Add Existing Agreements

ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

We would like to be able to add all of our existing service agreements into ServiceTitan; however, I'm only able to choose a "Start Date" for the current date forward. Is there a workaround to be able to accurately add our existing agreements with the correct contract start dates?



@TiffDaniel we are working now to relax the restriction on Start Date, you will be able to backdate agreements as part of our 67.1 release, which is planned for the first week of November. 

In the meantime, please email me directly if you'd like to discuss your situation further in more detail!

@esmith CANNOT WAIT for this feature!! 

Gulfshore Air Conditioning, Niceville FL
CSR/Dispatcher Group Moderator & LadyTitans Member