---
title: "Difference between a visit and a job"
slug: "difference-between-a-visit-and-a-job"
updated: 2026-03-27T18:38:09Z
published: 2026-03-27T18:38:09Z
---

> ## 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.

# Difference between a visit and a job

## Overview

Commercial office users can use the Service Agreements feature to create and manage service agreements tailored to the specific needs of their customers. These agreements are created directly from the *Customer* or *Location* screens.

---

### 

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

- Office employees
- Primarily benefits Commercial Service and Replacement and Commercial Construction business types
- Applies to all trades

****Feature configuration****

- Account configuration is required to use this feature. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details.

## Difference between a visit and a job

When creating a service agreement, in the *Scope of Work* step, you can add visits. Visits are placeholders for future work accounted for in the service agreement. Jobs are booked from the visit and represent the actual work that is completed for the service agreement.

When adding visits to the service agreement, make sure to fill out as much detail for the visit as possible. This information is pre-populated when booking the job, which saves you time and ensures the correct information is added to a job.

![add visit screen](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/difference-between-a-visit-and-a-job-image-xl4na8v8.png)

We recommend that you turn on the following job booking settings in order to send as much information about the visit as possible to the job when booking the job:

- [Set up ability to attach equipment to a job](/v1/docs/set-up-ability-to-attach-equipment-to-a-job)
- [Configure fields on the job booking screen](/v1/docs/configure-fields-on-the-job-booking-screen)

## Book jobs from a service agreement

Once the service agreement is activated, you can book the job on the Service Agreements *Dashboard* or *Visits* tab.

To book a job for the visit, click **Book Job** under the *Job #*. You can also click **Actions > Book a Job**.

![Table displaying scheduled maintenance visits with options to book jobs and view actions.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/difference-between-a-visit-and-a-job-image-65ho2xef.png)

You can also book jobs from the *Follow Ups* screen:

1. Go to **Follow Up > Service Agreements Visits**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/difference-between-a-visit-and-a-job-image-gubh3g30.png)The *Service Agreement Visits* table loads.
2. Locate the visit you want to book, then click **Actions > Book a Job**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/difference-between-a-visit-and-a-job-image-qkvzadxy.png)When booking a job, the details of the visit, such as the job summary, job type, job duration, campaign value, and equipment, are pre-populated in the *Call Booking* screen.

![Overview job details including scheduling and equipment information.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/difference-between-a-visit-and-a-job-image-b506w6ap.png)

## Want to learn more?

- See [Enter job details](/v1/docs/enter-job-details)
- See [Configure fields on the job booking screen](/v1/docs/configure-fields-on-the-job-booking-screen)
- See [Call booking](/v1/docs/call-booking-1)