Add and update service agreement details

Overview

Use the Details tab to enter or update the details on the service agreement.

Service agreement Details actions

The template that was used to set up the agreement is shown under Agreement Template.

Coming ST-78: To change the business unit (BU) for the agreement, click Edit under Business Unit and select an active BU. You can do this on active agreements (for example, Activated or AutoRenew), in addition to agreements in Draft, Sent, Rejected, or Accepted status. You can only select a BU that is active and that you have permission to assign; the existing BU assignment rules still apply.

Note: Changing the BU applies to future activity only. New jobs and billing created after the change use the new BU. Existing invoices, jobs, and payments keep their previous BU, and any visit that already has its own BU keeps it. The change is recorded in the agreement's history.

To add an Account Manager for the agreement, click the Edit icon under Account Manager to select from your active employee profiles.

To add tags to the agreement, click the Edit icon under Tags.

Click Add Client-Specific Pricing to add a client-specific pricing rule. The Choose a Client-Specific Pricing Rule screen opens. Select one or more rules that apply to the agreement, then click Save Change.

If a client-specific pricing rule has already been added, click the Delete icon to remove it or the Edit icon to edit.

Under Summary, use the text box to enter a short description of the agreement. This is used internally for your team to store notes and information about the agreement.

Click Add Not-to-Exceed-Limit to add the amount that the customer wants to approve if services go over. This text is automatically added to the job summary notes for every visit performed for this agreement. These notes are available to both office and mobile team members.

Under Service Level Agreement, use the text box to add details about the agreement. This text is automatically added to the job summary notes for every visit performed for this agreement. These notes are available to both office and mobile team members.

Click View Agreement (PDF) to download the service agreement.

Want to learn more?

• Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements

• See Client specific pricing: overview and setup