---
title: "Streamline tracking and documentation with Service Agreement enhancements"
slug: "streamline-tracking-and-documentation-with-service-agreement-enhancements"
tags: ["Area - Release Notes", "Role - All users", "Type - Commercial", "Type - Residential", "Focus - Construction", "Focus - Service Replacement"]
updated: 2026-04-30T21:21:59Z
published: 2026-04-30T21:21:59Z
canonical: "help.servicetitan.com/streamline-tracking-and-documentation-with-service-agreement-enhancements"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Streamline tracking and documentation with Service Agreement enhancements

These improvements to the *Service Agreements* feature lets you add tags while creating draft agreements and include the salesperson's name in your agreement document templates.

![Summary and design section for HVAC Commercial Maintenance Agreement with tags selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/image11.jpg?sv=2026-02-06&spr=https&st=2026-11-10T23%3A39%3A50Z&se=2026-11-11T00%3A39%3A50Z&sr=c&sp=r&sig=C3HS1Lsav5M%2FK0rAVjoyGAvcrA6zWMfwyPfx75eGeF0%3D)

### What's changing?

We updated Service Agreements (SA) to help you complete work faster and with fewer errors. Changes include:

- **Add Tags to SA Proposal Builder:** You can now assign and manage Tags while creating or editing draft Service Agreements. This improves internal organization, enables filtering, and streamlines workflows before activation.
- **Add Sold By Name to SA Documents:** You can include the salesperson's name in Service Agreement document templates by using the *Sold By* merge tag. This enhances document clarity, ownership visibility, and customer personalization.

### Resources

- [Create a service agreement step 1: Summary and design](/v1/docs/create-a-service-agreement-step-1-summary-and-design)
- [Create document template for Service Agreements with Template Manager](/v1/docs/create-document-template-for-service-agreements-with-dte)

### Who uses this feature

- Commercial Service & Replacement
- Administrators
- Region availability: All regions.

### How to Prepare?

1. Confirm which tags your team uses for service agreements.
2. Identify naming rules for tags like "Needs Review" or renewal flags.
3. Train office staff on adding tags during draft creation.
4. Align document templates to include the Sold By field where needed.
5. Review permissions to confirm the right roles can manage tags and templates.