1. Log In to ServiceTitan
Sign in to your ServiceTitan account using an admin-level user.
2. Open User Management
In the top-right corner, select the ā Gear icon
From the left-hand menu, select People
Click Employees
Select Add to create a new user
3. Enter Employee Details
Fill out the required fields as follows:
Employee Name: Stochastic Marketing
Company Position: Marketing
Role: Admin
Admin access is preferred so our team can run and adjust required reports.
4. Contact Information
Email Address:
[email protected]Mobile Number:
You may use the CRM or general business number assigned to your account
5. Send Invitation
Under New Account Status:
Select Send Invitation via Email
This will send an activation email to our team.
If Admin Access Is Not Approved
If your company does not allow admin access, you may assign a different role as long as full report access is granted.
Granting Report Access (Required)
Select the ā Gear icon
Scroll down the left-hand menu and select Operations
Choose Reporting Settings
Locate the Stochastic user you created
Ensure all reports are enabled and accessible
ā Without full report access, we may be unable to deliver accurate or complete reporting.
Need Help?
If you have questions or run into issues, please reach out to your Stochastic contact for assistance.