This is an improvement to the existing Follow Ups - Service Agreements page that adds bulk renew, bulk status change, new filters, and error-handling tools to simplify renewals management.
What's changing with Service Agreements Renewals?
Before, managing multiple expiring service agreements meant handling each one at a time. Now you can filter for expiring agreements, multi-select them, and take bulk actions like Change Status or Renew Agreements. If any actions fail, you can view errors in a dedicated drawer and return failed items. You also get new filters and columns to identify agreement details like Auto-Renew Status, Creation Method, and Agreement ID.
Before and After
Before (Current)
Go to Follow Ups > Service Agreements.
Manually open each agreement to check details.
Change status or renew one at a time.
No way to filter by Auto-Renew Status or Creation Method.
No built-in error feedback for failed renewals.
Impact: Takes time to review and manage agreements individually with no bulk tools or error diagnostics.
Try the current workflow in your account.
After
Go to Follow Ups > Service Agreements.
Use new filters and columns to narrow agreements.
Select multiple agreements (up to 5,000) using the new checkbox column.
Choose Change Status or Renew Agreements from the Actions menu.
If errors occur, open the Errors drawer to review and re-run failed actions.
Impact: Lets you handle large batches of renewals faster, with filters to find the right agreements and error drawers for reruns.
Test the changes in the NEXT environment.
Who uses this feature
Commercial Construction, Commercial Service and Replacement
Administrators, CSRs
Region availability: All regions
How it works for your industry
Commercial Service and Replacement
A CSR filters for expiring service agreements without auto-renew enabled, selects 20 agreements, and renews them in bulk.
A follow-up error drawer helps rerun failed renewals without repeating all steps.
The agreement list now includes Creation Method so the CSR knows if an agreement was manually or auto-created.
Commercial Construction
A project manager views all service agreements linked to multi-site installations and filters by Agreement ID.
They bulk change the status from Sent to Active when contract approvals come through.
A failure drawer identifies issues on agreements blocked by missing contract start dates.
How to Prepare
Confirm your team uses the Follow Ups > Service Agreements screen regularly.
Identify which agreements need renewals soon.
Align internal rules for when to bulk change agreement statuses or renew.
Train office staff on using the new filters, columns, and bulk tools.
Confirm team members have permission to access Follow Ups and edit agreements.