Service Titan Knowledge Base

Appointments permissions: recommended workflowLast updated on 05/12/2023

This article helps you answer common questions regarding the new or changed Appointments permissions.


Things to know

  • Some existing permission names have been changed and some new permissions are now available with Appointments.

New employee permissions

  1. Create appointments on a job

  • The new employee permission is disabled by default.

  • The Create appointments on a job permission allows you to create new appointments, and without this permission you can still edit existing appointments.

Changed employee permissions

  • If employees already have original permissions, they automatically should have these permissions but with changed names:

    • Add Appointment has been changed to Add non-job event. Note: It has been renamed to avoid confusion as this permission relates to timesheets.

    • Edit Appointment has been changed to Edit non-job event. Note: It has been renamed to avoid confusion as this permission relates to timesheets.

New technician permissions

  1. Request an additional appointment for a job

    • Allows a technician to send a request to the office to create an additional appointment from the closeout screen.The alert appears on the right side of the Dispatch board and in the Job Tray.

    • You can also create an email and/or SMS alert in Settings > Alerts > Technician   Requests Additional Appointment.

  2. Lead technician actions

    • It gives a technician the ability to mark the entire appointment as Done even if there are other technicians currently assigned to that appointment. Without this permission a technician can only mark themselves as Done and can’t complete the entire appointment.

Existing technician permissions

  • If technicians already have the original permission, they should automatically have these permissions but with changed names

    • Done For Now Access has been changed to Pause on An Appointment. Note: It is a name change, that puts the appointment on pause, not the entire job.

    • Reschedule Job has been changed to Schedule additional appointments on a Job. This allows technicians to schedule additional appointments, rather than rescheduling the same job over and over.

    • Place Job On Hold — The name has not been changed. If you select it, it marks the appointment as Done, and creates a duplicate future appointment that puts it on Hold.

  • Technically a technician can have both Schedule additional appointments on a Job and Request an additional appointment for a Job permissions but in reality they should have either one or the other. It depends on a role, for example a sales technician or some lead installers that can manage their own install calendars can get the Schedule additional appointments on a Job permission while a service technician or standard installer can have only the Request an additional appointment for a Job permission.


Workflows

Change Permissions

To change permissions:

  1. In ServiceTitan, go to the navigation bar and click Settings.

  2. Select People > Technicians or Employees.

  3. Edit permissions individually. 

To edit permissions by role:

  1. In ServiceTitan, go to the navigation bar and click Settings.

  2. Select Operations > Permissions.


Related Content


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


Disclaimer: 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.