Service Types

Service types are the kinds of work you do - "Window cleaning", "Floor wax", "Lawn mow", "Garden maintenance". They're optional, but they make scheduling and reporting cleaner.

Why Use Service Types

• Consistent checklists per service - link a default checklist to a service type and every job using it gets the right list automatically
• Colour and icon coding - service types get a colour and icon so the schedule view shows what's happening at a glance
• Cleaner reporting - filter and segment reports by service type to see how each line of business is performing

Creating a Service Type

1. Go to Service Types in the sidebar
2. Click Add Service Type
3. Fill in:
4. Save

Scope

• Organisation-wide - available on any job, anywhere
• Client-specific - only available for jobs at sites belonging to one client
• Site-specific - only available at one site

Use scope to keep the service type list tidy. A "Pool service" type that only applies to one client doesn't need to be available on every job everywhere.

How Service Types Interact with Site Checklists

When a job is linked to a service type, the service type's default checklist takes precedence over the site's default checklist for that visit. This is what lets a single site host multiple kinds of service with the right checklist for each.

Tips

• Start with a small set - "Standard service" for most work, plus a couple of specialised types
• Use scope to surface specialised services only where they're relevant
• Match service type colours to your operational mental model - it pays off in the schedule view