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How to Create a New Service Type
Go to Maintenance > Service Types.
Click the + button in the top right.
How to Edit a Service Type
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Service types should only be edited if not in use. |
Go to Maintenance > Service Types.
Click the service type you would like to edit or click the action menu at the end of the row and select Edit.
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Quick Tip: You can open 2 edit forms by selecting the checkboxes of the service types and clicking the edit pencil icon in the top right. |
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| Warning |
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Service types should only be deleted if not in use. |
Go to Maintenance > Service Types.
Check the checkbox of the service type(s) you would like to delete.
Click the delete button in the top right.
Service Types in the Operations App
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You can set a Default Service Type and/or make a Service Type Required in the customer record. See Customers - New/Edit Customer.
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Default Service Types pre-populates selections only, users can change service types during order entry if needed. |
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You can set a Default Service Type in the internet user record. See Internet Users - New / Edit Internet User.
| Note |
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Default Service Types pre-populates selections only, users can change service types during order entry if needed. |
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When creating or editing an order you can select a Service Type. This creates a way to filter the available order types, and only order types associated to the selected service type will be listed in the order type pull-down list. See Orders.
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Service Types in
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the Client Portal
An internet user can select the Service Type when placing an order. This creates a way to filter the order types, and only order types associated to the selected service type will be listed in the order type pull-down list. See Place Order.
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Service Type is only visible when Service Type Required is selected on the customer record. See Customers - New/Edit Customer. |
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User Permissions for Service Types
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Giving Service Type Permissions to Users
Go to Maintenance > Users.
Click on the User.
Search for “service types”.
Check the box for Service Types and Edit Service Types.
Removing Service Type Permissions
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