Service Types

Service Types help you categorize the different services your business provides. Each service type has its own code and description, making it easier to document jobs and generate reports.

How to Access Service Types

1. Go to Settings
2. Click on Scheduling
3. Select Service Types

You’ll see a list of all existing service types in a table format. From here, you can add, edit, or delete service types.

Understanding the Service Types Table

The table includes:

• Service Type Value – the code or short name for the service
• Description – a short explanation of what the service is

Sorting the List

Click on the column headers (Service Type Value or Description) to sort the list alphabetically or numerically.

Items Per Page

You can choose how many service types to display at a time:

• 15
• 25
• 50

Use the Previous and Next buttons to move through pages if needed.

Using the Actions Button

The Actions button lets you:

• Add a new service type
• Delete one or more service types

Add a New Service Type

1. Click the Actions button
2. Select + Add New Service Type
3. In the window that appears:
   • Enter a Service Type Value (code or short name)
   • Add a short description
   • Optionally, select a service from your inventory if this feature is enabled
4. Click Save

✅ The new service type will be added to the list.

Edit a Service Type

1. Find the service type you want to edit
2. Click on it to open the edit window
3. Make your changes
4. Click Save

Delete a Service Type

⚠️ Important: Only delete a service type if you’re sure it’s not needed. Removing it might affect other settings or reports.

To delete:

1. Tick the checkbox next to the service type
2. To delete multiple, tick all the checkboxes you want
3. Click the Actions button
4. Select Delete
5. A warning will appear – click OK to confirm or Cancel to stop

🗑️ The service type will be removed from the list.