---
title: "Activate or deactivate a visit template for service agreements"
slug: "activate-or-deactivate-a-visit-template"
tags: ["Area - Service Agreements", "Focus - Service Replacement", "Role - Admin", "Type - Commercial"]
updated: 2026-10-29T14:09:57Z
published: 2026-10-29T14:09:57Z
canonical: "help.servicetitan.com/activate-or-deactivate-a-visit-template"
---

> ## 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.

# Activate or deactivate a visit template for service agreements

## Overview

After a visit template is activated, you can apply it to Service Agreements.

---

### 

****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

- Visit Templates can't be deleted, only deactivated.
- When creating a Service Agreement, you can only select from active visit templates.
- If the template is part of a [minimum spacing relationship](/residential-s-r/docs/clone-set-up-minimum-spacing-between-visit-templates), the confirmation message tells you how many relationships will also be deactivated. You can still continue. Agreements that already use those relationships aren't affected.
- When a [minimum spacing relationship](/residential-s-r/docs/clone-set-up-minimum-spacing-between-visit-templates) is deactivated because one of its templates was deactivated, it shows as *Inactive* on the *Visit Template Relationships* tab. Hover over the icon next to the status to see why. A warning icon also appears next to the template that's still active on the *Visit Templates* tab. The relationship stays inactive until you reactivate it, even after the template is active again.

## Activate a visit template

1. Go to the navigation bar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-or-deactivate-a-visit-template-image-v8csxx7r.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A39Z&se=2026-11-09T12%3A28%3A39Z&sr=c&sp=r&sig=zWT6NMZ69OHOU7HHDF1s3N0hMnqzOf7eT8zC8%2B3alxI%3D).
2. In the side panel, click **Operations > Service Agreement Templates**.
3. Go to the **Visit Templates** tab.
4. Click the **Filter** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-or-deactivate-a-visit-template-image-b298s55a.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A39Z&se=2026-11-09T12%3A28%3A39Z&sr=c&sp=r&sig=zWT6NMZ69OHOU7HHDF1s3N0hMnqzOf7eT8zC8%2B3alxI%3D) in the **Status** column.
5. Deselect **Active** and select **Inactive**. ![User selects the inactive filter option in a status management interface.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-or-deactivate-a-visit-template-image-j7sg7cqy.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A39Z&se=2026-11-09T12%3A28%3A39Z&sr=c&sp=r&sig=zWT6NMZ69OHOU7HHDF1s3N0hMnqzOf7eT8zC8%2B3alxI%3D)
6. When finished, click **Filter**.
7. Select the visit template you want to activate, then click **Activate**.

## Deactivate a visit template

If you deactivate a visit template, you can no longer use it when creating new service agreements.

1. Go to the navigation bar and click **Settings** ![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-or-deactivate-a-visit-template-image-v8csxx7r.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A39Z&se=2026-11-09T12%3A28%3A39Z&sr=c&sp=r&sig=zWT6NMZ69OHOU7HHDF1s3N0hMnqzOf7eT8zC8%2B3alxI%3D).
2. In the side panel, click **Operations > Service Agreement Templates**.
3. Go to the **Visit Templates** tab.
4. Select a visit template to deactivate, and then click **Deactivate**. ![Service agreement templates with options to add, activate, or deactivate visit templates.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/activate-or-deactivate-a-visit-template-image-tmsb9uma.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A28%3A39Z&se=2026-11-09T12%3A28%3A39Z&sr=c&sp=r&sig=zWT6NMZ69OHOU7HHDF1s3N0hMnqzOf7eT8zC8%2B3alxI%3D)

## 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](/residential-s-r/docs/create-or-edit-visit-templates)
- See [Use Visit Templates with Service Agreements](/residential-s-r/docs/use-visit-templates-with-service-agreements)
- See [Manage Service Agreements Visits](/residential-s-r/docs/manage-service-agreements-visits)