--- title: "Manage Field Pro settings for technicians" slug: "manage-field-pro-settings-for-technicians" updated: 2026-10-15T04:08:33Z published: 2026-10-15T04:08:33Z canonical: "help.servicetitan.com/manage-field-pro-settings-for-technicians" --- > ## 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. # Manage Field Pro settings for technicians ## Overview Field Pro settings let you control which technicians can use Field Pro and what they can do in the app. You can view technician details, manage Field Pro access, and configure recording permissions. Use these settings to grant appropriate Field Pro access while maintaining compliance and workflow standards. --- ### #### Who uses this feature - Administrators - Primarily benefits Residential Service and Replacement business types - Applies to all trades #### Feature configuration - To get started with Field Pro, request a demo on our [Pro Products page](https://www.servicetitan.com/features/pro), or reach out to your Customer Success Manager (CSM) or Pro Account Manager (PAM). - If you're an existing Sales Pro customer and want to migrate to Field Pro, please fill out [this form](https://docs.google.com/forms/d/e/1FAIpQLSfY2uK9Z6iwhIVvKZtxYbBXPmdDT-Bdzqbgut9SlnYcl4hCJQ/viewform?usp=send_form). - The following permissions are required to use this feature. Please contact the account administrator on your team. - *View Field Pro Settings* - *Edit Field Pro Settings* ## Things to know - Recording control permissions: *disable recording cancellation, disable recording stop,* and *disable recording pause*, apply only to technicians who use Field Mobile App. ## Use cases - You need to ensure technicians can't pause, stop, or delete recordings to maintain complete documentation of service visits. - You want to enable Field Pro access for all technicians at once. ## Access and view Field Pro technician settings 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=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) . 2. In the side panel, go to **Field Pro** **>** **Settings**. 3. On the *Field Pro Settings* screen that opens, click **Technicians** tab. ![Field Pro Settings page showing options for managing technicians and general settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-field-pro-settings-for-technicians-image-5z3txpou.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) On the *Technicians* tab, you can see a list of all technicians and perform the following actions: - Click a technician's name to open their profile. ![List of contacts with phone numbers, highlighting Charles and his enabled status.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-field-pro-settings-for-technicians-image-i87oy6xw.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) - View the technician's **email**, **phone** information, and **team** assignment. - See whether **Field Pro Standard** is currently enabled or disabled for each technician. - See whether **Field Pro Advanced** is currently enabled or disabled for each technician. - Check the technician's *active* or *inactive* status. ![Table displaying user settings with enabled and disabled statuses for features.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-field-pro-settings-for-technicians-image-g988j9le.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) ## Filter technicians in the table Use filters to narrow down the list of technicians you want to manage. ![User interface for selecting technicians and viewing integration status options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-field-pro-settings-for-technicians-image-waa61kjd.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) You can filter by: - **Search:** Use the search field to find technicians by name. - **Field Pro Standard:** Filter technicians with Field Pro Standard **Enabled** or **Disabled**. - **Field Pro Advanced:** Filter technicians with Field Pro Advanced **Enabled** or **Disabled**. - **Field Pro Team:** Show only technicians assigned to a specific team. - **Integration Status:** Filter technicians by their current integration status, Ok, Warning, Error. > [!TIP] > **Tip:** You can combine multiple filters to refine the results. ## Edit Field Pro settings for an individual technician 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=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) > **Field Pro** **>** **Settings.** 2. On the *Field Pro Settings* screen that opens, click the **Technicians** tab. 3. Find the technician you want to update and click **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D). ![User management table displaying names, statuses, and action icons for each user.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-field-pro-settings-for-technicians-image-eupcdmeh.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) 4. On the *Edit Technician* pop-up that opens, update any of the following: 1. Select **Enable** **Field Pro Advanced** or **Enable Field Pro Standard** to give the technician Field Pro access. ![Editing technician settings with options for enabling advanced and standard features.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-field-pro-settings-for-technicians-image-0tzssvxq.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) 2. From the **Team** dropdown, change the technician's team assignment. ![Editing technician settings with options for Field Pro Advanced and Standard features.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-field-pro-settings-for-technicians-image-iux5r5o0.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) 3. Use the recording controls to manage technician permissions: 1. **Disable Recording Cancellation**: Prevents technicians from canceling a recording. 2. **Disable Recording Stop**: Prevents stopping an active recording. 3. **Disable Recording Pause**: Prevents pausing a recording. ![Settings for disabling recording options in the Field Mobile App interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-field-pro-settings-for-technicians-image-qwvbdc1d.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) 4. Change the **Day in Review** notification time. > [!TIP] > **Tip:** You can set a default Day in Review end time for technicians. For more, see [Configure day in review notifications for technicians in Field Pro](/roofing/docs/configure-day-in-review-notifications-for-technicians-in-field-pro). 5. Select **Disable Notifications** to prevent technicians from receiving *Day in Review* push notifications. ![Settings interface showing day end time and option to disable notifications.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-field-pro-settings-for-technicians-image-zggn3a00.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) > [!NOTE] > **Note:** This applies only to technicians who use the ServiceTitan Field Mobile App. 5. When finished, click **Save**. ## Bulk edit Field Pro settings for multiple technicians 1. Go to **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=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) **> Field Pro > Settings** and open the **Technicians** tab. 2. Select the technicians you want to update. > [!TIP] > **Tip:** Click **Select All** to choose all technicians in the list. > > ![User interface showing technician selection options in Field Pro Settings.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-field-pro-settings-for-technicians-image-af999v7a.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) 3. Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) **Bulk Edit**. ![Field Pro Settings page displaying technicians' names, emails, and bulk edit option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-field-pro-settings-for-technicians-image-aprw0jzi.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) 4. On the *Bulk Edit Technicians* pop-up that opens, update any of the following settings: 1. Select Enable **Field Pro Advanced** or **Enable Field Pro Standard** to give the technician Field Pro access. 2. From the **team** dropdown, change the technicians' team. 3. Use the recording controls to manage technician permissions: 1. **Disable Recording Cancellation**: Prevents technicians from canceling a recording. 2. **Disable Recording Stop**: Prevents stopping an active recording. 3. **Disable Recording Pause**: Prevents pausing a recording. 4. Change the *Day in Review* notification time. 5. Select **Disable Notifications** to prevent technicians from receiving *Day in Review* push notifications. > [!NOTE] > **Note:** This applies only to technicians who use the ServiceTitan Field Mobile App. 5. When finished, click **Apply to technicians**. ![Bulk edit options for technicians, including recording controls and team selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-field-pro-settings-for-technicians-image-ffhvodct.jpg?sv=2026-02-06&spr=https&st=2026-11-01T18%3A47%3A09Z&se=2026-11-01T19%3A47%3A09Z&sr=c&sp=r&sig=rkc%2B4l3CvyM87uaefjr9pRPNSCD%2FvLSnAkcVhrCc5rg%3D) ## Want to learn more? - See [Field Pro](/roofing/docs/field-pro-home)