---
title: "Add visit templates to service agreements"
slug: "use-visit-templates-with-service-agreements"
updated: 2026-03-27T18:38:46Z
published: 2026-03-27T18:38:46Z
---

> ## 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.

# Add visit templates to service agreements

## Overview

After you create a Visit Template in *Settings*, you can then use it on the Scope of Work step to quickly create visits for a service agreement. This helps you save time since it creates the visit based on the information in the visit template.

---

### 

****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

- When creating a Service Agreement, you can only select from active visit templates.
- Edits to a visit template DO NOT impact agreements created in the past. Only new agreements created using the edited template contain the updates.

## Add a Visit Template to a Service Agreement

When creating a Service Agreement for a customer:

1. In the *Scope of Work* step, click **Add Visit**.
2. Select the desired *Visit Template* to create a visit with the information from the visit template.

> [!NOTE]
> **Note:** You can only choose from visit templates that are currently active.

![Scope of Work section showing agreement details and visit template options.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-visit-templates-with-service-agreements-image-bii6rrkz.png)
3. The following visit information will populate from the selected visit template.
  1. **Visit Name**
  2. **Visit Recurrence:** The cadence at which visits generate.
  3. **Visit Window:** When the visit template is added to an agreement, the year is automatically populated based on the agreement's start date and duration.
  4. **Visit Price:** Amount of each service visit.

> [!NOTE]
> **Note:** Visit price only applies if [per-visit pricing](/v1/docs/per-visit-pricing-for-service-agreements) is enabled when creating a service agreement.
  5. **Job Type:** This populates if it is selected in the visit template.
  6. **Labor Hours**
  7. **Labor Cost**
  8. **Labor Cost / Hour**
  9. **Material Cost**
  10. **Equipment**
  11. **Task Summary:** This populates if it is selected in the visit template.

## Edit the visit created from the visit template

After created, you can customize the visit for the specific service agreement by editing the information populated from the visit template.

1. Click ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-visit-templates-with-service-agreements-image-rbq67y7e.png). ![Scope of Work details for duct cleaning, including labor hours and costs.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/use-visit-templates-with-service-agreements-image-ej4xvth8.png)
2. Make the necessary changes to the visit in the *Edit Visit* window.
3. Click **Save**.

## 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 [Create or edit Visit Templates](/v1/docs/create-or-edit-visit-templates)
- See [Service Agreement Management Overview](/v1/docs/service-agreement-management-overview)
- See [Manage Service Agreements Visits](/v1/docs/manage-service-agreements-visits)