Service agreement feature not showing?

[bdanielson]

Hi all,

I just found out about the new Service Agreement feature that was added in the most recent update, and I'm not seeing it anywhere the videos/articles say it should be. Does it have to be specifically activated for an account, or has it not been rolled out yet?

[MollyVS · Accepted solution]

Hey there @bdanielson ! This does have to be enabled by an employee and is package dependent. Please reach out to csmteam@servicetitan.com for assistance!

[schacon · Accepted solution]

Hello, I took a look at your account and we do have the ability to turn this on for you. I've gone ahead and done so and will be giving you a call shortly to let you know as well. (: Have a great weekend! 

Training Resources:

https://servicetitan.myabsorb.com/#/online-courses/04b65511-9937-4094-84f0-29922aebabe9

https://help.servicetitan.com/landing-page/create-a-service-agreement

https://help.servicetitan.com/how-to/add-or-edit-a-service-agreement-template

https://help.servicetitan.com/how-to/activate-a-service-agreement

https://help.servicetitan.com/how-to/cancel-a-service-agreement

Lastly it is also strongly recommended to use client specific pricing with this feature: https://servicetitan.myabsorb.com/#/online-courses/700fbe20-c3fe-439b-8f9f-7d54133a86e3

Happy Friday!

[k412white]

I have been really trying to get this feature also.  CSM said it should be there by the end of October.  Still waiting!!!

[k412white · Accepted solution]

Thank you ST.  I received an email shortly after posting this and it is now enabled.

[schacon · Accepted solution]

Hello, I took a look at your account and we do have the ability to turn this on for you. I've gone ahead and done so and will be giving you a call shortly to let you know as well. (: Have a great weekend! 

Training Resources:

https://servicetitan.myabsorb.com/#/online-courses/04b65511-9937-4094-84f0-29922aebabe9

https://help.servicetitan.com/landing-page/create-a-service-agreement

https://help.servicetitan.com/how-to/add-or-edit-a-service-agreement-template

https://help.servicetitan.com/how-to/activate-a-service-agreement

https://help.servicetitan.com/how-to/cancel-a-service-agreement

Lastly it is also strongly recommended to use client specific pricing with this feature: https://servicetitan.myabsorb.com/#/online-courses/700fbe20-c3fe-439b-8f9f-7d54133a86e3

Happy Friday!

[bdanielson]

Thank you @MollyVS !

[MollyVS · Accepted solution]

Hey there @bdanielson ! This does have to be enabled by an employee and is package dependent. Please reach out to csmteam@servicetitan.com for assistance!