Change a service agreement status

  • Updated on Apr 25, 2026
  • Published on Mar 11, 2026
  • 1 minute(s) read
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Overview

You can change a service agreement's status after creating it, for example, if a customer rejects the agreement and you need to create a new one.

Who uses this feature

  • Administrators, accountants, estimators, project managers, and operations managers.

  • Primarily benefits Commercial Service and Replacement business types, and Residential Service and Replacement business types

  • Applies to all trades

Things to know

  • The status of a service agreement helps you to keep track of the proposal and communications between your organization and the end customer.

Change service agreement status

  1. Go to the Service Agreement section in the Customer record.

  2. Find the service agreement and click Edit   in its Status column. Service agreements list showing statuses, including one marked as 'In Progress'.

  3. Select one of the following Statuses:        

    1. Draft: Service Agreement is being created

    2. Sent: Service Agreement sent to your customers

    3. Rejected: Service Agreement rejected by your customers

    4. Accepted: Service Agreement accepted by your customers

    5. Activated: Service Agreement activated to be in use

    6. Auto-renew: Service Agreement is set to automatically renew on its Start Date 

  4. Click   to save the data. Or, click  to delete the selected status.

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