---
title: "Add and Update Service Agreement Details"
slug: "add-and-update-service-agreement-details"
updated: 2026-04-25T01:30:45Z
published: 2026-04-25T01:30:45Z
---

> ## 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. ![Service agreement details including account manager, pricing, and maintenance summary.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/sa-details(1).png)

---

### 

****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 displayed under *Agreement Template*.

To add the **Account Manager** for the agreement, click the ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-update-service-agreement-details-image-rcqo2jzp.png) under *Account Manager* to select from your active Employee users.

To add tags to the agreement, click the ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-update-service-agreement-details-image-dw1fy9ug.png) 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)

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)

If a client-specific pricing rule has already been added, click the **Delete** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-update-service-agreement-details-image-1vy4084x.png) icon to remove it or the **Edit** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/add-and-update-service-agreement-details-image-k2pnm3de.png) icon to edit.

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)

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)

## 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](/v1/docs/client-specific-pricing-overview)