Renew Service Agreements in bulk

Overview

Renew multiple expiring service agreements at once to save time and reduce repetitive manual work.

Renew service agreements in bulk

1. Go to the navigation bar and click Follow Up > Service Agreements.

2. In the side menu, click Service Agreements.

3. From the Service Agreements page, select the agreements that need renewal.

4. Click Actions, and from the dropdown select Renew Agreements. 

5. From the pop-up that opens, click Renew Agreements.

Note: You can only renew service agreements in the Activated status. This creates renewals for each agreement in the Draft status.

The Agreements Renewed Successfully message appears to confirm that the agreements have been renewed.

View errors

View, troubleshoot, and re-run the bulk actions if you received an error message.

1. Click View Errors on the error message. 

On the drawer that opens, you can view the details of the error.

1. Click the Agreement ID to open the agreement in a new tab and fix the errors.

2. When finished, return to the drawer and click Re-run Renew Agreements. 

Understand possible errors

View and understand the error types when renewing the agreements in bulk.

Want to learn more?

• Visit ServiceTitan Academy and enroll in Creating & Managing Service Agreements

• See Unable to edit a visit