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