--- title: "Jumpstart Workstream - Employees and Technicians" slug: "jumpstart-workstream-employees-and-technicians" updated: 2026-03-27T21:07:35Z published: 2026-03-27T21:07:35Z --- > ## 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. # 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. --- ****Who uses this feature**** - Administrators - Applies to all business types - Applies to all trades ****Feature configuration**** - This feature is currently in Early Access and available for specific accounts. It is subject to change. All new customers will have the Jumpstart Workstream workflow enabled for their accounts. Live customers won’t go through this process. - Account configuration is required to use this feature. Please contact [Technical Support](https://go.servicetitan.com/#/ask)for details. ## ## Things to know - You can add your employees and technicians manually, or you can import your employees in bulk. > [!NOTE] > **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](/v1/docs/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] > **Note:** You can enter up to 5 company positions for each employee. 2. When you’re finished, click **Next**. ![ Add your office employees](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/jumpstart-workstream---employees-and-technicians-image-g14ws7td.png) 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**. ![Download Template](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/jumpstart-workstream---employees-and-technicians-image-uadkyznr.png)*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] > **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] > **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. ![Add your technicians](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/jumpstart-workstream---employees-and-technicians-image-jcu8mytj.png) 2. If you have managed installers, enter them in the *Managed Installers* section. > [!NOTE] > **Note:** We show this option based on your contract: if you do not pay for managed installers, you don’t have this section. *![add managed installer](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/jumpstart-workstream---employees-and-technicians-image-iizwf86p.png)* 3. Enter any non-managed technicians in the *Non-managed Technicians* section. ![Enter any non-managed technicians](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/jumpstart-workstream---employees-and-technicians-image-6rxf5kyo.png) 2. See [Managed technicians and non-managed technicians](/v1/docs/managed-technicians-non-managed-technicians-mobile) 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**.