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.
Office setup, and 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 automatically changes the contract status to Draft, preventing errors and aligning behavior with sent and signed contracts.
Before getting started, your office needs to set up the following:
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:
From the dashboard, tap View Current Job.
Tap Contract, and then Create Contract. A new page opens.
Note: You can create more than one contract on a single job.
Step 1: Enter Contract Information
This step includes sections for general information, templates and estimates, style and color, attachments, and payment terms.
In the General Information section, enter the following details:
Add the Contract Name.
Select the Business Unit.
Note: The Business Unit is pre-populated from the job that the contract is attached to.
(Optional) Enter the Scope of Work.
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.
In the Template(s) section, select the templates you want to create the contract with. Tap View next to each to see them.
In the Estimates section, select the ones you want to include in your contract.
Note: From this screen, you can edit the estimate's Name and Summary by tapping Edit.
Tap View to see the details of an estimate.
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.
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.
In the Style and Color section, select the style and color of your contract.
(Optional) In the Custom Fields section, enter project details.
Note: Custom fields must be set up in the document template (DTE) for them to appear on the contract.
In the Attachments section, tap Attach Files to upload from your device.
In the Payment Terms section, enter your payment details.
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.
Enter your Deposit amount. This is the amount the customer pays as a deposit.
Select your Deposit Payment Method to be charged. This is the payment method the customer uses to pay for the deposit.
Enter the Balance Due Upon Completion amount. This field shows the difference between the purchase price and the deposit amount.
Select the Balance Payment Method to be charged. This is the payment method the customer uses to pay for the balance.
(Optional) Tap Preview to view your contract in the first stage.
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.
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.
In the To section, enter the Home Owner and Sales Person contract information:
Tap + Add Home Owner to add more than one recipient for the contract.
Note: The Add Home Owner button is greyed out if the selected contract template only requires one signature.
In the Home Owner section, enter customer's contact details:
Enter the Email and Full Name of the recipient.
Select Sign In Person or Sign Via Email option.
In the Sales Person section, enter your salesperson's contact details:
Enter the Email and Full Name of the recipient.
Select Sign In Person or Sign Via Email option.
(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.
Next, enter the mail's Subject and Summary fields:
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.
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.
Tap Online Link Expiration and select when the online link expires.
Note: To create custom expiration days, tap Add Custom days on the dropdown.
Select Include PDF Attachment of Contract to Email if you want your recipient to have a PDF copy of the contract.
You can review the Attached Estimates and Attachments and tap Preview to view the contract.
Attached Estimates: The estimates attached to the contract are added.
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.
When finished, tap Send For Signature.
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: 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:
Completed job history:
Go to the History tab.
Find the job where the Contract was created and tap View Job.
From the Job screen, select Contracts.
Tap on the contract to view it.
Follow up tab:
Go to the navigation bar and tap Follow Up.
Select the status from the Contract Status dropdown to find the Opportunity that you want to follow up on.
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.
