Setup Service Types
How to set up your service types
Service Types can be used to categorize your services and are used for reports and when tracking goals for employees.
To enter the Service Types List,
Inventory > Inventory Options > Service Types
Hover over Inventory in the menu bar of Envision,
Hover over Inventory Options, and
Select Service Types from the drop-down menu.
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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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