Setup Service Types

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 edition of the Envision Cloud program. You can upgrade your account on the Account Subscription page.

To enter the Service Types List,

  1. Hover over Inventory in the menu bar of Envision Cloud,

  2. Hover over Inventory Options, and

  3. Select Service Types from the drop down menu.

  4. 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.

service_type_import_complete.png

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