---
title: "Attach service agreement visits to existing jobs"
slug: "attach-service-agreement-visits-to-an-existing-job"
updated: 2026-10-15T01:26:53Z
published: 2026-10-15T01:26:53Z
canonical: "help.servicetitan.com/attach-service-agreement-visits-to-an-existing-job"
---

> ## 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 existing jobs

## Overview

Attach service agreement visits to an already booked job from the office side. Associate service agreement Visits to existing jobs in case the technicians completed the agreement work without marking the job as a *Service Agreement Visit*. This improves record accuracy, supports contract compliance, and streamlines operational workflows.

---

### 

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

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

****Feature configuration****

- Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details.
- 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

- Attach a service agreement visit only if it is for the same customer location.
- To attach the visit to a job, the job's invoice should not be posted or exported.
- Currently, you can only attach one visit per job.
- You can attach a visit from the job record, or from any service agreement visits list—the *Service Agreement Visits* screen under *Follow Up*, the *Service Agreement Dashboard*, or the *Visits* tab of an activated service agreement.
- A job can either fulfill a service agreement visit or be marked as *Pull-Through Work*, not both. If a job is already linked to a service agreement as pull-through work, it does not appear in the *Select Existing Job* dialog. For more, see [Link service agreements to jobs and estimates as pull-through work](/construction/docs/service-agreements-pull-through-work).
- The *Select Existing Job* dialog lists only jobs that meet all of the following: the job's service location matches the visit's location, the job's invoice is in *Pending* status, the job is not already marked as *Pull-Through Work*, and the job does not already have a visit attached.

## Attach a visit from the job record

To attach a service agreement visit to an existing job:

1. Using [search](/construction/docs/use-search-in-servicetitan), find the job you want to attach the visit to.
2. From the job record, scroll down to the *Service Agreement Visit* section.

> [!NOTE]
> **Note:** The box shows the total number of available service agreement visits that are unscheduled.

![Four unscheduled service agreement visits available for this job, with an option to attach.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-service-agreement-visits-to-an-existing-job-image-bfymxe7c.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D)
3. Click **Attach Visit.**
4. Select the unscheduled service agreement visit that you want to attach to the job. ![service visit from a list of unscheduled maintenance agreements.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-service-agreement-visits-to-an-existing-job-image-kk623oe6.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D)

> [!NOTE]
> **Note:** Some visits may include warnings that appear when the job details do not match the visit details, such as when the job type is different from the job type on the visit. These warnings do not prevent you from selecting a visit, but they help you choose the right visit to attach to the job.
5. Click **Attach to Job.**

This attaches the unscheduled service agreement visit to the job.

![Service agreement details for job](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/attach-service-agreement-visits-to-an-existing-job-image-g22eppx4.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D)

## Attach a job from the visit

You can also start from the visit instead of the job. This is useful when the work has already been completed on a job and you need to credit it to the agreement, rather than booking a duplicate job or dismissing the visit.

This option is available on:

- The *Service Agreement Visits* screen under *Follow Ups*.

![Service Agreement Visits dashboard showing job details and action options for scheduling.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Follow Up > Service Agreement Visits.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D)
- The *Dashboard* tab of an activated service agreement, in the *Remaining Visits* list.
- The *Visits* tab of an activated service agreement.

![Overview of a Preventative Maintenance Agreement with scheduled visits and job details.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Service Agreement > Visits.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D)

To attach a visit to an existing job from any of these lists:

1. Locate the unbooked visit you want to attach.
  1. Click **Actions > Attach to Existing Job**. The *Select Existing Job* dialog opens.
  2. Review the eligible jobs. The dialog shows:
    - **Job #:** Click to open the job in a new tab.
    - **Job Type**
    - **Business Unit**
    - **First Appt**
    - **Status:** The dialog shows jobs in Scheduled, Completed, In Progress, Dispatched, and Hold status. Canceled jobs are not filtered out by default.
    - **Summary:** Hover over or click the tooltip in the column header to see which summary is shown: completed jobs display an invoice summary, and all other jobs display a job summary.

> [!TIP]
> **Tip:** Every column can be sorted and filtered, which helps when a location has a long job history.
2. Select the job you want to attach the visit to, then click **Attach to Job**.

![Job selection interface displaying scheduled and completed maintenance tasks for inspection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/3_Attach Job to Visit_SA Page.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A39%3A39Z&se=2026-10-31T03%3A39%3A39Z&sr=c&sp=r&sig=%2F3z2GetIkbBgMi16WTu4fijcK2sdKCKtcbmojR5zgH4%3D)

A confirmation message appears with a link to the job, which opens in a new tab. The visit is removed from the visits list, because it is no longer unbooked.

## What happens when you attach a job to a visit

When a visit is attached to an existing job:

- The visit is marked *Scheduled* or *Completed*, depending on the status of the job it was attached to.
- The visit's Invoice template items are added to the job's invoice.
- If the agreement uses Deferred revenue, the deferred revenue tasks are added to the job's invoice.
- No other job details change. Attaching a visit does not overwrite the job's job type, business unit, Appointment, or any other field.

## 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-visits)

Invoice templates are used to generate invoices for recurring services and billing invoices. They include the pricebook items for services performed during a recurring service job or for periodic billing of ongoing memberships.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** deferred income

A scheduled time block assigned to a technician to perform work on a Job.

**What it does:** Represents the actual calendar event when a tech visits a customer; a single Job can have multiple Appointments.

**Also called:** Service visit, Tech visit

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)