--- title: "Office Basics Home" slug: "office-basics" updated: 2026-10-16T14:25:23Z published: 2026-10-16T14:25:23Z canonical: "help.servicetitan.com/office-basics" --- > ## 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. # Office Basics Home

Office Basics

Essential day-to-day workflows for every office role — from CSRs and dispatchers to technicians, accountants, and office managers.

Jump to key workflows View role descriptions

Key workflows

Browse workflows by role. Select your role below to jump directly to your section.

Task management Accounting CSR Dispatcher Office manager Technician General information

Task management

Set up and manage tasks and subtasks across your team.

Appendix: ServiceTitan roles

A quick reference to what each office role is responsible for in ServiceTitan.

Accountant

Batch and post invoices, prepare payroll, run accounting reports.

CSR

Take incoming calls, book jobs, provide customer service.

Dispatcher

Schedule, dispatch, and close out jobs.

Administrator

Administer settings, oversight of all office and technician roles.

Technician

Create estimates, prepare invoices, perform service and installs, provide customer service.

 A batch, or invoice batch, is a set of invoices that have been audited and are ready to post. You will use the Invoice screen in ServiceTitan to create invoice batches. On the Invoice screen, you'll have access to unbatched and batched invoices. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property 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) See Split. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)