--- title: "Set up sales user profiles for Roofing" slug: "set-up-sales-user-profiles-for-roofing" tags: ["Focus - Construction", "Role - Admin", "Type - Commercial", "Type - Residential"] updated: 2026-10-16T03:52:03Z published: 2026-10-16T03:52:03Z canonical: "help.servicetitan.com/set-up-sales-user-profiles-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. # Set up sales user profiles for Roofing ## Overview Set up Technician Profiles for your roofing field team to ensure they have the right access to ServiceTitan. Roofing sales reps and installers should be configured as Technicians, giving them Mobile App access to build estimates, present proposals, and manage jobs onsite—so they can handle daily tasks efficiently from the field. --- ### #### Who uses this feature - Administrators, office managers - Primarily benefits Residential Construction and Commercial Construction business types - Primarily benefits Roofing and Exterior trades #### Feature configuration - The *Edit Employee/Technician* permission is required to create user profiles. Please contact the account administrator on your team. - The *View or Update Another User Username or Password* permission is required to set up account access. Please contact the account administrator on your team. ## Things to know - A single 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. - When creating users, you must assign them a role. Roles determine default permissions. Default [role permissions](/roofing/docs/essential-settings-overview-for-roofing#create-role-permissions) apply, but you can adjust permissions for individual users if needed. ## Understand the difference between Employees and Technicians Before creating user profiles, understand how ServiceTitan distinguishes between these two user types. ### Employees - Team members such as CSRs, admins, and production crew - Primarily work in the office - Use the ServiceTitan desktop platform - Access features such as Projects, Settings, Reports, Purchase Orders and Call Booking ### Technicians - Field-facing roles such as salespeople, field managers, and installers - Work in the field - Use the [ServiceTitan mobile app](/v1/docs/servicetitan-mobile) or [Field Mobile App (FMA)](/v1/docs/field-mobile-app) - Access features such as job details, estimates, forms, and customer information on mobile devices ### Dual Profiles A single user can have both profiles if needed. For example, a field manager might: - Use the Employee profile to review jobs and run reports in the office - Use the Technician profile to perform fieldwork and access the mobile app or FMA ## Create a technician profile Before getting started, make sure you have all the employee's information ready, including contact details and role. > [!NOTE] > **Note:** You can create technician profiles for both your installers and subcontractors the same way. Just ensure you adjust the roles as needed. 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%3A56Z&se=2026-11-01T20%3A50%3A56Z&sr=c&sp=r&sig=5He2b7K5ZXvAZ7%2BX%2BqxNAPk1rYr2YA%2FW4N1xZrModhI%3D). 2. In the side panel, go to **People** **>** **Technicians**. 3. On the *Technicians* screen, click **Add**. ![User interface displaying a list of technicians with an 'Add' button highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-sales-user-profiles-for-roofing-image-r20yyeap.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A56Z&se=2026-11-01T20%3A50%3A56Z&sr=c&sp=r&sig=5He2b7K5ZXvAZ7%2BX%2BqxNAPk1rYr2YA%2FW4N1xZrModhI%3D) ### Add basic information On the *Basic Info* section of the technician profile: ![Form for entering technician details, including name, role, and skills selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-sales-user-profiles-for-roofing-image-lzi9ps38.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A56Z&se=2026-11-01T20%3A50%3A56Z&sr=c&sp=r&sig=5He2b7K5ZXvAZ7%2BX%2BqxNAPk1rYr2YA%2FW4N1xZrModhI%3D) 1. In the **Technician Name** field, enter the employee's first and last name. 2. In the **Company Position** field, select their position at your company. Common roofing positions include: 1. Salesperson 2. Installer 3. Crew Lead 4. Field Manager 5. Foreman 3. In the **License Type** field, set the license type: 1. **Managed technician:** A user who uses the ServiceTitan mobile app or FMA and whose schedule is actively managed. 2. **Non-managed technician:** Laborers and installers can be added as non-managed technicians if needed, but unless they are hourly employees, this is typically not necessary. 4. In the **Role** field, select their role to set their default permissions. Common technician roles for roofing include: 1. Salesperson 2. Installer 3. Field Manager 4. Technician (general role) 5. In the **Skills** field, add their skills to help assign them to the right jobs. Common roofing skills include: 1. Shingles 2. Metal Roofing 3. Flat Roofing 4. Gutters 5. Steep Slope 6. In the **Business Unit** field, select a business unit. Common roofing business units include: 1. Sales 2. Install 3. Service 4. Warranty 7. Click **Photo** to upload a picture of the technician. > [!NOTE] > **Note:** Photos are shared with homeowners so they know who to expect. Use a professional, friendly photo. 8. (Optional) Click **Color** to select the technician's color to help organize the Dispatch Board. 9. In the **Biography** field, write a bio. > [!NOTE] > **Note:** Bios are shared with homeowners in automated communications. Include experience level and specialties. For example: John has 15 years of roofing experience and specializes in steep-slope installations and Insurance Restoration Work. ![ServiceTitan Mobile Access settings for technician username and appointment visibility options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-sales-user-profiles-for-roofing-image-bynvv08c.