Settings
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Introduction to SettingsAccounts
Manage your billing informationSet up ACH paymentManage your company profileHow to activate and deactivate items in bulkTechnicians and office employees
Add and manage office employee profilesAdd and manage technician profilesManage employee and technician accountsCreate display user accountsManage and view technician teamsDeactivate and reactivate a technician accountAlerts
Use alertsJob types
Set up and use job typesAdd default services for job typesLeads IntegrationsAngi Leads IntegrationBuilding36 Leads IntegrationFlowPath Leads IntegrationSmartAC.com Leads IntegrationThe Home Depot Core SFI Leads IntegrationTrane/American Standard Leads IntegrationMap Job TypesWhat's a sold threshold?Operations
Add and edit business unitsAdd and edit business unit categoriesAdd and use campaign categoriesAdd marketing campaigns in ServiceTitanManage tagsUse custom fieldsHow to set up business hoursSet up general ledger accountsCreate Content Portal postsSet up and use zonesPermissions
Understanding employee and technician permission rolesCommonly used ServiceTitan permissionsExplanation of office employee permissions in ServiceTitanExplanation of technician permissions in ServiceTitanSet permissions for an employee or technician roleSet permissions for an individual employee or technicianDisclaimer: Information provided in this article is for informational purposes only and it should not be construed to be legal advice. Information provided in this article may also not constitute the most up-to-date legal or other information. You should not act or refrain from acting on the basis of any information in this article to meet any compliance requirements without seeking independent legal or other professional advice.