This is an improvement to the existing contract workflow that replaces Proposal Builder. This feature is currently in Limited Release, and not yet available to all. If you're interested in joining the Limited Release, please fill out this form.
What's changing?
Contract Builder replaces Proposal Builder with a new two-step contract flow, allowing you to select multiple contract templates, combine estimates and assign multiple recipients with different signature methods. You'll also have more control over the initial contract value when multiple estimate options are included in your leave-behind. Signature status tracking and countersignature prompts are built in. From the office, contracts now offer an improved visual experience, and on mobile, users can select colors for estimate materials within a contract. Customers can also select these material colors in the customer portal when they choose an estimate and sign their contract.
Resources
Before and After
Before (Current) Mobile
Go to a job on mobile and select Create Proposal.
Follow 4 step proposal flow:
Fill out Proposal's general information and select document design.
Build out your estimate from a spec based estimate template.
Create Proposal selecting details such as color, style and payment terms for the proposal.
Finally, review your proposal, select the recipient and sales representative, choose how the proposal will be signed: in person or via email and send it.
When finished, track status of the proposal on mobile, completed job history or follow up tab.
Impact: Limited flexibility with no support for multiple templates, multiple recipients, or in-app signature status tracking. Limited visibility into Contracts on the office side.
After Mobile
Select Create Contract from a job, estimate, or opportunity on mobile.
Follow 2 step contract flow:
Step 1: Select your contract template(s), contract details, estimate options and attachments.
Mark estimates as recommended or sold (Optional)
Include multiple contract templates
Select color for estimate materials (Optional)
Step 2: Select your recipients, signature methods and email details.
When finished, Send the contract and track status within ServiceTitan on Office and Mobile, including the ability to countersign after all other signers have signed.
Impact: Improves control over contracts, supports more complex signature workflows, quicker countersigning.
Before (Current) Office
To create a proposal:
Go to the job and click Job Actions > Create a Proposal
To create a proposal template:
Go to Settings > Operations > Document Management.
Create a template from scratch or duplicate existing one and adjust as needed.
After Office
To create a proposal:
Go to Follow Up > Contracts.
Go to Opportunity > Contracts.
Open Job screen > Contracts section.
Open Customer location screen > Contracts section
To create a proposal template:
Go to Settings > Operations > Document Management
Create a template with enhancement functionalities or upload an existing PDF version of the contract template.
Who uses this feature
Residential Service and Replacement
Administrators, Technicians
Region availability: All regions
How it works for your industry
Residential Service and Replacement
A sales rep builds a contract using two different estimate templates and sends it to a couple—one signs on a tablet, the other by email.
A roofing job includes attachments like inspection photos. These are added to the contract package.
A rep tracks when a homeowner has signed, then signs as the company rep to complete the process.
How to Prepare?
If you're not part of the Limited Release and are interested in participating, please fill out this form.
If you're part of the Limited Release:
Confirm contract settings under Invoicing > Email and Communications > Customer Portal.
Identify teams that send proposals and align them on new steps.
Train sales staff to use the two-step Contract Builder flow.
Confirm role permissions to view, edit, and send contracts.