Overview
Once a Service Agreement template is activated, you can use it to create Service Agreements.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers.
Primarily benefits Commercial Service and Replacement business types
Applies to all trades
Things to know
The Activate and Deactivate buttons display the number of Service Agreements you are activating or deactivating.
Activate a service agreement template
Go to the navigation bar and click Settings
.In the side panel, click Operations > Service Agreement Templates.
Click the Filter
in the Status column.Deselect Active and select Inactive.
When finished, click Filter.
Select the service agreement template you want to activate, then click Activate.
Deactivate a service agreement template
If you deactivate a service agreement template, you can no longer use it for creating new service agreements.
To deactivate a service agreement template:
Go to the navigation bar and click Settings
.In the side panel, click Operations > Service Agreement Templates.
Select a service agreement template to deactivate, and then click Deactivate.
Note: Deactivating a service agreement template does NOT impact agreements created in the past. Deactivated templates cannot be used to create new agreements.
Want to learn more?
Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements