---
title: "Attach service agreement visits to jobs from Call Booking and Bookings"
slug: "attach-service-agreement-visit-to-job-from-call-booking-and-bookings"
updated: 2026-10-15T01:26:54Z
published: 2026-10-15T01:26:54Z
canonical: "help.servicetitan.com/attach-service-agreement-visit-to-job-from-call-booking-and-bookings"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Attach service agreement visits to jobs from Call Booking and Bookings

## Overview

Attach service agreement visits to jobs during the call booking process from the *Calls* and *Bookings* screens. This allows CSRs to discover bookable visits during a call and attach a single visit to the job, ensuring accurate records and preventing duplicate jobs.

---

### 

****Who uses this feature****

- Administrators, accountants, estimators, project managers, and operations managers.
- Primarily benefits Commercial Service and Replacement, and Commercial Construction business types
- Applies to all trades

#### **Feature configuration**

- The *Edit Visit Status* permission is required to change the status of a visit (*Detach Job, Dismiss Visit, Delete Visit,* and *Attach/Detach Visit*). Please contact the account administrator on your team.

## Things to know

- Currently, you can only attach one visit per job. This attaches the unscheduled service agreement visit to the job.
- If there are unscheduled service agreement visits available for a customer's location, a banner with service agreement visits displays on the *Call Booking* and *Bookings* screen.

## Attach a visit from Job Booking screen

To attach a service agreement visit to a job from the *Job Booking* screen:

1. [On a call with a customer](/construction/docs/book-a-job) on the *Call Booking screen*, click **Attach Visit**. ![attach visit on a call booking screen](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-service-agreement-visit-to-job-from-call-booking-and-bookings-image-261g4ayk.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A33Z&se=2026-10-31T03%3A40%3A33Z&sr=c&sp=r&sig=wCuGGMawnB9VK%2FyDQQtt%2BB%2FnJqAprqRzLD9FD8q3efg%3D)
2. On the *Select Service Agreement Visit* pop-up that opens, select a visit you want to attach to a job and click **Attach to Job**. ![Select a service agreement visit from the list of unscheduled visits.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-service-agreement-visit-to-job-from-call-booking-and-bookings-image-sjhy7r7k.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A33Z&se=2026-10-31T03%3A40%3A33Z&sr=c&sp=r&sig=wCuGGMawnB9VK%2FyDQQtt%2BB%2FnJqAprqRzLD9FD8q3efg%3D)The visit appears on a Call Booking screen and fills out the job fields.

> [!NOTE]
> **Note:** Click **Detach Visit** to remove the visit from a job.

![detach visit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-service-agreement-visit-to-job-from-call-booking-and-bookings-image-fcoufpz6.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A33Z&se=2026-10-31T03%3A40%3A33Z&sr=c&sp=r&sig=wCuGGMawnB9VK%2FyDQQtt%2BB%2FnJqAprqRzLD9FD8q3efg%3D)
3. Check the job details and click **Book job**. The service agreement visit gets attached to the job. ![Service agreement details including visit name, window, labor hours, and material cost.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-service-agreement-visit-to-job-from-call-booking-and-bookings-image-wov43d7u.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A33Z&se=2026-10-31T03%3A40%3A33Z&sr=c&sp=r&sig=wCuGGMawnB9VK%2FyDQQtt%2BB%2FnJqAprqRzLD9FD8q3efg%3D)

## Attach a visit from Bookings screen

To attach a service agreement visit to a job from the *Bookings* screen:

1. Open the [booking request](/construction/docs/manage-bookings) on the *Bookings* screen.
2. Click **Attach Visit**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-service-agreement-visit-to-job-from-call-booking-and-bookings-image-x52ftkq6.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A40%3A33Z&se=2026-10-31T03%3A40%3A33Z&sr=c&sp=r&sig=wCuGGMawnB9VK%2FyDQQtt%2BB%2FnJqAprqRzLD9FD8q3efg%3D)
3. On the *Select Service Agreement Visit* pop-up that opens, select a visit you want to attach to a job and click **Attach to Job**. The visit appears on the *Bookings* screen and fills out the job fields.
4. Check the job details and click **Book job**.

## Want to learn more?

- See [Follow up on Service agreement visits](/construction/docs/follow-up-on-service-agreement-visits)
- See [Manage Service Agreements Visits](/construction/docs/manage-service-agreements-recurring-visit)
- See [Attach Service Agreement Visits to an existing Job](/construction/docs/attach-service-agreement-visits-to-an-existing-job)