Overview
Use the Document Template Manager to control how your service agreement documents look when you email, print, or export them. The templates are built from drag-and-drop components that pull live data from your ServiceTitan account. This article describes the components available specifically for the Service Agreement template.
Who uses this feature
Administrators and accountants
Applies to all business types
Applies to all trades
Feature configuration
Account configuration is required to use this feature. Please contact Technical Support for details.
Template types and components overview
Template types define which kind of document you're building—for example, an invoice or estimate. Components are the individual building blocks you place on that template.
Template types
Template types define the overall layout for different documents in ServiceTitan—Invoice, Estimate, Service Agreement, Proposal and so on. Each template type controls what kind of information is available and when that document is used with your customers.
Components
Components are the building blocks you drag onto a template—such as headers, totals, or signatures. Each component has its own settings where you decide what type of information it shows and how it appears on the final document.
Service Agreement template components
Create a service agreement template then drag any of these components onto your Service Agreement design and rearrange them as needed. Use this list as a reference when deciding which components to include on your Service Agreement template.
Columns: Lets you organize other components into one or more side-by-side columns and control their background, padding, and borders.
Agreement summary: Shows the summary of the service agreement.
Page break: Starts following content on a new page when printed or exported.
Divider: Adds a horizontal line to visually separate sections of the invoice.
Heading: Adds a section title or label with larger, styled text to clearly break up sections.
Text: Adds a free-form text box where you can type and format your own content.
Image: Shows an uploaded image—such as a badge, photo, or icon—and can optionally act as a hyperlink when clicked.
Authorization: Shows who is offering the agreement and who it is approved for—company and customer names.
Auto-renewal: Displays language indicating whether the agreement auto-renews or concludes after the end date.
Company information: Shows company contact details from the Company Profile—name, address, phone.
Customer information: Shows the customer name and address from the service agreement in a table format, consolidated from duplicate entries.
Equipment information: Lists covered equipment, including name, quantity, type, manufacturer, model, capacity, serial number, install date, tags, and status.
Logo: Displays the logo associated with the service agreement; control maximum height, width, and alignment.
Scope of work—materials: Lists materials included in the scope of work, including visit name, code, item name, description, quantity per equipment, and price per equipment, as well as the total price.
Scope of work—services: Lists services included in the scope of work, including visit name, code, service name, description, quantities, hours, and related equipment.
Service agreement information: Shows key details such as agreement name, summary, and agreement date.
Note: You can add a separator line after the agreement name.
Service frequency: Shows how often services will be performed, including visit name, recurrence type, visit window, sold hours (per visit), task summary, and associated service or equipment details.
Service locations: Lists all service locations covered by the agreement.
Note: You can include a title and add a separator line above the locations.
Serving business unit: Shows the serving business unit information for the agreement—business unit name, address, phone, and email. Use the Title option to customize the heading.
