---
title: "Essential settings overview for Roofing"
slug: "essential-settings-overview-for-roofing"
updated: 2026-10-16T02:43:46Z
published: 2026-10-16T02:43:46Z
canonical: "help.servicetitan.com/essential-settings-overview-for-roofing"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Essential settings overview for Roofing

## Overview

Setting up your roofing business in ServiceTitan starts with configuring core account settings. These settings organize your operations, define user access, and standardize workflows across sales, installation, and service. When configured correctly, they support accurate dispatching, clear reporting, and smoother day-to-day management.

This article covers four essential settings areas: business units, role permissions, skills, and team management.

---

### 

#### Who uses this feature

- Administrators
- Primarily benefits Residential Construction and Commercial Construction business types
- Primarily benefits Roofing and Exterior trades

#### Feature configuration

- The *Edit Business Units* permission is required to create and modify business units. Please contact the account administrator on your team.
- The *View or Update User Employee Permissions* permission is required to create and edit role permissions. Please contact the account administrator on your team.
- The *Edit Employee/Technician* permission is required to create and modify user profiles. Please contact the account administrator on your team.

## Things to know

- A user can have both an Employee and Technician Profile if their responsibilities span office and field work. For example, a field manager might review jobs in the office and also perform work in the field. If this is the case, we recommend using Plus Addressing in their email address for the additional user.

## Use cases

- A growing roofing company expands to multiple locations and needs to create business units for each office (Location 1 - Sales, Location 2 - Sales) to track performance separately.
- Your crew specializes in shingle and metal roofing but doesn't do flat roofs. You create Shingles and Metal skills and assign them to the crew so they only get matched to appropriate jobs.
- A field manager needs to review jobs in the office platform and also perform fieldwork. You create both an Employee and Technician profile for them with appropriate permissions for each role.

## Add and edit business units

A business unit is a way of dividing your company into distinct sections. When setting up business units, consider creating separate units for *Sales*, *Install*, and *Warranty* or *Service*.

Setting up your company with business units enhances dashboard reporting and helps your workflows be more defined by controlling employee access.

### Create a business unit

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D).
2. In the side panel, click **Operations** **>** **Business Units**.
3. On the *Business Units* screen, click **Add**.
4. Complete the required fields: ![Form fields for adding a business unit, including name, email, and division options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/essential-settings-overview-for-roofing-image-n341g1wf.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D)
  1. **Name:** Enter the business unit name. For roofing businesses, common examples include *Location 1 - Retail Sales,* *Location 1 - Insurance Sales*, *Location 2 - Install*, or *Warranty Service*.
  2. **Official name:** Enter the official business name as it appears on invoices and documents.
  3. **Email:** Enter the business unit email address.
  4. **Phone number:** Enter the business unit phone number.
  5. **Division:** Select the division for the business unit.

> [!TIP]
> **Tip:** To learn more about each field, hover over the info icon next to it. This shows its purpose so you can fill it out accordingly.
5. Configure additional settings as needed for your business.
6. When finished, click **Save**.

### Edit a business unit

You can edit, activate, or deactivate business units at any time. You can also perform these actions in bulk.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D).
2. In the side panel, click **Operations** **>** **Business Units**.
3. To edit a business unit, click **Edit** next to the business unit you want to modify. ![Business units management interface showing options to add, activate, and edit entries.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/essential-settings-overview-for-roofing-image-utdwyvkc.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D)
4. Make your changes and click **Save**.

To make bulk updates:

1. On the *Business Units* screen, select all the business units that you want to update.
2. Click **Bulk Update**. ![Interface for managing business units with options for bulk updates and editing entries.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/essential-settings-overview-for-roofing-image-7zr8hzxp.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D)
3. Make your changes and apply them to all selected business units.

To activate or deactivate a business unit:

1. On the *Business Units* screen, select all the business units that you want to activate or deactivate. ![Business units management interface showing activation and deactivation options for units.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/essential-settings-overview-for-roofing-image-k7uvbtp3.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D)
2. Click **Activate** to make it active or click **Deactivate** to make it inactive.

> [!NOTE]
> **Note:** You can activate or deactivate a business unit individually when editing it.

For more, see [Add and edit business units](/roofing/docs/add-and-edit-business-units).

## Create role permissions

Roles help determine the scope of work for each user and set default permissions. The permissions assigned to a role become the default permissions for any individual user assigned to that role.

> [!NOTE]
> **Note:** Your account includes roles created by default. You can create additional roles for both technicians and employees.

### Create a role

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D).
2. In the side panel, click **People** **>** **Role Permissions**.
3. On the *Employee Roles* or *Technician Roles* screen, click **Add**.

> [!NOTE]
> **Note:** Technician roles typically include salespeople, installers, and field managers. Employee roles typically include admins, CSRs, production managers, and schedulers.

