Service Titan Knowledge Base

Jumpstart - Employees & techniciansLast updated on 02/23/2023

Enter basic information about your employees and technicians.

Things to know

  • You can either manually add your employees and technicians, or you can import your employees in bulk. Note: You can’t import your technicians in bulk.

  • Make sure to enter an office phone number for your office employees and not their mobile phone number. An office phone number is the direct dial number to reach office employees at their desks. If you don’t have a direct office number for each employee, you can enter your main company phone number. 

  • Make sure 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 instead.

Employees & technicians workflow

Step 1: 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. You can enter up to 5 company positions for each employee. If any of your office employees also work in the field, add them as an office employee and a technician. When you’re done, click Continue.

If you want to bulk import your office employee information:

  1. Click I prefer to import my employee information. The Import Employees pop-up opens.

  2. 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 pop-up, click Choose File and select the file on your computer. 

  5. Click Import. The file uploads. 

  6. When you’re done, click Continue

Step 2: Add your technicians

Enter basic information about your technicians, such as their name, email address, mobile phone number, and company position. You can enter up to 3 company positions for each technician. If you have managed technicians, enter them in the Managed Technicians section.

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

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.

When you’re done, click Continue.

Want to learn more?

Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.