--- title: "Create custom fields on Service Agreements" slug: "create-custom-fields-on-service-agreements" updated: 2026-06-04T07:11:50Z published: 2026-06-04T07:11:50Z --- > ## 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 custom fields on Service Agreements ## Overview Service Agreement custom fields let you capture agreement-specific data, such as region, contract type, or number of covered units, directly on service agreements. You can create custom fields once in Settings, and they appear on every agreement for your entire team to fill in, filter by, bulk edit, and report on. --- ### ****Who uses this feature**** - Administrators and CSRs - Primarily benefits Commercial Service and Replacement business types, and Residential Service and Replacement business types - Applies to all trades ****Feature configuration**** - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Things to know - Custom fields appear on agreements in all statuses: *Draft, Auto-renew, Activated, Expired*, and *Canceled*. - When an agreement is renewed or duplicated, custom field values carry over to the new agreement automatically. - Changes to custom field values are tracked in the agreement's audit trail. Filter the audit trail by Custom Fields to see only custom field activity. ## Best practices - Plan your field types before creating them: use *Dropdown* for controlled lists (such as region or contract tier), *Numeric* for measurable values (such as number of units), and *Text* for free-form notes. - Align your reporting and operations teams on which custom fields to add as KPIs in reports and which to use for filtering and bulk edits from the *Follow Up* screen. - Identify data your team currently tracks in agreement summary fields, notes, or spreadsheets; those are strong candidates for custom fields. ## Step 1: Create a custom field in Settings 1. Go to the top toolbar and click **Settings**![A simple icon representing a settings gear.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-settings-inactive.png) **>** **Operations >** [**Custom Fields**](https://help.servicetitan.com/docs/use-custom-fields). 2. Click **Add**. 3. Enter a name in the *Name* field. 4. From the *Where It Appears* list, select **Service Agreements**. 5. From the *Type* dropdown, select the information you want the field to include: 1. **Text:** Letters, numbers, and symbols 2. **Dropdown:** A list of items to select from. Enter the first item in the list in the *Option 1* field, then **Click to add option** to add another field. 3. **Numeric:** Numbers only. 6. When finished, click **Save**. ![Selecting the Service Agreement option in a dropdown menu for custom fields.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-fields-on-service-agreements-image-h14reh2s.jpg) ## Step 2: Enter custom field values on an agreement Custom fields appear on agreements in all statuses: *Draft, Auto-renew, Activated, Expired*, and *Canceled*. **Pre-activation agreements (Draft or Auto-renew)** 1. Open the agreement you want to add a custom value. 2. From [*Step 1. Summary and Design*](https://help.servicetitan.com/docs/create-a-service-agreement-step-1-summary-and-design#step-1-summary-and-design) screen, find the name of your custom field, and enter the value. > [!NOTE] > **Note:** If the custom field type is set to *Dropdown*, select a value from the list. ![Service agreement workflow showing progress and fields for customization and selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-fields-on-service-agreements-image-nwpicpab.jpg) 3. When finished, click **Save and Continue**. **Post-activation agreements (Activated, Expired, or Cancelled)** 1. Open the agreement you want to add a custom value. 2. From the [*Service Agreement Management*](https://help.servicetitan.com/docs/service-agreement-management-overview) view, click **Details**. 3. Find the name of your custom field, and enter or select the value. ![Service agreement details including account manager, business unit, and client-specific pricing.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-fields-on-service-agreements-image-484576kt.jpg) 4. When finished, click **Save**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-checkbox-blue.png) . ## Filter and sort agreements by custom fields 1. Go to the navigation bar and click **Follow Up**![A simple icon in the shape of a flag.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-follow-up-inactive.png)**> Service Agreements** to open the agreement list. 2. From the filters section, find the custom field you created and click it. > [!NOTE] > **Note:** If the custom field type is set to *Dropdown*, select options from the list and click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-custom-fields-on-service-agreements-image-4tixrjah.jpg) > [!TIP] > **Tip:** After you filter the table, you can [perform bulk actions](https://help.servicetitan.com/docs/follow-up-on-service-agreements#perform-bulk-actions-on-service-agreements) on selected service agreements to manage them at once. ## Add custom fields as KPIs in Service Agreements report 1. Go to the navigation bar and click **Reports**. 2. Search for the *Service Agreements* report, and click to open it. 3. On the report screen, click **Edit Report**. 4. In the *Search columns* field, enter the name of your custom field and select it. ![Editing report options for service agreements, highlighting site classification selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/site classification.jpg) 5. When finished, click **Apply**. 6. Click **Save Changes** and then **Run Report**. ## Want to learn more? - See [Use custom fields](https://help.servicetitan.com/docs/use-custom-fields) - See [Create a service agreement step 1: Summary and design](https://help.servicetitan.com/docs/create-a-service-agreement-step-1-summary-and-design) - See [Service Agreement Management overview](https://help.servicetitan.com/docs/service-agreement-management-overview) - See [Follow up on service agreements](https://help.servicetitan.com/docs/follow-up-on-service-agreements)