Overview
The Duplicate Agreement feature allows you to create a new service agreement by cloning the existing one. This saves time to create similar agreements by minimizing manual re-entries and errors, and streamlines workflows by duplicating agreement details into a new draft.
Duplicate an agreement from the:
Service Agreement Proposal Builder screen when it's in Draft status.
Service Agreement Dashboard when it's in Activated status.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers
Primarily benefits Commercial Service and Replacement and Commercial Construction business types
Applies to all trades
Things to know
You can duplicate service agreements only within a single customer.
Duplicating an agreement creates a new agreement in Draft status, regardless of the status of the original agreement.
Coming ST-79: If your company is using ServiceTitan CRM (ST CRM) and the original agreement has a linked opportunity, the duplicated agreement carries over the same opportunity link.
Note: ServiceTitan CRM is currently in Early Access and is subject to change. If you want to enable this feature for your account, reach out to your customer success manager (CSM) for details.
Duplicate agreements from the Service Agreement Proposal Builder screen
On the Create a service agreement step 7: Preview and Send screen, click Duplicate Agreement.
On the Duplicate Agreement pop-up that opens:
Enter the Agreement Name.
Select a Service Agreement Template.
Select a Business Unit.
When finished, click Duplicate.
The duplicated agreement is created in the Draft status.
Duplicate agreements from the Service Agreement Dashboard
Open the activated service agreement.
From the Dashboard, click More
, and then select Duplicate Agreement. 
On the Duplicate Agreement pop-up that opens:
Enter the Agreement Name.
Select a Service Agreement Template.
Select a Business Unit.
When finished, click Duplicate.
The duplicated agreement is created in Draft status.