What are the steps to download a default template for a Service Agreement in ServiceTitan?

Prev Next

Problem

You want to download the default template for a Service Agreement.

Solution

Follow these steps to easily download the default Service Agreement template in ServiceTitan.

Download Service Agreement Template

  1. Go to Settings A simple icon representing a settings gear. > Operations > Document Templates.

  2. Find the Service Agreement document template that you want to download.

  3. Click on the three dots .

  4. Select Preview PDF to view the template.

  5. To download, look for a download option in the PDF viewer and click the download icon to save the template to your device.