---
title: "Service Agreements Dashboard Overview"
slug: "service-agreements-dashboard-overview"
updated: 2026-04-25T01:33:38Z
published: 2026-04-25T01:33:38Z
---

> ## 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.

# Service Agreements Dashboard Overview

## Overview

Use the *Dashboard* tab to see a high-level overview of your service agreement details.

---

### 

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

- Administrators, accountants, estimators, project managers, and operations managers.
- Primarily benefits Commercial Service and Replacement business types, and Residential Service and Replacement business types
- Applies to all trades

## Things to know

- The Service Agreements Dashboard is displayed by default.

![Service agreement dashboard](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-dashboard-overview-image-sqhrcsik.png)

## Service agreement dashboard actions

In the *Visit Status* section, you can enter scheduling notes or view the remaining visits on the agreement.

![Visit status shows 0 of 2 visits completed with scheduling notes and remaining visits.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-dashboard-overview-image-razh5xba.png)

Click **Add Scheduling Notes** to add extra information about the scheduling preferences for the agreement.

Use the *Remaining Visits* list to see details about upcoming visits. If a job is ready to book, click **Book Job** under the *Job #* or use the *Actions* menu.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-dashboard-overview-image-hx26gt05.png)

If you no longer need a visit, click **Actions**, then click **Dismiss Visit**.

> [!NOTE]
> **Note:** If a visit is associated with a job, it can't be dismissed.

![remaining visits with options to book, dismiss, or delete visits.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-dashboard-overview-image-l6bxohcz.png)

If you need to delete a visit, click **Actions**, then click **Delete Visit**.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-dashboard-overview-image-5nnz90ex.png)

> [!TIP]
> **Tip: Dismiss versus Delete** If you are not performing a visit that was committed to, but you don't 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.

If you need to remove a visit from a job, click **Actions**, then click **Detach job**.

> [!NOTE]
> **Note:** You can't detach a visit from a completed job.

![User interface displaying remaining visits with options to detach, dismiss, or delete jobs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-dashboard-overview-image-gri0zo8v.png)

The *Billing Status* section displays the amount billed, the remaining amount to be billed, the billing schedule, and the next billing date.

![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/service-agreements-dashboard-overview-image-9c43wehf.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 [Service Agreement Management overview](/v1/docs/service-agreement-management-overview)
- See [Unable to edit a visit](/v1/docs/unable-to-edit-a-visit)