Getting Started
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      2. Account & Setup
      3. Getting Started

      Setup Service Types

      How to set up your service types

      Service Types can be used to categorize your services and are used for reports and when tracking goals for employees.

      Enhanced Goals are available in the Preferred & Ultimate editions of the Envision program.  To upgrade, please go to Manage Account > Modify/reactivate subscription plan.

      To enter the Service Types List,

      Inventory > Inventory Options > Service Types

      1. Hover over Inventory in the menu bar of Envision,

      2. Hover over Inventory Options, and

      3. Select Service Types from the drop-down menu.
        service types dropdown
      4. Choose to Add a New Service Type in the option box to the left side of the screen. Alternatively, you may select to Import Generic Service Types, if you wish to bring in a list of common service types.

      service type list

      add new service type