Service Types
- Michelle Cabaya (Unlicensed)
This page is for the Operations App. For the Classic Operations App please see Service Types (Classic Operations App).
Service types are used to group or filter order types available for an order during order entry. Service types are often used to represent geographic regions (for example: "Downtown", "East Valley", or "Mid-Town"), work types (for example: "Distribution", "Medical", or "Rush"), and vehicle types (for example: "Car", "Minivan", or "Truck").
To get to the Service Types section, go to Maintenance > Service Types.
Field Name | Description |
|---|---|
ID | Unique ID number. |
Description | Description or name of service type. |
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
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.
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.
How to Delete a Service Type
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
Customer
The following is in the Classic Operations App.
You can set a Default Service Type and/or make a Service Type Required in the customer record. See Customers - New/Edit Customer.
Default Service Types pre-populates selections only, users can change service types during order entry if needed.
Internet User
You can set a Default Service Type in the internet user record. See Internet Users.
Default Service Types pre-populates selections only, users can change service types during order entry if needed.
Order Types
There is a Service Type Filters tab in the order type form to allow which service types are available for the order type. See Order Types.
Orders
The following is in the Classic Operations App.
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.
Service Types in 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.
Service Type is only visible when Service Type Required is selected on the customer record. See Customers - New/Edit Customer.
User Permissions for Service Types
Users need to have permission to be able to add or edit service types. See Users.
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
Follow the steps above to uncheck the boxes.