Service Titan Knowledge Base

Manage skills for technicians and job typesLast updated on 09/16/2022

The skills feature allows you to customize a list of skills specific to your business. You can then assign these skills to the applicable job types and technicians so that your technicians are only assigned to jobs that they have the necessary skills to complete.


Things to know

  • Skills are shown on the Dispatch Board when pointing to a technician's name on the left side. Also, when using Assign/Reassign using the right-click menu, the list of technicians shown is organized by skills. Everyone with the full set of required skills are grouped at the top of the list.

  • When you book a job, the skills that apply to it match the skills assigned to that Job Type at the time of booking. Any changes you make to the skills associated with a job type don’t change the skills assigned to the jobs booked before you made those changes.

  • If you change a job type, the old skills for the job type are removed, and the skills for the new job type are applied.

  • If you book a job with a technician who doesn't have the right skills for it, you're notified about the skills gap when you try to book the job. Also, if you try to assign a technician to a job but that technician doesn't have the correct skills, you'll be alerted about the skills gap. This applies regardless of how you book the job or assign the technician.

  • You can also manually add and remove specific skills on specific jobs. Go to the job, click the Edit pencil, click the Skills dropdown, and add or remove the skills you want the job to require.


Add and edit Skills

Before you can begin assigning skills to technicians and job types, add the skills specific to your business in Settings. Each skill that you add can be assigned to technicians and job types to ensure that you have the most optimal technician match for each job.

  1. Go to the navigation bar and click Settings icon-settings.png . In the side panel, click Operations > Skills.

  2. If you want to add a new skill, click Add skill. If you want to edit an existing skill, click Edit next to the skill you want to change.

  3. Enter a name for the new skill. If you’re editing an existing skill, you can rename the skill.

  4. When you’re done, click Save


Deactivate a skill

  1. Go to the navigation bar and click Settings icon-settings.png. In the side panel, click Operations > Skills.

  2. Click Edit next to the skill you want to deactivate.

  3. Click Deactivate.

    A confirmation pop-up opens.

4. Click OK to deactivate the skill.


Add skills to a job type

After adding skills, each time you create a job, you can also add skills to this job.

Note: You can also edit the skills required on a booked job by navigating to the upper right corner of that job’s record and clicking the Edit icon-pencil.png.

  1. Go to the navigation bar and click Settings settings.png. In the side panel, click Operations > Job Types.

  2. Click Edit to the right of the job type you want to add skills to.

  3. Click on Skills field to see a dropdown menu of all existing skills. Select the ones that apply to this job type.

  4. When you're done, click Save.


Assign skills to technicians

After you add skills in Settings, you can assign these skills to technicians:

  1. Go to the navigation bar and click Settings icon-settings.png. In the side panel, click People > Technicians.

  2. Click Edit next to the technician you want to add skills to.

  3. Click the Skills field to see a dropdown menu of all existing skills. Select the ones that apply to this technician.

  4. When you're done, click Save.


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.