Core Product

Service Agreements

Use service agreements to maximize your profits and efficiency on every agreement. Create and manage your service agreements with a complete workflow, from proposal through execution.

New to Service Agreements? Start here Jump to key workflows

Product overview

See Service Agreements in Action

The Service Agreements Dashboard gives you a quick overview of who and which locations are covered, how many visits are left, and where you're at with billing — with a detailed breakdown of budget vs. actuals.

Setup

To get started with service agreements, account configuration is required. Set up your agreement templates, visit templates, and document templates to save time and create agreements for your customers.

Setup checklist

Enable Service Agreements

Please reach out to your Customer Success Manager (CSM) or contact Technical Support to enable Service Agreements in your ServiceTitan account.

Create Service Agreement Templates

Set up templates to save time and create agreements for your customers. Also activate or deactivate templates as needed.

Create Visit Templates

Create visit templates to save time and apply them during the Scope of Work step. Settings configured here are applied to all agreements created from the template.

Create Document Templates

Create a clear and customized document template specifically for your service agreements. Add e-sign, import/export templates, and manage document template components.

Configuration required

Account configuration is required to get started. Contact your Customer Success Manager (CSM) or Technical Support for details.

After setup is complete

Manage visits, invoices, track profitability, and handle material procurement — all from the Service Agreements Dashboard.

Set Up Templates

Start using service agreements by setting up templates.

Create Service Agreement Templates

Create templates that you can use later when creating service agreements for your customers.

Add or edit a service agreement template

Activate or deactivate a service agreement template

Set up deferred revenue for service agreements

Create custom fields for service agreements

Create Visit Templates

Create visit templates to apply them during the Scope of Work step when creating service agreements. The settings configured here are applied to all service agreements created from the template.

Create or edit visit templates for service agreements

Activate or deactivate a visit template for service agreements

Add visit templates to service agreements

Create Document Templates

Use this feature to create clear and customized document templates from the ground up, specifically for your service agreements.

Create document templates for service agreements with Template Manager

Understand document template components in service agreements

Add E-Sign links to service agreements

Import and Export document templates with Template Manager

Manage document template components in Template Manager

Key workflows

Core workflows for creating, managing, and reporting on Service Agreements.

Create Service Agreements Manage Service Agreements Manage Service Agreements Visits Follow-Up on Service Agreements Run Reports on Service Agreements

FAQ

Frequently Asked Questions

Take a look at the top FAQs regarding Service Agreements.

How can I enable the Service Agreements features for my account?

This feature requires account configuration. Please contact Technical Support for details.

How do I create a new proposal?

From the Customer or Location screen, select Create Agreement to enter the proposal creation workflow.

What are Visits and how are they different from Jobs and Appointments?

Visits are best thought of as placeholders for future Jobs and are used to plan the schedule of service for an agreement.

Visits are booked into Jobs, which can then be broken out into Appointments, if necessary. Once a Visit has been booked into a Job, all of ServiceTitan's existing job functionality becomes available: Job Summary, Preferred Technician, scheduling information, Job Invoice, and more.

Where are the Actual Costs for each Visit defined?

Labor (Actual Cost): the sum of the LaborPayItems amounts from the job associated with the Visit.

Burden (Actual Cost): the sum of the LaborBurdenItem amounts from the job associated with the Visit.

Materials (Actual Cost): the sum of the cost of the materials items added to the job invoice associated with the Visit.

What is the difference between memberships and service agreements?

Both memberships and service agreements are designed to provide businesses with a steady flow of income in addition to getting technicians back onsite to identify upsell and replacement opportunities. For more details, see Understand differences between memberships and service agreements.

Documentation Index

Service Agreements Home

Service Agreements

Setup

Set Up Templates

Create Service Agreement Templates

Create Visit Templates

Create Document Templates

Key workflows

Create Service Agreements

Manage Service Agreements

Manage Service Agreements Visits

Follow-Up on Service Agreements

Run Reports on Service Agreements

FAQ

Related workflows