Commonly used ServiceTitan permissionsLast updated on 03/22/2022
Which permission allows me to...
Delete items from an invoice?
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Deactivate a location or customer?
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Delete or edit payments?
Note NoteWhen an employee or technician edits a payment, it’s to simply correct the information that has been entered in ServiceTitan. Edits made to payments will not be recognized by your payment processor. For example, if a credit card is charged $500 and the payment is edited to $250 in ServiceTitan, there will still be a $500 charge on the customer’s credit card statement. If a refund is owed, you will need to follow the refund process. |
Listen to phone calls?
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View, edit, or delete notes?
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Find a report I’m looking for?
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Fill out or edit a form?
Important Note Important NoteIf a form is assigned to more than one area, the employee must have all permissions enabled for where the form is assigned. For example, if a form is assigned to Customer and Location, the employee must have both permissions enabled: Edit Customer Forms, Edit Location Forms. |
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.