This improvement to TitanExchange lets enterprise teams manage and lock technician skill templates in one place and share them across tenants so dispatch stays aligned and setup work drops.
What's changing?
Before, each tenant kept its own technician skill list. Administrators set up and changed skills in every tenant by hand, so names and levels drifted over time. Dispatchers routed jobs from local lists that did not always match across branches. Now, TitanExchange treats Skills as a shared template type in Enterprise Hub. Administrators define a standard skill list in a template tenant and share it out to operational tenants. Skills marked as locked show a message in the Skills screen, and fields and the Save control are disabled, so local teams cannot change shared skills. When a skill changes in the template, Enterprise Hub surfaces the new version so you can apply changes to mapped tenants in a controlled way.
Resources
Before and After
Before (Current)
Administrator builds and maintains separate technician skill lists in every tenant.
Dispatchers rely on local skills in each tenant to route jobs.
Any change to skill names or levels is entered by hand in each tenant.
Local teams change skills over time, so branch skill lists drift apart.
Impact: Skill setups are inconsistent across tenants, and enterprise teams spend extra time keeping dispatch rules aligned.
After
Administrator defines the standard technician skill list in a template tenant in Enterprise Hub with TitanExchange.
Administrator exports skills from the template tenant and imports them into operational tenants through TitanExchange.
Shared skills are marked as locked, so fields and the Save control are disabled in the Skills screen in each tenant.
When the template skill list changes, TitanExchange highlights the changed skills so administrators can apply the new version to mapped tenants.
Impact: Skill setups stay consistent across tenants, dispatch has reliable skill data, and the team spends less time on manual skill maintenance.
Who uses this feature
All business types
Administrators, Dispatchers
Region availability: All regions
How it works for your industry
Residential Service and Replacement
Keep a master list of install and service skills in a template tenant and share it to each branch so every technician follows the same standards in every house.
Lock safety and license skills so local teams cannot drop them from a technician record, which helps keep work in line with state and local rules.
Change a skill level or training requirement in the template tenant and apply it across all service branches so dispatch uses the same rules on every call.
Commercial Service and Replacement
Standardize commercial equipment skills, such as rooftop units and control systems, in the template tenant and share them to all regional tenants through TitanExchange.
Lock mission critical skills used on priority accounts so dispatchers always see the correct qualifications before sending a technician on site.
Adjust skill setups for night work or emergency coverage in the template and apply them to all branches that share the same on-call plan.
Residential Construction
Keep one list of rough-in, trim, and inspection skills for new build crews and share it with each construction tenant through TitanExchange.
Lock skills tied to inspection and code steps so branch teams cannot change them, which helps crews pass inspections across subdivisions.
When standards change, edit the skill template in Enterprise Hub and apply changes across all construction tenants so phase scheduling and dispatch stay in sync.
Commercial Construction
Define and share skills for work types such as tenant improvement, ground-up builds, and specialty systems across all commercial construction tenants.
Lock skills that control which crews can be assigned to high-risk or high-rise work, so dispatchers do not send unqualified teams by mistake.
Change skill structures for new project types in the template tenant and roll them out across all commercial construction tenants so planning and dispatch stay aligned.
How to Prepare?
Have an administrator reach out to Support or your CSM to have the Admin Template Update configuration enabled.
Confirm which tenants will use a shared skill template and pick the template tenant that will hold the master skill list.
Review current skill lists in each tenant and decide which skills must match across tenants and should be locked.
Train administrators and dispatchers on using Enterprise Hub and TitanExchange to share skills from the template tenant to operational tenants.
Align your internal process so new skills and changes always start in the template tenant before they are shared to other tenants.