Mandatory Workflow Change
This change will automatically apply to all customers with this release. Review the new workflow and update your team training materials before the release date.
This improvement enhances the existing Field Pro settings with advanced management and visibility capabilities that centralize technician setup, enabling faster onboarding and proactive issue resolution before problems reach the field.
What's changing?
Before, you had to open each technician and manage Field Pro settings one by one. There was no simple way to apply the same configuration to a group of technicians, and it was harder to see who was missing key setup. Now, the Field Pro Configuration Settings page lets you manage Field Pro settings in bulk from a single place. You can assign or move technicians between teams in bulk, control recording cancellation for groups of technicians, and turn Field Pro Standard on or off for many technicians at the same time. This release also adds a new Day In Review default time at the organization level, which you can override for specific technicians when needed. You still can fine-tune settings per technician, but now most Field Pro technician setup can now be handled in bulk instead of individually.
Resources
Before and After
Before (Current)
Go to different pages in ServiceTitan to manage Field Pro-related settings for each technician.
Assign or move technicians between teams one at a time, often outside a central Field Pro view.
Learn about configuration problems only after technicians report issues from the field.
Impact: You spend more time on setup, miss configuration gaps, and handle more support and rework when technicians run into problems on jobs.
After
Go to Settings > Field Pro > Settings to see all technicians and their Field Pro status in one place.
Set a business-wide Day In Review time, then override timing for specific technicians when needed.
Use filters, search, and bulk actions to assign teams, adjust recording permissions, and toggle Field Pro Standard for groups of technicians.
Scan configuration status to find and fix missing setup before technicians arrive on the job.
Impact: You set up Field Pro faster, keep technician settings aligned with your workflows, and prevent field issues before they start.
Who uses this feature
All business types
Administrators, Technicians
Region availability: All regions
How it works for your industry
Residential Service and Replacement
Use Day In Review timing so service technicians wrap up notes and photos at a set time every day, not late at night.
Bulk-assign technicians to replacement teams so the right people see bigger ticket jobs in Field Pro.
Turn off recording cancel rights for new technicians so they cannot cancel call or job recordings by mistake.
Commercial Service and Replacement
Set a later Day In Review time for commercial techs who finish large rooftop or boiler jobs after normal hours.
Group technicians into building, industrial, or restaurant teams to match your commercial contracts.
Give senior commercial technicians Field Pro Advanced while keeping Field Pro Standard on for newer techs.
Residential Construction
Assign construction crews to specific Field Pro teams so project managers see the right technicians on long-running jobs.
Set Day In Review earlier in the afternoon so crews finish documentation before leaving the site.
Use configuration status to make sure new hires have Field Pro enabled before they start their first build.
Commercial Construction
Assign commercial crews to specific Field Pro teams so project managers see the right technicians on long-running commercial jobs.
Set Day In Review around the end of the commercial workday so crews finish notes and photos before leaving large job sites.
Use configuration status to make sure new commercial hires have Field Pro turned on before they start work on active projects.
How to Prepare?
Confirm your business uses the Pro Package with Field Pro and decide which technicians should use Field Pro Standard or Advanced.
Identify who in your office will own Field Pro Configuration Settings, such as an administrator or operations manager.
Review your current team structure and decide how you want technicians grouped in teams for scheduling and reporting.
Train administrators and managers on how to use Day In Review timing, filters, and bulk actions so they can keep technician setup current.
Align with technicians on how Day In Review and recording rules work so they know what to expect in the field.