Manage skills for technicians and job types

  • Updated on Apr 25, 2026
  • Published on Mar 17, 2026
  • 3 minute(s) read
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Overview

Use skills to customize a list of specific skills that apply to your business. You can then assign these skills to applicable job types and technicians so your technicians are only assigned to jobs they have the necessary skills to complete. This helps you provide a more consistent and quality experience for your customers, while decreasing callbacks.

Who uses this feature

  • Dispatchers and CSRs

  • Applies to all business types

Feature configuration

  • Account configuration is required to use this feature. Please contact Technical Support for details.

Things to know

  • Skills are shown on the Dispatch Board when you hover over a technician's name on the left. When you Assign/Reassign appointments on the Dispatch Board, the list of technicians shown is organized by skills. Everyone with the full set of required skills is grouped at the top of the list.Image showing technicians list organized by skills.

  • When you book a job, the skills that apply to it match the skills assigned to that Job Type at the time of booking. Any changes you make to the skills associated with a job type don't change the skills assigned to jobs booked before you made those changes.

  • If you change a job type, the old skills for the job type are removed, and the skills for the new job type are applied.

  • If you book a job with a technician who doesn't have the right skills for it, you're notified about the skills gap when you try to book the job. Also, if you try to assign a technician to a job but that technician doesn't have the correct skills, you'll be alerted about the skills gap. This applies regardless of how you book the job or assign the technician.

  • You can manually add and remove specific skills on specific jobs. Go to the job, click the Edit pencil, click the Skills dropdown, and add or remove the skills you want the job to require.Cursor manually adding and removing specific skills on specific jobs.

Add and edit skills

Before you begin assigning skills to technicians and job types, add the skills specific to your business in Settings. Each skill you add can be assigned to technicians and job types to ensure you have the most optimal technician match for each job.

  1. Go to the navigation bar and click Settings.

  2. In the side panel, click Operations > Skills.

  3. If you want to add a new skill, click Add skill. If you want to edit an existing skill, click Edit next to the skill you want to change.

  4. Enter a name for the new skill. If you're editing an existing skill, you can rename the skill.Image showing the Add a Skill screen.

  5. When you're finished, click Save.

Deactivate a skill

  1. Go to the navigation bar and click Settings.

  2. In the side panel, click Operations > Skills.

  3. Click Edit next to the skill you want to deactivate.

  4. Click Deactivate.Cursor clicking Deactivate to deactivate a skill.A confirmation pop-up opens.

  5. Click OK to deactivate the skill.

Assign skills to a job type

After you add skills in Settings, you can assign skills to job types for booking jobs.

Note: You can also edit the skills required on a booked job by going to the upper right corner of that job's record and clicking Edit.

  1. Go to the navigation bar and click Settings.

  2. In the side panel, click Operations > Job Types.

  3. Click Edit to the right of the job type you want to assign skills to.

  4. Click the Skills field to see a dropdown menu of all existing skills. Select the ones that apply to this job type.Image showing dropdown menu of all existing skills.

  5. When you're finished, click Save.

Assign skills to technicians

After you add skills in Settings, you can assign skills to technicians:

  1. Go to the navigation bar and click Settings.

  2. In the side panel, click People > Technicians.

  3. Click Edit next to the technician you want to add skills to.

  4. Click the Skills field to see a dropdown menu of all existing skills. Select the ones that apply to this technician.Selecting skill that applies to a technician.

  5. When you're finished, click Save.

Filter the Dispatch Board by skills

  1. Go to the navigation bar and click Dispatch.

  2. At the top of the Dispatch Board, click the Filtericon.

  3. From the Skills dropdown, select which technician skills you want to see technicians for on the Dispatch Board.

  4. When finished, click the dropdown again to close the selection box, then click ApplyCursor clicking Apply to filter the dispatch board by skills.        

    Note: The skills filter only shows technicians who have the skill you're filtering for. If technicians don't have any skills assigned in ServiceTitan, then they'll be filtered out.

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