicians section.
      

2. See Managed technicians and non-managed technicians for more on the difference between the two types of technicians in ServiceTitan, or click Learn More for more information.

3. When you finish adding your technicians, click Next.