How to Manage Service Types?

When a piece of equipment goes in for work, what kind of work is it? A routine tune-up? An emergency repair? A safety inspection? Service Types let you define those categories once, so every maintenance job you log is tagged consistently — making your maintenance history clean, filterable, and easy to report on.

Each service type carries a name, an optional description, and a color swatch that shows up as a colored dot wherever the type appears, so your team can tell one kind of service from another at a glance.

Where does this show up? Service types are the categories you pick from when scheduling or logging maintenance work on an asset. Setting them up here means everyone on your team chooses from the same tidy list instead of typing free-form labels.

Why Set Up Service Types?

• Consistency — everyone logs work against the same named categories instead of inventing their own.
• Faster reporting — group and review maintenance by type (for example, all “Preventive Maintenance” jobs) to spot patterns and costs.
• Visual clarity — the color swatch makes each type instantly recognizable in lists and calendars.

Before You Start

Managing service types requires the Settings Write permission. If you only have read access, you can view the list but the Add Type, edit, disable, and delete controls are greyed out. Ask an administrator to grant Settings Write if you need to make changes.

Where to Find Service Types

Navigate to Settings > Inventory Setup > Service Types.

The page opens with a table of your existing service types, a search box, and running counts of your Total and Active types.

Adding a New Service Type

1. Click + Add Type in the top-right corner.
2. In the Add Service Type window, fill in the details:
   • Name (Required) — what the service is called (for example, “Preventive Maintenance”, “Emergency Repair”, “Safety Inspection”, “Cleaning & Servicing”).
   • Description — an optional note explaining when this type should be used.
   • Color — pick one of the preset color swatches. This color appears as a dot next to the type’s name everywhere it’s used.
3. Click Create to save.

Your new type appears in the table immediately and is active by default.

A Name is the only required field. If you leave it blank, saving is blocked until you add one.

Editing a Service Type

1. Find the type in the table (use the search box to filter by name or description).
2. Click the pencil (Edit) icon in its row.
3. Update the name, description, or color as needed.
4. Click Save Changes.

Activating or Deactivating a Service Type

Instead of deleting a type you no longer offer, you can switch it off — this keeps your historical records intact while removing the type from active use.

1. Locate the type in the table.
2. Click the toggle switch in its row.
3. Confirm the change in the pop-up.

The Status column shows Active or Inactive so you can see at a glance which types are in play. Deactivated types stay in the list (and remain searchable) but are set aside from everyday use.

The Total and Active counts at the top of the page update as you enable and disable types.

Deleting a Service Type

If a type was created by mistake or is no longer needed at all:

1. Click the trash (Delete) icon in the type’s row.
2. Confirm the deletion in the pop-up.

Deleting is permanent. If you think you might report on past jobs of this type, deactivate it instead of deleting so your history stays complete.

Reminder Settings

Below the service types table is a Reminder Settings panel that controls how your team is notified about upcoming and overdue service work. These toggles apply account-wide, not to a single service type.

Flip any toggle to turn that channel on or off — the change saves instantly. Like the rest of this page, the reminder toggles require Settings Write permission to change.

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