---
title: "Create a service agreement step 1: Summary and design"
slug: "create-a-service-agreement-step-1-summary-and-design"
updated: 2026-04-25T01:37:41Z
published: 2026-04-25T01:37:41Z
---

> ## 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 (SA) 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 an SA 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 SA.
  5. (Optional) **Sold By:** Select an employee who sold the SA.
  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)