Overview
Edit values on existing service agreements in bulk to streamline management and save time. Fields that can be updated include agreement details, document templates, business unit, and client-specific pricing rules.
Who uses this feature
Administrators, estimators, project managers, operations managers, and CSRs
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 for details.
Edit service agreements in bulk
Go to the navigation bar and click Follow Up
.In the side menu, click Service Agreements.
Select the agreements you want to bulk edit.
Click Actions, then select Edit Agreements.
On the Edit Agreements screen that opens, find and update the fields that need to be changed. You can:
Use Search
to find the fields you want. 
Select a field, then click Replace with and choose the new value from the dropdown.
Note: Some fields might have the Clear selection option. This removes the current value.
Tip: Hover the info icon
to learn more about the field.
When finished, click Apply Changes.
The Agreements Edited Successfully message appears to confirm that the changes have been applied.
Coming ST-78:
Note: Changing the business unit (BU) applies to future activity only: new jobs and billing use the new BU, while existing invoices, jobs, and payments — and any visit that already has its own BU — stay under the previous BU.
