Service Settings

In the upper right hand corner of the screen, click the dropdown arrow and select Service Settings

>>> You will now see the list of Setting setup options

Click Edit next to each item to add defaults.

Below is a breakdown, and samples, of each section

Work Order Types

This is where you can break down your work orders types for reporting purposes

Materials

This section is optional and is where you can add materials that can be added to work orders from the backend or in the field. You can import your materials into the backend by using the csv document at the bottom of this documentation (material-import-type.csv)

Material Types

This section is also optional, but is helpful if you would like to be able to sort and search on materials associated with certain types. It is recommended to setup your type prior to setting up materials

Time Entry Rate Types

This section allows you the ability set various costs. Pricing in this section is not visible to technicians by default

Work Order Default Followups

This section allows you to set default notes for technicians to select in the field

Work Order Numbering

This section allows you to set your starting work order number inside Inspect Point - if it should be something other than 1