Manage your provider settings

ServiceVisit keeps the setup of your business in one Settings area. With this ability you can open and change Company Profile, Branding, Locations and Defaults. It also covers Work Order Templates, Work Classifications, Notifications, Communication Templates and Subscriptions.

You would use these when you first set the business up, and again whenever something about how you operate changes: a new location, a new logo, a different default, or a different way of notifying customers. Settings are the shapes your jobs and work orders are created from, rather than the work itself.

Other parts of Settings, such as users, tax and payment setup, are separate actions and appear only for people who are allowed to use them. If you cannot see Settings at all, ask whoever manages your users.

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