About Service Automation Administration

    The Service Automation Administration module, or Admin, is designed to provide you with self-service functionality to perform system administration tasks. You can use Admin to configure and manage the following features within Service Automation:

    Option

    Description

    Location Note Headers

    Manage configurable fields that are required by your organization. Examples of location note headers include District/Regional Manager contact information, square footage, lease expiration date, brand, etc.

    WO Properties

    Manage service categories, work order statuses and priorities and trades/NTEs. 

    Accounting

    Manage approval codes and GL codes.

    Invoices

    Configure invoice date options.

    Permissions

    Manage users and their permissions, security options and mobile access.

    Site Audit

    Manage audit types and review upload history of the audit type template. 

    Providers

    Review contractors and manage internal providers.