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Setting up a Pika Support User in ServiceTitan

Justin Coopersmith avatar
Written by Justin Coopersmith
Updated over 2 weeks ago

Step 1 Setting up ServiceTitan permissions

  1. After logging into ServiceTitan with your administrator account, please click on the gear icon at the top right of your screen

  1. When the Settings page finishes loading, click on “People” and then “Employees” in the menu at the left side of your screen

  2. Then click the blue “Add” button underneath “Employees”

  3. Under “Basic Info”, add in the following user information

    1. Employee Name: Pika Integration User

    2. Company Position: General Office - Non Management

    3. Role: General Office

    4. Email: (generated on the integrations tab in your Rebates Dashboard)

    5. New Account Status: Send invitation via email

  4. Scroll back up to the top of the page, and under “Add Employee”, click on “Permissions” and add the following permissions

NOTE: “Enabled by default – please verify” assumes that your default Role Permissions for “General Office” haven’t been altered. If you’ve edited those default permissions, please pay extra attention to verifying that each permission below is enabled. If you don't have a General Office User Role, you can find the full permission set list from ServiceTitan here.
​Please do not turn off standard permissions even if they are not listed below.

  1. Under “Access to Admin” → “General”

Permission

Action Needed

See property data

Please enable

View alerts

Enabled by default – please verify

Import/export data

Please enable

Edit tag type

Please enable

Access settings

Enabled by default – please verify

  1. Under “Accounting” → “Invoices”

Permission

Action Needed

View/email customer statements

Enabled by default – please verify

View Invoice

Enabled by default - please verify

View invoice numbers

Enabled by default – please verify

Show cost details

Please enable

View invoice

Enabled by default – please verify

Calculate prices

Please enable

  1. Under “Job Booking & Dispatching” → “Customers”

Permission

Action Needed

View customer

Enabled by default – please verify

Edit customer

Enabled by default – please verify

  1. Under “Job Booking & Dispatching” → “Estimates”

Permission

Action Needed

View estimate

Enabled by default – please verify

Edit estimate

Please enable

Calculate prices

Please enable

  1. Under “Job Booking & Dispatching” → “Jobs”

Permission

Action Needed

View Job

Enabled by default – please verify

Edit job

Enabled by default – please verify

Edit note

Please enable

  1. Under “Job Booking & Dispatching” → “Locations”

Permission

Action Needed

View location

Enabled by default – please verify

  1. Under “Payroll & Admin” → “Business Units”

Permission

Action Needed

View business units

Please enable

  1. Under “Pricebook” → “Items, Prices, & Costs”

Permission

Action Needed

View pricebook

Please enable

View pricing rates

Please enable

  1. Under “Selling & Performing Work” → “Forms”

NOTE: we ask for edit permissions because ServiceTitan bundles viewing and editing of forms – there is no way today to only grant view access. We will not edit any forms, only view.

Permission

Action Needed

Edit customer forms

Please enable

Edit location

Please enable

Edit equipment forms

Please enable

  1. Under “Selling & Performing Work” → “Job Details, Estimates, & Content Portal”

Permission

Action Needed

View/edit saved estimates

Please enable

Step 2 Bypass TitanAdvisor

Note: You might need to wait until we’ve received, accepted, and logged in as the users created in Step 1 and 2 to be able to bypass the training!

  1. Click the Rocket button at the top right of your ServiceTitan screen

  1. The click on the “Training” tab, then “Team Training”

  1. Finally, click the three dots next to the Pika User's name and click "Bypass training mode"

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