--- title: "Use Contract Builder in ServiceTitan Mobile" slug: "use-contract-builder-in-servicetitan-mobile" updated: 2026-10-20T09:20:48Z published: 2026-10-20T09:20:48Z canonical: "help.servicetitan.com/use-contract-builder-in-servicetitan-mobile" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Use Contract Builder in ServiceTitan Mobile ## Overview Use contracts to present multiple Estimate options in one professional document. Contracts help you sell work, collect deposits, and clearly define scope and payment terms for your team and customers. --- ### #### Who uses this feature - Administrators, managers, technicians, and sales managers - Primarily benefits Residential Service and Replacement business types - Applies to Roofing trade #### Feature configuration - This feature is currently in Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, join the waitlist [here](https://docs.google.com/forms/d/e/1FAIpQLScGbQLsGL19mXsF2L7R9XaWjcVAI7_0gGcrY7XSZ-NtR7UG6w/viewform). - [Office setup](/v1/docs/set-up-contract-builder), and [spec-based estimate templates](/roofing/docs/set-up-spec-based-estimate-templates) are required to use this feature. Please contact your office for details. - The *View/Edit Proposals* permission is required to use this feature. Please contact the account administrator on your team. ## Things to know - Editing an estimate included in a sent or signed contract does not remove signatures or revert the contract status back to Draft. The contract remains in its current state with already collected signatures. - Before getting started, your office needs to set up the following: - [Estimate Contract Template](/roofing/docs/add-and-edit-proposal-types-for-estimates) - [Spec-Based Estimate Template](/roofing/docs/set-up-spec-based-estimate-templates) - [Document Template](/v1/docs/set-up-contract-builder#setup-document-template) - [Style and Color options](/v1/docs/set-up-contract-builder#setup-style-and-color-selection) - [Custom Field](/v1/docs/set-up-contract-builder#create-custom-fields) - [Document Email Template](/v1/docs/set-up-contract-builder#setup-document-email-template) ## Use cases - As a roofing contractor, you need a structured workflow for contract creation and presentation. Use Contract Builder for a seamless customer journey, from estimate selection to contract signing. - Different types of jobs often need different combinations of contract documents. For example, insurance jobs need different paperwork than retail jobs, and jobs in different states may require different compliance documents. Instead of picking the right templates one at a time, select a template package to automatically include the correct documents based on the job data. ## Create Contracts in ServiceTitan Mobile When you're on a Job, you can create a contract from scratch or start from a pre-built template. This helps you present multiple estimates, sell the work, collect payment, and complete the job. To create a contract: 1. From the dashboard, tap **View Current Job**. 2. Tap **Contract**, and then **Create Contract**. A new page opens. > [!NOTE] > **Note:** You can create more than one contract on a single job. 1. [Step 1: Enter Contract Information](/v1/docs/use-contract-builder-in-servicetitan-mobile#step-1-enter-contract-information) 2. [Step 2: Contract Recipients](/v1/docs/use-contract-builder-in-servicetitan-mobile#step-2-enter-contract-recipients) ## Step 1: Enter Contract Information This step includes sections for general information, templates and estimates, style and color, attachments, and payment terms. 1. In the *General Information* section, enter the following details: 1. Add the **Contract Name**. 2. Select the **Business Unit**. > [!NOTE] > **Note:** The Business Unit is pre-populated from the job that the contract is attached to. 3. (Optional) Enter the **Scope of Work**. ![Form for entering contract information, including contract name and business unit details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-contract-builder-in-servicetitan-mobile-image-igcg3lrx.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A00Z&se=2026-11-01T20%3A51%3A00Z&sr=c&sp=r&sig=uwTG6K60B9%2F92nkUjT6%2FurgUKBTpSWIlo3ZdOWxxON0%3D) > [!NOTE] > **Note:** The Scope of Work captures details for your internal team. It appears on the contract record in the office for office employees and is also visible to the homeowner when they access, view, or sign the contract through the Customer Portal. ![User selects roofing estimates for proposal, highlighting options and prices for comparison.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-contract-builder-in-servicetitan-mobile-image-tos0xvd9.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A00Z&se=2026-11-01T20%3A51%3A00Z&sr=c&sp=r&sig=uwTG6K60B9%2F92nkUjT6%2FurgUKBTpSWIlo3ZdOWxxON0%3D) 2. In the *Template(s)* section, select the templates you want to create the contract with. Tap **View** next to each to see them. 3. In the *Estimates* section, select the ones you want to include in your contract. > [!NOTE] > **Note:** From this screen, you can edit the estimate's Name and Summary by tapping **Edit**. 