Explanation of office employee permissions in ServiceTitan

Permission Name

Description

Turned on by default for these roles

Access settings

Allows the employee to access the Settings section of ServiceTitan

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General office, Administrator

Academy company admin

Allows the employee to assign courses to employees, track Academy progress, and run reports

Administrator

View alerts

Allows the employee to view alerts

Dispatch, Accounting, Field Manager, Sales Manager, General Office, Administrator

Accept new feature terms of use

Allows the employee to view or agree to Terms and Conditions for integrations

Administrator

Edit alerts

Allows the employee to add or edit alerts

Dispatch, Accounting, Field Manager, Administrator

Edit company profile

Allows the employee to edit company profile settings

Dispatch, Accounting, Field Manager, Administrator

Edit tag type

Allows the employee to add or edit tag types

Dispatch, Accounting, Field Manager, Administrator

Forwarding number settings

Allows the employee to update the forwarding number in Phone Settings

Administrator

Edit custom field type

Allows the employee to create or edit custom fields

Dispatch, Accounting, Field Manager, Administrator

Edit access to partner portals

Allows the employee to edit Partner Portal access

Administrator

View TitanExchange

Allows the employee to add TitanExchange in the Settings menu

Administrator

Import/export data

Allows the employee to import or export data in the Import/Export tab in Settings

Dispatch, Accounting, Field Manager, Sales Manager, Administrator

Can access Global Payroll settings

Allows the employee to access the global payroll settings page

Administrator

See property data

Allows the employee to see the location's property data from the Location page, Estimates, Jobs, etc. Data examples are square footage and number of bedrooms

See note

Edit Intacct Account

Allows the employee to access Intacct settings

See note

Manage API application access

Allows the employee to access Manage API V2 clients page to choose the API scopes and generate Client ID and Secret

See note

Access Customer Portal setup

Allows the employee to setup the Customer Portal for your business

See note

Phones Pro account access

Allows the employee to make updates to Phones Pro settings

See note

View TitanAdvisor

Allows the employee to access TitanAdvisor

See note

TitanAdvisor - Update goals

Allows the employee to modify the stack ranking of your top company goals, thereby updating TitanAdvisor's feature recommendations

See note

Generate API application key

Allows developers (software engineers) to generate App keys from the developer portal

See note

View Fleet Pro

Allows the employee to access Fleet Pro

See note

Access Feature Configurations

Allows the employee to access and modify feature configurations

Administrator

View Company Cases

Allows the employee access to the My Company Cases section in the Help Center

Administrator

Allow data change requests to support

Allows the employee to request data changes when contacting ServiceTitan Technical Support

Administrator

Permission Name

Description

Turned on by default for these roles

Add adjustment invoice

Allows the employee to make changes to an exported invoice by adding an adjustment invoice

Dispatch, Accounting, Field Manager, Sales Manager, Administrator

Edit tech performance on adjustment invoices

Allows the employee to include adjustment invoice in technician-based performance reporting

Administrator

Delete adjustment invoices

Allows the employee to delete adjustment invoices

Dispatch, Accounting, Field Manager, Administrator

Permission Name

Description

Turned on by default for these roles

View batches

Allows the employee to view an invoice batch

Accounting, Field Manager, Administrator

Unpost batches

Allows the employee to unpost an invoice batch

Accounting, Field Manager, Administrator

Create batches

Allows the employee to create a new invoice batch

Accounting, Field Manager, Administrator

Bypass invoices

Allows the employee to select transactions on the Pending Export report and exclude them from exporting

Accounting, Administrator

Post batches

Allows the employee to post an invoice batch

Accounting, Field Manager, Administrator

Bypass posted batches

Allows the employee to exclude all transactions in a batch at the same time

Administrator

Edit Tech performance on adjustment invoices

Allows the employee to include adjustment invoice in technician based performance reporting

Administrator

Edit exported invoices and payments

Allows the employee to edit an invoice and/or payment after it is marked exported

See note

Permission Name

Description

Turned on by default for these roles

View billing or updated credit card

Allows the employee to view ServiceTitan billing history and update credit card paying for ServiceTitan

Administrator

Receive billing alerts

Allows the employee to receive billing alerts from ServiceTitan Billing

Administrator

Permission Name

Description

Turned on by default for these roles

AR management

Allows the employee to view a list of customers with an outstanding balance. Manage your monthly customer statements by printing, emailing, or charging your customers

Administrator

View/email customer statements

Allows the employee to view, email, and print or download customer balance statements.        

Note: This permission requires the AR management permission to be turned on.

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Bulk charge statement balance

Allows the employee to bulk charge a customer's statement balance that has a payment method on file                

Note: This permission requires the AR management permission to be turned on.

