---
title: "Edit service agreements in bulk"
slug: "edit-service-agreements-in-bulk"
updated: 2026-10-15T01:27:04Z
published: 2026-10-15T01:27:04Z
canonical: "help.servicetitan.com/edit-service-agreements-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.

# Edit service agreements in bulk

## Overview

Edit values on existing service agreements in bulk to streamline management and save time. Fields that can be updated include agreement details, document templates, business unit, and client-specific pricing rules.

---

### 

****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.

## Edit service agreements 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%3A37%3A50Z&se=2026-10-31T03%3A37%3A50Z&sr=c&sp=r&sig=uBczmEf8U0gjrWSgEZFglrdB94fSyoJogVvptLbLySc%3D).
2. In the side menu, click **Service Agreements**.
3. Select the agreements you want to bulk edit.
4. Click **Actions**, then select **Edit Agreements**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-service-agreements-in-bulk-image-2hmfh7wj.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A50Z&se=2026-10-31T03%3A37%3A50Z&sr=c&sp=r&sig=uBczmEf8U0gjrWSgEZFglrdB94fSyoJogVvptLbLySc%3D)
5. On the *Edit Agreements* screen that opens, find and update the fields that need to be changed. You can:
  1. Use **Search** ![A simple icon in the shape of a magnifying glass.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-search.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A50Z&se=2026-10-31T03%3A37%3A50Z&sr=c&sp=r&sig=uBczmEf8U0gjrWSgEZFglrdB94fSyoJogVvptLbLySc%3D) to find the fields you want. ![Editing agreements with a focus on the Account Manager field and options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-service-agreements-in-bulk-image-sdyndbit.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A50Z&se=2026-10-31T03%3A37%3A50Z&sr=c&sp=r&sig=uBczmEf8U0gjrWSgEZFglrdB94fSyoJogVvptLbLySc%3D)
  2. Select a field, then click **Replace with** and choose the new value from the dropdown.

> [!NOTE]
> **Note:** Some fields might have the *Clear selection* option. This removes the current value.

![Dropdown menu showing options for service agreement template and selection actions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-service-agreements-in-bulk-image-hvhws41w.jpg?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A50Z&se=2026-10-31T03%3A37%3A50Z&sr=c&sp=r&sig=uBczmEf8U0gjrWSgEZFglrdB94fSyoJogVvptLbLySc%3D)

> [!TIP]
> **Tip:** Hover the info icon ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-info.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A50Z&se=2026-10-31T03%3A37%3A50Z&sr=c&sp=r&sig=uBczmEf8U0gjrWSgEZFglrdB94fSyoJogVvptLbLySc%3D) to learn more about the field.
6. When finished, click **Apply Changes**.

The *Agreements Edited Successfully* message appears to confirm that the changes have been applied.

> [!NOTE]
> **Note:** Changing the business unit (BU) applies to future activity only. New jobs and billing use the new BU, while existing invoices, jobs, payments, and any visit that already has its own BU stay under the previous BU.
> 
> ![Editing agreement details with highlighted business unit and other fields for selection.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/Screenshot 2026-06-16 at 4.59.22 PM.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A50Z&se=2026-10-31T03%3A37%3A50Z&sr=c&sp=r&sig=uBczmEf8U0gjrWSgEZFglrdB94fSyoJogVvptLbLySc%3D)

## Want to learn more?

- See [Follow up on service agreements](/construction/docs/follow-up-on-service-agreements)
- See [Change prices in bulk for service agreements](/construction/docs/change-service-agreements-status-in-bulk)