---
title: "Duplicate service agreements"
slug: "duplicate-service-agreements"
updated: 2026-10-15T01:26:25Z
published: 2026-10-15T01:26:25Z
canonical: "help.servicetitan.com/duplicate-service-agreements"
---

> ## 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.

# Duplicate service agreements

## 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](/construction/docs/duplicate-service-agreements#duplicate-agreements-from-sa-proposal-builder-screen) when it's in *Draft* status.
- [Service Agreement Dashboard](/construction/docs/duplicate-service-agreements#duplicate-agreements-from-sa-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.

> [!NOTE]
> **Note:** 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. 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

1. On the [Create a service agreement step 7: Preview and Send](/construction/docs/create-a-service-agreement-step-7-preview-and-send-dte) screen, click **Duplicate Agreement**. ![Create a service agreement step 7: Preview and Send](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/duplicate-service-agreements-image-v1x904il.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A18Z&se=2026-10-31T03%3A30%3A18Z&sr=c&sp=r&sig=v%2Fe2VXWqcJa1abObAjsUjC2l5nfSp69zXYSvzZ%2FUtbU%3D)
2. On the *Duplicate Agreement* pop-up that opens:
  1. Enter the **Agreement Name**.
  2. Select a **Service Agreement Template**.
  3. Select a **Business Unit**.
3. When finished, click **Duplicate**. ![Previewing and duplicating agreement](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/duplicate-service-agreements-image-v1l4yely.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A18Z&se=2026-10-31T03%3A30%3A18Z&sr=c&sp=r&sig=v%2Fe2VXWqcJa1abObAjsUjC2l5nfSp69zXYSvzZ%2FUtbU%3D)

The duplicated agreement is created in the *Draft* status.

## Duplicate agreements from the Service Agreement Dashboard

1. Open the activated service agreement.
2. From the [Dashboard](/construction/docs/service-agreements-exception-dashboard-overview), click **More** ![A simple icon in the shape of three dots, lined up vertically.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-more-vert.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A18Z&se=2026-10-31T03%3A30%3A18Z&sr=c&sp=r&sig=v%2Fe2VXWqcJa1abObAjsUjC2l5nfSp69zXYSvzZ%2FUtbU%3D), and then select **Duplicate Agreement**. ![Dashboard view of service agreement](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/duplicate-service-agreements-image-8hmbkqqc.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A30%3A18Z&se=2026-10-31T03%3A30%3A18Z&sr=c&sp=r&sig=v%2Fe2VXWqcJa1abObAjsUjC2l5nfSp69zXYSvzZ%2FUtbU%3D)
3. On the *Duplicate Agreement* pop-up that opens:
  1. Enter the **Agreement Name**.
  2. Select a **Service Agreement Template**.
  3. Select a **Business Unit**.
4. When finished, click **Duplicate**.

The duplicated agreement is created in *Draft* status.

## Want to learn more?

- See [Create a service agreement step 7: Preview and Send](/construction/docs/create-a-service-agreement-step-7-preview-and-send-dte)
- See [Service Agreements Dashboard Overview](/construction/docs/service-agreements-dashboard-overview)