Administrator

Edit equipment price

Allows the employee to edit equipment prices on estimates and invoices

Dispatch, Accounting, Field Manager, Sales Manager, CSR, Administrator

Charge interest

Allows the employee to charge interest to customers who have outstanding invoices

Dispatch, Accounting, Field Manager, Administrator

View invoice

Allows the employee to view invoices

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

View invoice numbers

Allows the employee to view the invoice numbers assigned to technicians

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit invoice

Allows the employee to edit invoices and adjust split invoices

Dispatch, Accounting, Field Manager, Sales Manager, Administrator

Add invoice assignment

Allows the employee to assign invoice numbers to a technician

Dispatch, Accounting, Field Manager, Administrator

Remove invoice assignment

Allows the employee to assign invoice numbers to technicians

Administrator

Edit invoice item

Allows the employee to add or edit invoice items including tasks, materials, and equipment on invoices and adjustment invoices

Dispatch, Accounting, Field Manager, Sales Manager, Administrator

Add voided invoice

Allows the employee to create a voided invoice number, so the invoice number cannot be used again

Dispatch, Accounting, Field Manager, Administrator

Delete invoice item

Allows the employee to delete an invoice item. This applies to all items in an invoice, including discounts, tasks, service, and materials.

Dispatch, Accounting, Field Manager, Sales Manager, Administrator

Remove voided invoice

Allows the employee to delete a voided invoice, so the invoice number can be used again

Administrator

Email invoice

Allows the employee to email an invoice to the customer

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit invoice type

Allows the employee to add or edit invoice types

Dispatch, Accounting, Field Manager, Administrator

Edit service price

Allows the employee to edit the unit price for services. This allows the employee to override item prices set in your pricebook.

Dispatch, Accounting, Field Manager, Sales Manager, CSR, Administrator

Edit general ledger accounts

Allows the employee to select or edit general ledger accounts

Administrator

Show cost details

Allows the employee to see material, labor, or equipment costs on invoices or estimates

Display User, Administrator

Edit material price

Allows the employee to edit the unit price for materials on estimates and invoices. This allows the employee to override item prices set in your pricebook.

Dispatch, Accounting, Field Manager, Sales Manager, CSR, Administrator

Edit invoice signature requirement

Allows the employee to mark invoice signatures as required/not required for technicians to close out a job

Administrator

Edit General Ledger accounts

Allows the employee to select or edit general ledger (GL) accounts

See note

Allow editing of invoice item business unit

Allows the employee to edit an invoice item business unit for Business Unit Performance Report

See note

Set tax status by invoice item

Allows the employee to set an item as taxable/non-taxable on an invoice

See note

Edit point of sale settings

Allows the employee to access POS Locations in settings

See note

Allow edit and update of previously exported transactions

Allows the employee to edit previously exported invoices and export the edits to your accounting system

See note

Permission Name

Description

Turned on by default for these roles

Create bills & statements

Allows the employee to create and edit bills and statements to be sent to vendors

Accounting, Administrator

View bills & statements

Allows the employee to view vendor bills and statements

Accounting, Administrator

Create & edit bill payment

Allows the employee to pay individual bills, pay bills in bulk, edit bill payments, resubmit canceled bill payments, and pay vendor statements. Only bills in a Pending Export status can be deleted

Accounting, Administrator

View bill payment

Allows the employee to view the list and details of bill payments in the Payments section under Bill Management

Accounting, Administrator

Create vendor credits

Allows the employee to create vendor credits

Accounting, Administrator

Edit vendor credits

Allows the employee to edit vendor credits. Only credits in a pending export status can be edited

Accounting, Administrator

Delete vendor credits

Allows the employee to delete vendor credits. Only credits in a pending export status can be deleted

Accounting, Administrator

View vendor credits

Allows the employee to view the list and details of vendor credits in the Credits section under Bill Management

Accounting, Administrator

Permission Name

Description

Turned on by default for these roles

View Customer Payments Hub

Allows the employee to view the Customer Payments section in the Accounting module.

Administrator, Accounting

Create payment

Allows the employee to view, create, and edit payments.                

Note: Only bills in Pending Export status can be deleted.

Dispatch, Accounting, Field Manager, Administrator

Delete payment

Allows the employee to delete a payment.                

Note: This permission requires the Create payment permission to be turned on.

Dispatch, Accounting, Field Manager, Administrator

Delete successful transaction payment

Allows the employee to delete a successful transaction payment.                

Note: This permission requires the Create payment permission to be turned on.

Dispatch, Accounting, Administrator

Edit payment with saved authorization code

Allows the employee to edit or delete a payment with a saved authorization code                

Note: This permission requires the Create payment permission to be turned on.

Administrator

Apply payment credit (Payment Collections)

Allows the employee to apply an existing credit to one or more invoices                

Note: This permission requires the Create payment permission to be turned on.

See note

Save & batch payment (Payment Collections)

Allows the employee to batch in the same action as saving or charging the payment                

Note: This permission requires the Create payment permission to be turned on.

See note

Unapply payment credit (Payment Collections)

Allows the employee to unapply an existing credit from one or more invoices                

Note: This permission requires the Create payment permission to be turned on.

