Overview
In Step 4: Scope of Work, you can set the service agreement schedule, choose whether to enable automatic renewal, select the agreement's start date, and add planned visits to the appropriate locations based on the agreement's work scope.
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 set the Proposed Start Date to a past date. This allows you to accurately account for agreements that were sold outside of ServiceTitan or backdate agreements to the first of the month for easier reporting and renewal management purposes.
You can add a visit to a service agreement even after it's activated. If the agreement uses deferred revenue, the system will adjust revenue recognition accordingly. If it's set to time of service, the additional visit will be included in the job invoice calculation.
Scope of work
After completing Step 3: Equipment, follow these steps to complete the setup for the scope of work:
Enter the Duration of the agreement in units of months or years.
Select Enable auto-renew to have ServiceTitan automatically renew the agreement.
Select the service agreement's Proposed Start Date.
Click Continue.
In the Scope of Work screen that opens, click +Add Visit to the location.
On the Add Visit screen that opens, enter the following information:
When finished, click Add. The Add Visit screen closes.
Click Add Visit to add additional visits, if needed.
Tip: To edit a visit, click Edit
at the end of the row. To remove a visit, click Remove 
.When finished, click Continue to Next Step. This takes you to Step 5: Pricing.
Visit Details
Add the following details for the visit.
Visit Name: Enter the visit name.
Visit Window: Use the date picker to select a Start Date and End Date.
Recurring Visits: Select Do not Repeat to make it a one-time visit or select Repeat to make the visits recurring.
When finished, click Apply.
Job Details
Enter the following job details of the visit. This information will be used once the visit is booked into a job.
Job Type: Use the dropdown to select a Job Type for the visit.
Note: The Job Type is used when searching for jobs and reporting, and it automatically adds job-specific information when the visit is booked into a job.
Business Unit: Use the dropdown to select a business unit for the job the visit will be booked into.
Note: If this field is left blank, the Business Unit value will default to the Service Agreement's Business Unit.
Marketing Campaign: Select a marketing campaign.
Note: If the field is left blank, the Marketing Campaign value will default to the Service Agreement Template's value.
Priority: Select the priority level for the job. Most will be Normal.
Arrival Window: Select the arrival window range from the dropdown. For more on arrival windows, see Use arrival windows.
Job Start Time: Enter the Start Time for the job.
Preferred Technician: Assign a preferred technician or technicians that can be assigned to the job.
Cost Estimates
Enter your cost and labor estimates for the visit.
Labor Hours: Add the estimated hours required for the visit. Enable Use calculated hours to automatically calculate the labor hours based on the services you select in the Services table.
Tip: We recommend enabling the Use calculated hours option. This calculation feature makes the cost estimation data-driven and makes it easier to update the estimates of renewal agreements when labor and material costs rise in the future.
Labor Cost/Hour: Add the labor cost per hour for the visit.
Note: Labor Cost/Visit is calculated automatically by Sold Hour/Visit * Labor Rate/Hour.
Material Cost: Add the cost of the materials needed for the visit. Enable Use calculated cost to automatically calculate the material cost based on the materials you add to the Materials table.
Services
Select the services that will be performed during the visit. You can itemize and add the services performed during a visit, instead of manually entering a labor cost estimate. This helps provide technicians with detailed instructions on tasks to perform during a visit.
Note: This is particularly helpful for large-scale maintenance visits that involve multiple technicians working on a job for several days.
Equipment
Add the equipment that is worked on during the visit. This is automatically pulled from Step 3: Equipment. This equipment is automatically attached when the visit is booked into a job.
Tip: Make sure to fill out as much detail for the visit as possible during this step. This information is pre-populated when booking the job, which saves you time and ensures the correct information is added to a job. This information is also available for the technician when viewing the job in the Technician Mobile App. We recommend turning on the following job booking settings: Attach Equipment to job and Edit End Time.
Materials
The materials that will be used during the visit. You can add the materials that will be used during the visit. This creates more accurate material cost estimates and aggregates them in the new Item Requisition tool to streamline the purchasing workflow, which helps technicians have the right materials before dispatching them to the job.
Tip: To provide technicians with clear instructions on a job for equipment installment, you need to associate the equipment with the services and materials that will be used for the job.
Task Summary
The task summary is optional, enter a summary of the tasks performed during the visit.
Note: The summary is automatically added to the Job Summary field when the visit is booked into a job.
Extra travel costs
If the location is far you can add an extra travel cost for each visit. Any extra travel costs are applied to each visit for that location and are included in the overall cost estimate for this agreement.
Go to the location you want to add the Extra Travel Cost / Visit to and click Edit
at the top of the table.On the screen that opens, enter the Extra Travel Time and the Extra Travel Labor Rate.
Note: The Extra Travel Cost is calculated automatically by the Extra Travel Time * Extra Travel Labor Rate.
Tip: You can update any item by clicking Edit
at the end of the row in Step 4: Scope of Work.
Want to learn more?
Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements