Service Types Follow
Setting up Service Types
Midnight comes pre loaded with a standard set of Service Types, more commonly referred to as Production Departments (not to be confused with “Departments” that are assigned to employees). Service Types form the foundation of how your company categorizes and manages the services you offer. They typically represent your production departments and serve as high-level categories for organizing standard services.
Adding or Editing Service Types
You can create as many or as few Service Types as needed. The number and structure of your Service Types should be based on how you want to organize your workflow and how you want estimates, work orders, invoices, and reports to be formatted.
For standard sales reporting, we recommend maintaining no more than 10 active Service Types whenever possible, and each should be assigned a sort order between 1 and 10. The Sales: By Customer / Service Type Report is designed to report on up to ten Service Types.
Accessing the Service Types Screen
To access the Service Type Setup screen, click on The Admin Gear Icon in the upper right of the screen. Then select Service Types from the menu on the left of the screen.
Service Types Screen
The Service Types screen allows you to add or deactivate Service Types, or change the name or sort order in which they display.
The fields on the screen are as follows:
- Code – two digit code to be used in linking services to the correct department or service type
- Name – display name of the department to be seen in estimates and orders and on reports
- Sort – order in which the department tabs will be displayed
- Icon – a way to visually identify service types easier
- Color – assign a color to easily find service types
- Kiosk Hide – flag to indicate services from this department will not be displayed on the kiosk for job costing purposes
- Active – flag to indicate whether or not the department/service type is currently in use
- Edit – Standard edit functionality
- Delete – Standard delete functionality
To add a new Service Type, click in the gray bar in the bottom row and begin by entering the Code, Name, flags for Kiosk Hide and Active, and then click on the Save button (small blue floppy disk icon).
The new Service Type will be added with the next available sort. In the example above, it will be added with a Sort of 10. To change that, you will click on the Edit icon (pencil) to the right of the new record, and enter your new sort for that Service Type.
The sort order in the Service Type grid will determine the order of the Service Types in estimates and orders as shown below.