Use Service agreements to maximize your profits and efficiency on every agreement. Create and manage your service agreements with a complete workflow from proposal through execution.
Setup
How it works
The Service Agreements dashboard gives you a quick overview of who and which locations are covered, how many visits are left, and where you're at with billing. With a detailed breakdown of your budget vs actuals, along with expense details, you know how every agreement performs and if any proactive action is needed to help your margins.
When creating service agreements, you can:
Manage your visits.
Manage invoices.
Track agreement profitability.
Material procurement.
What you need to get started
To get started with Service Agreements, account configuration is required. Please reach out to your Customer Success Manager (CSM) or contact Technical Support.
Setup Templates
Create Service Agreement Templates
Start using Service Agreements by setting up templates. This will help you save time and create agreements for your customers.
Create Visit Templates
Create Visit Templates to save time and apply them during the Scope of Work step in Service Agreements. The settings configured in the Visit Templates will be applied to all agreements created from the template.
Create Document Templates
Create a new document template for Service Agreements. Use this feature to create a clear and customized document template from the ground up specifically for your service agreements.
Key workflows
Create Service Agreements
With Service Agreements, you can create and manage agreements tailored to the specific needs of your customers. These agreements can be created directly from the Customer or Location screens.
Recurring visits
Use recurring visits to create a schedule of repeat maintenance visits all at once instead of creating each one manually.
Per-visit Pricing
Use per-visit pricing to define a clear dollar amount for each visit within a Service Agreement.
Duplicate Service Agreements
Create a new Service Agreement by duplicating the existing Service Agreement to save time and minimize manual re-entries.
Service Agreement Tasking
Add forms to the service agreement visit, ensuring technicians know what work to perform and which forms to complete.
Manage Service Agreements
Service Agreements overview
Manage all aspects of the agreement, from scheduling to profitability reporting, on the Service Agreements page.
Manage Service Agreements status
Change the status, activate, or cancel a Service Agreement.
Process Service Agreement billing
Process payments for recurring billing using either automatic or manual billing runs.
Process recurring billing for memberships and service agreements
Manage automatic membership and service agreements billing rules
Service Agreements Pull-Through Work
Link Service Agreements to jobs and estimates as pull-through work and track the costs and revenues in the SA’s profitability metrics.
Follow-up Service Agreements
Use the Follow up page to track Service Agreements and perform bulk actions.
Run Reports on Service Agreements
Keep track of Service Agreements by running built-in reports, or create new custom Service Agreements reports.
FAQ
Take a look at the top FAQs regarding Service Agreements. For more, see Service Agreements FAQ.
How can I enable the Service Agreements features for my account?
This feature requires account configuration. Please contact Technical Support for details.How do I create a new proposal?
From the Customer or Location screen, select Create Agreement to enter the proposal creation workflow.What are Visits and how are they different from Jobs and Appointments?
Visits are best thought of as placeholders for future Jobs and are used to plan the schedule of service for an agreement.Visits are booked into Jobs, which can then be broken out into Appointments, if necessary. Once a Visit has been booked into a Job, all of ServiceTitan’s existing job functionality becomes available: Job Summary, Preferred Technician, scheduling information, Job Invoice, and more.
Where are the Actual Costs for each Visit defined?
Labor (Actual Cost): the sum of the LaborPayItems amounts from the job associated with the Visit.
Burden (Actual Cost): the sum of the LaborBurdenItem amounts from the job associated with the Visit.
Materials (Actual Cost): the sum of the cost of the materials items added to the job invoice associated with the Visit.
What is the difference between memberships and service agreements?
Both memberships and service agreements are designed to provide businesses with a steady flow of income in addition to getting technicians back onsite to identify upsell and replacement opportunities. For more details, see Understand differences between memberships and service agreements.