Overview
You can create custom reports based on your Service Agreements data.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers
Primarily benefits Commercial Service and Replacement business types
Applies to all trades
Service Agreements report template
You can create custom reports based on the Service Agreements report dataset. Example Service Agreements reports include:
Expiring agreements
Auto-renewing agreements
Service agreements created in the previous calendar month
Follow the steps to create a custom report based on the Service Agreements template and select the columns to include in your report.
The Service Agreements template has these columns selected by default:
ID: Unique ID for the service agreement
Status: Status of the service agreement: Draft, Sent, Rejected, Accepted, Activated
Location Names: Name of the location(s) on the service agreement
Name: Name of the service agreement
Customer Name: Name of the customer on the service agreement
Account Manager: Name of the account manager on the service agreement
Duration Length (Months): Duration of the service agreement in months
Auto-renew: Whether auto-renew is set to Enabled or Disabled for the service agreement
Start Date: Start date of the service agreement
End Date: End date of the service agreement
Total Agreement Price: Total price of the service agreement
You can customize the report by selecting additional columns from these sections:
Service Agreement: Details about the service agreement such as Created On date, Created By, Created By Method, Modified On date, Modified By, Business Unit, Summary, Service Agreement Template, and Status as of Date
Service Agreement Scheduling: Details about the scheduling for the service agreement such as Number of Visits, Remaining Visits, Completed Visits, and Visit Completion %
Service Agreement Pricing: Details about the pricing for the service agreement such as Labor Markup Percentage, Material Markup Percentage, Labor Surcharge, Material Surcharge, Total Travel Cost (Estimated), Total Labor Cost (Estimated), Total Material Cost (Estimated), Gross Margin % (Estimated), Gross Margin $ (Estimated), and Client-specific Pricing Rule
Service Agreement Billing: Details about the billing for the service agreement such as Billing Schedule, Payment Term, Payment Method, Revenue Recognition, Imported Deferred Amount, Imported Recognized Amount, Deferred Revenue, Recognized Revenue, Deferred Revenue Balance, Billed Amount, Remaining Billing Amount, and Billing Completion %
Service Agreement Profitability: Details about the profitability of the service agreement such as Labor Cost (Estimated), Labor Cost (Actual), Labor Cost Variance, % of Labor Budget Used, Labor Hours (Estimated), Labor Hours (Actual), Burden Cost (Actual), Performance Pay (Actual), Payroll Adjustments (Actual), Material Cost (Actual), Material Cost Variance, % of Material Budget Used, PO Costs (Actual), Equipment Costs (Actual), Total Cost (Estimated), Total Cost (Actual), Gross Margin $ (Actual), Gross Margin $ Variance, % of Gross Margin $ Budget Used, Gross Margin % (Actual), Gross Margin % Variance, % of Gross Margin % Budget Used, Gross Margin/Labor (Estimated), Gross Margin/Labor (Actual), Gross Margin/Labor Variance, and % of Gross Margin/Labor Budget Used
After you create the report, use the filters at the top to filter your data:
Business Unit: Search for or select the Business Unit from the list.
Status: Search for or select the service agreement status from the list.
Account Manager: Search for or enter the name of the Account Manager assigned to the service agreement.
Filter By: Select the method the report will be filtered by. Options include: Agreement Start/End Date, Agreement Start Date, Agreement End Date, or Agreement Status Change Date.
From - To: Use the calendar to select the from and to date used by the Filter By filter.
Deferred Revenue As of Date: Use the calendar to select a date. The report calculates deferred revenue for invoices on or before the selected date.
Deferred Revenue Invoice Status: Select the invoice statuses you want to report on. Options include: Pending, Posted, or Exported.
When finished setting filters, click Run Report. The report loads below the filters with the columns you selected displayed.
Click the ID to open the service agreement in a new tab.
Click the Customer Name to open the customer record.
You can customize the report to suit your needs. For more, see Run, filter, and export reports.
Service Agreement Visits report template
You can create a custom report based on the Service Agreements Visits report dataset.
Follow the steps to create a custom report based on the Service Agreements Visits template and select the columns to include in your report.
The Service Agreements Visits template has these columns selected by default:
Service Agreement ID: Unique ID for the service agreement
Service Agreement Name: Name of the service agreement
Service Agreement Status: Status of the service agreement, Draft, Sent, Rejected, Accepted, Activated
Customer Name: Name of the customer on the service agreement
Location Names: Name of the location(s) on the service agreement
Visit Name: The name of the visit
Visit ID: Unique ID for the visit
Visit Status: Status of the visit
Visit Window From: Date the visit window begins
Visit Window To: Date the visit window ends
You can customize the report by selecting additional columns from these sections:
Service Agreement: Details about the service agreement, such as Business Unit
Service Agreement Visit Invoice: Details about the invoice for the visit, such as Item Type, Item Code, Item Name, Item Qty, Item Unit Cost, Item Unit Price, Primary Vendor, Equipment Name, and Invoice Item ID
Other available columns: Details about the job the visit is scheduled under, such as Job ID, Job Number, Job Scheduled Date, Job Completed Date, and Job Tags
After you create the report, use the filters at the top to filter your data:
Business Unit: Search for or select the Business Unit from the list.
Service Agreement Status: Search for or select the service agreement status from the list. Options include: Draft, Sent, Rejected, Accepted, Activated.
Visit Status: Select the status of the visit. Options include: Unscheduled, Dismissed, Job: Scheduled, Job: In Progress, Job: Hold, Job: Completed, Job: Canceled.
Visit Window From - Visit Window To: Use the calendar to select the start and end date of the visit window.
When finished setting filters, click Run Report. The report loads below the filters with the columns you selected displayed.
Click the Service Agreement Name to open the service agreement in a new tab.
Click the Customer Name to open the customer record.
Click the Location Name to open the location record.
You can customize the report to suit your needs. For more, see Run, filter, and export reports.
Want to learn more?
Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements
See Schedule reports