See note

Unapply exported transactions (Payment Actions)

Allows the employee to unapply payment from the invoice even when the payment and invoice have both been exported                

Note: Create Payment and Unapply Payment Credit (Payment Collections) permissions must be enabled before enabling this permission.

See note

Edit payment type

Allows the employee to add or edit payment types

Dispatch, Accounting, Field Manager, Administrator

Refund integrated payments

Allows the employee to refund payments using ServiceTitan Payments

Administrator

Receive mobile check deposit match failure emails

Allows the employee to receive alerts when the amount on a check does not match the mobile scan

Accounting, Administrator

Edit payment terms

Allows the employee to make changes to due dates at customer invoice level

Accounting, Administrator

Edit integrated financing settings

Edit loan options and plans available to customers when applying for financing

See note

Receive payment autobatching failure emails

Allows the employee to receive a copy of the Payment Autobatching Failure email that is sent whenever there are integrated payments that were not successfully autobatched

See note

Permission Name

Description

Turned on by default for these roles

Edit invoice tax amounts

Allows the employee to edit the tax amounts of an invoice

Dispatch, Accounting, Field Manager, Sales Manager, CSR, Administrator

Edit tax zones

Allows the employee to add or edit tax zones

Dispatch, Accounting, Field Manager, Administrator

Permission Name

Description

Turned on by default for these roles

Accounting Period Management

Allows the employee to manage accounting periods, including opening and closing periods by accounting periods or transaction type.

Administrator, Accounting

View Accounting Periods

Allows the employee to view accounting periods.                

Note: This permission requires the Accounting Period Management permission to be turned on.

Administrator, Accounting

View Accounting Period Details

Allows the employee to view accounting period details.                

Note: This permission requires the Accounting Period Management permission to be turned on.

Administrator, Accounting

Open Period

Allows the employee to open the accounting period.                

Note: This permission requires the Accounting Period Management permission to be turned on.

Administrator, Accounting

Close Period

Allows the employee to close the accounting period.                

Note: This permission requires the Accounting Period Management permission to be turned on.

Administrator, Accounting

Open Transaction Type

Allows the employee to open the accounting period for that transaction type.                

Note: This permission requires the Accounting Period Management permission to be turned on.

Administrator, Accounting

Close Transaction Type

Allows the employee to close the accounting period for that transaction type.                

Note: This permission requires the Accounting Period Management permission to be turned on.

Administrator, Accounting

Accounting Period Settings

Allows the employee to view and edit the Accounting Period settings screen.

Administrator, Accounting

View Accounting Period Settings

Allows the employee to view the Accounting Period settings screen.                

Note: This permission requires the Accounting Period Settings permission to be turned on.

Administrator, Accounting

Edit Accounting Period Settings

Allows the employee to edit the Accounting Period settings screen.                

Note: This permission requires the Accounting Period Settings permission to be turned on.

Administrator, Accounting

Permission Name

Description

Turned on by default for these roles

View labor costing details

Allows the employee to view costing related details, such as payroll adjustments, performance pay, and labor pay in costing screens.

Dispatch, Accounting, Field Manager, Administrator

Permission Name

Description

Turned on by default for these roles

Send message

Allows the employee to send texts to technicians via the dispatch board

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit email setting

Allows the employee to edit email templates. Email templates are used whenever an employee or technician emails an invoice, estimate, form, project, etc. to a customer.

Dispatch, Accounting, Field Manager, Administrator

View customer chats

Allows the employee to view chat and chat with customers

See note

Allow full access to customer chats

Allows the employee access to all chat functionality                

Note: Must have View customer chats permission enabled.

See note

Permission Name

Description

Turned on by default for these roles

View all email domains

Allows the employee to view all email domains set up for your account and their verification status.

Note: This is a sensitive permission. Employees assigned this permission must use multi-factor authentication and are asked to sign in again.

Administrator

Edit all email domains

Allows the employee to add an email domain, view its DNS records, and verify it.

Note: This permission requires the View all email domains permission to be turned on. This is a sensitive permission. Employees assigned this permission must use multi-factor authentication and are asked to sign in again.

Administrator

Permission Name

Description

Turned on by default for these roles

Detach call

Allows the employee to detach or remove a call from the job history                

Note: When an employee detaches a call from the job history that was classified as a Booked Call, the call will automatically be reclassified as an Unbooked Call. Please be aware that this will have an impact on the CSR's booking rate on the agent scorecard.

Dispatch, Accounting, Field Manager, CSR, Administrator

Confirm call

ServiceTitan will automatically classify calls as abandoned, excused, booked, or unbooked, depending on different factors (such as the call duration, whether or not a job was booked, etc). This permission confirms that the automatic classification is correct.

Administrator

Listen to call recording

Allows the employee to listen to a call recording.

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

View call forms and tags

Allows the employee to view call forms and tags

Sales Manager, CSR, Administrator

Outbound call

Allows the employee to make an outbound call                

Note: When ServiceTitan is used to make an outbound call, the call is recorded and saved in the appropriate customer record.

