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
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