---
title: "Follow up on service agreement visits"
slug: "follow-up-on-service-agreement-visits"
updated: 2026-06-12T18:33:57Z
published: 2026-06-12T18:33:57Z
---

> ## 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.

# Follow up on service agreement visits

## Overview

Use the *Follow Ups* screen to report on, schedule upcoming visits, and export a list of the visits.

---

### 

****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****

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

## Things to know

- If a visit is associated with a job, it can't be dismissed.

## Report on or schedule visits

1. Go to the navigation bar and click **Follow Up ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreement-visits-image-dpmpmbp9.png)**.
2. In the side menu, click **Service Agreement Visits**. ![List of follow-up categories including unsold estimates and service agreements.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreement-visits-image-vfhswrq8.png)
3. The *Service Agreement Visits* tab opens displaying a list of upcoming visits. ![Visit schedule details for two appointments](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreement-visits-image-co0soff3.png)Use the filters at the top to filter your visits. You can filter by:

- **Customer:** Search to find a customer or select the customer name from the list.
- **Location:** Search to find a location or select the location from the list.
- **Business Unit:** Select a *Business Unit* to filter visits. ![Service Agreement Visits](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreement-visits-image-a7hrwn3h.png)
- **Technician:** Select the *Preferred Technician* on the service agreement from the list.
- **Zip Codes:** Enter zip codes for the visits.
- **City Names:** Enter city names for the visits.
- **Zone:** Select the zone for the visits.
- **Account Manager:** Select the Account Manager on the service agreement.
- **Tags:** Select one or more tags from the list.
- **Dates:** Use the calendar to select the start and end date of the visit window, or enter the dates in the *Start* and *End Date* fields. You can also select *This Month* and *Next Month* options.
- **Job Types:** Select the *Job Type* on the service agreement from the list.

In the *Visits* list you can:

- Click the **Location Name** to open the location record in a new tab.
- Click the **Customer Name** to open the customer record in a new tab.
- Click the **Service Agreement Name** to open the service agreement in a new tab.
- If the *Visit Window* is in the past, the job appears in red to indicate that action is required. Hover over the ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreement-visits-image-zlzq4hhl.png) to view the reason.
- To schedule the visit, click **Actions > Book a Job**.
- To dismiss a visit, click **Actions > Dismiss a Visit**.
- To bulk book visits into a job, select multiple visits and click **Book Jobs**. Fill out the information in the *Book Jobs* window and click **Book**. For more information on bulk booking service agreements, see [Bulk Book Service Agreement visits](/v1/docs/bulk-book-service-agreement-visits). ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreement-visits-image-bfz6y8di.gif)

## Export service agreement visits

Enhance scheduling and planning efficiencies by getting insights into upcoming and past service agreement visits by exporting the follow-up visit tab results.

1. Go to the navigation bar and click **Follow Up ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreement-visits-image-zgul4xra.png)**.
2. In the side menu, click **Service Agreement Visits**.
3. After filtering the visits, click **Export** to download the report. The report can be downloaded in three different formats:
  - Excel (*.xlsx)
  - PDF (*.pdf)
  - Comma separated (*.csv) ![Menu showing export options including Excel, PDF, and CSV formats.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreement-visits-image-kbi42c3o.png)

## 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 [Follow up on service agreements](/v1/docs/follow-up-on-service-agreements)
- See [Unable to edit a visit](/v1/docs/unable-to-edit-a-visit)