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.