Core Product

Service Agreements

Use Service agreements to maximize your profits and efficiency on every agreement. Create and manage your service agreements with a complete workflow from proposal through execution.

New to Service Agreements? Start here Jump to key workflows

Product overview

See Service Agreements in action

The Service Agreements dashboard gives you a quick overview of who and which locations are covered, how many visits are left, and where you're at with billing — with a detailed breakdown of budget vs actuals.

Setup

To get started with Service Agreements, account configuration is required. Set up your agreement templates, visit templates, and document templates to save time and create agreements for your customers.

Setup checklist

Account configuration required

Please reach out to your Customer Success Manager (CSM) or contact Technical Support to enable Service Agreements.

Create Service Agreement Templates

Set up templates to save time and create agreements for your customers. Also activate or deactivate templates as needed.

Create Visit Templates

Create Visit Templates to save time and apply them during the Scope of Work step. Settings configured here are applied to all agreements created from the template.

Create Document Templates

Create a clear and customized document template specifically for your service agreements. Add e-sign, import/export templates, and manage document template components.

Configuration required

Account configuration is required to get started. Contact your Customer Success Manager (CSM) or Technical Support for details.

Once setup is complete

Manage visits, invoices, track profitability, and handle material procurement — all from the Service Agreements dashboard.

Setup Templates

Start using Service Agreements by setting up templates to save time and create agreements for your customers.

Create Service Agreement Templates

Start using Service Agreements by setting up templates. This will help you save time and create agreements for your customers.

Add or edit a service agreement template

Activate or deactivate a service agreement template

Set up deferred revenue for Service Agreements

Create Visit Templates

Create Visit Templates to save time and apply them during the Scope of Work step in Service Agreements. The settings configured in the Visit Templates will be applied to all agreements created from the template.

Create or edit Visit Templates

Activate or deactivate a visit template

Use Visit Templates with Service Agreements

Create Document Templates

Create a new document template for Service Agreements. Use this feature to create a clear and customized document template from the ground up specifically for your service agreements.

Create document template for Service Agreements with Template Manager

Understand Document Template Components: Service Agreement

Add E-sign to service agreements

Import and Export document templates with Template Manager

Manage document template components in Template Manager

Key workflows

Core workflows for creating, managing, and reporting on Service Agreements.

Create Service Agreements Manage Service Agreements Follow-up Reports

Create Service Agreements

Create and manage agreements tailored to the specific needs of your customers — directly from the Customer or Location screens.

Create a service agreement step 1: Summary and design

Create a service agreement step 2: Locations and contacts

Create a service agreement step 3: Equipment

Create a service agreement step 4: Scope of work

Create a service agreement step 5: Pricing

Create a service agreement step 6: Billing schedule and payment terms

Create a service agreement step 7: Preview and Send

Recurring visit details for Service Agreements

Manage service agreements recurring visit

Per-visit Pricing for Service Agreements

Duplicate Service Agreements

Add forms to Service Agreement visit (Tasking)

Manage Service Agreements

Manage all aspects of the agreement — from scheduling and billing to profitability reporting and status changes.

Service Agreement Management Overview

Service Agreements Dashboard Overview

Add and Update Service Agreement Details

Report on Service Agreement Profitability

Manage Service Agreement Billing and Invoices

Manage Service Agreements Visits

Manage Service Agreements Equipment

Manage Service Agreements Materials

View Service Agreement Audit trail

Create custom fields on Service Agreements

Change a service agreement status

Activate a service agreement

Cancel a service agreement

Attach Service Agreement Visits to an existing Job

Process recurring billing for memberships and service agreements

Manage automatic membership and service agreements billing rules

Service Agreements Pull-Through Work

Follow-up Service Agreements

Use the Follow up page to track Service Agreements and perform bulk actions.

Follow up on Service Agreements

Change prices in bulk for Service Agreements

Edit Service Agreements in bulk

Renew Service Agreements in bulk

Change Service Agreements status in bulk

Follow up on Service Agreement visits

Bulk book Service Agreement visits

Run Reports on Service Agreements

Keep track of Service Agreements by running built-in reports, or create new custom Service Agreements reports.

Service Agreements Built-in Reports

Create custom Service Agreements reports

Service Agreements Activated Last Month report

Service Agreements Auto-Renewing this Month report

Service Agreements visits report

Service Agreements Exception Dashboard overview

FAQ

Quick solutions to common issues and answers to frequently asked questions.

Frequently Asked Questions

Take a look at the top FAQs regarding Service Agreements.

How can I enable the Service Agreements features for my account?

This feature requires account configuration. Please contact Technical Support for details.

How do I create a new proposal?

From the Customer or Location screen, select Create Agreement to enter the proposal creation workflow.

What are Visits and how are they different from Jobs and Appointments?

Visits are best thought of as placeholders for future Jobs and are used to plan the schedule of service for an agreement.

Visits are booked into Jobs, which can then be broken out into Appointments, if necessary. Once a Visit has been booked into a Job, all of ServiceTitan's existing job functionality becomes available: Job Summary, Preferred Technician, scheduling information, Job Invoice, and more.

Where are the Actual Costs for each Visit defined?

Labor (Actual Cost): the sum of the LaborPayItems amounts from the job associated with the Visit.

Burden (Actual Cost): the sum of the LaborBurdenItem amounts from the job associated with the Visit.

Materials (Actual Cost): the sum of the cost of the materials items added to the job invoice associated with the Visit.

What is the difference between memberships and service agreements?

Both memberships and service agreements are designed to provide businesses with a steady flow of income in addition to getting technicians back onsite to identify upsell and replacement opportunities. For more details, see Understand differences between memberships and service agreements.

Documentation Index

Service Agreements Home

Service Agreements

Setup

Setup Templates

Create Service Agreement Templates

Create Visit Templates

Create Document Templates

Key workflows

Create Service Agreements

Manage Service Agreements

Follow-up Service Agreements

Run Reports on Service Agreements

FAQ

Related workflows