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 & Ultimate editions of the Envision Cloud program. To upgrade, please contact our Sales Team at 800.231.9445 or sales@ennoview.com.

 

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_types_list.png

 

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