How it fits together
- You create the skills, like HVAC Install or Tankless Water Heater.
- You add skills to each job type. Those are the skills the job needs.
- You add the same skills to your technicians. Those are the skills they have.
Set up skills
1
Create the skills
In ServiceTitan, go to Settings → Operations → Skills and add each skill. Start with a few broad ones. Add narrow ones only for things only some technicians can do.
2
Add skills to each job type
Go to Settings → Operations → Job Types, open a job type and add the skills it needs. One job type can need several skills.
3
Add skills to each technician
Open the technician’s profile and add every skill they have. Do this again when you hire or when someone learns something new.
Test it
1
Pick one job type
Choose a job type with skills and a technician who has all of them.
2
Open Call Booking
You should see that technician’s open times. Then try a job type they don’t have the skills for, and those times should not show.
More options
Do I have to use skills?
Do I have to use skills?
No. A job type can route by its business unit instead. Each bookable job type needs a business unit, skills, or both. A job type with neither can’t be routed.
What does Avoca check?
What does Avoca check?
If your team routes by skills, Avoca checks that job types without a business unit have skills, and that every active technician has at least one skill. See Review technician skills to see who is eligible for each job type.
A technician is missing from a job
A technician is missing from a job
Compare the job type’s skills with the technician’s. They need every skill the job type lists. Fix it in ServiceTitan, then reload.