![Interface showing employee and technician roles with options to add and edit roles.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/essential-settings-overview-for-roofing-image-u5k7upx4.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D) The *Create New Role* pop-up appears.
4. On the *Create New Role* pop-up, enter **Role Name** and click **Save**. ![Interface for creating a new role named 'Service Technicians' with save option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/essential-settings-overview-for-roofing-image-ay1i29v5.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D)
5. On the *Edit Role* screen, select the permissions for this role by checking the boxes next to each permission.

> [!NOTE]
> **Note:** The permissions you select become the default permissions for any user assigned to this role. You can adjust permissions for individual users later if needed.
6. When finished, click **Save**.

### Edit a role

You can update existing roles at any time.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D).
2. In the side panel, click **People** **>** **Role Permissions**.
3. Click **Edit** next to the role you want to modify. ![User clicks 'Edit' button in a table to modify role information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/essential-settings-overview-for-roofing-image-et2ugrll.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D)
4. Make your changes to the role name or permissions.
5. When finished, click **Save**.

For more, see [Set permissions for an employee or technician role](/roofing/docs/set-permissions-for-an-employee-or-technician-role).

## Create skills

ServiceTitan lets you customize a list of specific skills that apply to your business. Skills reflect the types of work each crew is qualified to perform. This helps you assign the right salesperson and the right crew to the right type of job.

> [!NOTE]
> **Note:** A roofing crew may be able to handle Shingles and Metal, but not Flat roofing. Later, when setting up job types and field employees, you can add skills to each. For example, Install - Flat Roof jobs are matched with crews that have the Flat Roof skill.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D).
2. In the side panel, click **Operations** **>** **Skills**.
3. On the *Skills* screen, click **Add Skill**. ![User interface displaying skills with an option to add a new skill.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/essential-settings-overview-for-roofing-image-yzlnj5l1.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D)
4. In the **Name** field, enter the name of the skill. Common roofing skills include: ![User interface for adding a skill with highlighted name input and save button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/essential-settings-overview-for-roofing-image-b6zvwvzh.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D)
  1. Shingles
  2. Metal Roofing
  3. Flat Roofing
  4. Gutters
  5. Siding
5. When finished, click **Save**.

The skill is available to assign to technicians and job types. For more, see [Manage skills for technicians and job types](/roofing/docs/manage-skills-for-technicians-and-job-types#add-and-edit-skill).

## Create teams

Teams help you organize your Dispatch Board into groups that align with your needs and workflows. This helps you check your field employees' availability and schedule more easily.

> [!NOTE]
> **Note:** Common roofing teams include sales, roof crews, gutter crews, and service. If you haven't created user profiles yet, you can assign them to a team during that process. However, you can only create teams in teams management.

1. Go to the top toolbar and click **Settings** ![A simple icon representing a settings gear. ](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D).
2. In the side panel, click **Dispatch Board** > **Teams Management**.
3. On the *Teams Management* screen, click **Create a Team**. ![User interface showing options to create a team and manage technicians' status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/essential-settings-overview-for-roofing-image-b04n19b2.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D) The *Create a Team* pop-up appears.
4. On the *Create a Team* pop-up, enter the following details: ![User interface showing options to create a team and manage technicians' status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/essential-settings-overview-for-roofing-image-clrz8cc2.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A09Z&se=2026-11-01T20%3A50%3A09Z&sr=c&sp=r&sig=6cXcGKnvHZYn%2BDE9e6uqb5YhBlTFxV2P7M56T3Om0RQ%3D)
  1. In the **Team Name** field, enter the team name. For roofing businesses, common examples include Sales Team, Install Crew 1, Install Crew 2, Gutter Crew, or Service Team.
  2. In the **Technician** field, assign field employees/technicians to the team by selecting them from the available list.
5. When finished, click **Create**.

Your team now appears in Teams Management and is available for scheduling and dispatch board organization. For more, see [Manage and view technician teams](/roofing/docs/manage-and-view-technician-teams).

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Roofing Settings Overview](https://servicetitan.docebosaas.com/learn/courses/1000/roofing-settings-overview/lessons/6151/roofing-general-settings)
- See [Add and edit business units](/roofing/docs/add-and-edit-business-units)
- See [Manage employee and technician accounts](/roofing/docs/manage-employee-and-technician-profiles)

The user record for a field technician in ServiceTitan, containing schedule, skills, pay rates, certifications, and performance history.

**What it does:** Centralizes all information needed to schedule, pay, and evaluate a technician from a single record.

**Also called:** Tech profile, Field user record

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

The main scheduling and dispatching view in ServiceTitan showing all jobs, technicians, and appointment times in a grid or map layout.

**What it does:** Gives dispatchers a real-time view of the day's work to manually assign, drag-and-drop, or adjust job assignments.

**Also called:** Schedule board, Dispatch view

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)