Overview
Use the pre-built service agreement document template or create a new one with no components or design elements built in.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers.
Primarily for Commercial Service and Replacement.
Feature configuration
Account configuration is required to use this feature. Please contact your success manager for details.
Things to know
When a document template is saved and published, you can rename the template but you can't change the template type.
Pre-designed templates can't be edited. Instead, you can duplicate the pre-designed template and edit the duplicated version.
Certain template types require specific components to be included in the template design. A warning message displays if your template does not include the required component.
Step 1: Set up the template type for agreements
Go to the top toolbar and click Settings
.In the side panel, click Operations > Document Templates.
Find the Service Agreement - ST Default or Service Agreement - ST Default (E-sign) template and click More
.Click Make a Copy to duplicate the template.
For the Template name, enter a unique, brief, and descriptive name.
Note: The template's name is important as you will use it to reference the template in future flows, such as Service Agreements.
Select Service Agreements from the Template type dropdown.
Note: The template type determines what components are available for placement in your document template. For example, a template type of Service Agreements displays agreement-related components, such as Service Agreements Type, billing address, and visits information.
When you're finished, click Duplicate. A new screen opens.
Step 2: Set up the Service Agreement document template details
In the Template Details section, define how you want your document to look when printed:
PDF Header: Select an available header template if needed. It appears as a header on all pages of the documents generated using this template. For more, see Template headers and footers.
PDF Footer: Select an available footer template if needed. It appears as a footer on all pages of the document generated using this template. For more, see Template headers and footers.
Note: Make sure to select a dedicated header or footer template. Always use separate, purpose-built templates for headers and footers to ensure successful document rendering—do not select the main document template as your header or footer. That can cause the Document Template Engine (DTE) to enter an endless loop and fail to generate the document.
Paper size: Select the template's paper size.
Page margin: Set the page margins for your document template. Margins are in millimeters (mm).
Orientation: Select the page orientation for your document template.
Step 3: Set up the Service Agreement document template design
The Template Design section contains design elements that let you customize the look of your document. Apply branding guidelines and maintain a consistent look and feel across all your documents.
Edit components on your template
You can customize and design the service agreement document template to align with your business needs. Select the following components from the Content tab on the right panel.
In the side menu, click Content. A list of available components opens.
Drag and drop the component you want to add to the template area.
Note: You must drag and drop the component to a content block, indicated by a blue box, on the template.
Since each document template type has its specific components, the following components are already added to the Service Agreement Template that you created a copy of:
Note: These components are already added to the template but you can remove and customize them to your business needs.
Image: Upload your company logo directly from the Content list. Click Upload Image and select the image that you want to add from your desktop.
About Us: You can edit this content and add the details and story about your company that you want to share with your customers.
The Agreement Name: Edit the Box and add the name of the agreement.
Customer information: This field automatically pulls the customer information once you create a customer agreement and send it to the customer. The customer details include customer name, address, phone and email.
Company Information: This adds your company's information. The details include the company name, address, and email address based on the information you provided in Settings
> Your Account > Company Profile. You can edit the font style, font size, and text color from the Content list.Service Location: Shows the service location of the customer where the visits for the service agreement will recur. This is the customer location that is selected in Step 2: Locations and Contacts step of the service agreement creation process.
Scope of Work Services: Shows the service names, descriptions, equipment, and labor hours for each visit provided by the service agreement.
Note: You can hide the columns provided in the component by clicking on the Hide button.
Service Frequency: The table will show the list of visit details provided in the service agreement. The visit details include Visit Name, Recurrence Type, Visit Window, Visit Price, Sold Hours (per visit), and Task Summary. The details are pulled from the information added in the Step 4 - Scope of Work step of the service agreement creation process.
Note: You can hide the columns provided in the component by clicking on the Hide button.
Equipment Information: List of the equipment details that are added to the agreement. The details include Equipment Name, Quantity, Type, Installed On, Capacity, Serial Number, Model, Tags, and Status of the equipment.
Agreement Period: This box includes the term of the agreement, including the start date, and the end date of the agreement. You can edit the text and change the wording of the term based on your business needs.
Pricing: The total price of the agreement and the billing payment terms is included here and is automatically updated based on each customer service agreement.
Authorization: This section of the agreement includes details and the section where the customer needs to sign for the agreement. The details include the company's name, customers name, signature box, E-sign, and the date of when the agreement is signed.
Terms and conditions: You can edit and add the terms and conditions of the agreement based on your business needs.
Customize components
Certain components let you customize their appearance and the content displayed on your template. For example, the Service Equipment table displays a list of equipment details such as quantity, manufacturer, serial number etc. Customize this component to display or hide certain content, such as the serial number or tags.
To customize a component:
Click Hide
to hide specific content. 
Click Edit
to edit the column label: Modify the Field Label to display the text of your choice.
Customize Label and Value styles including the text style, font appearance, and color.
Note: The component description is created and edited by ServiceTitan.
Use merge tags
Use merge tags to directly control how agreement details are displayed in the document. If you do not want a pre-built component and want to customize and create your own component for the agreement document, you can add a text component and add merge tags to create a customized component based on your business needs.
Adding merge tags to a text automatically populates and includes details specific to each customer. The document template for service agreements offers the following list of merge tags to add to your texts:
Agreement ID: Unique identifier of each customer service agreement. This ID is automatically generated by ServiceTitan every time an agreement is created.
Agreement Name: Shows the agreement name that was added during the first step of the agreement creation process. For more, see Step 1: Summary and design.
Agreement Summary: The agreement summary that was added during the first step of the agreement creation process. For more, see Step 1: Summary and design.
Auto-renew: This shows if the service agreement has auto-renewal enabled. The auto-renewal option is configured in the Step 4: Scope of work of the Service Agreement creation process.
Billing Schedule: Displays the billing schedule set on the service agreement. This is defined in the Step 6: Billing schedule and payment terms step of the service agreement creation process.
Business Unit Name: Shows the Business unit name selected in the first step of the service agreement creation process. For more details, see Step 1: Summary and design.
Company Name: Shows your company name. This is pulled from Settings > Your Account > Company Profile > Company Name. For more, see Manage your company profile.
Customer PO#: Displays the Customer PO# filled out in Step 6: Billing Schedule & Payment Terms. As this is an optional field, they can be empty if the PO# is not set on the agreement.
End Date: Show the end date of the agreement based on the agreement duration set in Step 1: Summary and design.
Prepared On Date: Shows the date when the agreement draft was created.
Start Date: Show the start date of the agreement based on the agreement duration set in Step 4: Scope of work.
Total Agreement Price: This shows the total dollar amount of the agreement based on the agreement price set in Step 5: Pricing.
Sold By: Shows the salesperson's name.
