Overview
Once activated, you can access the Service Agreement screen, where you can manage all aspects of this agreement from scheduling to reporting on profitability and more.
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
Canceling a service agreement takes effect immediately and cannot be undone. You can't edit a service agreement once canceled.
If the agreement is in Auto-renew status, you can only change it to Rejected to prevent it from being automatically activated on its Start Date.
Service agreement actions
To access the Service Agreement screen:
Search for the customer whose service agreement you want to manage.
On the customer record, click Service Agreements in the side menu.
The Service Agreements section of the customer record displays listing all service agreements for the customer. 
On the Service Agreements list, you can: Click a Service Agreement to open the Service Agreement screen.
Click Filter
next to any column header to filter the list.Click Edit
next to a Name to update the service agreement name.Click Edit
icon next to a status to update the service agreement status. Available statuses include: Draft, Sent, Rejected, Accepted, or Activated.
Click Service Agreement.
From the Service Agreement screen that opens, you can use the side menu to view: 
Dashboard: Shows a high-level overview of the service agreement, including scheduling and visits, and billing information.
Details: Shows information about the agreement, including the Account Manager on the agreement, the template used to create the agreement, a summary of the agreement, not to exceed the limit, and a PDF download of the agreement.
Profitability: Shows details on profitability reporting, such as budget versus actual and expense details.
Billing and Invoices: Shows billing schedule, payment terms, and historical invoice information.
Visits: Shows historical and future visit information.
Equipment: Shows the equipment added to the service agreement.
Materials: Shows information about the materials expected to be used on each visit of the agreement.
In the header, you can see information about the service agreement, including the status of the agreement, customer, covered locations, start date, duration, auto-renew setting, contacts, and the total agreement price.
Click the Status to update the agreement status.
On the Update agreement status screen that opens, click Activated to activate the service agreement if it hasn't already been activated. Click Canceled to cancel the service agreement.
Click Update Status to change the service agreement status.
Click the Customer to go to the customer's record.
Click Locations to view details of the locations on the agreement.
On the Covered Locations drawer that opens, click location to view the location record. 
Click Contacts to view details of the contacts on the agreement.
The Contacts drawer opens. You can filter the list of contacts by Contact Method or Location Name. 
If an agreement has auto-renewed, you can view the history of the agreement by clicking View History.
On the Renewal History screen that opens, click the Agreement ID to view the previous agreement. 
Click Location to view the location record. If there is a memo for the contact, hover over View Memo to see it.
To renew an agreement, click
next to the Total Agreement Price. Then click Renew Agreement. 
When a service agreement reaches its end date, it automatically expires at midnight on the end date. You can see Expired service agreements with an Expired tag. You can't manually edit an expired service agreement.
Want to learn more?
Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements