Commonly used ServiceTitan permissionsLast updated on 03/22/2022

For office employees: Activate/deactivate location, Activate/deactivate customer

For technicians: Technicians are unable to deactivate locations or customers.

For office employees: Edit Payment, Delete Payment

For technicians: Edit Payment (edit memo only)

For office employees: Listen to Call Recording

For technicians: Listen To Call Recording (mobile)

For office employees: Edit Note, Delete Note (employees automatically have access to view notes)

For technicians: View Job Notes (technicians with this permission may view all job notes in the customer history)

For office employees: Each report category requires a separate permission. For more information, see Set reporting permissions.

For technicians: Technicians are not able to run reports. However, the office may schedule a report to be sent to a technician.

For office employees: The required permission will depend on where the form is assigned. (For example, if the form has been assigned to Customer, the employee would need permission enabled for Edit Customer Forms.) See Explanation of office employee permissions in ServiceTitan for more information on View Call Forms and Tags, Edit Calls Forms and Tags, Edit Customer Forms, Edit Location Forms, and Edit Equipment Forms.