1. Tap **View** to see the details of an estimate. 2. Tap **Sell** to sell the estimate on the contract, if the homeowner has decided which estimate to move forward with. For example, if you're signing the contract in person or sending it for signature and only need to include one estimate, sell that estimate here before sending. 3. Select **Recommend** to mark an estimate as recommended. This determines the initial contract value your customer sees when viewing the contract. If no estimate is marked as recommended, the customer will see the total combined value of all included estimates. ![List of document templates for contract proposals and roofing proposals available for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-contract-builder-in-servicetitan-mobile-image-2fq207hj.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A00Z&se=2026-11-01T20%3A51%3A00Z&sr=c&sp=r&sig=uwTG6K60B9%2F92nkUjT6%2FurgUKBTpSWIlo3ZdOWxxON0%3D) 4. In the *Style and Color* section, select the style and color of your contract. 5. (Optional) In the *Custom Fields* section, enter project details. > [!NOTE] > **Note:** Custom fields must be set up in the document template (DTE) for them to appear on the contract. ![Input field for warranty options in a custom fields section of a form.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-contract-builder-in-servicetitan-mobile-image-7dh1j2c7.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A00Z&se=2026-11-01T20%3A51%3A00Z&sr=c&sp=r&sig=uwTG6K60B9%2F92nkUjT6%2FurgUKBTpSWIlo3ZdOWxxON0%3D) 6. In the *Attachments* section, tap **Attach Files** to upload from your device. ![Interface for adding attachments with allowed file types listed below.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-contract-builder-in-servicetitan-mobile-image-hc6avk9e.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A00Z&se=2026-11-01T20%3A51%3A00Z&sr=c&sp=r&sig=uwTG6K60B9%2F92nkUjT6%2FurgUKBTpSWIlo3ZdOWxxON0%3D) 7. In the *Payment Terms* section, enter your payment details. 1. Enter your **Purchase Price** amount. This field automatically populates the total price of the Sold estimates attached to the contract, but you can edit the field and update the price. 2. Enter your **Deposit** amount. This is the amount the customer pays as a deposit. 3. Select your **Deposit Payment Method** to be charged. This is the payment method the customer uses to pay for the deposit. 4. Enter the **Balance Due Upon Completion** amount. This field shows the difference between the purchase price and the deposit amount. 5. Select the **Balance Payment Method** to be charged. This is the payment method the customer uses to pay for the balance. 8. (Optional) Tap **Preview** to view your contract in the first stage. 9. When finished, tap **Next** to move to the next step. ## Step 2: Enter Contract Recipients This step includes sections such as the recipient's contact information, email subject and summary and contract expiration link. 1. In the *From* section, enter the name and email address of the sender of the contract. Most of the time this is the sales person. ![Form fields for entering name and sender email address in a web interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-contract-builder-in-servicetitan-mobile-image-jyibumpq.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A00Z&se=2026-11-01T20%3A51%3A00Z&sr=c&sp=r&sig=uwTG6K60B9%2F92nkUjT6%2FurgUKBTpSWIlo3ZdOWxxON0%3D) 2. In the *To* section, enter the *Signer* and *Countersigner* contract information: 1. Tap **+ Add Signer** to add more than one recipient for the contract. > [!NOTE] > **Note:** The **+ Add Signer** button is greyed out if the selected contract template requires only one signature. 2. In the *Signer 1 (External)* section, enter the first external signer’s contact details: 1. Enter the **Email** and **Full Name** of the recipient. 2. Select **Sign In Person** or **Sign Via Email**. 3. If you added a second recipient, in the *Signer 2 (External)* section, enter the second external signer’s contact details: 1. Enter the **Email** and **Full Name** of the recipient. 2. Select **Sign In Person** or **Sign Via Email**. 4. In the *Countersigner (Internal)* section, enter your countersigner’s contact details: 1. Enter the **Email** and **Full Name** of the recipient. 2. Select **Sign In Person** or **Sign Via Email**. 3. (Optional) Use the **BCC** field if you want to send a blind carbon copy of the contract. Customers cannot see the BCC recipient in their email. 4. Next, enter the mail's *Subject* and *Summary* fields: ![Email draft for contract proposal addressed to Tanya Wilson from atelest.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-contract-builder-in-servicetitan-mobile-image-u9v5mund.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A00Z&se=2026-11-01T20%3A51%3A00Z&sr=c&sp=r&sig=uwTG6K60B9%2F92nkUjT6%2FurgUKBTpSWIlo3ZdOWxxON0%3D) 1. Enter the **Subject** of the mail. This field automatically populates the subject line for your email based on your contract mail template setup in Settings. For more, see [Setup Document Email Template.](/v1/docs/set-up-contract-builder#setup-document-email-template) 2. Enter the scope of work of the contract in the **Scope of Work** field. You can format the text as you want. This field automatically populates the email body for your email based on your contract email template setup in *Settings*. 