Service Types can be used to categorize your services and are used for reports and when tracking goals for employees.
|Enhanced Goals are available in the Preferred & Ultimate editions of the Envision Cloud program. To upgrade, please contact our Sales Team at 800.231.9445 or email@example.com.|
To enter the Service Types List,
- Hover over Inventory in the menu bar of Envision Cloud,
- Hover over Inventory Options, and
- Select Service Types from the drop-down menu.
- Choose to Add a New Service Type in the option box to the left side of the screen. Alternatively, you may select to Import Generic Service Types, if you wish to bring in a list of common service types.