Overview
Use Workstream Leads to help delegate your company’s onboarding process to the experts at your company to ensure tasks are completed correctly.
Who uses this feature
Implementation person of contact (POC)
Applies to all business types
Applies to all trades
Things to know
You must assign Workstream Leads and complete your company's basic onboarding process before you can fully customize your ServiceTitan setup with TitanAdvisor Prepare to Launch.
Workstream Leads are also responsible for completing their assigned Workstream sections once in TitanAdvisor Prepare to Launch.
Assign a different implementation lead
If this is your first time logging into ServiceTitan, you’ll see a welcome screen. Click Get Started to continue.
If you are not the best person to serve as the implementation lead for your company, you can assign someone else as the lead.
On the first screen of the Workstream flow, select Someone else is the lead.
Enter the name and email address of the person who will serve as the implementation lead.
When you’re finished, click Next.
On the confirmation message that opens, verify the information you provided is correct, and click Confirm.
The implementation lead is sent an email to sign up for ServiceTitan, and they’ll follow the steps in the Assign workstream leads section to complete the process.
If you are not the implementation lead during the implementation process, you won’t be able to log into ServiceTitan until the initial setup is complete.
Assign workstream leads
After the welcome screen, select your implementation lead. The implementation lead is the primary contact for your company. Select I am the lead if you’re serving this role, or Someone else is the lead if it should be someone else at your company. Follow the below steps if you are the lead. Otherwise, skip to the Assign a different implementation lead section.
On the next screen, assign your workstream leads. You can:
Assign all workstreams to yourself. This allows you to complete the implementation process.
Select other employees responsible for specific workstreams.
Next to the workstream, use the dropdown menu to select an employee name. If the employee isn’t listed, click Add Team Member.
On the Add Team Member screen that opens, fill out the employee’s name and email address. Then click Assign as Lead.
Continue assigning Workstream Leads to each individual workstream. When you’re finished, any Workstream Leads will be able to begin completing their individual Workstream onboarding discovery questionnaires. For more, see Onboarding Discovery process.