Overview
ServiceTitan supports multiple contracts per job so you can manage agreements within a single project. By accessing the Contracts table in multiple locations, you can track statuses, review terms, and maintain accurate documentation for every customer interaction. You can also review a full Audit Trail of contract activity directly from the job and project records.
You can access Contracts in ServiceTitan from the following locations:
Follow Up > Contracts
Customer Location > Contracts section
Job record > Contracts section
Opportunity > Contracts
Project > Estimates & Contracts tab
Who uses this feature
Administrators, office employees, and CSR/Dispatchers
Applies to all business types
Applies to Roofing trade
Feature configuration
This feature is currently in Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist here.
The View Contracts and Edit Contracts permissions are required to use this feature. Please contact the account administrator on your team.
Things to know
The Create Proposal and Edit Proposal actions are no longer available in the Job Actions menu.
A job can have multiple contracts attached to it.
The Contracts table replaces what was previously known as the Proposal table.
Each Job and Project record includes a Contracts audit trail tab that tracks a full history of a contract's activity.
Editing an Estimate included in a sent or signed contract does not remove signatures or revert the contract status back to Draft. The contract remains in its current state with already collected signatures.
When you resend a contract to several recipients and an earlier signer still has fillable fields to complete, the later recipient does not receive their email right away. Those fields populate the final document, and the later recipient needs to sign the finished version, so ServiceTitan holds their email and sends it automatically once the earlier signer completes the fields and signs. If the earlier signer never completes them, the held email stays held.
Best practices
Use the Follow Ups dashboard daily to monitor all unsigned contracts in one view.
Review the Contracts section on the Customer Location record to see a full history of location-based agreements.
Check the Opportunity screen to compare multiple contract options sent for a single project.
Check the Project screen to compare multiple contracts sent for multiple jobs on a single project.
Use the Contracts audit tab on the Job or Project screen to investigate the history of a specific contract — who created it, when it was sent, and whether it has been signed.
Use cases
An office manager visits a Customer record to review all past and present service agreements for that specific location.
A project manager opens the Estimates & Contracts tab on a project to see all contracts across the jobs under that project.
Access Contracts from the Follow Ups tab
The Contracts screen in the Follow Ups tab provides a comprehensive view of all contracts across your account. This centralized list is the most efficient way to track pending agreements and manage your sales pipeline without navigating to individual jobs.
Go to the navigation bar and click Follow Up.
In the side menu, click Contracts.
On the Contracts screen that opens, view the list of agreements.
Use the filters to customize your results:
Contract Name
Status
Job
Customers
Locations
Business Unit
Purchase Price
Created On
Created By
Click Actions next to the contract to manage it.
Click Edit Contract to open the contract in a new tab and make edits.
Click Email Contract to send the contract to your recipient. This action appears only while the contract is in Draft status. It opens Step 2 of Contract Builder when Step 1 already has everything it needs, and opens Step 1 when required information is still missing.
Click Resend for Signature to request signatures again from recipients who have not signed yet. This action appears once the contract has been sent and replaces Email Contract. For more, see Resend a contract for signature below.
Click Email Signed Contract to email a copy of the fully signed contract. This action appears only after every required signature is collected, including countersigner when needed. For more, see Email a signed contract below.
Click Download Contract to get a PDF version of the contract.
Access Contracts from a Customer Location screen
Open the Location Record for the customer.
Note: You can open the customer location record using any method you prefer.
Search for the customer.
In the Customer screen, click the Locations tab.
Click the specific location you want to open for the customer.
On the Location screen, click the Contracts tab to view all agreements for that location.
In the Contracts section, view all the agreements for that specific location.
You can view and filter contracts by:Contract Name
Location
Scope of Work
Job
Customer
# of Estimates
Total Price
Created On
Created By
Business Unit
Status
To manage your contracts, click the Actions dropdown to perform the following actions:
Click Edit Contract to open the contract in a new tab and make edits.
Click Email Contract to send it to your recipient.
Click Resend for Signature to request signatures again from recipients who have not signed yet. This action appears once the contract has been sent.