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit call forms/tags

Allows the employee to complete or edit call forms and tags. Also allows the employee to assign forms to calls in ServiceTitan settings

Field Manager, Administrator

Reclassify call

Allows the employee to reclassify a call

Administrator

Edit call reason

Allows the employee to edit call reasons

Dispatch, Accounting, Field Manager, Administrator

Forwarding number settings

Allows the employee to update the forwarding number in Phone Settings

Administrator

Pause call recording

Allows the employee to pause calls that are recorded in ServiceTitan

See note

Edit call scripts

Allows the employee to make changes to call scripts.

See note

View second chance leads

Allows the employee to view and action second chance leads

See note

Permission Name

Description

Turned on by default for these roles

Edit business hours and capacity planning

Allows the employee to edit business hours and open capacity.                

Note: Open Capacity Planning configuration must be enabled.

Administrator

View technician shifts

Allows the employee to view technician shifts.

See note

Edit technician shifts

Allows the employee to create or edit technician shifts.

See note

Allow bulk deletion of technician shifts

Allows the employee to delete multiple technician shifts at once.                

Note: Edit technician shifts must be enabled.

See note

Manually adjust capacity

Allows the employee to manually adjust capacity on the capacity planning board.                

Note: Adjustable Capacity Planning configuration must be enabled.

See note

Edit Adaptive Capacity Settings

Allows the employee to edit Adaptive Capacity Settings in ServiceTitan Settings.

See note

Edit Adaptive Capacity Rules

Allows the employee to create and edit Adaptive Capacity Rules in ServiceTitan Settings.

See note

Access Get Adaptive Availability Filters

Allow the employee to access and use filters in the Get Adaptive Availability pop-up in Call Booking.

See note

Access Adaptive Capacity Settings

Allow the employee to access and view Adaptive Capacity Settings, but not make edits to the settings.

See note

Access Adaptive Capacity Rules

Allow the employee to access and view Adaptive Capacity Rules, including rule builder, but not make edits to rules.

See note

Apply Manual Adjustments

Allow the employee to apply manual adjustments in Adaptive Capacity Reporting.

See note

Permission Name

Description

Turned on by default for these roles

View customer

Allows the employee to view customer records

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Merge customers

Allows the employee to merge duplicate customers

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit customer

Allows the employee to edit customer records

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Activate/deactivate customer

Allows the employee to activate or deactivate customers                

Note: If this permission is disabled, the employee will not see the Deactivate button

Administrator

Permission Name

Description

Turned on by default for these roles

View dispatch board

Allows the employee to view the dispatch board

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Add non-job event

Allows the employee to create a non-job event

Dispatch, Accounting, Field Manager, Sales Manager, CSR, Administrator

Assign technician

Allows the employee to assign a technician to a job

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit non-job event

Allows the employee to edit a non-job event

Dispatch, Accounting, Field Manager, Sales Manager, CSR, Administrator

Dispatch technician

Allows the employee to dispatch a technician assigned to a job

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

View dispatch configuration

Allows the employee to view dispatch configurations

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Arrive technician

Allows the employee to arrive a technician to a job or mark a technician as done for now

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit dispatch configuration

Allows the employee to edit dispatch configurations

Dispatch, Accounting, Field Manager, Administrator

Mark technician as done

Allows the employee to mark a technician as done working on that job when there are multiple technicians assigned to a job

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Modify dispatch board behavior

Allows the employee to modify alert, job, and clock in/out configurations on the Dispatch Board

Field Manager, Administrator

Add meal break

Allows the employee to place a technician on a meal break or end a technician meal break                

Note: The technician must be working (arrived at a job site) in order to be placed on a meal break.

Dispatch, Accounting, Field Manager, Sales Manager, CSR, Administrator

Edit zone

Allows the employee to add or edit technician zones

Dispatch, Accounting, Field Manager, Administrator

Allow tech clock in and clock out on dispatch

Allows the employee to clock technicians in and out on the Dispatch Board.                

Note: Clocking the technician in and out overrides the workday start and end times on technician timesheets.

Administrator

Edit arrival window

Allows the employee to change arrival window on the individual job rather than at the job level

See note

Edit skills

Allows the employee to add and create skills to assign to technicians and job types

See note

Edit smart dispatch settings

Allows the employee to customize smart dispatch settings

See note

Mass reschedule

Allows the employee to reschedule multiple jobs at once

See note

Edit skills on individual job

Allows the employee to edit skills on any individual job without affecting the job type settings

See note

Edit teams

Allows the employee to edit teams and technician assignments in Teams Management.

