---
title: "Edit service agreements in bulk"
slug: "edit-service-agreements-in-bulk"
updated: 2026-06-12T18:35:28Z
published: 2026-06-12T18:35:28Z
---

> ## 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, 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).
2. In the side menu, click **Service Agreements**.
3. From the *Service Agreements* page, select the agreements you want to bulk edit.
4. Click **Actions**, and from the dropdown select **Edit Agreements**. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-service-agreements-in-bulk-image-2hmfh7wj.jpg)
5. From the *Edit Agreements* page that opens, locate and update the fields that need to be changed. Here you can:
  1. Use Search ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/edit-service-agreements-in-bulk-image-2pf0hwk6.png) 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)
  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)

> [!TIP]
> **Tip:** Hover the info icon ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-info.png) 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.

## Want to learn more?

- See [Follow up on service agreements](/v1/docs/follow-up-on-service-agreements)
- See [Change prices in bulk for Service Agreements](/v1/docs/change-service-agreements-status-in-bulk)