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Defining Service Module Settings
Defining Service Module Settings

Overview of the Basic Settings to Set Up your Service Module

Clayton avatar
Written by Clayton
Updated over a year ago

User Permissions

First, you will want to make sure that each team member that needs access to Service has been given Service permissions. Go to Settings > Team to add a Service license to any of your team members.

Once you have added Service permissions to your team, go to Settings > Service to set up the rest of your Service preferences.
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Office Location

Enterprise Users have the ability to apply different service settings to each of their Office Locations. If you have multiple offices locations, select the office you'd like to customize first.

Paid Service Details

The first section in the Service Module Settings is Paid Service Details. Here, you can:

  1. Define the Service Terms.

  2. Input the Minimum Service Fee. This section will use that Office's Selling Currency.

  3. Choose what type of rounding will be used for Reported Labor.

When you have set up these three elements, click "Update Service Settings."

4. Enter a list of your company's Payment Terms. This is the list that you will select from to inform the technician on-site what method of payment will be used to collect for this paid service.
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As a default, we have included "Collect Credit Card at Service Call", and "Invoice after Case Closed." You can either use these, or add new terms by typing in the open field and clicking "Add Payment Option."

To delete a payment option, hover to the right-hand side of the term until the red trash icon appears, then click the trash icon.

Service Labor Details

The next section in the Service Module Settings is the Service Labor Details. Here, you can:

  1. Define the Labor Types, and the Cost (to you) and Rate (to your customer) for each.

  2. These will be the options available to the technician who is performing the Service for the case(s), and they will be able to log their time against these.

To delete a labor type and the associated cost/rate, hover to the right-hand side of the rate number to display the red trash icon, then click the trash can.

Service Requests from QR Codes

Here you have the ability to "Allow Anonymous Users to Request Service."

If you select the check box, this will allow any end-user to scan the asset (or Stock item) QR code of any product you have installed, or the "Project Service Code" QR code. After scanning the QR code with their mobile phone, the user will be able to request a Service case.

Included here is an example of what it looks like when an end-user scans a QR code (for a project in the Completed stage):

Find out more about how Anonymous User Case Creation is implemented here!

We hope this helps! If you have any questions, please reach out to us in support chat 🙂

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