Manage service agreements recurring visit

Overview

Manage your recurring Service Agreement visits directly from the visit table on the Service Agreement Scope of Work step. You can choose the grouping type of the visit in the table view by choosing to Group by Recurrence or Order by Visit window. This helps you save time by grouping the visits based on your preference and editing one or multiple visits together.

Who uses this feature

Administrators, accountants, estimators, project managers, and operations managers.
Primarily benefits Commercial Service and Replacement business types
Applies to all trades

Visit table view

When viewing the Service Agreement in the Scope of Work section, you can customize the visit table view to be grouped by Visit Recurrence or by Visit Window.

Edit recurring visit

You can edit recurring visits for customers in Step 4: Scope of Work and adjust individual visits, or visits in bulk.

From the Step 4: Scope of Work screen, click Edit on the desired visit.
On the Edit Recurring Visit window, select one of the following options:
1. This Visit: Changes made will only affect the selected visit.
2. This and the following visits: Edits made to the visit will be applied to the selected visit and all the recurring visits that follow.
3. All visits: Changes made to the visit will be applied to the selected visit, all past visits, and upcoming visits as well.
Click Continue to update the visit.
From the Edit Visit screen, update the changes you want to apply and click Save.

Delete recurring visit to Service Agreements

You can delete individual, or recurring visits in bulk for customers in Step 4: Scope of Work.
From the Step 4: Scope of Work screen, click More on the desired visit.
On the Edit Recurring Visit window, select one of the following options:
1. This Visit: Delete the selected visit.
2. This and the following visits: Delete the selected visit and all the recurring visits that follow.
3. All visits: Delete the selected visit, past visits and upcoming visits as well.
After selecting the desired option, click Delete.

Want to learn more?

Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements
See Recurring visit details for Service Agreements
See Create a service agreement step 3: Equipment
See Create a service agreement step 4: Scope of work