Overview
There are two built-in reports for service agreements: Service Agreement Visit Materials, which aggregates the material list across all service agreement visits, and Service Agreements, which shows data on all service agreements.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers
Primarily benefits Commercial Service and Replacement business types
Applies to all trades
To access these reports:
Go to the navigation bar and click Reports
.On the Reports screen that opens, enter the name of the report in the Search field.
Service Agreement Visit Materials report
This report aggregates the material list across all service agreement visits.
Use the filters at the top to filter your data. You can filter by:
Business Unit: Search for or select the Business Unit from the list.
Service Agreement Status: Search for or select the service agreement status from the list.
Visit Status: Select one or more of the following statuses: Unscheduled, Dismissed, Job: Scheduled, Job: In Progress, Job: Completed, Job: Canceled.
Visit Window From - Visit Window To: Use the calendar to select the visit window.
When finished setting your filters, click Run Report.
By default, the Commercial: Service Agreements - Materials report shows the following columns:
Item Name: Name of the item in your pricebook
Item Qty: Quantity of items used
Item Code: Code of the item in your pricebook
Item Type: The item's type
Item Unit Cost: Unit cost of the item
Item Unit Price: Price the customer on the agreement paid for the item
Primary Vendor: Primary vendor of the item in your pricebook
Equipment Name: Name of the equipment in your pricebook
Business Unit: Business unit the material is assigned to
Service Agreement Name: Name of the service agreement
Service Agreement ID: Unique ID for the service agreement
Visit Name: Name of the visit
Visit ID: Unique ID of the visit
Customer Name: Name of the customer on the service agreement
Location Name: Name of the location on the service agreement
Visit Window From: Start time of the visit window
Visit Window To: End time of the visit window
You can customize the report to suit your needs. For more, see Run, filter, and export reports.
Service Agreements report
This report shows data on all service agreements.
Use the filters at the top to filter your data. You can filter by:
Business Unit: Search for or select the Business Unit from the list.
Status: Search for or select the service agreement status from the list.
Account Manager: Search for or enter the name of the Account Manager assigned to the service agreement.
Filter By: Select the method the report will be filtered by. Options include: Agreement Start/End Date, Agreement Start Date, Agreement End Date, or Agreement Status Change Date.
From - To: Use the calendar to select the from and to date used by the Filter By filter.
Deferred Revenue As of Date: Use the calendar to select a date. The report calculates deferred revenue for invoices on or before the selected date.
Deferred Revenue Invoice Status: Select the invoice statuses you want to report on. Options include: Pending, Posted, or Exported.
When finished setting your filters, click Run Report.
By default, the Commercial: Active Service Agreements report displays the following columns:
ID: Unique ID for the service agreement
Name: Name of the service agreement
Business Unit: The Business Unit for the agreement
Status: Status of the service agreement — Draft, Sent, Rejected, Accepted, Activated
Customer Name: Name of the customer on the service agreement
Location Names: Name of the location(s) on the service agreement
Total Agreement Price: Total price of the service agreement
Gross Margin $ (Estimated): The estimated Gross Margin in dollars
Gross Margin % (Estimated): The estimated Gross Margin percentage
Start Date: Start date of the service agreement
Duration Length (Months): Duration of the service agreement in months
End Date: End date of the service agreement
Auto-renew: Whether auto-renew is set to Enabled or Disabled for the service agreement
Billing Schedule: The Billing Schedule set for the agreement
You can customize the report to suit your needs. For more, see Run, filter, and export reports.
Want to learn more?
Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements
See Schedule reports