Default Permissions for AdminBy default, an Admin CAN |
Default Permissions for DispatchersDispatchers can do anything from scheduling jobs and dispatching technicians, and even filling in as CSRs as needed. Due to the nature of their roles, they are allowed more permissions to help their team in many areas. By default, Dispatchers CANPerform all major functions in ServiceTitan related to dispatching duties, including job booking, scheduling, dispatching, and job workflow
By default, Dispatchers CANNOTReclassify calls Edit payment with saved authorization code View reports related to accounting, technician performance, marketing, or operations View or edit technician payroll information Edit forms View or edit technician or employee settings and passwords
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Default Permissions for AccountingBy default, Accounting CANPerform all major functions in ServiceTitan related to accounting duties, including invoicing, posting, batching, and exporting View reports related to accounting
By default, Accounting CANNOTReclassify calls Edit payment with saved authorization code View all scheduled reports Have remote access Edit phone settings Edit forms View or edit technician payroll settings View or edit technician or employee settings and passwords Edit business unit information View reports related to operations
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Default Permissions for Field ManagersBy default, Field Managers CANPerform all major functions in ServiceTitan related to CSR duties, including invoicing, job workflow, and dispatching
By default, Field Managers CANNOTReclassify calls Edit payment with saved authorization code View all scheduled reports Edit notes View or edit technician payroll settings View or edit technician or employee settings and passwords View reports related to accounting, marketing, or operations
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Default Permissions for TechniciansTechnicians have access to ServiceTitan Mobile only: they cannot log in to ServiceTitan desktop. And in ServiceTitan Mobile, technicians only have access to the jobs and customers assigned to them. By default, Technicians CANView upcoming job assignments, based on your mobile settings View job and location details View maps and driving directions to service locations Write notes for a job Dispatch / Arrive / Complete a job Add purchase orders to a job View and complete forms Listen to call recordings
By default, Technicians CANNOT |
Default Permissions for Sales ManagersBy default, Sales Managers CANView alerts and customer records, including statements View location records and estimates View and edit jobs Convert or sell estimates Edit invoices and invoice items
By default, Sales Managers CANNOTEdit payments Delete payments
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Default Permissions for CSRsCustomer Service Representative (CSRs) take calls and interact with customers, but they’re not responsible for scheduling and dispatching. By default, CSRs CANBy default, CSRs CANNOT |
Default Permissions for General OfficeBy default, General Office CANView alerts View and edit customer records View customer statements and location records Covert and sell estimates Email invoices to customers Book and view jobs
By default, CSRs CANNOT |