Service Types

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

Field Name

Description

ID

Unique ID number.

Description

Description or name of service type.

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

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

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

  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

Customer

You can set a Default Service Type and/or make a Service Type Required in the customer record. See Customers - New/Edit Customer

Internet User

You can set a Default Service Type in the internet user record. See Internet Users - New / Edit Internet User

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

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 Rapidship 

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

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

  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

Follow the steps above to uncheck the boxes.