--- title: "Create a service agreement step 2: Locations and contacts" slug: "create-a-service-agreement-step-2-locations-and-contacts" updated: 2026-04-25T01:31:56Z published: 2026-04-25T01:31:56Z --- > ## 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 2: Locations and contacts ## Overview Select the locations and contact details of your customers to include in the service agreement. --- ### ****Who uses this feature**** - Administrators, accountants, estimators, project managers, and operations managers. - Primarily benefits Commercial Service and Replacement business types - Applies to all trades ## Add existing locations 1. In *Step 2: Locations and Contacts*, select **Add Existing Locations**. ![User interface for adding locations with options and a prompt for existing locations.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-2-locations-and-contacts-image-l1rhrn4w.png) 2. In the *Add Existing Locations* screen that opens, search for and select the locations you want to use. ![User selects locations to add to an agreement in a software interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-2-locations-and-contacts-image-03he2iei.png) 3. Click **Add to Agreement**. 4. (Optional) After you add the locations you want to use, you can add the **Billing Contact**, **Schedule Contact**, **Check-in Contact**, and **Check-out Contact** details. To add Contact and Contact Methods: 1. Go to the location you want to add contacts for, hover over the location, and click **+ Add Contact**. 2. Search and select a **Contact Method** from the list. > [!NOTE] > **Note:** For newly created locations, click **Create Contact Method** and select a contact method. Then enter the contact method and a **Memo**. The contact method can be a phone number, mobile number, fax number, or email address. ![Contact information selection](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-2-locations-and-contacts-image-s965yscq.png) 5. When finished, click **Continue to Next Step** to go to [Step 3: Equipment](/v1/docs/create-a-service-agreement-step-3-equipment). > [!NOTE] > **Note:** You can go back to review the previous step by clicking **View Previous Step**. ## Create a new location 1. In *Step 2: Locations and Contacts* section, click **Create New Location**. 2. On the screen that opens, add the **Location Name**. 3. Click **Search Address** to find the address and add it. ![create new locations in a dropdown menu.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-2-locations-and-contacts-image-0trm5kxp.png) 4. If you don't find the address you search for, click **Enter Address Manually**. 5. Enter the location **Address**, **Address Line 2 (optional)**, **City**, **State**, **Postal Code**, and **Country**. > [!NOTE] > **Note:** Address field names may differ depending on the country of the customer. For example, customers in the United States will see the Zip Code and State fields whereas Canadian customers will see the Postal Code and Province fields. 6. Click **Create Location**. The new location record appears in the table. ![Form fields for creating a location with address details and a create button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-2-locations-and-contacts-image-csjf4zup.png) ## Search and filter locations You can search for locations on both *Step 2: Locations and Contacts* and *Add Existing Locations* screens. To search for a location, go to the **Search** box and enter the information of the location you want to search. ![ocations and contacts with highlighted search bar](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-2-locations-and-contacts-image-c1jmwzp5.png) Locations with the search information appear only in the table. #### Filter Locations You can filter locations on both *Step 2: Locations and Contacts* and *Add Existing Locations* screen. 1. In *Step 2: Locations and Contacts,* use the **Filters** on this screen to find the locations you want. You can filter by: - **City:** City where the service agreement visits are located - **State:** State where the service agreement visits are located - **Country:** The country where the service agreement visits are located 2. Select one or more items from the dropdown list. 3. Click **Apply Filter** to filter the table with your selected items. ![User interface for filtering locations with selected city and apply filter button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-2-locations-and-contacts-image-u3kv4fy2.png)You can view the filtered information in the table. ![Table displaying locations and contacts for an agreement, highlighting billing contact information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-2-locations-and-contacts-image-urt3phbm.png) ## 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 [Create a service agreement step 1: Summary and design](/v1/docs/create-a-service-agreement-step-1-summary-and-design)