Create and manage Fleet Pro driver or technician profilesLast updated on 05/01/2023

1. Go to the navigation bar and click Settings . 

2. In the side panel, go to People > Technicians. The Technicians screen opens.

3. Click Add.

   The Add Technician screen opens.

4. Enter basic profile info:

   • Technician Name: Name of the technician used across ServiceTitan and in customer communications

   • Company Position: Positions are used to customize notifications and training programs. Select as many positions that reflect the technician’s duties.

   • Technician Type: Select either Managed Technician or Non-managed Technician. Managed technicians will receive credit for sales and work performed, and if this option is selected you will be billed for this managed technician. Unmanaged technicians will not be billed. Note: Depending on your account configuration, adding managed technicians can increase your billing.

   • Role: Role of the technician. This is used to set their default permissions.

   • Skills: (Optional) List skills to help assign technicians by job type

   • Photo: (Optional) Upload a photo to represent the technician. This image is used across ServiceTitan and in customer communications. Note: Maximum size limit for the image is 16MB.

   • Color: (Optional) Select a color to represent the technician. Tag colors help you identify the tag. You can change the color or keep the selected color.

   • Biography: (Optional) Technician details shared in customer communications

5. Enter contact information for the technician:

   • Mobile Phone: Mobile phone number of the technician used for verification purposes and communications. This number cannot be used with another technician profile. Note: A technician profile must include a unique mobile phone number or email address.

   • Email: Email address of the technician used for dispatch notifications and report delivery. This address cannot be used with another technician profile. Note: You can’t save a newly added technician profile if you don’t add the Contact Information.

6. Enter information about the ServiceTitan Mobile access for the technician:

   • Enable Mobile Access: (Optional)When this option is enabled, the technician will be able to access the ServiceTitan Mobile app. This is enabled by default. Note: Non-managed technicians do not have full mobile access. For more on mobile, see Access in ServiceTitan Mobile.

   • Upcoming Appointment Visibility: (Optional)Use the dropdown to set how many scheduled appointments the technician can view in ServiceTitan Mobile

   • Appointment History Visibility: Use the dropdown to set how far back the technician can view completed jobs.

   • New Account Status: Select how you want to complete the account setup:

     • Create an account later: Set up username and password at a later date

     • Send invitation via email: Technician receives an email with instructions on setting up their ServiceTitan username and password

     • Create username and password: Enter the technician’s ServiceTitan credentials during the profile creation process

7. Enter Dispatching information for the technician:

   • Team: (Optional)Technician team assignment used on the Dispatch Board and in reports

   • Main Zone: (Optional) Zone where the technician performs most of their work

   • All Zones: (Optional) All zones where the technician performs work. These are used to dispatch technicians with Maps 2.0.

   • Memo: (Optional) Details about the technician that appear on the Dispatch Board 

8. Enter the technician’s revenue and cost information:

   • Daily Revenue Goal: (Optional) Revenue goal for the technician. Use the Technician Performance report template to compare with completed revenue.

   • Burden Rate: (Optional) Hourly cost of the technician. For more, see Calculate technician burden rates.

9. Enter the technician’s truck inventory details:

   • Truck: Select the truck the technician is assigned to. This is for tracking inventory and truck replenishment purposes.

10. Enter the technician’s home address information:

    • Street, City, State, ZIP Code, and Country: (Optional) Home address of the technician. This address can be used for delivering purchase orders. 

11. Turn on the Enabled toggle to create an account for the driver or technician in Fleet Pro. This creates a technician in Fleet Pro.

12. When you’re finished, click Save Changes.

Note: The Payroll and Permissions tabs are optional. You can always manage payroll settings or set technician permissions later.

Payroll requires account configuration. Please contact Technical Support for details.

1. Go to the navigation bar and click Settings . 

2. In the side panel, go to People > Technicians. The Technicians screen opens. Note: By default, the table shows active profiles. To view inactive profiles, in the Active column header, click Filter , select Inactive, and click Filter. Tip: Click Filter for any column header to filter the technician table for items in that column.

3. For the profile you want to update, click Edit.

   The Edit Technician screen opens.

4. Make changes to the profile as needed. Tip: Click Profile Actions > Deactivate technician to make the profile inactive. Technicians cannot sign in with an inactive profile.

5. When you’re finished, click Save Changes. If you need to edit another technician’s account, click Technicians in the side panel to return to the Technicians screen. 

You can perform bulk actions on profiles from the Technicians screen including activating and deactivating profiles and sending password reset and account invite emails:

1. Go to the navigation bar and click Settings . 

2. In the side panel, go to People > Technicians. The Technicians screen opens.

3. Select the technician you want to perform actions on.

4. Click the Actions dropdown and select an action:

   • Activate: Reactivate inactive technician profiles Note: To view inactive technician profiles, in the Active column header, click Filter , select Inactive, and click Filter.

   • Deactivate: Make technician profiles inactive. Technicians cannot sign in with an inactive profile

   • Send Password Reset: Email a prompt to set a new account password to the address listed on the technician’s profile

   • Send Account Invite: Email an invitation to set up their account to the address listed on the technician’s profile

5. Confirm the action in the pop-up notification.

See Fleet Pro.