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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 week ago

User Permissions

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

Once you have added your users, go to Settings > Service to set up the rest of your Service preferences.

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 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.

As a default, we have included "Collect Credit Card at Service Call", and "Invoice after Case Closed". You can use, edit, or delete these, or add new terms by typing in the open field, and then selecting 'Add Payment Option'.

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

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, until the red trash can appears, 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 user to scan the QR code of a any product you have installed. After scanning the QR code with their mobile phone, the user will be able to "Request" a Service case.

Included here is an example:

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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