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Creating Service Types for Commercial Clean

Learn how to create a service type specifically for the Commercial Clean industry!

Aspire Software avatar
Written by Aspire Software
Updated over 6 months ago

What is a Service Type?

Service Types are used to group services and tie them to your divisions. They can be thought of as Sub Divisions. They are the link between divisions and services to break down the pricing mark ups on your opportunities.

Examples of Service Types for Commercial Clean companies, like for a Floor Care Division, could be Carpet Cleaning, Hi-Speed Buffing, and Misc. Floor Service.


Requirements

⚠️ To create or edit Service Types, the user must have System Admin access.

⚠️ If you are currently in Implementation, it's recommended to start simple with your Service Types. You can always add complexity as you continue using your system!

✅ You've read Building Your Organization in Aspire. If you haven't, please read this article before moving forward.


Instructions

To add a new Service Type, follow these steps:

  1. Click on your Profile Icon, then Administration.

2. Click Application

3. Click Lists.

4. A drop down will appear. Click Select A List, scroll down, and click Service Type.

5. Click the blue New icon to create a new Service Type.

6. When creating a new Service Type, the Active slide will automatically be yellow and to the right. In order to inactivate a service type, click the Active slider while the service type is Active. It will then turn grey.

7. Enter the Service Type Name.

8. Click from the drop down menu which division this Service Type will be linked to.

9. The Sort Order is optional and can be used to display the Service Types in a specific order. As with all sort orders, the lower the number, the higher it will show on your list.

10. Service Type Integration Code is optional. 📑 To learn more about Integration Codes, read this article.

11. When finished, click Save in the upper right corner.

📌 Note: The new Service Type will not be in use until it is assigned to a Service within the Service Catalog as shown below.

📑 To learn more about creating Services for Commercial Clean, read this article!

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