--- title: "Create a service agreement step 4: Scope of work" slug: "create-a-service-agreement-step-4-scope-of-work" updated: 2026-04-25T01:31:58Z published: 2026-04-25T01:31:58Z --- > ## 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 4: Scope of work ## 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](/v1/docs/create-a-service-agreement-step-3-equipment), follow these steps to complete the setup for the scope of work: 1. Enter the **Duration** of the agreement in units of months or years. 2. Select **Enable auto-renew** to have ServiceTitan automatically renew the agreement. 3. Select the service agreement's **Proposed Start Date**. 4. Click **Continue**. ![Form fields for duration, auto-renew option, and proposed start date selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-4-scope-of-work-image-m5jbxa4m.png) 5. In the **Scope of Work** screen that opens, click **+Add Visit** to the location. ![Scope of work showing visit details](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-4-scope-of-work-image-5886fkze.png) 6. On the *Add Visit* screen that opens, enter the following information: 1. [Visit Details](/v1/docs/create-a-service-agreement-step-4-scope-of-work#visit-details) 2. [Job Details](/v1/docs/create-a-service-agreement-step-4-scope-of-work#job-details) 3. [Cost Estimates](/v1/docs/create-a-service-agreement-step-4-scope-of-work#cost-estimates) 4. [Services](/v1/docs/create-a-service-agreement-step-4-scope-of-work#services) 5. [Equipment](/v1/docs/create-a-service-agreement-step-4-scope-of-work#equipment) 6. [Materials](/v1/docs/create-a-service-agreement-step-4-scope-of-work#materials) 7. [Task Summary](/v1/docs/create-a-service-agreement-step-4-scope-of-work#task-summary) 8. [Extra Travel Costs](/v1/docs/create-a-service-agreement-step-4-scope-of-work#extra-travel-costs)[![visit details, task summary](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-4-scope-of-work-image-ctm8xclc.png)](https://help.servicetitan.com/#sa-extra-travel-costs) 7. When finished, click **Add**. The *Add Visit* screen closes. 8. Click **Add Visit** to add additional visits, if needed. > [!TIP] > **Tip:** To edit a visit, click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-4-scope-of-work-image-r862m94c.png)** at the end of the row. To remove a visit, click **Remove ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-4-scope-of-work-image-lxiibn4p.png)**. 9. When finished, click **Continue to Next Step**. This takes you to [Step 5: Pricing](/v1/docs/create-a-service-agreement-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](/v1/docs/recurring-visit-details-for-service-agreements). - 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] > **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] > **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] > **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](/v1/docs/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] > **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] > **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] > **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](/v1/docs/create-a-service-agreement-step-3-equipment). This equipment is automatically attached when the visit is booked into a job. > [!TIP] > **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](/v1/docs/set-up-ability-to-attach-equipment-to-a-job) and [Edit End Time](/v1/docs/configure-fields-on-the-job-booking-screen). ## 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](/v1/docs/create-and-manage-item-requisitions) tool to streamline the purchasing workflow, which helps technicians have the right materials before dispatching them to the job. > [!TIP] > **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] > **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. 1. Go to the location you want to add the *Extra Travel Cost / Visit* to and click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-4-scope-of-work-image-hqb2cr2b.png)** at the top of the table. 2. On the screen that opens, enter the **Extra Travel Time** and the **Extra Travel Labor Rate**. > [!NOTE] > **Note:** The **Extra Travel Cost** is calculated automatically by the Extra Travel Time * Extra Travel Labor Rate. ![extra travel costs](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-4-scope-of-work-image-g0bdu3la.png) > [!TIP] > **Tip:** You can update any item by clicking **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-4-scope-of-work-image-6uys9mi3.png)** 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](https://servicetitan.docebosaas.com/academy/learn/courses/242/Creating-&-Managing-Service-Agreements) - See [Create a service agreement step 3: Equipment](/v1/docs/create-a-service-agreement-step-3-equipment) - See [Set up ability to attach equipment to a job](/v1/docs/set-up-ability-to-attach-equipment-to-a-job) - See [Configure fields on the job booking screen](/v1/docs/configure-fields-on-the-job-booking-screen)