Explanation of technician permissions in ServiceTitanLast updated on 09/14/2022
To set any of the following permissions for an individual, see Set permissions for an individual employee or technician. To set the permissions for an entire role, see Set permissions for an employee or technician role.
The following permissions are listed in the order they are displayed in ServiceTitan. If you’re looking for a specific permission, use the Search field located above the list of permissions.
Permissions are separated into the different workflows they impact. If you are unsure what a permission does if turned on, you can hover over the permission name to see a short description. Depending on your account configurations, you may not have access to all the workflows and permissions listed below.
Accounting Permissions
Invoices
Customer Communications Permissions
Chat
Job Booking & Dispatching Permissions
Job Management
Lead Generation Permissions
Estimates & Follow Ups
Payroll & Admin Permissions
Clocking In, Scorecards, and Payroll Review
Pricebook Permissions
General Access & Editing Prices
Purchasing & Inventory Permissions
Purchase Orders & Shipments
Selling & Performing Work Permissions
Customer Details
Forms
General
Want to learn more?
Visit the Academy and enroll in Managing ServiceTitan Permissions
Go back to Permissions for more on this topic
Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.