Service Types

Service Types can be used to categorize your services and are used for reports and when tracking goals for employees.

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 Tool Bar of Envision Cloud, hover over Inventory Options, and select Service Types from the drop down menu.

service_type_list.png

From this screen, you can add custom service types, edit existing service types or delete service types.

If you choose to delete a service type that has services assigned, the services will no longer show a type and will no longer count towards goals.

Add a New Type / Edit Selected Type

Selecting to add or edit a type will allow for creation or change of the type name.

Import Generic Types

Selecting to import generic service types will add default types to your list. You may add the generic types by selecting to import generic types in the options box to the left. Once selected, the types will automatically add to your service type list.

service_type_import_complete.png

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