---
title: "Using As Needed Services and Work Tickets"
slug: "using-as-needed-services-and-work-tickets"
tags: ["Language - English", "Area - Scheduling", "Area - Work Tickets", "Industry - Landscaping", "Type - Task (How-To)", "Role - Scheduler", "Skill Level - 1 (Beginner)"]
updated: 2025-12-16T16:36:31Z
published: 2025-12-16T16:36:31Z
canonical: "guide.youraspire.com/using-as-needed-services-and-work-tickets"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://guide.youraspire.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Using As Needed Services and Work Tickets

During estimating, services are added to a contract opportunity. Later, when your client agrees to proceed with the work, you mark the opportunity as won. At the time that you win the opportunity, Aspire will generate the appropriate number of work tickets based on the number of occurrences for each service on an opportunity.

However, in some scenarios, it may not be known how many tickets will be needed at the time of estimating. In this case, Aspire allows a service on an estimate to be marked *As Needed*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-owfdjj1o.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

This can be used on contract services with an invoice type of T&M or Per Service.

If you choose the *As Needed* checkbox for an opportunity service while creating an estimate, tickets are not generated at the time that the opportunity is won. Instead, a production manager can generate a ticket at the time of scheduling.

For scheduling purposes, work tickets for *As Needed* opportunity services display in the work ticket list with a ticket number of zero (0).

When the production manager places the *As Needed* ticket on the schedule board, Aspire generates a work ticket and assigns a non-zero ticket number. Time and materials are then applied to that work ticket as you would normally.

⚠️ Services can *only* be marked *As Needed* for T&M or Per Service *contract* services. The *As Needed* option is not available on work orders.

Typical examples of when *As Needed* services are used include:

- Snow-related services
- Irrigation repair services
- Additional mow services beyond the contracted amount

## **How to Set Up As Needed Services**

1. To set up a service that is *As Needed*, click into the service on the estimate screen of the opportunity as shown below. We're clicking the Spring Clean Up service. [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-leigp7ik.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)](https://downloads.intercomcdn.com/i/o/582953032/d966bd00b9002f69323720dd/image.png?expires=1758648600&signature=efd1ea2e5a5b32ddeab2c7222d6be9c1b6e9047ea320ac0ad6b48191c9ae8f3a&req=cSglH8x9nYJdFb4f3HP0gPY7JNbdxd2iFJdWhrAJLo%2BFtOUaagkVaAE5jtoz%0AHU0%3D%0A)
2. Once you are in the *Service Details* screen, check the *As Needed* box. ❗ Remember that the Invoice Type for the service must be either *T&M* or *Per Service* in order for the *As Needed* checkbox to be available. [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-t51d6o5q.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)](https://downloads.intercomcdn.com/i/o/582941352/fbfa3297750f0c139931c8c8/image.png?expires=1758648600&signature=d4951462b1fbf8c5f732290e1ecc0ff7291dcf4d453bbc7e8ab6883ef94332b4&req=cSglH81%2FnoRdFb4f3HP0gOHh1Wn1qDcO%2BfIbCMkm1FpDYtzxDaUWbbNJ%2F6dR%0A72U%3D%0A)
3. Last, click the *Save* icon in the top right corner.

🧠 A service flagged this way is called an "As Needed Opportunity Service" or sometimes shortened to "As Needed Service".

## **Creating the *As Needed* Work Tickets**

After you have created the As Needed service(s) on the contract, and have won the contract, Aspire will not automatically generate the tickets like it does for services that are not marked *As Needed*.

In the example above, only the Spring Clean Up service has been marked *As Needed*. Aspire will generate tickets for the other services upon winning the contract but will not generate tickets for the Spring Clean Up.

📌 Note: Aspire will allow you to go back into the opportunity service on a contract estimate after it has been won and check the *As Needed* checkbox. This can be valuable such as running out of mowing tickets at the end of the season.

*As Needed* tickets are created in one of four ways:

1. By placing an *As Needed* service on the Schedule Board
2. Crew leader selecting one using *Crew Mobile*
3. Adding them from the *Time Entry Screen*
4. Using the *Schedule an Event* function

Let’s look at each of these.

### **Adding *As Needed* Services on the Schedule Board**

As shown in the image below, you can search by property name (Firelands Regional Medical Center) to focus on the property for which we estimated *As Needed* services in the earlier example.

After narrowing your search, *As Needed* opportunity services show up in the work ticket list on the Schedule Board screen.

**Note:** As Needed Services only show in the WT list on the schedule board between the opportunity’s start and end dates.

​ ​Since the work ticket does not exist yet, the work ticket number in the search list shows as zero (0). You can drag the opportunity service onto the Schedule Board by clicking on the dot symbol on the left side of the ticket number.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-srt1w9za.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

When you drop it onto the schedule board, Aspire immediately creates the work ticket and assigns a non-zero work ticket number.

If you right click on the newly created visit plaque on the Schedule Board, you can select the *Open Work Ticket* option to view the work ticket.

