---
title: "Make mid-term changes to active service agreements without rebuilding them"
slug: "make-mid-term-changes-to-active-service-agreements-without-rebuilding-them"
updated: 2026-07-10T22:47:12Z
published: 2026-07-10T22:47:12Z
canonical: "help.servicetitan.com/make-mid-term-changes-to-active-service-agreements-without-rebuilding-them"
stale: true
---

> ## 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.

# Make mid-term changes to active service agreements without rebuilding them

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.

[ST-78 - Service Agreements Editing Active Agreements Video](https://fast.wistia.net/embed/iframe/ewzfdp3wf3?web_component=true&seo=true&videoFoam=false)

### 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

- [Manage service agreement billing and invoices](/v1/docs/manage-service-agreement-billing-and-invoices)
- [Service Agreement Management overview](/v1/docs/service-agreement-management-overview)

### Before and after

#### Before (Current)

1. A customer calls to add a new location to their active service agreement.
2. You open the agreement and find the covered locations field is not editable.
3. You cancel the agreement to recreate it with the updated location.
4. 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

1. A customer calls to add a new location to their active service agreement.
2. Open the agreement and click the **Locations** tab.
3. Click **Add Locations**, select the additional location, and save. The agreement updates immediately.
4. To adjust billing cadence, select **Edit Duration and Billing Schedule** from the **three-dot** menu and choose the new schedule.
5. 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

1. 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.
2. 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.
3. Train account managers and billing staff on the new modal so they are confident making changes without escalating.
4. Align with your team on which roles should have edit access before the feature goes live to avoid unintended changes to active agreements.
5. Bookmark any knowledge base articles or Academy videos for team training once they are published.

A downloadable log of who changed what record and when.

**What it does:** Provides change history for accountability, error investigation, and compliance across teams.

**Also called:** Change history

**Tags:** Core

[See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

Deferred revenue is used in accrual accounting to manage advanced payment for upcoming services. After accepting payment, you only recognize it as income upon delivery of services, when the revenue is earned. Memberships use deferred revenue to account for recurring services included with a membership.

[Learn more →](https://help.servicetitan.com/docs/memberships-glossary) · [See the full glossary →](https://help.servicetitan.com/docs/glossary-overview)

**a.k.a.** deferred income