--- title: "Add and update service agreement details" slug: "add-and-update-service-agreement-details" updated: 2026-10-15T01:26:32Z published: 2026-10-15T01:26:32Z canonical: "help.servicetitan.com/add-and-update-service-agreement-details" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Add and update service agreement details ## Overview Use the *Details* tab to enter or update the details on the service agreement. --- ### ****Who uses this feature**** - Administrators, accountants, estimators, project managers, and operations managers - Primarily benefits Commercial Service and Replacement business types - Applies to all trades ## Service agreement Details actions The template that was used to set up the agreement is shown under *Agreement Template*. To add an **Account Manager** for the agreement, click **Edit** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D) under *Account Manager* and select from your active employee profiles. To add tags to the agreement, click **Edit** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D) under *Tags*. ![Tags related to client concerns and appointment confirmations displayed in a user interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-update-service-agreement-details-image-2nugwzpm.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D) To change the business unit (BU) for the agreement, click **Edit** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D) under *Business Unit* and select an active BU. You can do this on active agreements (for example, *Activated* or *AutoRenew*), in addition to agreements in *Draft*, *Sent*, *Rejected*, or *Accepted* status. You can only select a BU that is active and that you have permission to assign; the existing BU assignment rules still apply. ![Service agreement details including customer, price, and business unit information displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-06-16 at 4.53.12 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D) > [!NOTE] > **Note:** Changing the BU applies to future activity only. New jobs and billing created after the change use the new BU. Existing invoices, jobs, and payments keep their previous BU, and any visit that already has its own BU keeps it. The change is recorded in the agreement's history. Click **Add Client-Specific Pricing** to add a client-specific pricing rule. The *Choose a Client-Specific Pricing Rule* screen opens. Select one or more rules that apply to the agreement, then click **Save Change**. ![Client-specific pricing rules for labor and equipment with markup details displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-update-service-agreement-details-image-ebtfuvg5.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D) If a client-specific pricing rule has already been added, click **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-delete.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D) to remove it or **Edit** ![A simple icon in the shape of a pencil.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-edit.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D) to edit it. Under *Summary*, use the text box to enter a short description of the agreement. This is used internally for your team to store notes and information about the agreement. Click **Add Not-to-Exceed-Limit** to add the amount that the customer wants to approve if services go over. This text is automatically added to the job summary notes for every visit performed for this agreement. These notes are available to both office and mobile team members. ![Instructions for adding a not-to-exceed limit for customer service approvals.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-update-service-agreement-details-image-0pbopn1o.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D) Under *Service Level Agreement*, use the text box to add details about the agreement. This text is automatically added to the job summary notes for every visit performed for this agreement. These notes are available to both office and mobile team members. Click **View Agreement (PDF)** to download the service agreement. ![Clickable button to view the agreement document in PDF format.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-update-service-agreement-details-image-o9lbnren.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A35Z&se=2026-10-31T03%3A38%3A35Z&sr=c&sp=r&sig=gKAgwVcrdvRzInlZ%2BXHf9cGC5EM92qcDYlKhStq3icg%3D) ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Creating & Managing Service Agreements](https://servicetitan.docebosaas.com/academy/learn/courses/242/Creating-&-Managing-Service-Agreements) - See [Client specific pricing: overview and setup](/construction/docs/client-specific-pricing-overview-and-setup)