This is a new feature that lets administrators and office staff edit key details on an active service agreement — including duration, billing schedule, covered locations, and bill-to customer — without canceling and recreating the agreement.
What's new?
Before this release, most fields on an active service agreement were locked at activation. When a customer's needs changed mid-term, office staff had to cancel the agreement and rebuild it from scratch. That broke historical data, introduced billing risk, and added significant administrative work.
Now, authorized office employees can edit active agreements directly. A consolidated Edit Duration and Billing Schedule modal lets administrators adjust agreement duration and billing schedule in one place. Covered locations can be added. The bill-to customer can be changed. All edits are logged in the audit trail, and future invoices and revenue recognition reflect the updated settings automatically.
Resources
Before and after
Before (Current)
A customer calls to add a new location to their active service agreement.
You open the agreement and find the covered locations field is not editable.
You cancel the agreement to recreate it with the updated location.
You rebuild the agreement and reactivate it, losing historical continuity and risking billing errors.
Impact: Rebuilding agreements is time-consuming and disrupts billing history, deferred revenue tracking, and reporting continuity.
After
A customer calls to add a new location to their active service agreement.
Open the agreement and click the Locations tab.
Click Add Locations, select the additional location, and save. The agreement updates immediately.
To adjust billing cadence, select Edit Duration and Billing Schedule from the three-dot menu and choose the new schedule.
All changes are logged in the audit trail. Future invoices reflect the updated settings.
Impact: Administrators and account managers can handle mid-term agreement changes in minutes, without rebuilding, without disrupting billing history, and without creating risk for deferred revenue.
To test the changes in the NEXT environment, find and open an active service agreement > click More at the top > then select Edit Duration and Billing Schedule.
Who uses this feature
Commercial Service and Replacement, Residential Service and Replacement
Administrators, Accountants, Bookkeepers
Region availability: All Regions
How it works for your industry
Residential Service and Replacement
A homeowner moves to a larger property mid-agreement and wants to add their new address as a covered location. Open the active service agreement, select the Locations tab, add the new location, and save, without rebuilding the agreement.
A customer switches from monthly to quarterly billing after two months of service. From the three-dot menu, select Edit Duration and Billing Schedule, choose the new billing schedule, and review the updated invoice table before saving.
Commercial Service and Replacement
A property management company acquires a new building mid-term and needs it added to an existing service agreement. Use the Locations tab to add the new site, no cancellation required, and the agreement's billing and revenue recognition history stays intact.
A commercial account consolidates billing under a parent entity. Update the bill-to customer on the active agreement to reflect the new billing entity without disrupting service schedules or invoicing history.
How to prepare
Have an administrator go to Settings and enable the Edit duration and billing schedule permission for the appropriate roles. No roles have this permission on by default — administrators can turn it on for themselves and for any role they choose.
Identify the agreements most likely to need mid-term edits — multi-location accounts or accounts with custom billing cadences — and use them as your first test cases after permissions are configured.
Train account managers and billing staff on the new modal so they are confident making changes without escalating.
Align with your team on which roles should have edit access before the feature goes live to avoid unintended changes to active agreements.
Bookmark any knowledge base articles or Academy videos for team training once they are published.