Administrator

Permission Name

Description

Turned on by default for these roles

View estimate

Allows the employee to view opportunities and estimates from the Follow Up screen

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit service price

Allows the employee to edit service prices on estimates and invoices

Dispatch, Accounting, Field Manager, Sales Manager, CSR, Administrator

Edit estimate

Allows the employee to create new estimates, edit estimates, re-open sold estimates, and log a Follow Up on the Estimate Opportunity screen

Dispatch, Accounting, Field Manager, Sales Manager, Administrator

Edit material price

Allows the employee to edit the unit price for materials on estimates and invoices

Dispatch, Accounting, Field Manager, Sales Manager, CSR, Administrator

Sell/unsell estimate

Allows the employee to sell/convert or unsell an estimate

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit equipment price

Allows the employee to edit the unit price for equipment on estimates and invoices

Dispatch, Accounting, Field Manager, Sales Manager, CSR, Administrator

Calculate prices

Allows the employee to calculate the price of an estimate or invoice that is using a rule

See note

Permission Name

Description

Turned on by default for these roles

Book job

Allows the employee to book a job for a customer

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Detach SMS

Allows the employee to detach/remove SMS messages from the job history

Dispatch, Accounting, Field Manager, CSR, Administrator

View job

Allows the employee to view jobs                

Note: Without this permission the employee cannot access any features on the job screen

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit note

Allows the employee to edit notes on a job, location, or customer record                

Note: If this permission is disabled, the employee will still be able to pin existing notes

Sales Manager, CSR, Administrator

Edit job

Allows the employee to edit job details, including job type or business unit

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit job type

Allows the employee to edit job types

Dispatch, Accounting, Field Manager, Administrator

Schedule additional appointments on a job

Allows the employee to Add Appointments on an existing job.                

Note: If this permission is not enabled, the Add Appointments button is disabled. This feature is mostly for multi-day jobs.

Accounting, General Office, Administrator

Edit cancel job reason

Allows the employee to add or edit job cancellation reasons                

Note: Whenever a job is canceled, ServiceTitan requires you to enter a job cancellation reason

Dispatch, Accounting, Field Manager, Administrator

Hold job

Allows the employee to put a hold on a job

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit hold job reason

Allows the employee to add or edit job hold reasons                

Note: Whenever a job is placed on hold, ServiceTitan requires you to enter a job hold reason

Dispatch, Accounting, Field Manager, Administrator

Cancel job

Allows the employee to cancel a job

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Allow bulk booking of upcoming appointments

Allows the employee to book multiple appointments in one go

Administrator

Recall job

Allows the employee to recall a job

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Create appointments on a job

Allows the employee to create additional appointments on the job

Administrator

Permission Name

Description

Turned on by default for these roles

View location

Allows the employee to view location records

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Merge locations

Allows the employee to merge duplicate location records

Dispatch, Accounting, Field Manager, Sales Manager, CSR, Administrator

Edit location

Allows the employee to edit location records

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Activate/deactivate locations

Allows the employee to activate and deactivate location profiles

Administrator

Remove location equipment

Remove a piece of installed equipment permanently from a customer's location record.

Dispatch, Accounting, Field Manager, CSR, Administrator

Permission Name

Description

Turned on by default for these roles

Attach job to project

Allows the employee to attach a job to a project

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Delete project and location opportunities and estimates

Allows the employee to delete estimates on location and project opportunities as well as project and location opportunities that do not have any estimates

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Detach job from project

Allows the employee to detach a job from a project                

Note: If there is only one job in a project, the employee cannot detach the job

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Permission Name

Description

Turned on by default for these roles

View job completion survey

Allows the employee to complete a survey on behalf of a customer, if the survey has not yet been submitted                

Note: If this permission is not enabled, the employee can still view completed surveys in the job history. When this permission is enabled, the employee will be able to complete surveys on behalf of customers only if no survey has been submitted. The employee will not be able to resubmit or change a survey if a survey has already been submitted.

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit customer membership

Allows the employee to add memberships directly to customers or locations or edit existing memberships for customers or locations                

Note: If this permission is not enabled, the employee will still be able to view new memberships. If this permission is not enabled, the employee will still be able to add memberships to customers and locations by invoicing the customer

Accounting, Field Manager, Administrator

Edit job completion survey

Allows the employee to change or resubmit a survey that has already been completed

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Sell or renew membership from customer or location

Allows the employee to sell a membership from customer or location record and renew a membership from customer membership record

Field Manager, Administrator

Edit campaign

Allows the employee to edit marketing campaigns, including the name of the campaign, business unit, advertised number, and cost                

Note: If this permission is disabled, the employee can still view campaign settings

Dispatch, Accounting, Field Manager, Administrator

Access dismiss button on recurring service events page

Allows the employee to access the Dismiss button on Recurring Service Events screen that allows user to mass dismiss recurring service events

Administrator

Phone settings

Allows the employee to create campaign tracking numbers, including adding blocked numbers in Phone settings.                

Note: If this permission is disabled, employees only have View access.

