---
title: "Change service agreement statuses in bulk"
slug: "change-service-agreements-status-in-bulk"
updated: 2026-10-15T01:27:08Z
published: 2026-10-15T01:27:08Z
canonical: "help.servicetitan.com/change-service-agreements-status-in-bulk"
---

> ## 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.

# Change service agreement statuses in bulk

## Overview

Update the status of multiple service agreements at once to save time and reduce repetitive manual work.

---

### 

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

- Administrators, estimators, project managers, operations managers, and CSRs
- 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 following permissions are required to use this feature. Please contact the account administrator on your team.
  - *Create/Edit Service Agreements*
  - *Edit service agreement status*

## Change service agreements status in bulk

1. Go to the navigation bar and click **Follow Up** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-follow-up-inactive.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A42Z&se=2026-10-31T03%3A38%3A42Z&sr=c&sp=r&sig=F4K2U21wNS4%2BIBgafV8wBI6Pkg92o7bZm0jvWA6eWxA%3D).
2. In the side menu, click **Service Agreements**.
3. From the *Service Agreements* page, select the agreements you want to change the status of.
4. Click **Actions**, and from the dropdown select **Change Status**. ![Service agreements table showing actions, statuses, and details for various agreements.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-service-agreements-status-in-bulk-image-02ulpzpr.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A42Z&se=2026-10-31T03%3A38%3A42Z&sr=c&sp=r&sig=F4K2U21wNS4%2BIBgafV8wBI6Pkg92o7bZm0jvWA6eWxA%3D)
5. From the *Change Agreement Status* pop-up that opens, select the *Agreement Status* you want to apply. ![Popup window to change agreement status for selected items in a list.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-service-agreements-status-in-bulk-image-2zdwodhk.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A42Z&se=2026-10-31T03%3A38%3A42Z&sr=c&sp=r&sig=F4K2U21wNS4%2BIBgafV8wBI6Pkg92o7bZm0jvWA6eWxA%3D)
6. When finished, click **Change Status**.

The *Statuses Changed Successfully* message appears to confirm that the new status has been applied.

The following status changes are allowed:

- From *Draft* → *Sent, Accepted, Activated, Rejected.*
- From *Sent* → *Draft, Accepted, Rejected, Activated.*
- From *Accepted* → *Draft, Sent, Activated, Rejected*.
- From *Rejected* → *Draft, Sent, Accepted*.
- From *Auto-Renew* → *Draft, Sent, Accepted, Activated, Rejected*.

> [!NOTE]
> **Note:** If the agreement status is *Activated*, you can't change it.

## View errors

View, troubleshoot, and re-run the bulk actions if you received an error message.

1. Click **View Errors** on the error message. ![Service agreements overview showing successful changes and encountered errors notification.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-service-agreements-status-in-bulk-image-nd746lph.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A42Z&se=2026-10-31T03%3A38%3A42Z&sr=c&sp=r&sig=F4K2U21wNS4%2BIBgafV8wBI6Pkg92o7bZm0jvWA6eWxA%3D)On the drawer that opens, you can view the details of the error.
2. Click the **Agreement ID** to open the agreement in a new tab and fix the errors.
3. When finished, return to the drawer and click **Re-run Change Status**. ![Two agreements show errors: missing fields and invalid status requiring attention.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/change-service-agreements-status-in-bulk-image-m6w91t4p.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A38%3A42Z&se=2026-10-31T03%3A38%3A42Z&sr=c&sp=r&sig=F4K2U21wNS4%2BIBgafV8wBI6Pkg92o7bZm0jvWA6eWxA%3D)

## Understand possible errors

View and understand the error types when changing the agreement status in bulk.

| **Error Type** | **Error Details** |
| --- | --- |
| Missing Fields | All required fields must be filled. |
| Invalid Status | Cannot activate from *Rejected*. |
| Other | An unexpected error occurred. |

## Want to learn more?

- See [Follow up on Service Agreements](/construction/docs/follow-up-on-service-agreements)
- See [Edit Service Agreements in bulk](/construction/docs/edit-service-agreements-in-bulk)