Managing Your ServiceTrade Account Settings

Derek Torres
Derek Torres
  • Updated

As an Account Admin you can edit your Account Settings in ServiceTrade. This article will walk you through how to manage your ServiceTrade Account Settings. To navigate to your Account Settings:

  1. Click on your Profile Photo.
  2. Click on Account Settings.
  3. Click to expand any of the Setting Accordions. Below defines what each setting controls in your account.

 

 

 

 

 

Offices

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This setting allows you to add and edit your office. Click here to learn more about Creating and Managing Offices.

This setting also allows you to Create and Manage Regions.

View Users

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Allows you to only view your users, however, if you want to manage your users navigate to the Users List under My Account.

Account PreferencesAccount_Preferences.png

In this section, you can control if you want to automatically release appointments to technicians and set a default invoice status for newly created invoices.

Automatically Release Appointments to Technicians

Technicians can only see released appointments in their mobile and tablet applications.
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  1. Click to check Yes or No, in the Enable Auto Release option.
    • If you choose "Yes", appointments will be released to your technicians as soon as they are assigned.
    • If you choose "No", you must manually release each appointment to your technicians from the dispatch board or job page. Appointments created and scheduled by technicians will always be released to those technicians, regardless of this account setting.
  2. Click Save when done.

Default Invoice Status

This setting allows you to set the Status of newly created invoices by office users.
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  1. Click the Default invoice status drop-down.
  2. Select which status you prefer.
  3. Click Save when done.

Default Visibility

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Here you can set the default visibility for newly created attachments, deficiencies, job items, comments, quotes, and invoices. These default visibility rules will apply both to records created by users in your account, and to records shared with you from another ServiceTrade account.

Click here to learn how to set default visibility in your account.

Asset Types

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Here you can select the asset types that are visible across your account.

Click here to learn how to set your account's asset types.

Job Types

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Here you can select the job types your company performs. These job types will be available in your account when you create new jobs and search for existing jobs.

  1. Click to select or deselect the job types your company performs.
  2. Click Save when done.

Item Types

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Configure Your Company's Item Types

Here you can select the item types that your company uses. These item types will be available in your account when you create new items and search for existing items in your item list.

  1. Click to select or deselect the item types your company uses.
  2. Click Save when done.

Item Type for Ad-hoc Items

When you create an ad-hoc item (an item that does not appear in your item list) on a job, quote, or invoice, it will be assigned this item type. Changing this setting affects all existing ad-hoc items already on jobs, quotes, and invoices, as well as new ad-hoc items created in the future.

This setting does not affect how other ServiceTrade accounts see ad-hoc items on jobs that you subcontract to or from them.

  1. Click to open the Item type for ad-hoc items drop-down menu.
  2. Select the Item Type.
  3. Click Save when done.

Technician App Preferences

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This setting allows you to control a feature in the ServiceTrade Mobile App that has currently not yet been released but is on our product roadmap.

For now, it is best practice to leave both of these settings on disabled.

Payment Terms

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Here you can define which payment terms you want to make available to your users in ServiceTrade, and which payment terms option should be used as the default. 

Click here to learn how to manage your payment terms.

Integrations

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Here you can set up Integrations with a 3rd Party application.

Click here to learn more about setting up an Integration.

Webhooks

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Webhooks allow a system that integrates with the ServiceTrade API to receive notifications about updated data without polling (continually having to ask the API for new data.) When an entity changes, a notification message is sent to the specified URL. See the webhook API documentation for more information.

Default Terms and Conditions

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Here you can set your company's default terms and conditions for Jobs, Quotes, Invoices, and Change Orders.

Click here to learn how to set your default Terms and Conditions.

Sales Tax

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Here you can set your company's default location taxability settings and how your account handles sale tax on quotes and invoices.

Click here to learn how to set your company's sales tax settings.

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