As you go through the process of setting up your configurations within ServiceWorks, you may have noticed a section called Module Visibility within your settings. But what is it? Within the ServiceWorks software, module visibility refers to whether or not specific modules in the program are enabled and visible for use.
In the Configurations Tab, there are two sections with module visibility: Job Settings and Inventory Settings. Here’s a brief walkthrough of the module visibility sections within ServiceWorks and how they’ll affect your experience with the software:
Module Visibility in Job Settings
To reach these settings, use the cogwheel in the upper left corner to open the Configuration Tab and navigate to Job Settings -> Module Visibility
Once in the job setting module visibility menu, you’ll have the following options:
- Show Item In New Job Page
Enable this checkbox to grant the ability to have items added to jobs / invoices on desktop and in the mobile app
- Show Product In New Job Page
Enable this checkbox to grant access to the Products feature on the Job Edit page, which aids in tracking and scheduling repairs for rental equipment
- Show Service In Job Complete Page
Enable this checkbox to allow for services to be viewed or edited by technicians once a job has been marked as completed - Show Invoice In Job Complete Page
Enable this checkbox to allow the invoice charges to be changed once a job has been marked as completed - Create Warranty Jobs
Enabling this checkbox allows you to create and submit warrantied jobs, as well as granting access to the claims and submission pages in the Job tab
Module Visibility in Inventory Settings
To reach these settings, use the cogwheel in the upper left corner to open the Configuration Tab and navigate to Inventory Settings -> Module Visibility
Once in the inventory settings module visibility menu, you’ll have the following options:
- Show Inventory Menu
Enabling this checkbox will allow you to access the Inventory module on both the desktop and mobile app, as well as make the toolbar link visible
- Show Model Search
Enabling this checkbox will allow you access to the Model Search feature, which can be used to view schematics of items sold through Marcone distribution
Need More Assistance?
Contact us:
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Email: support@service.works
Phone: 636-330-0329 Ext #1
