Overview
Activate a service agreement so that the scope of work can begin.
Who uses this feature
Administrators, accountants, estimators, project managers, and operations managers.
Primarily benefits Commercial Service and Replacement business types, and Residential Service and Replacement business types
Applies to all trades
Things to know
Before activating a service agreement, double-check to ensure that all of the information used to create the agreement is accurate, especially the Scope of Work and Pricing steps. Activating an agreement is an irreversible action, and it is easier to edit agreement details while it is in Draft status.
Activate a service agreement
Go to the Service Agreement section in the Customer record.
Find the service agreement and click Edit
in its Status column. 
Select the Activated status.
Tip: To save the updates, click
at the end of the row. To delete an update, click Delete
.
After you activate the Service Agreement, click the Agreement ID to go to the Service Agreements screen and manage the activated agreement.
Want to learn more?
Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements