--- title: "Create a service agreement step 1: Summary and design" slug: "create-a-service-agreement-step-1-summary-and-design-1" updated: 2026-08-05T17:43:50Z published: 2026-08-05T17:43:50Z canonical: "help.servicetitan.com/create-a-service-agreement-step-1-summary-and-design-1" --- > ## 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. # Create a service agreement step 1: Summary and design ## Overview The *Step 1: Summary and Design* section includes service agreement details such as the service agreement name, summary, and pdf design. --- ### ****Who uses this feature**** - Administrators, accountants, project managers, and operations managers - Primarily benefits Commercial Service and Replacement business types, and Residential Service and Replacement business types - Applies to all trades ## Things to know - You can now customize the PDF [document design of your service agreements](/v1/docs/create-document-template-for-service-agreements-with-dte) using Template Manager. We recommend that you duplicate the default document template and then make modifications to the duplicate, as the original/default template is not editable. This also helps ensure that the customized template aligns with your specific needs while preserving the integrity of the default template. ## Create service agreements Service agreements can be created in the following locations: - On a Customer Record or Location Record, click **Create Agreement** in the *Service Agreements* section. ![Overview of service agreements with statuses and options to create new agreements.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-1_-summary-and-design-image-e7ge2prs.jpg) - On a Customer Record or Location Record, click **More**, then click **Create Agreement**. ![Payment details showing due amount and options to create agreements and collect payments.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-1_-summary-and-design-image-cc2aqnbc.jpg) ## Step 1: Summary and Design 1. In the *Step 1: Summary and Design* screen, review or, if needed, make changes to the: 1. **Agreement Name:** Enter a name for the agreement. 2. **Service Agreement template:** Select a service agreement template from the dropdown list. 3. **Business Unit:** Select a BU from the dropdown list. 4. (Optional) **Account Manager:** Select an employee who is responsible for the service agreement. > [!NOTE] > **Note::** If your company is using ServiceTitan CRM (ST CRM) and you create the agreement from a customer or location record that has an account manager set, this field auto-fills with that value, and is skipped if the value is inactive. You can still change it manually, if needed. 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. 5. (Optional) **Sold By:** Select an employee who sold the service agreement. 6. (Optional) **Tags:** Select a tag from the dropdown list. > [!TIP] > **Tip:** Use tags to support internal coordination. For example, you might add a tag such as Needs Review to indicate that an agreement requires attention or action from your team. Tags allow you to filter and organize agreements in the *Follow Up > Service Agreements* to quickly identify items that require review or follow-up. 7. **Select a Document Template Design:** This is the document template that will be used to generate the PDF for this agreement. To review the template design, click **View Template**. The template opens in a new window where you can review its design. ![User interface displaying document templates with a highlighted service agreement option.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-1_-summary-and-design-image-xp53j6co.jpg) 8. (Optional) **Agreement Summary:** Enter a summary of the service agreement. The summary is used to capture details that will be shared with your team internally. 2. When finished, click **Continue to Next Step.** This takes you to [Step 2: Locations and Contacts](/v1/docs/create-a-service-agreement-step-2-locations-and-contacts). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-1_-summary-and-design-image-bgx34fhs.jpg) ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Creating & Managing Service Agreements](https://servicetitan.docebosaas.com/learn/courses/242/creating-managing-service-agreements) - See [Add or edit a service agreement template](/v1/docs/add-or-edit-a-service-agreement-template) - See [Create document template for service agreements with Template Manager](/v1/docs/create-document-template-for-service-agreements-with-dte) The top-level account in ServiceTitan representing a property owner or account holder, containing all locations, jobs, and history. **What it does:** Serves as the single source of truth for all customer interactions, history, and financial data. **Also called:** Customer account, Client record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A physical service address associated with a customer, containing all jobs, equipment, and history for that property. **What it does:** Separates service history by property so businesses serving customers with multiple locations can track work at each site. **Also called:** Service address, Property record **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)