Service Titan Knowledge Base

Add new user as a phones pro user: recommended workflowLast updated on 05/31/2022

This article shows you how to add a new user to ServiceTitan and how to add that user to Phones Pro.


Workflows

Add a new user to ServiceTitan

  1. From your ServiceTitan dashboard, click Settings > People > Employees.

  2. From the Employees screen, click Add.

  3. On the Add an Employee page, enter your information in the fields but leave the Office Number and Mobile Number fields blank.


Add a new user as a Phones Pro user

  1. From your ServiceTitan dashboard, click Settings > Phones Pro > Account Setup.

  2. Select Standard or Advanced. Note: Standard Seat is not integrated into ServiceTitan. We recommend this for back-office employees, such as your accountants. Advanced Seat includes an embedded phone and provides the benefit of not having to click on Call Bubbles and other features. We recommend this for your customer service representatives, call center managers, and other front office staff. 

  3. At the bottom of the Account Setup page, click Save.

  4. Scroll to the top of the Account Setup page and click Login to Phones Pro.


Add a new user in Dialpad

  1. In the Dialpad dashboard, click the Settings icon > Users.

  2. Copy and paste the new user’s direct phone number into their ServiceTitan profile.

  3. Click Save.


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Important note: Some features may not be currently included in your account and additional configuration may be required. Please contact technical support for details.