---
title: "Scope of work: Manage recurring visits for service agreements"
slug: "manage-service-agreements-recurring-visit"
updated: 2026-10-29T14:29:33Z
published: 2026-10-29T14:29:33Z
canonical: "help.servicetitan.com/manage-service-agreements-recurring-visit"
---

> ## 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.

# Scope of work: Manage recurring visits for service agreements

## Overview

Manage your recurring service agreement visits directly from the visit table on the [Scope of Work](/construction/docs/create-a-service-agreement-step-4-scope-of-work) step. You can choose the grouping type of the visit in the table view by choosing to *Group by Recurrence* or *Order by Visit window.* This helps you save time by grouping the visits based on your preference and editing one or multiple visits together.

---

### 

****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**

- The *Create/Edit Service Agreements* permission is required to use this feature. Please contact the account administrator on your team.

## Visit table view

When viewing the service agreement in the [Scope of Work](/construction/docs/create-a-service-agreement-step-4-scope-of-work) section, you can customize the visit table view to be grouped by *Visit Recurrence* or by *Visit Window*.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-recurring-visit-image-smjapi0q.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A35Z&se=2026-10-31T03%3A37%3A35Z&sr=c&sp=r&sig=iI49dx9YeqNkgg20z5F6FgtBefLk4lssKRKoBEIkjoQ%3D)

## Edit recurring visit

You can edit recurring visits for customers in [Step 4: Scope of Work](/construction/docs/create-a-service-agreement-step-4-scope-of-work) and adjust individual visits, or visits in bulk.

1. From the [Step 4: Scope of Work](/construction/docs/create-a-service-agreement-step-4-scope-of-work) screen, click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-recurring-visit-image-1ucf6223.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A35Z&se=2026-10-31T03%3A37%3A35Z&sr=c&sp=r&sig=iI49dx9YeqNkgg20z5F6FgtBefLk4lssKRKoBEIkjoQ%3D) **Edit** on the desired visit. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-recurring-visit-image-cto3j94p.png?sv=2026-02-06&spr=https&st=2026-10-31T02%3A37%3A35Z&se=2026-10-31T03%3A37%3A35Z&sr=c&sp=r&sig=iI49dx9YeqNkgg20z5F6FgtBefLk4lssKRKoBEIkjoQ%3D)
2. On the *Edit Recurring Visit* window, select one of the following options:
  - **This Visit:** Changes made will only affect the selected visit.
  - **This and the following visits:** Edits made to the visit will be applied to the selected visit and all the recurring visits that follow.
  - **All visits:** Changes made to the visit will be applied to the selected visit, all past visits, and upcoming visits as well.

> [!NOTE]
> **Note:** If the series is built from a visit template with a [minimum spacing relationship](/construction/docs/clone-set-up-minimum-spacing-between-visit-templates), you can't change its recurrence or visit window length, whichever option you choose. You can still change other visit details and edit individual visit windows.
3. Click **Continue** to update the visit.
4. From the *Edit Visit* screen, update the changes you want to apply and click **Save.**

## Delete recurring visit

1. You can delete individual, or recurring visits in bulk for customers in [Step 4: Scope of Work](/construction/docs/create-a-service-agreement-step-4-scope-of-work).
2. From the [Step 4: Scope of Work](/construction/docs/create-a-service-agreement-step-4-scope-of-work) screen, click **More** on the desired visit.
3. On the *Edit Recurring Visit* window, select one of the following options:
  - **This Visit:** Delete the selected visit.
  - **This and the following visits:** Delete the selected visit and all the recurring visits that follow.
  - **All visits:** Delete the selected visit, past visits and upcoming visits as well.
4. After selecting the desired option, click **Delete.**

## Want to learn more?

- Visit ServiceTitan Academy and enroll in [Creating & Managing Service Agreements](https://servicetitan.docebosaas.com/academy/learn/courses/242/Creating-&-Managing-Service-Agreements)
- See [Recurring visit details for Service Agreements](/construction/docs/recurring-visit-details-for-service-agreements)
- See [Create a service agreement step 3: Equipment](/construction/docs/create-a-service-agreement-step-3-equipment)
- See [Create a service agreement step 4: Scope of work](/construction/docs/create-a-service-agreement-step-4-scope-of-work)