Add and Update Service Agreement Details

Overview

Use the Details tab to enter or update the details on the service agreement.

Service Agreement Details actions

The template that was used to set up the agreement is displayed under Agreement Template.

To add the Account Manager for the agreement, click the under Account Manager to select from your active Employee users.

To add tags to the agreement, click the under Tags.

Click Add Client-Specific Pricing to add a client-specific pricing rule. The Choose a Client-Specific Pricing Rule screen opens. Select one or more rules that apply to the agreement, then click Save Change.

If a client-specific pricing rule has already been added, click the Delete icon to remove it or the Edit icon to edit.

Under Summary, use the text box to enter a short description of the agreement. This is used internally for your team to store notes and information about the agreement.

Click Add Not-to-Exceed-Limit to add the amount that the customer wants to approve if services go over. This text is automatically added to the job summary notes for every visit performed for this agreement. These notes are available to both office and mobile team members.

Under Service Level Agreement, use the text box to add details about the agreement. This text is automatically added to the job summary notes for every visit performed for this agreement. These notes are available to both office and mobile team members.

Click View Agreement (PDF) to download the service agreement.

Want to learn more?

• Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements

• See Client specific pricing: overview and setup