This is a new feature that speeds up renewals by letting you apply pricing and field changes across service agreements in Draft and Auto-renew statuses at once.
What's new?
You can now apply bulk changes to service agreements in the Draft and Auto-renew statuses from the Follow-Ups page. This includes percentage- or dollar-based price increases and changes to agreement fields like Account Manager or Business Unit. You can also set pricing defaults on the service agreement template for future use. ServiceTitan will show a summary of successful and skipped changes after the action completes.
Before and After
Before (Current)
Go to Follow-Ups > Service Agreements.
Review each agreement individually.
Apply price changes or update fields one at a time.
Recheck each agreement for skipped edits or inconsistencies.
Repeat across all agreements.
Impact: Time-consuming, inconsistent pricing and manual oversight.
After
Go to Follow-Ups > Service Agreements.
Select multiple Draft and / or Auto-renew agreements.
Click Actions > Change Prices.
Set a dollar or percent increase, or make bulk field changes.
Apply changes and review the summary showing updates and skips.
Impact: Faster renewals, consistent pricing, and better control over agreement edits.
Who uses this feature
Commercial Service & Replacement
Administrators, Managers, CSRs
Region availability: All regions
How it works for your industry
Commercial Service and Replacement
A manager applies a flat $50 increase to all expiring multi-location service agreements due to increased parts costs.
An administrator updates the Business Unit for agreements after a branch consolidation.
A CSR changes agreement terms from monthly to quarterly for a group of contracts under one property group.
How to Prepare?
Identify agreement workflows where bulk changes would save time or improve accuracy.
Align team policies on when and how to apply price increases or field edits.
Train CSRs and managers on how to access and use Bulk Actions in the Follow-Ups page.
Confirm that agreement templates have the right default price increase settings.