Click Email Signed Contract to email a copy of the fully signed contract. This action appears only after every required signature is collected.
Click Download Contract to get a PDF version of the contract.
Click + Create Contract to create a new contract from the location screen.
A pop-up window opens.
In the Add to Job pop-up, select the job you want to associate with the contract, and click Submit.
This opens the Contracts screen on a new tab. For more, see Use Contract Builder.
Click Edit Columns to customize them.
This opens a side screen.In the Edit Contracts Columns screen, you can reorder, hide, show, lock or unlock the following columns:
Contract Name
Location
Scope of Work
Job
Customer
# of Estimates
Total Price
Created On
Created By
Business Unit
Status
When done, click Apply to save the changes.
Access Contracts from the Job screen
The Job record provides two ways to interact with contracts: the Contracts section, a table of contract records where you can create and manage agreements, and the Contracts audit tab, a chronological log of all contract activity on that job.
View and manage contract records
Search for the job you want and open it.
Note: You can open the job record using any method you prefer.
Scroll down to the Contracts section to view all the agreements for that specific job.
You can view and filter contracts by:Contract Name
Status
# of Estimates
Customer
Job
Business Unit
Scope of Work
Total Price
Created On
Created By
To manage your contracts, click the Actions dropdown to perform the following actions:
Click Edit Contract to open the contract in a new tab and make edits.
Click Email Contract to send it to your recipient.
Click Resend for Signature to request signatures again from recipients who have not signed yet. This action appears once the contract has been sent.
Click Email Signed Contract to email a copy of the fully signed contract. This action appears only after every required signature is collected.
Click Download Contract to get a PDF version of the contract.
Click + Create Contract to create a new contract from the job screen.
This opens the Contracts screen on a new tab. For more, see Use Contract Builder.
Review the Contracts audit log
The Contracts tab, located in the job and project page audit trail, shows a complete history of all contract activity on that job.
Note: The Contracts audit tab is only visible when the Contracts feature is enabled for your account.
Search for the job you want and open it.
In the audit trail, click Contracts to see the audit log.
Review the list of audit entries. The most recent events appear at the top; the oldest appear at the bottom. Each entry displays:
Date and time the event occurred
Full name of the user who performed the action
Contract Name: Click the contract name to open the contract in the Contract Builder webview
Note: If a user changed multiple contract fields in a single session, each changed field appears as a separate entry in the log.
The audit log tracks the following events for all contracts associated with the job:
Event | What is recorded |
|---|---|
Contract created | The user who created the contract and the template used |
Contract template package changed | The user who made the change, the previous package (or individual templates), and the new package (or individual templates) |
Contract edited | The specific field that changed, with the previous value and the new value (for example, Warranty Duration changed from 5 years to 10 years) |
Contract status moved | The beginning and ending status (for example, Pending E-Sign → Accepted) |
Contract sent via email | Who initiated the send, the recipient(s), and the contract link expiration date; delivery status is updated dynamically |
Contract link clicked | Who clicked the link and whether the link was active or expired |
Homeowner selection in Customer Portal | The homeowner who made a selection and the option or estimate they chose |
Executed contract email sent | The recipient(s) and the time the executed contract was distributed |
Signature started | The recipient and the signature method (In Person or Digitally) |
Signature completed | The recipient and the signature method (In Person or Digitally) |
E-sign failure (Customer Portal) | The recipient and, where available, the error reason |
Document generation failure (Customer Portal) | The contract name and, where available, the error reason |
Signed contract emailed | The date and time, the person who sent it, and every recipient who received the signed PDF |
Note: Estimate-specific audit events are not duplicated here. Those events remain in the existing Estimates audit log.
Note: The Contracts audit trail only captures contract-level actions and does not reflect changes made within associated estimates. While it logs when estimates are added to or removed from a contract, any updates made directly within an included estimate (such as material changes) are not tracked in the Contracts tab.
Access Contracts from the Opportunity screen
The Opportunity Follow-Up screen provides a way to interact with contracts through the Contracts section, a table of contract records.
Open a specific opportunity from the Follow Ups tab or from the Job record.
