--- title: "Book service agreement visits in bulk" slug: "bulk-book-service-agreement-visits" updated: 2026-10-15T01:26:58Z published: 2026-10-15T01:26:58Z canonical: "help.servicetitan.com/bulk-book-service-agreement-visits" --- > ## 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. # Book service agreement visits in bulk ## Overview Use bulk booking to book several visits at once for your service agreements. You can book a week's worth of service visits in a few clicks. Each upcoming visit includes details pulled from the customer's agreements. Those details are used to book the job. --- ### ****Who uses this feature**** - Administrators and office employees - Primarily benefits Commercial Service and Replacement and Commercial Construction business types - Applies to all trades ****Feature configuration**** - The *Book Job* permission is required for bulk book visits. - Account configuration is required to use this feature. Please contact [Technical Support](/construction/docs/contact-servicetitan-technical-support) for details. ## Book visits into jobs in bulk 1. Go to the navigation bar and click **Follow Up**. 2. Go to **Service Agreement Visits.** 3. Use the filters to find the upcoming visits you want to book in bulk. 4. Select the visits you want to book into jobs. > [!TIP] > **Tip:** To select all visits on the page, select the checkbox at the top of the table. ![Service agreement visits list showing job details and selected items for scheduling.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bulk-book-service-agreement-visits-image-bh7ctz96.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A58Z&se=2026-10-31T03%3A37%3A58Z&sr=c&sp=r&sig=HgAusEWZYm%2F4U%2FxU%2B4PAZ%2F8k3UiVNToIz9NdBSjGUkc%3D) 5. Click **Book Jobs**. 6. On the *Book Jobs* window, fill out the following information to override details of the selected visits before booking them into jobs. 1. **Job Type:** Select the job type of the job that you want to book the visit. > [!NOTE] > **Note:** If you select a job type from this window it will replace the previously chosen Job Type for visits in the *Scope of Work* step when creating Service Agreements. For more details, see [Create a Service Agreement step 4: Scope of work](/construction/docs/create-a-service-agreement-step-4-scope-of-work). 2. **(Optional) Business Unit:** Select the business unit of the job that you want to book the visit. 3. **(Optional) Start Date**: Use the date picker to select a **Start Date** for the visit window. > [!NOTE] > **Note:** If left blank, the selected visits are scheduled for the first date of their visit windows or the current date, whichever is greater. 4. **Arrival Window**: Select a pre-set arrival window from the dropdown. > [!NOTE] > **Note:** Arrival Windows needs to be enabled, you are required to select an arrival window for all the jobs that you book. To learn how to set up arrival windows, see [Set up arrival windows](/construction/docs/set-up-arrival-windows). 5. **Start Time**: Enter the start time of the job. > [!NOTE] > **Note:** If you want to check availability for a certain time and/or date, click **Calendar** to view the [Schedule Board..](/construction/docs/use-the-schedule-board) 6. **Marketing Campaign**: Select a marketing campaign. 7. **(Optional) Priority**: Select the **Priority** level for the job. Most often it's Normal. 8. **(Optional) Technician**: If applicable, assign a technician or technicians to the job. 9. **Custom fields:** If custom fields are configured for job booking, they appear here. Fill them out as needed. The values you enter are applied to every job created in this bulk booking action. > [!NOTE] > **Note:** Only fields you fill out are applied. Leaving a field blank does not clear any existing value on the resulting jobs. If any custom fields are required, you must enter a value for them before you can complete the booking. 10. If you want to send a booking job confirmation message to the customers, make sure to enable the **Send Booking Confirmation** toggle. This only notifies those customers who have notifications enabled. ![Form for booking jobs, including details like job type and technician selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/MEM-17153.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A58Z&se=2026-10-31T03%3A37%3A58Z&sr=c&sp=r&sig=HgAusEWZYm%2F4U%2FxU%2B4PAZ%2F8k3UiVNToIz9NdBSjGUkc%3D) 7. Click **Book**. 8. A pop-up opens, confirming the jobs are booked. ## Bulk Booking Alert Use alerts to notify office employees and technicians when a service agreement visit was booked in bulk. Use alerts to ensure that your entire staff stays on track and up-to-date. 1. Go to the top toolbar and click **Settings ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bulk-book-service-agreement-visits-image-b5u9gfeh.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A58Z&se=2026-10-31T03%3A37%3A58Z&sr=c&sp=r&sig=HgAusEWZYm%2F4U%2FxU%2B4PAZ%2F8k3UiVNToIz9NdBSjGUkc%3D)**. 2. In the side panel, click **Integrations > Alerts.** ![alerts in settings](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bulk-book-service-agreement-visits-image-eexzpfyk.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A58Z&se=2026-10-31T03%3A37%3A58Z&sr=c&sp=r&sig=HgAusEWZYm%2F4U%2FxU%2B4PAZ%2F8k3UiVNToIz9NdBSjGUkc%3D) 3. In the *Alerts* section that opens, click **Add** to add a new alert. ![User interface for managing alerts](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/bulk-book-service-agreement-visits-image-gywvpzwd.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A58Z&se=2026-10-31T03%3A37%3A58Z&sr=c&sp=r&sig=HgAusEWZYm%2F4U%2FxU%2B4PAZ%2F8k3UiVNToIz9NdBSjGUkc%3D) 4. In the *Add alert* window that opens, enter the alert details: 1. **Type**: Select the **Bulk Booking for Service Agreement Visits** alert. The alert details open according to the alert type you selected. 2. **Delivery Method**: Select the channel by which you want to send the alert. > [!NOTE] > **Note:** Both Email and SMS method is selected by default. 3. **Recipients**: Enter the name of the users who you want to get the alert. 5. When you're finished, click **Save**. ## Want to learn more? - See [Unable to edit a visit](/construction/docs/unable-to-edit-a-visit) - See [Manage Service Agreements Visits](/construction/docs/manage-service-agreements-visits) - See [Follow up on opportunities](/construction/docs/follow-up-on-opportunities-1) - See [Create custom fields for service agreements](/construction/docs/create-custom-fields-for-service-agreements) The time range communicated to a customer for when a technician will arrive. **What it does:** Sets customer expectations proactively, reducing 'where's my tech?' calls and improving satisfaction scores. **Tags:** Core [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) Targeted text message campaigns sent to customer segments through Marketing Pro. **What it does:** Reaches customers on the highest-open-rate channel (SMS) with time-sensitive promotions, reminders, and service offers. **Also called:** Text marketing, SMS marketing **Tags:** Marketing Pro [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview) **a.k.a.** Text Campaigns