Dispatch, Accounting, Field Manager, Administrator

Deactivate follow up log

Allows the employee to deactivate logged follow ups                

Note: If this permission is enabled, the employee will be able to view the follow up log

Administrator

Edit membership type

Allows the employee to set up new membership types or edit existing membership types

Dispatch, Accounting, Field Manager, Administrator

Export follow ups

Allows the employee to export from Follow Ups to excel

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit recurring service type

Allows the employee to add or edit recurring service types

Dispatch, Accounting, Field Manager, Administrator

Edit loyalty program points on customer or location

Allows the employee to manually edit loyalty program points for a customer or location

See note

Can access ServiceTitan Marketing Pro module

Allows the employee access to the Marketing Pro pages

See note

Permission Name

Description

Turned on by default for these roles

Edit business units

Allows the employee to edit business unit settings, including the company logo, invoice header, payroll settings, and online payment processor                

Note: If this permission is not enabled, the employee will not see an Edit Pencil next to business units and the employee will not be able to view any business unit settings

Administrator

View business units

Allows the employee to have view only access to business unit settings

Administrator

Permission Name

Description

Turned on by default for these roles

View dashboard

Allows the employee to view the dashboard

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit dashboard

Allows the employee to create and edit Custom Dashboards                

Note: This permission requires the View Dashboard permission to be turned on.

Administrator

Permission Name

Description

Turned on by default for these roles

Access remotely

Allows the employee to have remote access to ServiceTitan desktop                

Note: You will need to set up your ServiceTitan account with IP addresses of all employees who are allowed to log into ServiceTitan remotely. Please contact Technical Support for details.

Field Manager, Administrator

View or update user employee permissions

Allows the employee to view and update permissions for employees and technicians, change the Role of any employee or technician, and view and update role permissions for employees and technicians

Administrator

View or update payroll tab on technician edit

Allows the employee to view and update technician payroll settings, including technician commission and hourly rates                

Note: If this permission is not enabled, the Payroll tab will be greyed out when the employee clicks into a technician profile

Administrator

Allow editing of reporting permissions

Allows the employee to access the Reporting Settings tab, which includes Editing of Divisions and Trades, Business Unit attachment, and reporting permissions

Administrator

Edit employee/technician

Allows the user to add or edit employees and technicians, including name, phone number, email, business unit, and other profile information                

Note: To update a technician profile to managed or non-managed, this permission must be enabled.

Dispatch, Accounting, Field Manager, Administrator

View/edit burden rate

Allows the employee to view and edit the burden rate for a technician.                

Note: If this permission is not enabled, the employee will not see the Burden Rate field in technician profiles

Accounting, Administrator

Edit another user's username or password

Allows the employee to view or update the ServiceTitan username and password for employees and technicians

Administrator

Activate/deactivate employee

Allows the employee to activate or deactivate other employees

Administrator

Assign user roles

Allows the employee to assign a Role to any employee or technician.                

Note: If the employee should also be able to edit permissions, use View or update user employee permissions, instead.

Administrator

Permission Name

Description

Turned on by default for these roles

Can access global payroll settings

Allows the employee to access the Global Payroll Settings screen

Administrator

View and edit configurable payroll module

Allows the employee to view and edit the Configurable Payroll module

Administrator

View and edit labor types

Allows the employee to view and edit labor types

Administrator

View and edit payroll frequencies

Allows the employee to view and edit company pay frequency

Administrator

View and edit overtime module

Allows the employee to view and edit overtime rules

Administrator

Can manually trigger payroll update

Allows the employee to access the Update Payroll button on the Master Pay file

Administrator

View and edit paid idle time rule

Allows the employee to view and edit paid idle time rules

Administrator

Permission Name

Description

Turned on by default for these roles

View employee time tracking and edit page

Allows the employee to view and edit the employee time tracking page

Administrator

View and edit all office employee timesheets

Allows the employee to view and edit all office employee timesheets

Administrator

View technician timesheets

Allows the employee to view technician timesheets

Dispatch, Accounting, Field Manager, Sales Manager, CSR, Administrator

Employee can edit their own timesheets

Allows the employee to edit their own timesheets

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Edit timesheet code

Allows the employee to create or edit timesheet codes

Field Manager, Administrator

Edit technician timesheets

Allows the employee to edit technician timesheets

Dispatch, Accounting, Field Manager, Administrator

View hourly pay on timesheet summary report

Allows the employee to view technician hourly pay rates on the Timesheet Summary report

Administrator

Permission Name

Description

Turned on by default for these roles

Edit payroll adjustment

Allows the employee to add or edit payroll adjustments                

Note: When you edit a payroll adjustment, the change will take effect immediately. You will see the updated payroll adjustment the next time you run the Payroll (Detail) report. If you make a payroll adjustment on an invoice, the payroll adjustment will appear on the Payroll (Detail) report even if the invoice itself has not yet been posted.

