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Info

This page is for the Operations App. For the Classic Operations App please see Service Types (Classic Operations App).

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How to Create a New Service Type

  1. Go to Maintenance > Service Types.

  2. Click the + button in the top right.

How to Edit a Service Type

Warning

Service types should only be edited if not in use.

  1. Go to Maintenance > Service Types.

  2. Click the service type you would like to edit or click the action menu at the end of the row and select Edit

Tip

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

Service types should only be deleted if not in use.

  1. Go to Maintenance > Service Types

  2. Check the checkbox of the service type(s) you would like to delete. 

  3. Click the delete button in the top right.

Service Types in the Operations App

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Giving Service Type Permissions to Users

  1. Go to Maintenance > Users.

  2. Click on the User

  3. Search for “service types”.

  4. Check the box for Service Types and Edit Service Types.

Removing Service Type Permissions

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Related pages

CXTU Courses/Lessons

  • Orders: Order Types & Service Types