--- title: "Follow up on service agreements" slug: "follow-up-on-service-agreements" tags: ["Area - Service Agreements", "Focus - Service Replacement", "Role - Admin", "Role - CSR Dispatch", "Type - Commercial"] updated: 2026-04-25T01:31:03Z published: 2026-04-25T01:31:03Z --- > ## 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 agreements ## Overview Use the *Follow Up* screen to filter, review, export agreements, check statuses, and apply bulk actions across multiple service agreements. --- ### ****Who uses this feature**** - Administrators and CSRs - Primarily for Commercial Service and Replacement, and Commercial Construction business types ****Feature configuration**** - Account configuration is required to use this feature. Please contact [Technical Support](http://go.servicetitan.com/ask) for details. ## Open Service Agreements 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**. ![Service Agreements section displaying agreement details and statuses for various customers.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreements-image-3vz7hp91.jpg) The *Service Agreements* page opens, displaying a table of all agreements. ## Use filters Use the filters at the top to filter your agreements. You can filter by: ![Overview of service agreements with various status and management options displayed.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreements-image-04kt7j2d.jpg) - **Agreement Name:** Use the text box to enter the name of an agreement. - **Status**: Select from *Draft*, *Sent*, *Rejected*, *Accepted*, or *Activated*. You can select one or more statuses to filter by. - **Customers:** Search to find a customer or select the customer name from the list. - **Locations:** Search to find a location or select the location from the list. - **Business Unit:** Select a *Business Unit*. - **Summary:** Use the text box to enter key terms from the summary. - **Start Date:** Use the calendar to select the start date of the agreement, or enter the date in the *Start Date* field. - **End Date:** Use the calendar to select the end date of the agreement, or enter the date in the *End Date* field. - **Total Agreement Price:** Set a *minimum* and *maximum* for the total agreement price. - **Account Manager:** Account manager assigned to the agreement. - **Tags:** Select tags from the dropdown list. - **Auto-renew Status:** View if the agreement has auto-renew *Enabled* or *Disabled*. - **Creation Method:** Shows if the agreement was created by *Renewal, Imported, Manual, or Manual Renewal*. - **Created On:** Use the calendar to select the date the agreement was created. - **Export**: Use Export to download the list of agreements in Excel, PDF, or CSV format. - **Edit Columns:** Reorder, hide, show, lock, or unlock columns of the agreements table. > [!TIP] > **Tip:** Click Agreement ID, Agreement Name, Customer Name, and Location Name from the agreements table to open these records. ## Export Service Agreements Export service agreements after you filter them to download and share your data for reporting or record-keeping. 1. On the *Service Agreements* screen, filter the agreements and click **Export**. The report can be downloaded in three different formats: 1. Excel. 2. PDF. 3. CSV. ![Table displaying locations, business units, and agreement details with an export option highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreements-image-9gjityyh.jpg) ## Edit Service Agreements table Customize the agreements table view by reordering, hiding, showing, locking, or unlocking columns. 1. On the *Service Agreements* screen, click **Edit Columns**. ![User interface showing options to edit columns in a data table.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreements-image-x4fa07ln.jpg) 2. From the drawer that opens, you can: 1. Click **Lock** to keep a column fixed. 2. Click **Hide ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreements-image-s1ozspz6.png)** to remove it from the table view. 3. Use![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-drag-indicator.png)to drag columns to rearrange their order. 3. When finished, click **Apply**. ![Editing service agreement columns with options to show, hide, or reorder elements.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreements-image-7kpb5j59.jpg) > [!NOTE] > **Note:** To remove applied filters, click Reset Defaults. ## Perform bulk actions on service agreements Bulk actions on service agreements let you update multiple agreements at once, eliminating the need to manage them individually and reducing manual work. This includes: - [Changing prices](/v1/docs/change-prices-in-bulk-for-service-agreements) - [Changing statuses](/v1/docs/change-service-agreements-status-in-bulk) - [Editing agreements](/v1/docs/edit-service-agreements-in-bulk) - [Renewing agreements](/v1/docs/renew-service-agreements-in-bulk)[![Service agreements with options to change prices, status, and renew agreements highlighted.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/follow-up-on-service-agreements-image-lso8z54z.jpg)](/v1/docs/renew-service-agreements-in-bulk) ## Want to learn more? - See [Change prices in bulk for Service Agreements](/v1/docs/change-prices-in-bulk-for-service-agreements) - See [Change Service Agreements status in bulk](/v1/docs/change-service-agreements-status-in-bulk) - See [Edit Service Agreements in bulk](/v1/docs/edit-service-agreements-in-bulk) - See [Renew Service Agreements in bulk](/v1/docs/renew-service-agreements-in-bulk)