Note: You can open the opportunity record using any method you prefer.
On the Opportunity Follow-Up screen that opens, locate the Contracts section.
You can view and filter contracts by:Contract Name
Status
# of Estimates
Customer
Job
Business Unit
Scope of Work
Total Price
Created On
Created By
To manage your contracts, click the Actions dropdown to perform the following actions:
Click Edit Contract to open the contract in a new tab and make edits.
Click Email Contract to send it to your recipient.
Click Resend for Signature to request signatures again from recipients who have not signed yet. This action appears once the contract has been sent.
Click Email Signed Contract to email a copy of the fully signed contract. This action appears only after every required signature is collected.
Click Download Contract to get a PDF version of the contract.
Click + Create Contract to create a new contract from the Opportunity Follow-Up screen.
This opens the Contracts screen on a new tab. For more, see Use Contract Builder.
Access Contracts from the Project screen
When the Contracts is enabled, the Estimates tab on any Project screen is relabeled Estimates & Contracts. A dedicated Contracts table is added within this tab, listing all contracts associated with any job that belongs to that project.
View contracts on a project
Open the project you want to review.
In the side panel, click Estimates & Contracts.
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In the Contracts table, view all contracts associated with jobs under that specific project.
Note: If none of the jobs under the project have any associated contracts, the table displays an empty-state message and a button to create a new contract.
You can view and filter contracts by:
Contract name: The name of the contract
Status: The current status of the contract. When the status is Ready for Countersign, a Sign Now button appears. It may also indicate that multiple documents are ready to be signed.
Note: A contract can only be countersigned by the user designated for countersignature in the Contract Builder > Recipients section. While office users may see the status as Ready for Countersign, the Sign Now option is only available to the assigned countersigner.
# of estimates: The number of estimates linked to the contract (expandable to see all estimates, for more, see Expand estimates within a contract).
Customer: The customer associated with the contract
Job: The job the contract is attached to
Business Unit: Business unit of the job for the contract
Scope of Work: Typed scope of work from the contract
Total Price: Total price of the contract
Created On: The date the contract was created
Created By: The user who created the contract.
Note: A contract only appears in a project's Contracts table if it is linked to a job that belongs to that project. If a job is not assigned to any project, its contracts do not appear in any project's Contracts table. If a job is reassigned from one project to another, its contracts move automatically to the new project.
Manage contracts on the Project screen table
From the Contracts table, click the Actions dropdown next to any contract to perform the following:
Click Edit Contract to open the contract in Step 1 of Contract Builder, where you can update the name, estimates, template, or other details.
Click Email Contract to open the contract in Step 2 of Contract Builder, pre-loaded for sending.
Click Resend for Signature to open the Resend for Signature window, where you choose which recipients to request a signature from again. This action appears once the contract has been sent.
Click Email Signed Contract to open the Send Signed Contract window, where you choose who receives a copy of the signed PDF. This action appears only after every required signature is collected.
Click Download Contract to download a PDF of the contract, including any signatures collected to date.
Expand estimates within a contract
Each contract row in the table shows a count of linked estimates in the # of estimates column.
Click the Expand [icon] in the # of estimates column to expand the row.
The expanded view shows each estimate included in the contract:
Label: Label of the estimate, such as Good, Better or Best
Name: Name of the estimate
Summary: Summary of the estimate. Hover over the summary text to see a tooltip with the full summary
Total: Total of the estimate
Sold by: Name of the user who sold the estimate
Status: Status of the estimate
Click the Estimate Name to navigate directly to the Estimate Detail screen for that estimate.
Create a new contract from the project
In the Contracts table, click + Create Contract.
A Which job is this contract for? pop-up window appears.
In the Which job is this contract for? pop-up window, select the job you want to associate with the new contract.
Note: All jobs under the project are available, including jobs that already have a contract.
Click Submit to proceed.
This opens Step 1 of Contract Builder with the selected job pre-populated. For more, see Step 1: Enter Contract Information.
Sign a contract as a countersigner
If a contract is ready for countersignature and the logged-in user's email matches the email on file for the countersigner, a Sign Now button appears in that contract's row.
