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,
- 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.
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