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A56Z&se=2026-11-01T20%3A50%3A56Z&sr=c&sp=r&sig=5He2b7K5ZXvAZ7%2BX%2BqxNAPk1rYr2YA%2FW4N1xZrModhI%3D) 10. To enable multi-factor authentication for this user, toggle on **Enable Multi-Factor Authentication**. Otherwise, leave it disabled. ![Settings for enabling Multi-Factor Authentication with options for SMS and authentication app.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-sales-user-profiles-for-roofing-image-66bapms8.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A56Z&se=2026-11-01T20%3A50%3A56Z&sr=c&sp=r&sig=5He2b7K5ZXvAZ7%2BX%2BqxNAPk1rYr2YA%2FW4N1xZrModhI%3D)For more, see [Multi-Factor Authentication (MFA) Enforcement for Administrators](/v1/docs/multi-factor-authentication-mfa-enforcement-for-administrators). ### Add contact information ![Form fields for entering technician's mobile phone and email for account verification.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-sales-user-profiles-for-roofing-image-uqxmxprc.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A56Z&se=2026-11-01T20%3A50%3A56Z&sr=c&sp=r&sig=5He2b7K5ZXvAZ7%2BX%2BqxNAPk1rYr2YA%2FW4N1xZrModhI%3D) 1. In the **Mobile Phone** field, enter their mobile phone number. This must be unique. 2. In the **Email** field, enter their email address. This must be unique. ### Enable Mobile Access ![ServiceTitan Mobile Access settings for technician username and appointment visibility options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-sales-user-profiles-for-roofing-image-u3wj3kkf.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A56Z&se=2026-11-01T20%3A50%3A56Z&sr=c&sp=r&sig=5He2b7K5ZXvAZ7%2BX%2BqxNAPk1rYr2YA%2FW4N1xZrModhI%3D) 1. Turn on the **Enable Mobile Access** toggle. > [!NOTE] > **Note:** This is required for technicians to access the ServiceTitan mobile app or FMA. 2. In the **Upcoming appointments visible** field, set how many upcoming appointments the employee can see. Common settings for roofing businesses: 1. Salespeople: 14-30 days 2. Installers: 7-14 days 3. In the **Appointment History Visibility** field, choose how far back they can view completed jobs. This is required. 4. In the **New Account Status** field, choose how to complete the account setup: 1. **Create an account later:** Skip account creation for now 2. **Send invitation via email:** Send an invitation to the email address for them to create their own account 3. **Create a username and password:** Create the account yourself with login credentials which you can then share with them in person. ### Add dispatching details ![Dispatching interface for selecting teams, zones, and adding technician notes.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-sales-user-profiles-for-roofing-image-1kidohxw.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A56Z&se=2026-11-01T20%3A50%3A56Z&sr=c&sp=r&sig=5He2b7K5ZXvAZ7%2BX%2BqxNAPk1rYr2YA%2FW4N1xZrModhI%3D) 1. In the **Team** field, select the employee's team for reporting and scheduling. Common roofing teams include: 1. Sales Team 2. Install Crew 3. Gutter Crew 4. Service Team 2. (Optional) If using Zones, select the **Main Zone** for work. 3. (Optional) Click **All Zones** to select all zones where the technician can work. 4. (Optional) In the **Memo** field, enter any extra information for the scheduling team. 5. In the **Truck** field, select the truck assigned to the salesperson. This is required. > [!TIP] > **Tip:** You can assign all your technicians to the same default truck. ![Form section for entering truck and inventory access details for technicians.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-sales-user-profiles-for-roofing-image-llp93g5y.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A56Z&se=2026-11-01T20%3A50%3A56Z&sr=c&sp=r&sig=5He2b7K5ZXvAZ7%2BX%2BqxNAPk1rYr2YA%2FW4N1xZrModhI%3D) ### Add home address ![Form fields for entering a technician's home address and verifying it.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/set-up-sales-user-profiles-for-roofing-image-8shudhiy.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A56Z&se=2026-11-01T20%3A50%3A56Z&sr=c&sp=r&sig=5He2b7K5ZXvAZ7%2BX%2BqxNAPk1rYr2YA%2FW4N1xZrModhI%3D) 1. In the **Street** field, enter the street address. 2. In the **City** field, enter the city. 3. In the **State** field, select the state. 4. In the **Zip Code** field, enter the zip code. 5. In the **Country** field, select the country. 6. After entering the details, click **Verify Address** to validate it. > [!NOTE] > **Note:** Validating addresses ensures accurate routing and dispatching. 7. When finished, click **Save** to create the profile. > [!NOTE] > **Note:** Default role permissions apply, but you can adjust permissions for individual users if needed by clicking the Permissions tab. ## 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 [Essential settings overview for Roofing](/roofing/docs/essential-settings-overview-for-roofing) 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) Jobs funded by homeowner insurance claims following storm, hail, or wind damage, typically requiring adjuster meetings and supplements. **What it does:** Manages the specialized workflow of insurance-funded roofing jobs including documentation, scope adjustments, and payment collection from insurers. **Also called:** Storm restoration, Claim work **Tags:** Roofing / Exteriors [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A zone is a group of zip codes. Zones are generally used for organizational purposes. By setting up Zones in ServiceTitan, a color coded system will be created to help you organize jobs in certain locations both on the Dispatch Board and the Schedule Page. You may refer to zones as service areas within your business. [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)