--- title: "Manage Service Agreements Visits" slug: "manage-service-agreements-visits" updated: 2026-04-25T01:28:54Z published: 2026-04-25T01:28:54Z --- > ## 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. # Manage Service Agreements Visits ## Overview Use the *Visits* tab to view historical and future visits for the agreement. --- ### ****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 - To get the most out of your Service Agreement visits, we recommend turning on the following job booking settings:*Attach Equipment to job* and *Edit End Time*. - The details added to a visit are also available for the technician when viewing the job on mobile. - If a visit is added after the Service Agreement is activated and the total agreement price isn't updated, the visit will not be counted in the total price calculation. ## Service Agreement Visits actions - Click the **Location** to open the location record. - Click the **Job** to open the job. When a job is associated with a Service Agreement, you can easily navigate between the job details and the agreement by clicking the **Service Agreement** label. ![Job details for commercial](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-visits-image-kydxwr6i.png) - To book a job for the visit, click **Book Job** under the *Job #*. You can also click **Actions > Book a Job**. To dismiss a visit, click **Dismiss Visit**. To delete a job, click **Delete Visit**. ![Dropdown menu showing options to book, dismiss, or delete a visit.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-visits-image-lsh1ndb9.png) > [!NOTE] > **Note:** If a visit is associated with a job, it can't be dismissed. > [!TIP] > **Tip: Dismiss versus Delete** > > - If you are not performing a visit that was committed to, but you do not want to alter the agreement or price that the customer pays for the service agreement, you should Dismiss the visit. This marks the visit as complete, recognizes the revenue, and doesn't alter the Scope of Work. > - If you want to alter the agreed-upon visit schedule, you should Delete the visit. This completely removes the visit from the agreement and alters the Scope of Work. Deleting a visit allows you to alter the active agreement without needing to cancel it and create a new agreement for the customer. - 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. This is the information that was entered during[Step 4: Scope of Work](/v1/docs/create-a-service-agreement-step-4-scope-of-work) when creating the agreement. - 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/manage-service-agreements-visits-image-vlxt249p.png) to view the reason. ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-visits-image-a1ued8zl.png) ## Add a new visit 1. Click **Add Visit**. ![List of scheduled visits](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-visits-image-si2axrf7.png) 2. Select the **Location** for the visit, then click **Continue**. ![Select Location with address and continue button for navigation.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-visits-image-j7n8pssn.png) 3. On the *Add Visit* screen that opens, enter the following information: ![visit details, including cost estimates and task summary for filter change.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-visits-image-u1nqqlqy.png) 1. **Visit Details** 1. **Visit Name:** Enter a name for the visit. 2. **Visit Window:** Use the date picker to select a **Start Date** and **End Date** for the visit window. 3. When finished, click **Apply**. ![Date range selection](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-visits-image-8c2owuiz.png) 4. **(Optional) Job Type:** Use the dropdown to select a **Job Type** for the visit. > [!NOTE] > **Note:** The *Job Type* is used when searching for jobs and reporting, and it automatically adds job-specific information when the visit is booked into a job. 2. **Cost Estimates:** Enter your cost and labor estimates for the visit. 1. **Labor Hours:** Add the estimated hours required for the visit. 2. **Labor Cost/Hour:** Add the labor cost per hour for the visit. > [!NOTE] > **Note:** *Labor Cost/Visit* is calculated automatically by *Sold Hour/Visit * Labor Rate/Hour*. 3. **Material Cost:** Add the cost of the materials needed for the visit. 3. **(Optional) Task Summary:** Enter a summary of the tasks performed during the visit. > [!NOTE] > **Note:** The summary is automatically added to the *Job Summary* field when the visit is booked into a job. 4. **Equipment:** The equipment that is worked on during the visit. This is automatically pulled from [Step 3: Equipment](/v1/docs/create-a-service-agreement-step-3-equipment). This equipment is automatically attached when the visit is booked into a job. > [!TIP] > **Tip:** Make sure to fill out as much detail for the visit as possible during this step. This information is pre-populated when booking the job, which saves you time and ensures the correct information is added to a job. 4. When finished, click **Continue**. ## Edit a visit 1. Click the **Visit Name**. ![List of scheduled maintenance visits](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-visits-image-8wxyhjy8.png) 2. On the *View Visit* screen that opens, click **Edit Visit**. ![Details of a scheduled maintenance visit](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-visits-image-vnqzl0ql.png) 3. Edit the available fields, then click **Continue**. ![Equipment selection](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-visits-image-glm4tzpu.png) 4. On the *Review Visit* screen that opens, review and confirm your changes. 5. If your service agreement is set to auto-renew and you want this change to apply to the auto-renewed agreement, select the box next to **Apply this change to the next term's agreement record**. 6. When finished, click **Save**. ![Review of pricing changes including material and labor costs with total agreement price.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-service-agreements-visits-image-agr87509.png) > [!NOTE] > **Note:** Changes made to the services and materials on the visit will be reflected on the booked job and its invoice associated with the visit. There are situations where you can't edit a visit. These include: - The visit is already booked into a job. - The job status is *Completed*. - The job invoice is not in *Pending* status. For more, see [Unable to edit a visit](/v1/docs/unable-to-edit-a-visit). ## 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 [Unable to edit a visit](/v1/docs/unable-to-edit-a-visit) - See [Difference between a visit and a job](/v1/docs/difference-between-a-visit-and-a-job)