This new feature adds conditional logic and calculated field capabilities to custom created templates and uploaded bring-your-own-document (BYOD) PDF templates, so administrators can create dynamic contracts that automatically adapt their content based on job data, geography, compliance requirements, and form responses.
What's new?
Until now, administrators who needed contract terms to vary by job type, state, or compliance requirement had to maintain multiple static templates or manually edit content before sending, leading to template sprawl, manual errors, and inconsistent documents.
With conditional logic, administrators can now add conditional components to both custom-created contract templates and uploaded bring-your-own-document (BYOD) PDF templates. Each component maps to ServiceTitan data points such as state, municipality, contract value, job type, estimate data, or form field responses. Administrators define rules using AND/OR conditions and select a behavior: show or hide a section, or switch between named content versions. For example, a roofing contractor can create one template that automatically includes California lien clauses for California jobs and Oregon clauses for Oregon jobs, or a residential contractor can display retail terms for standard jobs and insurance terms for insurance jobs, all from the same template. At contract generation, ServiceTitan evaluates the conditions and renders the correct content into a single document. Template packages can combine multiple templates and BYOD PDFs into one contract, with package-level conditional logic to control which documents are included.
Note: This feature is currently in Private Preview and has limited availability.
Before and After
Before (Current)
An administrator identifies that contract terms need to vary by state, job type, or compliance requirement.
The administrator creates separate static templates for each variation (e.g., one for California, one for Oregon, one for insurance jobs, one for retail jobs).
When generating a contract, the office staff or sales professional selects the correct template manually.
If the wrong template is selected or a section is missed, the contract must be corrected and resent.
Impact: Multiple static templates require ongoing maintenance, and manual selection leads to errors, inconsistencies, and wasted time.
After
An administrator opens a contract template, either a custom-created template or an uploaded PDF (BYOD) template, and inserts a conditional component.
The administrator maps the component to ServiceTitan data (for example, state, job type, or contract value) and defines conditions.
The administrator creates named content versions (for example, "California clauses" and "Oregon clauses") and saves the template.
When a contract is generated, ServiceTitan evaluates the conditions and renders the correct content automatically into a single document.
Impact: One template handles multiple variations. Contracts are accurate and consistent without manual selection or editing.
Who uses this feature
All business types
Administrators (build and configure conditional contract templates)
Region availability: All regions
How it works for your industry
Residential Service and Replacement
An HVAC company operates across multiple states. The administrator builds one contract template with conditional sections that automatically include the correct lien notice and cancellation clause based on the job's state. No manual edits are needed at contract generation.
A plumbing company offers both retail and insurance-funded jobs. The administrator creates a conditional template that shows retail payment terms for standard jobs and insurance assignment of benefits (AOB) language for insurance jobs, based on the job type.
A residential service company uses form fields to capture whether the homeowner opted into a maintenance membership at the time of sale. The administrator adds a conditional section that includes membership terms only when the form field value is "Yes."
Commercial Service and Replacement
A commercial HVAC company uses different warranty terms depending on contract value. The administrator creates a conditional template that includes extended warranty language for contracts above a dollar threshold and standard warranty language below it.
A commercial plumbing contractor includes municipality-specific permit disclosures in contracts. The conditional template maps the municipality field to the correct disclosure, so the right language appears automatically.
A facility maintenance company sends contracts that vary by service scope. The administrator sets conditions based on job type to show preventive maintenance (PM) terms or emergency service terms in the same template.
Residential Construction
A general contractor builds one contract template that includes a California Notice of Right to Cancel for California jobs and omits it for jobs in other states, using the state field as the condition.
A remodeling company offers financing and cash payment options. The administrator creates a conditional template with two payment term versions that display based on a form field capturing the payment method.
A residential builder needs different insurance requirements depending on the project size. The conditional template switches between standard and enhanced insurance clauses based on the contract value.
Commercial Construction
A commercial general contractor manages subcontractor agreements that vary by trade scope. The administrator builds one template with conditional sections for mechanical, electrical, and plumbing scopes that appear based on the job type.
A construction firm operating in multiple states uses conditional logic to include state-specific mechanic's lien notices in every subcontract. The correct clause renders automatically at generation.
A commercial developer assembles a template package with conditional document inclusion. A safety compliance addendum is included only for jobs above a certain value, reducing unnecessary pages for smaller projects.
How to prepare
Have an administrator reach out to Support or your Customer Success Manager (CSM) to confirm that Contracts and any prerequisite configurations are enabled for your account.
Review your existing contract templates and identify which ones have multiple static versions that differ by state, job type, or compliance requirement. These are candidates for consolidation into a single conditional template.
Open a contract template, either a custom-created template or an uploaded PDF (BYOD) template, and begin adding conditional components. Map each component to the relevant ServiceTitan data point (state, job type, contract value, or form field) and define the conditions and content versions.
Test the conditional template by generating sample contracts with different job data to confirm the correct sections appear. Use the Preview function to verify before sending.
Bookmark any knowledge base articles or Academy videos for team training.