5. Tap **Online Link Expiration** and select when the online link expires. > [!NOTE] > **Note:** To create custom expiration days, tap **Add Custom days** on the dropdown. 6. Select **Include PDF Attachment of Contract to Email** if you want your recipient to have a PDF copy of the contract. 7. You can review the *Attached Estimates* and *Attachments* and tap **Preview** to view the contract. 1. **Attached Estimates:** The estimates attached to the contract are added. 2. **Attachments:** This field shows the attachments you selected to add to the contract. You can select the attachments that you want to include in the email. 8. When finished, tap the button at the bottom of the *Contract Recipients* screen. The label depends on the method of signing for your recipients: - **Sign** if everyone is signing in person. - **Sign and Send** for a mix of in person and email signatures. - **Send For Signature** if everyone is signing by email. > [!NOTE] > **Note:** The button updates as you change signing methods. ## Homeowner Experience After you send the contract, homeowners who open the link in the email see the following experience. On the *Estimate Options* tab, a blue banner appears with the message: *Finalize your selection by unchecking unwanted Estimate options, then sign the contract to proceed.* The banner includes a call-to-action button on the right. When the homeowner clicks **Sign Contract**, a dialog box lists the selected estimate name(s), proceed with selecting the estimate you want and click **Confirm**. > [!NOTE] > **Note:** After confirming the estimate selection, the homeowner can't change which estimate is selected. ## View completed contract on mobile You can review the completed contract from: 1. Completed job history: 1. Go to the **History** tab. 2. Find the job where the Contract was created and tap **View Job**. 3. From the *Job* screen, select **Contracts.** 4. Tap on the contract to view it. 2. Follow up tab: 1. Go to the navigation bar and tap **Follow Up**. 2. Select the status from the **Contract Status** dropdown to find the Opportunity that you want to follow up on. ![User selects proposal status options in a follow-up interface for job management.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-contract-builder-in-servicetitan-mobile-image-iwli3fn4.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A00Z&se=2026-11-01T20%3A51%3A00Z&sr=c&sp=r&sig=uwTG6K60B9%2F92nkUjT6%2FurgUKBTpSWIlo3ZdOWxxON0%3D) 3. Under the *Proposal* section of the opportunity, tap on the **Contract**. This takes you to the contract screen, where you can review, edit and even email the contract to the customer. ![John Richards' roofing proposal details, including status and follow-up date information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-contract-builder-in-servicetitan-mobile-image-is0l1a1c.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A51%3A00Z&se=2026-11-01T20%3A51%3A00Z&sr=c&sp=r&sig=uwTG6K60B9%2F92nkUjT6%2FurgUKBTpSWIlo3ZdOWxxON0%3D) ## Want to learn more? - See [Set Up Proposals](/v1/docs/set-up-contract-builder) - See [Setup document template](/roofing/docs/create-a-new-document-template-with-template-manager). - See [Build and sell estimates in ServiceTitan Mobile](/v1/docs/build-sell-estimates-in-servicetitan-mobile) A formal price quote presented to a customer before work begins, created from Pricebook items in ServiceTitan. **What it does:** Gives customers a transparent breakdown of costs and enables the business to track conversion from estimate to sold job. **Also called:** Quote, Proposal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) The core work record in ServiceTitan representing a service request, containing appointments, invoices, estimates, and notes. **What it does:** Acts as the operational and financial center of gravity for all work performed — everything is tied to a Job. **Also called:** Work order, Service ticket **Tags:** Core [Learn more →](https://help.servicetitan.com/docs/servicetitan-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A self-service web portal where customers can view job history, request service, make payments, and communicate with the business. **What it does:** Reduces inbound call volume and improves customer satisfaction by giving homeowners 24/7 access to their service records. **Also called:** Customer self-service, Online portal **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) A sales tech sells an estimate. -or- A service, maintenance, or install tech sells an estimate. -or- A CSR sells an estimate over the phone. Let's say the estimate total is below the sold threshold (the customer wants to schedule the work, but hasn't fully decided). [Learn more →](https://help.servicetitan.com/docs/understanding-estimates-vocab) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)