In the image below, the Spring Clean Up As Needed service has become a work ticket with an assigned work ticket number. It is also now in a Scheduled status.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-5nlxod4m.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

📌 Note: The Spring Clean Up service will still continue to appear in the work ticket list with a ticket number of zero (0). This allows you to continue to create additional tickets from this service as you need them.

### **Adding As Needed Tickets from Aspire Mobile**

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/IMG_9043(1).PNG?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

1. Your Crew Leader can create an As Needed work ticket from Aspire Mobile by navigating to the Tickets tab and then select the plus icon.
2. Select the Property for the As Needed service.
3. Then, they can choose the As Needed service from the list of Services and create the work ticket.
  1. You can see the difference between the ticket types; the As Needed service does not have a ticket number pre-assigned.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/IMG_9046.PNG?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

Once the ticket is generated, the Crew Leader can start time on the As Needed ticket as normal.

### **Adding *As Needed* Tickets from the Legacy Crew Mobile App**

The crew leader can create the *As Needed* work ticket by:

1. Going to the *Schedule* option on the Crew Mobile home screen. [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-6u5k7q4j.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)](https://downloads.intercomcdn.com/i/o/582970732/c61b6f2c9446e393dc0cfc1b/image.png?expires=1758648600&signature=efab95bcac483496b78ccfe870ce0086cb0519aab158f4db1a8ef405a7578d1d&req=cSglH85%2BmoJdFb4f3HP0gFzjH0VqEKjw1Zk56Cp5tltpk3HQCmYt6QOkhoIY%0ArKc%3D%0A)
2. They will then click the *New* button in the lower right-hand corner of the screen, and select the property for which they want to create a new ticket. [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-dqz2kcau.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)](https://downloads.intercomcdn.com/i/o/582971087/deb0fc0cb724c6a27915f0d6/image.png?expires=1758648600&signature=86d77ed9de7b51920e5d686811d10d1acb115bb5e120428522b9d04a57e09c12&req=cSglH85%2FnYlYFb4f3HP0gKw77zmCNYk%2FeUJ0GRmVgRjBPXUsXdJwk5mIgBry%0AfW8%3D%0A)
3. They will then select the service that they will be performing.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-ph8fkzrl.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

### **Adding *As Needed* Tickets on the Time Entry Screen**

In some scenarios, an *As Needed* ticket may need to be assigned from the time entry screen. Perhaps a crew leader clocked time to a ticket other than the *As Needed* ticket.

To add an *As Needed* ticket to the time entry screen:

1. Click the plus sign next to *Direct Job Time*, and choose *Add Existing Ticket*. This will display a list of available work tickets. [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-3v3ylrdl.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)](https://downloads.intercomcdn.com/i/o/803379228/751896e97d167bdf3eebc72b/image.png?expires=1758648600&signature=1273bef63b8fd8580fc93aacf3a9307e960e6f42362a2e9dd37f584770fb7ce0&req=fCAkFc53n4NXFb4f3HP0gOF2VcIMjqYueNv60CP0YQRCCeQ5%2Fhjpn6oVmhYS%0A2O4%3D%0A)
2. Since the work ticket has not yet been created, it will display in the list with a ticket number of zero (0). [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-i52os5mo.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)](https://downloads.intercomcdn.com/i/o/582974834/e5a6eb98135ae0a88521800d/image.png?expires=1758648600&signature=3d25ea37cfa22242ab05e6834a22da994263d69ea22b1b35eff3a91b80b5115b&req=cSglH856lYJbFb4f3HP0gJQ7gGyfkPSS1tGsnfm4cHkBhqMJhyRwb3RuWQnH%0AuAM%3D%0A)
3. Upon selecting the service, it will be added to the time entry screen and a non-zero ticket number will be assigned.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-r96i4wti.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

### **Adding *As Needed* Tickets with the *Schedule an Event* Function**

The *Schedule an Event* screen can be found by clicking the three-dot menu in the upper right of the *Schedule Board* and choosing *Schedule an Event*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-9sida50a.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

This provides a search list of opportunity services to support the preparation or mass scheduling of customer visits for an *As Needed* service based on an event, like snow fall.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-tkhzvrgk.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

Two Bulk Actions can be performed from this screen:

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-r5uwpm4u.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