Dispatch, Accounting, Field Manager, Administrator

View payroll adjustment

Allows the employee to view a payroll adjustment

Administrator

Delete payroll adjustment

Allows the employee to delete a payroll adjustment

Dispatch, Accounting, Field Manager, Administrator

Permission Name

Description

Turned on by default for these roles

View payroll approval dashboard

Allows the employee to access the company payroll dashboard

Administrator

Access to payroll processing module

Allows the employee to access the payroll processing module (Payroll Pro)                

Note: ServiceTitan will be discontinuing Payroll Pro as a product and will no longer be supporting embedded payroll processing capabilities effective September 30, 2023. Configurable Payroll will continue to be offered as part of our core offering through "The Works" package.

Administrator

View all managers and business units on payroll sign-off page

Allows the employee to have admin access to the payroll approval dashboard

Administrator

Permission Name

Description

Turned on by default for these roles

View scheduled report

Allows the employee to view their scheduled reports

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Delete scheduled report

Allows the employee to delete their scheduled reports                

Note: If the employee deletes a scheduled report, the employee can still run the report on the Reports screen

Dispatch, Accounting, Field Manager, Administrator

View all scheduled reports

Allows the employee to view all scheduled reports, regardless of which employee scheduled them

Administrator

View job costing

Allows the employee to view the Job Costing report

Administrator, Accounting, Sales Manager

Edit scheduled report

Allows the employee to edit their scheduled reports

Dispatch, Accounting, Field Manager, Administrator

Allow editing of sales opportunity date and sold on date

Allows the employee to edit sales opportunity date and sold on date

Administrator

Permission Name

Description

Turned on by default for these roles

Run search

Allows the employee to run a search

Dispatch, Accounting, Field Manager, Sales Manager, CSR, General Office, Administrator

Allow exporting search results

Allows the employee to export search results in Excel (.xlsx) or CSV (.csv) format

Administrator

Permission Name

Description

Turned on by default for these roles

Edit service

Allows the employee to add services or edit existing services in your pricebook, including code, description, price, image, tax status, commission, materials, membership, and all other pricebook information

Dispatch, Accounting, Field Manager, Sales Manager, Administrator

View pricebook

Allows the employee to view Pricebook

Dispatch, Accounting, Field Manager, Sales Manager, Administrator

Edit material

Allows the employee to add materials or edit existing materials in your pricebook, including code, description, cost, image, tax status, and all other pricebook information

Dispatch, Accounting, Field Manager, Sales Manager, Administrator

Modify equipment cost

Allows the employee to edit the cost for equipment items on invoices. This means the employee has the ability to override the equipment cost set in your pricebook. Cost can also be edited when adding equipment items to invoices                

Note: The employee must have the permission to add or edit items on invoices (Edit Invoice Item). The ability to edit equipment costs set in your pricebook requires separate permission (Edit equipment)

Accounting, Sales Manager, Administrator

Edit equipment

Allows the employee to add equipment or edit existing equipment in your pricebook, including code, description, cost, price, image, commission, warranty, and all other pricebook information

Dispatch, Accounting, Field Manager, Sales Manager, Administrator

View and edit markup rules

Allows the employee to view and update markup table rules

Administrator

Edit category

Allows the employee to edit pricebook categories for services, equipment, and materials

Dispatch, Accounting, Field Manager, Sales Manager, Administrator

Edit discounts and fees

Allows the employee to edit discounts and fees set for Pricebook items

Dispatch, Accounting, Field Manager, CSR, General Office, Administrator

Create/edit pricing rates

Allows the employee to create and edit new pricing rates

See note

View pricing rates

Allows the employee to see the details for pricing rates

See note

Edit customer & location rate sheets

Allows the employee to assign rate sheet to customers & locations

See note

Edit invoice/estimate/project rate sheets

Allows the employee to assign rate sheet to invoice, estimate, and projects

See note

Permission Name

Description

Turned on by default for these roles

Access Purchasing/Inventory Module

Allows the employee to access the Purchasing and Inventory Module.

Administrator

Add/Edit Inventory Templates

Allows the employee to create a new inventory template and edit the existing one in Settings.

Administrator

Add/Edit Trucks and Warehouses

Allows the employee to create new warehouses and trucks and update the existing ones in Settings.

Administrator

Edit Purchasing/Inventory Configuration

Allows the employee to update the Inventory and Purchasing configuration in Settings.

Administrator

Permission Name

Description

Turned on by default for these roles

View Purchase Order Totals on Projects and Invoices

Allows the employee to see the total value for purchase order on Projects and Invoices.

Administrator

View Purchase Orders

Allows the employee to see the existing purchase orders.

Administrator

Create purchase order

Allows the employee to create a purchase order that is not auto-receive                

Note: This permission enables access to the Edit requisition fulfillment permission.

See note

Edit in-progress requisition

Allows the employee to edit in-progress requisitions that are confirmed                

Note: To use the workflow fully, you should also select the Create Purchase Order permission.

