Add new user as a phones pro user: recommended workflowLast updated on 05/12/2023

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

From the Employees screen, click Add.

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

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

Under Employee Seats, 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. 

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

The user receives an email titled "You've been invited to Dialpad" which contains a link to create their password. Once their account is created, their Dialpad number automatically updates to the phone number in the user's ServiceTitan profile.

In Dialpad, click your Profile icon, then select Account Settings.

You can also reach Account Settings through the Embedded Phone. Click the Embedded Phone, then click your Profile icon, then click Account Settings.

In the side menu, click Admin Settings.

Click the department or call center you want to assign the employee to. Note: Advanced seats can be added to both call centers and departments. Standard seats can only be added to departments.

1. For a department, click Assigned Operators & Phones.

2. For a call center, click Agents & Admins.

Click +Add people from your team.

Enter the employee's name to search for it, then click their name to assign them to the call center or department.