--- title: "Service Agreement Management overview" slug: "service-agreement-management-overview" updated: 2026-04-25T01:25:26Z published: 2026-04-25T01:25:26Z --- > ## 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. # Service Agreement Management overview ## Overview Once activated, you can access the Service Agreement screen, where you can manage all aspects of this agreement from scheduling to reporting on profitability and more. --- ### ****Who uses this feature**** - Administrators, accountants, estimators, 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 - Canceling a service agreement takes effect immediately and cannot be undone. You can't edit a service agreement once canceled. - If the agreement is in Auto-renew status, you can only change it to *Rejected* to prevent it from being automatically activated on its *Start Date*. ## Service agreement actions To access the Service Agreement screen: 1. [Search](/v1/docs/use-search-in-servicetitan) for the customer whose service agreement you want to manage. 2. On the customer record, click **Service Agreements** in the side menu. ![customer record-SAs](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-x56ivfep.png)The *Service Agreements* section of the customer record displays listing all service agreements for the customer. ![service agreements with details including status, total, and dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-djn3eeow.png)On the *Service Agreements* list, you can: 1. Click a **Service Agreement** to open the *Service Agreement* screen. 2. Click **Filter ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-kq7dkhns.png)** next to any column header to filter the list. 3. Click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-aabl46cx.png)** next to a *Name* to update the service agreement name. 4. Click **Edit ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-q37j0cbm.png)** icon next to a status to update the service agreement status. Available statuses include: *Draft, Sent, Rejected, Accepted, or Activated*. 3. Click **Service Agreement**. ![manage Service agreements](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-pmrr19vi.png)From the Service Agreement screen that opens, you can use the side menu to view: ![Service agreement dashboard](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-67l3pq4i.png) - **Dashboard**: Shows a high-level overview of the service agreement, including scheduling and visits, and billing information. - **Details**: Shows information about the agreement, including the Account Manager on the agreement, the template used to create the agreement, a summary of the agreement, not to exceed the limit, and a PDF download of the agreement. - **Profitability**: Shows details on profitability reporting, such as budget versus actual and expense details. - **Billing and Invoices**: Shows billing schedule, payment terms, and historical invoice information. - **Visits**: Shows historical and future visit information. - **Equipment**: Shows the equipment added to the service agreement. - **Materials**: Shows information about the materials expected to be used on each visit of the agreement. In the header, you can see information about the service agreement, including the status of the agreement, customer, covered locations, start date, duration, auto-renew setting, contacts, and the total agreement price. ![Maintenance Plan details](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-gm981y59.png) - Click the **Status** to update the agreement status. ![Maintenance Plan details, activated](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-ry1oc0zw.png) - On the *Update agreement status* screen that opens, click **Activated** to activate the service agreement if it hasn't already been activated. Click **Canceled** to cancel the service agreement. ![upgrade agreement status](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-07duew56.png) - Click **Update Status** to change the service agreement status. - Click the **Customer** to go to the customer's record. ![maintenance plan details, click customer](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-1aqdnkha.png) - Click **Locations** to view details of the locations on the agreement. ![Maintenance Plan click locations](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-92znlyci.png)On the *Covered Locations* drawer that opens, click **location** to view the location record. ![covered locations](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-uitqbr9g.png) - Click **Contacts** to view details of the contacts on the agreement. ![Maintenance Plan details click contacts](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-2wm65eq1.png)The *Contacts* drawer opens. You can filter the list of contacts by *Contact Method* or *Location Name*. ![Contacts for SA drawer](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-u5bh0t28.png) - If an agreement has auto-renewed, you can view the history of the agreement by clicking **View History**. ![User interface showing auto-renew settings and total agreement price details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-25xxaqz3.png)On the *Renewal History* screen that opens, click the **Agreement ID** to view the previous agreement. ![Table displaying renewal history of service agreements with various statuses and dates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-mljynhfl.png) - Click **Location** to view the location record. If there is a memo for the contact, hover over **View Memo** to see it. ![Contact information for billing contacts at two locations, including email and phone number.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-uopxd8zr.png) - To renew an agreement, click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-l3d7pv4p.png) next to the *Total Agreement Price*. Then click **Renew Agreement**. ![Total agreement price displayed](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreement-management-overview-image-sg4efpe1.png)When a service agreement reaches its end date, it automatically expires at midnight on the end date. You can see Expired service agreements with an **Expired** tag. You can't manually edit an expired service agreement. ## 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 1: Summary and design](/v1/docs/create-a-service-agreement-step-1-summary-and-design) - See [Change a service agreement status](/v1/docs/change-a-service-agreement-status)