Settings Home

The Settings screen in ServiceTitan lets you customize and manage how your account works—from setting up your company information and employee profiles to configuring features, workflows, and integrations that support your business.

New to Settings? Start here

What you need to get started

Most settings require permissions or an administrator level role to edit them. If you're unsure, check with the account administrator on your team.

Quick start guide

When you go to the top toolbar and click Settings, there are three main areas you'll use to navigate your settings:

1. Search: Use the search box to quickly find a specific setting.

2. Side panel: Use the side panel to drill down into categories to find a setting.

3. Bookmarks: Bookmark frequently used settings to quickly find them on the Settings screen.

For more, see Introduction to Settings.

Key configurations

Accounts

Manage settings for your ServiceTitan account, such as billing information, your company profile, and more.

• Manage your billing information

• Set up ACH payment

• Manage your company profile

• Manage feature configurations

• How to activate and deactivate items in bulk

Technicians and office employees

Manage settings for your office employees and technicians, such as adding new profiles, editing existing profiles, and more.

• Add and manage office employee profiles

• Add and manage technician profiles

• Manage employee and technician profiles

• Create display user accounts

• Manage and view technician teams

• Deactivate and reactivate a technician or employee account

• Create Content Portal posts

• Enable Multi-Factor Authentication for Identity Services

• Multi-Factor Authentication (MFA) FAQ

• Resolve and manage MFA errors

• Set up MFA with Google or Microsoft Authenticator

• Manage Audit Trail in ServiceTitan

Permissions

Manage permissions for office employees and technicians. Permissions determine which features your staff has access to.

• Understanding employee and technician permission roles

• Explanation of office employee permissions in ServiceTitan

• Explanation of ServiceTitan Mobile technician permissions in ServiceTitan

• Set permissions for an employee or technician role

• Set permissions for an individual employee or technician

Dispatch Board

Manage settings for your dispatch board:

• Configure Dispatch Board appearance and settings

• Configure Dispatcher Preferences on the Weekly Dispatch Board

• Configure Dispatch Board Alerts

• Set up and prioritize tags for the Dispatch Board

• Manage skills for technicians and job types

• Configure Auto-Adjustment for Appointments

Operations

Manage settings for your office operations, such as business hours, zones, and more.

• Set up business hours

• Set up and use zones

• Add and edit business units

• Add and edit a trade or division

• Manage tags

• Use custom fields

• Configure the Customer Record Summary section

• Set up general ledger accounts

Set up job types for CSRs to add to jobs during call booking.

• Set up and use job types

• Set up default services for job types

• Map Job Types

• What's a sold threshold?

Marketing

Manage settings for your marketing campaigns:

• Add and use campaign categories

• Add marketing campaigns in ServiceTitan

• Chat to Text integration

• Marketing Scorecards

Alerts

Use alert settings to notify office employees and technicians when important changes occur.

• Use alerts

Troubleshooting and FAQ

Troubleshooting

Check out the top troubleshooting articles for settings:

• Why can't I see Settings in ServiceTitan?

• Changing Logo in Invoice Email Settings

• Why is my new technician not showing on the timesheet report?

• What settings do I need to adjust to prevent the system from sending online estimate links to customers before the estimates are completed and sent out?

• What is the setting to remove potential savings on customer-facing invoices in ServiceTitan?

FAQ

Check out the top frequently asked questions for settings:

• How do I know if my office employees or technicians have not verified their account?

• Can technician and office employee profiles use the same email and mobile phone number?

• Can I use the same email and phone number with profiles in different ServiceTitan company accounts?

• How do I disable dispatch email notifications to technicians?

• What is the process for changing a username on ServiceTitan, and who should be contacted to make the change?

For more, see Settings - FAQ.