Use Contract Builder in the ServiceTitan Field Mobile App

Overview

Use Contract Builder to generate effective roofing contracts in the Field Mobile App. This allows you to:

• Package and present estimate options, including measurements and attachments, to customers in a clear, compelling format.

• Include customized contract language and detailed job specifications to protect you from liability.

• Collect multiple e-signatures throughout a document.

• Transition from an estimate to a finalized contract without re-entering information.

Things to know

• The Contract Builder workflow and functions are currently specialized for roofing and exterior trades.

• It may take some time for the system to update the contract status. We recommended that you use a strong internet connection and refresh the Contracts tab after a few minutes to see the latest status.

• Before getting started, your office needs to set up the following features:

  • Estimate Proposal Templates

  • Spec-Based Estimate Templates

  • Document Templates

  • Style and Color options

  • Custom Fields

  • Document Email Template

• You can mix in-person and email signatures on the same contract and see real-time signature status, including when your own countersignature is required.

• Make sure estimates are already created before you create a contract.

• If you change an estimate on a contract after the contract is signed, the contract status will go back to Draft mode.

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.

Build a roofing contract in the Field Mobile App

Open the contract workflow

1. Open the job and tap the Contracts tab.

2. On the Contracts screen that opens, tap Add Contract.
   

   Tip: You can also open the contract workflow by tapping Add > Add Contract or by tapping the Estimates tab and selecting Create Contract.

3. On the screen that opens, wait for the contract builder to load then follow the remaining steps:

   • Step 1: Enter Contract Information

   • Step 2: Contract Recipients

Step 1: Enter Contract Information

In this step, build the contract that you want to send to the customer.

Add General Information

• Contract Name: Enter a title for the contract. For example, Roof Replacement Proposal.

• (Optional) Scope of Work: Enter a brief summary of the scope of work to be completed.

  

Select Template(s)

Select the design you want to use to generate the PDF for the contract. You can select more than one and rearrange them.

Note: The template options shown are the templates assigned to the job’s business unit in office settings.

Tip: You can tap View to see what a template design looks like before including it.

Select Estimates

Select which already created estimates you want to include in the contract, mark as Recommended, and then tap Sell to mark as Sold.

Tip: You can tap View to see the details of an estimate. From there you can Edit it, if needed.

Note: These are added as options to the contract. After the contract is emailed to the customer, they need to choose the estimate they want to purchase.

Custom Fields

If this section appears, it's because your office created custom fields for you to enter in the contract, such as warranty information and so on.

Style and Color Selection

If this section appears, it's because your office created configurable services and you included configurable materials in the estimate(s) you're adding to the contract.

To add a configurable material in the contract:

1. Select the material from the list.

2. Tap Select Variation on the material.

3. Select the variation then tap Add.

   

   Note: This may change the price of the estimate and contract.

Add attachments

• Select attachments from the job, project, or estimate.

• To add new attachments, tap Attach Files, select the files from your device, then tap Open.

• To group attachments, select the attachments then tap Group Selected Attachments.

  

Payment Terms

Note: Payment is not collected in this step. This only presents the terms and payment to be collected for the contract, such as the deposit, purchase price, and balance.

• Purchase Price: This field automatically populates the total price of the sold estimates attached to the contract, but you can edit it and update the price if needed.

• Deposit: Enter the amount the customer plans to pay as a deposit.

• Deposit Payment Method: Select the payment method the customer will use to pay the deposit.

• Balance Due Upon Completion: This field shows the difference between the purchase price and the deposit amount.

• Balance Payment Method: Select the payment method the customer will use to pay the remaining balance.

  

When finished, tap Next.

Step 2: Contract Recipients

In this step, compose the final details for the recipients of the contract.

From

• Name: This field automatically populates your company name.

• Sender Email: This field automatically populates your company email address.

To

• Home Owner:

  • Home Owner Email: Enter the customer email address where the contract needs to be sent.

    Note: If E-sign is set up on the contract template, the email of each required homeowner or salesperson signer automatically populates. You can edit these or add the customer's preferred email address.

  • Full Name: Enter the customer's first and last name.

  • + Add Home Owner: Tap this to add another homeowner recipient that needs to sign and choose their signature method respectively.

    Note: You can only add a second, third, or fourth homeowner if the template(s) you selected have room for multiple homeowners to sign. If the template you selected only has a place for one person to sign, you won't be able to add additional home owners for signature.

  • Sign in Person / Sign via Email: Select if you want the customer to sign the contract in person or through email.

    Note: Make sure your office has the E-sign component added to the document template in Settings > Operations > Document Template Engine.

• Sales Person:

  Note: The Sales Person section is only shown if the template you selected requires a counter signature.

  • Sales Person Email: Enter the email address of the sales person who needs to countersign the contract.

    Note: This must be the same email address as your ServiceTitan account profile.

  • Full Name: Enter the sales person's first and last name.

  • Sign in Person / Sign via Email: Select if the sales person should countersign the contract now in person, or later in the Field Mobile App.

    Note: The Sign via Email option for sales person counter signatures functions as a Sign Later option. Select this if the home owner will be signing later by email.

    To be notified through email or text message when the home owner signature is complete, ask your office administrator to create an alert for Customer Signed Contract in ServiceTitan office settings.

    After the home owner signs, you can then go back to the contract through the Field Mobile App to countersign.

BCC

Here, you can optionally enter an email address to which you want to send a copy of the estimate. Customers cannot see the BCC recipient in their email.

Subject

This field automatically populates the subject line for your email based on your office's contract email template setup.

Summary

This field automatically populates the email body for your email based on your office's contract email template setup.

Online Link Expiration

Add an online link expiration date. This ensures the online contract link is only active in the selected timeframe.

Select Include PDF Attachment of Contract to Email to attach the contract as a PDF file to the email.

Attached Estimates

This field automatically populates the estimates included, recommended, or sold in Step 1.

Attachments

This field shows the attachments added in Step 1. Select the attachments you want to include in the email. Tap Select All if you want to include all attachments.

When finished, tap Send For Signature. This saves the contract in the job details so you can review the contract in the Field Mobile App.

If the contract is pending in-person signature, tap Next to review and sign the contract now.

If the contract is pending electronic signature, tap E-Sign Contract.

Note: It may take some time for the system to update the contract status. It is recommended to refresh the Contract tab at a later time to see the latest status.

Want to learn more?

• See Create spec-based estimates from forms in the ServiceTitan Field Mobile App