--- title: "Create a service agreement step 5: Pricing" slug: "create-a-service-agreement-step-5-pricing" tags: ["Area - Service Agreements", "Focus - Service Replacement", "Role - Accountant", "Role - Admin", "Type - Commercial"] updated: 2026-10-16T03:20:33Z published: 2026-10-16T03:20:33Z canonical: "help.servicetitan.com/create-a-service-agreement-step-5-pricing" --- > ## 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. # Create a service agreement step 5: Pricing ## Overview In *Step 5: Pricing* you can set the price of the service agreement and optionally associate the client-specific pricing rule that should be applied for any unplanned or pull-through work. > [!NOTE] > **Note:** In the Service Agreement Pricing section, the **Cost Type** and the **Cost** fields are generated from the information you entered in [Step 4: Scope of Work](/residential-s-r/docs/create-a-service-agreement-step-4-scope-of-work). --- ### ****Who uses this feature**** - Administrators, accountants, project managers, and operations managers - Primarily benefits Commercial Service and Replacement business types, and Residential Service and Replacement business types - Applies to all trades #### **Feature configuration** - The *Create/Edit Service Agreements* permission is required to use this feature. Please contact the account administrator on your team. ## Create pricing for a service agreement 1. Click **Add** to add Service Agreement Pricing. ![Step 5 of pricing process showing service and client-specific pricing options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-5_-pricing---replaced-on-wed-apr-08-2026-image-4t5hsb2r.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A21Z&se=2026-11-09T12%3A29%3A21Z&sr=c&sp=r&sig=41LGoexMYlMMW%2BUa65jpXsEv7DjcXrxarG4I2tx7o%2FY%3D) 2. On the Service Agreement Pricing page that opens, you can define the *Total Agreement Price* directly or use *Markup & Surcharge.* - Manually set the *Total Agreement Price.* This allows you to set the price directly without defining *Markup Values* or *Surcharge*. 1. Enter the price in the *Total Agreement Price* field. 2. When finished, click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-5_-pricing---replaced-on-wed-apr-08-2026-image-p4z04wi0.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A21Z&se=2026-11-09T12%3A29%3A21Z&sr=c&sp=r&sig=41LGoexMYlMMW%2BUa65jpXsEv7DjcXrxarG4I2tx7o%2FY%3D) - Enable the toggle **Define Markup Value and Surcharge.** This allows you to automatically set the *Total Agreement Price* by defining the *Markup Value* for *Labor Cost* and *Material Cost*. 1. Define the *Labor Cost's* **Markup Value**. This value is multiplied by the labor cost and is used to calculate the total agreement price. 2. (Optional) Add a **Surcharge** for *Labor Cost*. This value is added to the labor cost and is used to calculate the total agreement price. 3. Define the *Material Cost's* **Markup Value**. This value is multiplied by the material cost amount and is used to calculate the total agreement price. 4. (Optional) Add a **Surcharge** for *Material Cost*. This value is added to the material cost amount and is used to calculate the total agreement price. 5. Review the *Total Agreement Price* and estimated *Gross Margin* values to ensure that they will meet your organization's margin targets for service agreements, and click **Save**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-5_-pricing---replaced-on-wed-apr-08-2026-image-coyu816a.jpg?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A21Z&se=2026-11-09T12%3A29%3A21Z&sr=c&sp=r&sig=41LGoexMYlMMW%2BUa65jpXsEv7DjcXrxarG4I2tx7o%2FY%3D) > [!NOTE] > **Note:** The two ways of setting the price work independently. Enabling or disabling the toggle Define Markup Value and Surcharge returns the values to their respective states. ## Choose Client-Specific pricing rules for a service agreement Optionally, you can add a Client-Specific Pricing rule. The selected rule will be used to calculate the prices of any unplanned or pull-through work while the agreement is active. 1. In the *Client-Specific Pricing* section, click **Choose Rule**. ![Step 5 of pricing shows service agreement and client-specific pricing options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-5_-pricing---replaced-on-wed-apr-08-2026-image-qi47k6u3.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A21Z&se=2026-11-09T12%3A29%3A21Z&sr=c&sp=r&sig=41LGoexMYlMMW%2BUa65jpXsEv7DjcXrxarG4I2tx7o%2FY%3D) 2. From the *Choose a Client-Specific Pricing Rule* screen that opens, select a rule and click **Save Rule**. > [!NOTE] > **Note:** For more information on Client-Specific Pricing Rules, see [Set up unique prices with client-specific pricing](/v1/docs/client-specific-pricing-overview), [Assign labor types and client-specific pricing rate](/v1/docs/assign-labor-types-and-client-specific-pricing-rate), and [Apply client-specific pricing rate sheets on an invoice or estimate](/v1/docs/apply-rate-sheets-on-an-invoice-or-estimate). ![Select a client-specific pricing rule for Beverly Hills and Hollywood Hills options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-5_-pricing---replaced-on-wed-apr-08-2026-image-mbf74s0l.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A21Z&se=2026-11-09T12%3A29%3A21Z&sr=c&sp=r&sig=41LGoexMYlMMW%2BUa65jpXsEv7DjcXrxarG4I2tx7o%2FY%3D) > [!NOTE] > **Note:** To view the details of the Client-Specific Pricing Rule, click **View Details**. To edit Step 5: Pricing information, click **Edit** and make the updates. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/create-a-service-agreement-step-5_-pricing---replaced-on-wed-apr-08-2026-image-o05mjimo.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A29%3A21Z&se=2026-11-09T12%3A29%3A21Z&sr=c&sp=r&sig=41LGoexMYlMMW%2BUa65jpXsEv7DjcXrxarG4I2tx7o%2FY%3D) 3. When finished, click **Continue to Next Step** to go to [Step 6: Billing Schedule and Payment Terms](/residential-s-r/docs/create-a-service-agreement-step-6-billing-schedule-payment). ## Want to learn more? - Visit ServiceTitan Academy and enroll in [Creating & Managing Service Agreements](https://servicetitan.docebosaas.com/learn/courses/242/creating-managing-service-agreements) - See [Create a service agreement step 4: Scope of work](/residential-s-r/docs/create-a-service-agreement-step-4-scope-of-work) - See [Client specific pricing: overview and setup](/v1/docs/client-specific-pricing-overview)