Explanation of technician permissions in ServiceTitanLast updated on 09/14/2022

Edit service price

Allows the technician to edit service prices on estimates and invoices

On

Calculate prices

Allows the technician to calculate the price on an estimate or invoice that is using a Rule

On

View material costs

Allows the technician to view the costs of materials that have been added to an invoice

On

Edit payment

Allows the technician to edit an existing payment on an invoice

On

View equipment costs

Allows the technician to view the costs of equipment that have been added to an invoice

Off

Edit invoice tax amounts

Allows the technician to edit the tax amount of an invoice

On

Set tax status on invoice item

Allows the technician to set an item as taxable/non-taxable on an invoice

Off

Edit payment

Allows the technician to edit an existing payment on an invoice

Off

Edit invoice tax amount

Allows the technician to change the tax zone on an invoice

Off

View customer chats

Allows the technician to view chats and chat with customers

On

Allow full access to customer chats

Allows the technician to have access to all chat functionality

Off

Dispatch to job

Allows the technician to self dispatch to jobs

On

Book job

Allows the technician to book a job

Off

Pause on an appointment

Allows the technician to mark jobs as Done for now

On

Listen to call recording (mobile)

Allows the technician the ability to listen to call recordings on mobile

On

Place job on hold

Allows the technician to mark jobs on hold

Off

Lead technician actions

Allows the technician to dispatch, arrive, and send others on meal breaks and mark others as done. Note: this is only if they are all assigned to the same appointment

Off

Request an additional appointment for a job

Allows the technicians to request an additional appointment for a job

Off

Reschedule job

Allows the technician to reschedule a job

Off

Check in/out on Dispatch Board

Allows the technician to check themselves in or out on the dispatch board

Off

Mark estimate as recommended

Allows the technician to mark estimate as recommended

On

Calculate prices

Allows the technician to calculate the price on an estimate or invoice that is using a Rule

On

Access follow ups

Allows the technician to access the Follow Ups tab

On

Edit service price

Allows the technician to edit service prices on estimates and invoices

On

Edit estimates in follow up

Allows the technician to edit estimates in the Follow Ups tab

Off

Edit material price

Allows the technician to edit material prices on estimates and invoices

On

Make estimate name required

Requires technician to name estimates on a job

On

Edit equipment price

Allows the technician to edit equipment prices on estimates and invoices

On

Allow editing sold estimates

Allows the technician to edit sold estimates in mobile

Off

Allow clock in and out

Allows the technician to clock in and out for the day using the mobile device

On

View scorecard

Allows the technician to access to Technician Scorecard

On

Allow meal breaks

Allows the technician to start and end meal breaks using the mobile device

On

Enable payroll approval module in mobile

Allows the technician to view and approve their payroll on mobile

Off

Technician is able to dispute payroll

Allows the technician to dispute the payroll and leave a note using the mobile device Note: This permission requires the Enable payroll approval module in mobile permission to be turned on.

Off

Allow to see different divisions on mobile dashboard

Allows the technician to track sales, conversions, revenue, and other business metrics for different divisions on the mobile dashboard

Off

View item prices

Allows the technician to view the price of items in the pricebook

On

Mobile add on checkbox

Allows the technician access to add on Pricebook prices

On

Allow technician to consume items not on their truck

Allows technicians to add any inventory SKUs to job invoices

Note: If the Allow technicians to consume items not on their truck permission is disabled, only inventory SKUs that are on the truck template or on the truck location can be added.

Off

Create purchase order

Allows technicians to create purchase orders that are not auto-receive

Off

Allow technicians to send POs of permitted PO types

Allows technicians to send POs if the PO type is permitted to be sent by technicians

Off

Edit Purchase Order in Pending Status

Allows technicians to edit purchase orders in pending status

Off

Allow technician to receive job POs on mobile

Allows technicians to receive job PO on the mobile application

Off

Receive purchase order

Allows technicians to view the record that the shipment is received or partially received

Off

Purchase order receipt photo required

Requires technicians to upload photos of vendor documents on POs

Off

Create returns against job POs

Allows technicians to create returns against POs associated with jobs they are assigned to

Off

View customer record

Allows the technician to view the Customer Contact Details

On

View location emails

Allows the technician to view service location email addresses

On

View location record

Allows the technician to view Previous estimates, Recurring services, and Previous invoices in the Job's History tab. Also, allows technicians to book a job for an existing location.

On

View job notes

Allows the technician to view notes in the job history

On

View customer phone numbers

Allows the technician to view billing customer phone numbers

On

View job attachments

Allows the technician to view attachments in the job history

On

View location phone numbers

Allows the technician to view service location phone numbers

On

View property data

Allows the technician to view property data for the location of the job. Displays the same data that’s displayed to an office user

Off

View customer emails

Allows the technician to view billing customer email addresses

On

Set notes on customer, location, or job

Allows the technician to leave notes on the customer, location, or job record for easy sharing of information with the office and other technicians

Off

View location attachments

Allows the technician to view location attachments in ServiceTitan mobile

Off

View customer attachments

Allows the technician to view customer attachments in ServiceTitan mobile

Off

Remove location equipment

Allows the technician to remove a piece of installed equipment permanently from a customer’s location record

Off

View forms

Allows the tech to view and complete forms on the job Note: With the permission off, previously-completed forms can still be viewed under History > Forms.

On

Allow forms duplication

Allows the technician to create multiple copies of the same form

On

View history tab

Allows the technician to access previous jobs they have worked. They cannot dispatch/arrive to these jobs, but can take basic actions like add photos or leave notes. You can control the date range they have access to for the history.

On

Enable phone capture

Phone capture allows technicians to use their mobile phone to upload photos and videos directly to ServiceTitan. Great for technicians that work in attics, crawl spaces, chimneys, etc.

On

Upload photos and videos

Allows the technician to upload existing photos and videos from their mobile phones. Note: Even with this permission disabled, technicians will still be able to take new photos and videos and post to the job

On

Enable visit assistant

Allows the technician to use the contactless e-sign feature for collecting signatures on estimates, invoices, and forms

On

Access Pricebook in mobile

Allows the technician access to Pricebook

Off

Assign “Sold by” on the job when performing the work now

Allows the technician to get automatically assigned to the “Sold By” field on the job when they sell an estimate and select “Perform Work Now”

Off

Set notes on customer location or job

Allows the technician to leave notes on the customer, location, or job record for easy sharing of information with the office and other technicians

Off