See note

Edit purchase order in pending status

Allows the employee to edit purchase orders that are in pending status only

Dispatch, Accounting, Field Manager, Sales Manager, Administrator

Edit purchase order in sent or partially received status

Allows the employee to edit purchase orders that have a Sent or Partially Received status

Sales Manager, Administrator

Cancel purchase order

Allows the employee to cancel a purchase order

Dispatch, Accounting, Field Manager, Administrator

Receive purchase order

Allows the employee to record that a shipment has been received or partially received and add additional items that were shipped

See note

Add/Edit Purchase Order types

Allows the employee to create a new and edit an existing purchase order type in Settings.

Administrator

Add/Edit Assemblies

Allows the employee to create, update, activate and deactivate assemblies.

Administrator

Permission Name

Description

Turned on by default for these roles

Edit receipt

Allows the employee to edit receipts that aren't posted, exported, or the corresponding bill isn't yet posted or exported depending on your accounting software

See note

Cancel receipt

Allows the employee to cancel receipts that aren't posted, exported, or the corresponding bill isn't posted or exported depending on your accounting software

See note

Permission Name

Description

Turned on by default for these roles

View Return Totals on Projects and Invoices

Allows the employee to see the total value for returns on Projects and Invoices.

Administrator

View Returns

Allows the employee to see the existing returns.

Administrator

Create return

Allows the employee to create returns for the items that will be returned to the vendor

See note

Edit return

Allows the employee to edit returns that aren't yet posted or exported in the last six months

See note

Cancel return

Allows the employee to cancel returns that aren't yet posted or exported

See note

Add/Edit Return Types

Allows the employee to create a new and edit an existing return type in Settings.

Administrator

Permission Name

Description

Turned on by default for these roles

Add/edit vendors

Allows the employee to add or edit vendors

Dispatch, Accounting, Field Manager, Administrator

Permission Name

Description

Turned on by default for these roles

Create inventory adjustment

Allows the employee to create inventory adjustments to change an item's quantity without a purchase or a consumption transaction

See note

Edit inventory adjustment

Allows the employee to edit inventory quantity adjustment without a purchase or a consumption transaction

See note

Cancel inventory adjustment

Allows the employee to cancel inventory quantity adjustments without a purchase or a consumption transaction

See note

Permission Name

Description

Turned on by default for these roles

Create transfer

Allows the employee to create both auto-receive and not auto-receive transfers

See note

Edit transfer

Allows the employee to edit transfers that are in pending, picked, or received status                

Note: Posted or exported received transfers can't be edited.

See note

Cancel transfer

Allows the employee to cancel transfers that aren't posted or exported

See note

Add/Edit Transfer Types

Allows the employee to create a new and edit an existing transfer type in Settings.

Administrator

Permission Name

Description

Turned on by default for these roles

Create inventory count

Allows the employee to create new and copy existing inventory counts

See note

Edit inventory count

Allows the employee to edit an inventory count

See note

Complete inventory count

Allows the employee to complete and close an inventory count

See note

Cancel inventory count

Allows the employee to cancel an inventory count

See note

Permission Name

Description

Turned on by default for these roles

View requisition

Allows the employee to view requisitions for projects                

Note: If you select the Edit new requisition and Edit in-progress requisition permissions, the View requisition permission will be automatically activated.

See note

Edit new requisition

Allows the employee to confirm new requisition

See note

Edit in-progress requisition

Allows the employee to edit in-progress requisitions that are confirmed

See note

Permission Name

Description

Turned on by default for these roles

Access Inventory Mobile App

Allows the employee to log in to the Inventory Mobile app

See note

View PO cost on IMA

Allows the employee to see the cost of the line items on purchase order

See note

Edit PO cost on IMA

Allows the employee to edit the cost of the line items on purchase order

See note

Enable quick receiving on IMA

Allows the employee not to enter the received quantity in the Purchase Order > Qty column when the ordered quantity aligns with the expected quantity

See note

View expected PO quantities on IMA

Allows the employee to see the expected quantity during the process of receiving a purchase order

See note

Permission Name

Description

Turned on by default for these roles

Edit customer forms

Allows the employee to view, edit, complete, email, print, and assign customer forms                

Note: If a form is assigned to more than one area, the employee must have all permissions enabled for where the form is assigned

Field Manager, Administrator

Edit equipment forms

Allows the employee to view, edit, complete, email, print, and assign equipment forms                

Note: If a form is assigned to more than one area, the employee must have all permissions enabled for where the form is assigned

Field Manager, Administrator

Edit location forms

Allows the employee to view, edit, complete, email, print, and assign location forms                

Note: If a form is assigned to more than one area, the employee must have all permissions enabled for where the form is assigned.

Field Manager, Administrator

Permission Name

Description

Turned on by default for these roles

View/edit saved estimates

Allows the employee to create, edit, and view estimate templates. Estimate templates will be available to technicians in ServiceTitan Mobile when they tap Add Estimate. Estimate templates are also known as option packages.

Field Manager, Administrator

Delete note

Allows the employee to delete notes on jobs, customers, locations, etc.

Administrator

Access Content Portal (office)

Allows the employee to create and post content that can be accessed by technicians in ServiceTitan mobile

See note