This new feature lets you create tenant-defined custom fields on service agreements so you can capture, track, and report on agreement-specific data across your business.
What's new?
Before this feature, service agreements did not support custom fields. To capture data points beyond the standard service agreement attributes — such as contract type, region, or the number of units covered — teams relied on workarounds like the agreement summary field or notes. That data couldn't be filtered, sorted, or used in reports.
With Service Agreement custom fields, you can now create fields (Text, Dropdown, and Numeric types) directly in Settings. Those fields appear on both draft and active agreements, carry over when agreements are renewed or duplicated, and can be updated in bulk from the Follow Ups > Service Agreements screen. Custom field values are also available as columns for filtering and sorting the agreement list, as reportable key performance indicators (KPIs).
Resources
Before and After
Before (current)
A service agreement is created or edited, but no fields exist to record agreement-specific attributes like region, contract type, or number of covered units.
To capture this data, an administrator enters it in the agreement summary or a notes field.
There is no way to filter, sort, or group agreements by that data from the Follow Ups — Service Agreements screen.
When building a report, custom agreement attributes are not available as KPIs.
If many agreements need the same attribute updated, each agreement must be opened and updated individually.
Impact: Teams spend extra time on manual workarounds, and reporting on agreement-specific data requires exporting and processing data outside of ServiceTitan.
Try the current workflow in your account.
After
An administrator goes to Settings > Operations > Custom Fields and creates a new field under the Service Agreement entity (Text, Dropdown, or Numeric).
When a service agreement is created or edited — whether in draft or active status — the custom fields appear and can be filled in.
From Follow Ups > Service Agreements, you can add custom field columns to the list view, and filter or sort agreements by those field values.
To update a custom field value across many agreements at once, select the agreements and use Bulk Edit to apply the new value.
In the Reporting screen, add service agreement custom fields as KPIs to your reports. Values are also accessible via the ServiceTitan API V2.
Impact: Agreement-specific data is captured in structured fields, making it available for filtering, sorting, bulk editing, and reporting without manual workarounds.
Test the changes in the NEXT environment.
Who uses this feature
Commercial Service and Replacement
Administrators, Managers
Region availability: All regions
How it works for your industry
Commercial Service and Replacement
A commercial operations team creates a Site Classification dropdown field (values: Class A, Class B, Class C) to categorize agreements by property type. The agreement list is filtered by site classification when assigning technicians.
A manager uses the ServiceTitan API V2 to pull service agreement custom field values into an external business intelligence (BI) dashboard alongside billing data for account-level analysis.
After a service agreement is renewed, the custom field values from the original agreement carry over automatically to the new agreement, removing the need to re-enter data.
How to Prepare
Identify which agreement attributes your team currently tracks in summary fields, notes, or spreadsheets — those are candidates for custom fields.
Confirm who in your organization has the "Edit custom field type" permission, as that permission controls access to create and manage custom fields in Settings.
Plan your field types before creating them: use Dropdown for controlled lists (e.g., region or contract tier), Numeric for measurable values (e.g., number of units), and Text for free-form notes.
Align your reporting and operations teams on which custom fields will become KPIs in reports, and which will be used for filtering and bulk edits from the Follow Ups > Service Agreements screen.