In the Contracts table, locate the contract row showing the Sign Now button.
Click Sign Now. DocuSign opens and the contract is loaded for you to countersign.
Note: A contract can only be countersigned by the user designated for countersignature in the Contract Builder > Recipients section. While office users may see the status as Ready for Countersign, the Sign Now option is only available to the assigned countersigner.
Resend a contract for signature
When a contract has been sent but not everyone has signed, you can request a signature again from only the recipients who still owe one. Signatures you already collected stay in place, and the contract keeps its current status.
Resend for Signature appears in the Actions menu while a contract is in Sent or Expired status. It does not appear on a Draft contract, on a fully accepted contract, or on a contract that has been dismissed or declined.
Resend without changing the email
Use this path when the original email was correct and you only need to prompt the recipient again.
Open the Contracts table from any of the locations listed in the Overview.
Click Actions next to the contract you want to resend.
Click Resend for Signature to open the Resend for Signature screen. A summary at the top shows the contract number, the contract name, the signature status, and the contract status.
Review the signer list. Each signer shows their name, their signer slot, their email address, and their signature status. A countersigner who has signed shows the date they signed, and one who has not shows the date the contract was last sent to them.
Select the checkbox next to each recipient you want to prompt again. Recipients who have already signed appear dimmed and cannot be selected.
Click Resend Now. ServiceTitan sends the email using the original subject line and body.
To close the window without sending, click Cancel or the close icon. To change the email before you send it, click Make Changes.
Resend after editing the email
Use this path when a recipient's email address was wrong, or when you want to change what the email says.
Click Actions next to the contract, then click Resend for Signature.
Select the recipients you want to prompt again.
Click Make Changes to open Step 2 of the Contract Builder.
Click Edit Contract to unlock the contract. The contract status returns to Draft.
Correct the Email or Full Name of any recipient who has not signed yet.
Select Sign In Person or Sign Via Email for each recipient.
Edit the email subject and summary as needed.
Click Send For Signature.
To go back to the previous screen without sending, click Back. To keep your changes and close Contract Builder without sending, click Save & Exit.
Caution: Unlocking a contract for editing returns it to Draft status. If you only need to prompt a recipient again and do not need to change anything, use Resend Now instead, which leaves the status and all collected signatures untouched. On an accepted contract, unlocking also removes Email Signed Contract from the Actions menu until the contract is signed again.
Note: Send For Signature stays unavailable until every required field is complete, and Preview Contract is unavailable while the contract is locked.
What happens to the contract status
The action you choose determines whether the status changes.
Resend Now does not change the status.
If nobody has signed, the contract stays in Sent or Pending E-Sign.
If some recipients have signed, it stays in Sent or Pending E-Sign and keeps those signatures. Once every required signature is collected, it moves to Accepted as it normally would.
Make Changes changes the status, but only once you click Edit Contract. Unlocking the contract returns it to Draft. Opening Step 2 and leaving without unlocking changes nothing.
Email a signed contract
Once a contract is fully signed, you can email a copy of the signed PDF to anyone who needs one. This does not change any signature and does not change the contract status.
Email Signed Contract appears in the Actions menu only while the contract is in Accepted status, with every required signature collected, including the countersignature when the template requires one. If three signatures are required, all three must be complete before the action appears. If an accepted contract is later edited and returns to Draft status, the action no longer appears.
Open the Contracts table from any of the locations listed in the Overview.
Click Actions next to the signed contract.
Click Email Signed Contract. The Send Signed Contract window opens.
Select the checkbox next to each recipient who should receive the signed PDF. Every signer is listed and every one is selectable, because all of them have signed. Select at least one recipient.
(Optional) Enter an address in the BCC field to send a blind carbon copy. Recipients cannot see a BCC address.
Enter a Subject.
(Optional) Enter a Summary. This becomes the body of the email, so you can explain why you are sending the signed copy.
Click Send Now to email the signed contract as a PDF.
To leave without sending, click Cancel. To close the window and return to the screen you came from, click Back.