1. Set Route and Sequence # -- For advanced preparation, you can prepare for mass scheduling by establishing a route and sequence number for each relevant opportunity service. For example, at the beginning of snow season, a scheduler can choose to set the default route for all *As Needed* shoveling services to the *Shoveler* route. The default route for all snow plowing *As Needed* services can be set to the Snow Plowing route.
  - First, specify search list criteria to identify and list the *As Needed* services for which you want to schedule visits in the Schedule an Event screen all together. [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-lyksls63.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)](https://downloads.intercomcdn.com/i/o/587017250/602247dea86b035a79538ac8/image.png?expires=1758648600&signature=d90a2a42fa60b38bdfc36b88c2c0dd30117a9dc9ec145fc8fbf9068d4cb7dea6&req=cSggFsh5n4RfFb4f3HP0gNbUW59LZc11Bt4jK7n2S4Fs0igP6ly2u4rFsJYN%0AVyg%3D%0A)
  - Select the *As Needed* services you want to schedule visits by placing checkmarks in front of them. *You can select all the opportunity services by clicking the checkmark in the header if you've narrowed your list down.* [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-2kw4ur6q.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)](https://downloads.intercomcdn.com/i/o/587017782/9a5d55c509ef88192b0d8144/image.png?expires=1758648600&signature=4e1ca9155a53299a9cc535f8ea7703944a51d2caada738daf1746d1b02147471&req=cSggFsh5moldFb4f3HP0gICoSYSIdHijIFXwdZyfJ%2F5AKN%2BVxhwY7vItbVs1%0Aw6Q%3D%0A)
  - Click on the *Bulk Actions* icon and select *Set Route and Sequence # ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-dobdsu0m.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)*
  - Choose a default route and sequence number for the selected properties and services when the As Needed service visits are created. [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-xkmvosi2.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)](https://downloads.intercomcdn.com/i/o/587028177/94023d718e5b276d6638d298/image.png?expires=1758648600&signature=b5705fe03fc55841e9a74890a0b0ed4e897bf6d4776407afcbede940eae34e55&req=cSggFst2nIZYFb4f3HP0gGgVPRo%2BorxOXxv43ZXKOXmmdp3l1hbC1r%2Bgd6Qq%0A%2B%2FM%3D%0A)
  - Click *Save* when finished. When an actual event is created based on the *As Needed* service, Aspire will use these defaults to create and schedule the *As Needed* tickets.

## Mass Scheduling

1. To mass schedule, like before, specify search list criteria to identify and list the *As Needed* services for which you want to schedule visits in the Schedule an Event screen all together. ​ ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-w2ze00nd.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)
2. Select the *As Needed* services you want to schedule visits by placing checkmarks in front of them. *You can select all the opportunity services by clicking the checkmark in the header if you've narrowed your list down.* [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-5b3g96zz.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)](https://downloads.intercomcdn.com/i/o/587017782/9a5d55c509ef88192b0d8144/image.png?expires=1758648600&signature=4e1ca9155a53299a9cc535f8ea7703944a51d2caada738daf1746d1b02147471&req=cSggFsh5moldFb4f3HP0gICoSYSIdHijIFXwdZyfJ%2F5AKN%2BVxhwY7vItbVs1%0Aw6Q%3D%0A)
3. Click on the *Bulk Actions* icon and select the *Create/Schedule Visits* option from the triple dot menu to display the *Create/Schedule Visits* screen. [![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-fkyftixw.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)](https://downloads.intercomcdn.com/i/o/587018007/32f80e96b3674c1952abfae5/image.png?expires=1758648600&signature=b6c0aa97a483d0836bd96075361ccac44223b086479b61b18c490311648eb15a&req=cSggFsh2nYFYFb4f3HP0gAGE7gCXiVs97rxw5DxdLZstkOm0DZBgFh3sSMRG%0A9qs%3D%0A)
4. Select the date on which the visits should be scheduled and the route that should be used (if a default route is not provided for the service opportunity). ![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-o8z5hsg0.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

When you click the *Save* icon, Aspire will create work tickets based on the selected *As Needed* services and place the visits on the Schedule Board.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-ynjpq71q.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

## **Changing an As Needed Service**

You can change an *As Needed Service* without having to create a new *Work Ticket* if there are no work tickets under the *Opportunity.*

This eliminates the need to create a new work ticket that will need to be deleted later in the event you need to create a change order.

📌 Note: If work tickets exist under the *Opportunity* that you are trying to change, a list of the current open work tickets will populate and you will need to select one of the work tickets before submitting a change. You can only add a change to a new or open *Work Ticket*. That change will then be applied to the selected and following work tickets.

To change an as needed service without a work ticket, go to the *Opportunity* containing an *As Needed* service without a *Work Ticket*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-oco4qbk3.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

- Click the 3 dot menu on the *Opportunity* details screen.
- Select *Change*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-4gclwjoh.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

- Change the date to reflect when the updated *As Needed Service* is to begin.
- Click *Save*.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-xeqhffcw.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

- You will be redirected to the estimate.
- Open the 3 dot menu of the *As Needed* service you wish to change, and select *Change* to initiate a change to the service.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-zjibs91s.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-0rqka2v3.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)

- A new field under your service appears to input your change. Every time a change order is saved, it will be denoted with a version number to the left of the *Add* icon.

![](https://cdn.document360.io/5942a8d7-f3b1-4919-bdfa-d477d8498fe3/Images/Documentation/using-as-needed-services-and-work-tickets-image-blhtfpa1.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A57%3A15Z&se=2026-11-15T01%3A57%3A15Z&sr=c&sp=r&sig=MdL0V0hM9poKWr99ZFMEw1saX%2FOByWadQjHtfFKiMRg%3D)